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State Tax Audits and Appeals Representation: Tips and Insights 2025

Product ID: CA3764W
Presented By: State Bar of Wisconsin PINNACLE

This program is an excerpt from the 75th Annual Tax School. 

Turn audits into opportunities

A small business owner calls you in a panic. They’ve just received notice of a state tax audit, and their financial records are in complete disarray. The clock is ticking. The Wisconsin Department of Revenue (WDOR) is requesting documentation, and any misstep could mean hefty penalties. While no one wants their clients to face the stress of a tax audit, situations like this happen all the time. As their advisor, you’re the first line of defense. Are you ready?

From panicked to prepared

State Tax Audits and Appeals Representation: Tips and Insights gives you the practical knowledge and skills needed to confidently guide clients through the complexities of audits and appeals in Wisconsin. Featuring insights from representatives of the WDOR, you’ll gain an insider’s perspective on the tax audit process, common pitfalls, and how to handle the appeals system effectively. 

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Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Friday, February 28, 202512:00 PM - 12:50 PM CT

Add to Calendar 2/28/2025 12:00:00 PM 2/28/2025 12:50:00 PM America/Chicago State Tax Audits and Appeals Representation: Tips and Insights 2025

This program is an excerpt from the 75th Annual Tax School. 

Turn audits into opportunities

A small business owner calls you in a panic. They’ve just received notice of a state tax audit, and their financial records are in complete disarray. The clock is ticking. The Wisconsin Department of Revenue (WDOR) is requesting documentation, and any misstep could mean hefty penalties. While no one wants their clients to face the stress of a tax audit, situations like this happen all the time. As their advisor, you’re the first line of defense. Are you ready?

From panicked to prepared

State Tax Audits and Appeals Representation: Tips and Insights gives you the practical knowledge and skills needed to confidently guide clients through the complexities of audits and appeals in Wisconsin. Featuring insights from representatives of the WDOR, you’ll gain an insider’s perspective on the tax audit process, common pitfalls, and how to handle the appeals system effectively. 

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This program is an excerpt from the 75th Annual Tax School. 

Turn audits into opportunities

A small business owner calls you in a panic. They’ve just received notice of a state tax audit, and their financial records are in complete disarray. The clock is ticking. The Wisconsin Department of Revenue (WDOR) is requesting documentation, and any misstep could mean hefty penalties. While no one wants their clients to face the stress of a tax audit, situations like this happen all the time. As their advisor, you’re the first line of defense. Are you ready?

From panicked to prepared

State Tax Audits and Appeals Representation: Tips and Insights gives you the practical knowledge and skills needed to confidently guide clients through the complexities of audits and appeals in Wisconsin. Featuring insights from representatives of the WDOR, you’ll gain an insider’s perspective on the tax audit process, common pitfalls, and how to handle the appeals system effectively. 

Read More ↓

Dana J. Erlandsen has served as Chief Counsel for the Wisconsin Department of Revenue since 2005, serving under five different revenue secretaries. She supervises tax and collections attorneys and paralegals who handle income, franchise, sales, excise, real estate transfer, and property tax litigation and legal opinions, as well as a staff of resolution officers who work on intermediate internal appeals of income, sales, and excise tax. When not supervising or working on tax issues, she advises the Wisconsin Lottery, unclaimed property, and state alcohol regulation programs. Before coming to the department, she practiced with private firms in Madison, representing public and private sector clients in commercial and employment litigation. She graduated from the University of Wisconsin Law School with honors. 

Denise M. Everson is the Director of the Audit Bureau for the Wisconsin Department of Revenue. She oversees audit activities for sales and use, income, franchise, pass-through, and excise taxes. Her previous roles at the department include field auditor, supervisor, and Sales and Use Tax section chief. Denise is a certified public accountant with an accounting degree from the University of Wisconsin-La Crosse and a master's in taxation from the University of Wisconsin-Milwaukee.

Rhonda K. Sankey is the supervisor of the Field Audit Resolution Unit. She manages a staff of six Resolution Officers located in various state offices. Her staff are involved in appeals of multiple tax types including but not limited to corporation, sales/use, pass-through, and excise taxes. Along with her background as an auditor, she was a supervisor in the Sales and Use Tax field audit section before becoming the resolution supervisor. Rhonda is a certified public accountant and received her accounting degree from the University of Wisconsin–Madison.  

  • Receive tips for managing state tax audits and appeals
  • Understand how to weigh your client’s post-decision options, including motions for reconsideration and appeals to circuit court
  • Review taxpayer rights during audits, including options for filing a Petition for Redetermination or escalating disputes to the Tax Appeals Commission
  • Handle refund claims effectively during audits for simultaneous review of assessments and refunds
  • Mitigate the risk of fraudulent activities targeting taxpayers and businesses
  • Navigate audit correspondence with timely responses and clear communications
  • Tax lawyers
  • Estate planning and probate lawyers
  • Business lawyer
  • Employment lawyers
  • Real estate lawyers
  • General practitioners
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