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Browse All > CLE Seminars

Wisconsin's Real Estate Transfer Tax 2019

Product ID: CA2916D
Presented By: State Bar of Wisconsin PINNACLE

Own your real estate transfer tax knowledge

When it comes to conveying or selling real estate, Real Estate Transfer Returns (RETRs) must be filed electronically with the county Register of Deeds. RETRs are tax documents often used to determine a property’s market value, and the consequences for failing to file—or completing the form improperly—are steep. By claiming an improper exemption, a grantor will owe the transfer tax, plus 12% interest and a 25% penalty. Conversely, if a proper exemption isn’t claimed, people can end up overpaying—and unless the grantor realizes the mistake, or the Department of Revenue audits the conveyance and catches the incorrect payment, a refund is not guaranteed.

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Own your real estate transfer tax knowledge

When it comes to conveying or selling real estate, Real Estate Transfer Returns (RETRs) must be filed electronically with the county Register of Deeds. RETRs are tax documents often used to determine a property’s market value, and the consequences for failing to file—or completing the form improperly—are steep. By claiming an improper exemption, a grantor will owe the transfer tax, plus 12% interest and a 25% penalty. Conversely, if a proper exemption isn’t claimed, people can end up overpaying—and unless the grantor realizes the mistake, or the Department of Revenue audits the conveyance and catches the incorrect payment, a refund is not guaranteed.

Read More ↓

James “Jim” W. McNeilly, Jr. is a collection attorney with the Wisconsin Department of Revenue's Office of General Counsel, which he joined in 2014 after 33 years in private practice. Jim’s practice focuses on tax collection and bankruptcy. He also represents the Department in contract, alcohol regulation and Wisconsin Lottery matters.

Jim is a member of the State Bar of Wisconsin and serves on the Bankruptcy, Insolvency and Creditors' Rights Section Board as a Past Chair. From 1987 to 2014, Jim was a Chapter 7 Panel Trustee in the Western District of Wisconsin, and from 1995-2006, he served as a Court Commissioner for La Crosse County. Jim earned his BSSW from UW-La Crosse and his J.D. from the University of Wisconsin Law School.

Jeremy Wedige is a supervisor with the Wisconsin Department of Revenue, where he is responsible for local assessment and property taxation reporting and the real estate transfer fee program. Prior to working at the Department, Jeremy was a Real Estate Transfers Free Auditor for 23 years. He earned his B.A. in Accounting and Business Management from Upper Iowa University-Madison, and he is also a certified Assessor II by the State of Wisconsin.

Mark S. Zimmer is an attorney with the Wisconsin Department of Revenue, where he has practiced in the areas of tax litigation and intellectual property since June 2001. He also represents the Wisconsin Lottery in contract, licensing, employment and other business matters. Prior to his work at the Department, Mark was in private practice in Madison from 1985 through 2001. He is a graduate of the University of Wisconsin Law School.

  • Learn how to properly complete a Real Estate Transfer Return (RETR)
  • Hear from Wisconsin Department of Revenue experts
  • Know the top ten mistakes in completing returns and how to avoid them
  • Understand pertinent exemptions to avert paying unnecessary tax or steep penalties
  • General practitioners
  • Real estate attorneys
  • Real estate brokers and realtors
  • Business transactional attorneys
  • Trust, estate, and probate attorneys
  • Title company employees
  • Anyone who prepares transfer returns or advises on real estate conveyances

James “Jim” W. McNeilly, Jr. is a collection attorney with the Wisconsin Department of Revenue's Office of General Counsel, which he joined in 2014 after 33 years in private practice. Jim’s practice focuses on tax collection and bankruptcy. He also represents the Department in contract, alcohol regulation and Wisconsin Lottery matters.

Jim is a member of the State Bar of Wisconsin and serves on the Bankruptcy, Insolvency and Creditors' Rights Section Board as a Past Chair. From 1987 to 2014, Jim was a Chapter 7 Panel Trustee in the Western District of Wisconsin, and from 1995-2006, he served as a Court Commissioner for La Crosse County. Jim earned his BSSW from UW-La Crosse and his J.D. from the University of Wisconsin Law School.

Jeremy Wedige is a supervisor with the Wisconsin Department of Revenue, where he is responsible for local assessment and property taxation reporting and the real estate transfer fee program. Prior to working at the Department, Jeremy was a Real Estate Transfers Free Auditor for 23 years. He earned his B.A. in Accounting and Business Management from Upper Iowa University-Madison, and he is also a certified Assessor II by the State of Wisconsin.

Mark S. Zimmer is an attorney with the Wisconsin Department of Revenue, where he has practiced in the areas of tax litigation and intellectual property since June 2001. He also represents the Wisconsin Lottery in contract, licensing, employment and other business matters. Prior to his work at the Department, Mark was in private practice in Madison from 1985 through 2001. He is a graduate of the University of Wisconsin Law School.

  • Learn how to properly complete a Real Estate Transfer Return (RETR)
  • Hear from Wisconsin Department of Revenue experts
  • Know the top ten mistakes in completing returns and how to avoid them
  • Understand pertinent exemptions to avert paying unnecessary tax or steep penalties
  • General practitioners
  • Real estate attorneys
  • Real estate brokers and realtors
  • Business transactional attorneys
  • Trust, estate, and probate attorneys
  • Title company employees
  • Anyone who prepares transfer returns or advises on real estate conveyances
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