Program Chairs:

Joseph R. Rekrut
Reinhart Boerner Van Deuren, S.C.
Milwaukee

Robert B. Teuber
von Briesen & Roper, S.C.
Waukesha

Colin J. Walsh
Baker Tilly US, LLP
Madison

Presenters:

Dana J. Erlandsen
Wisconsin Department of Revenue General Counsel
Madison

Denise M. Everson
Wisconsin Department of Revenue General Counsel
Madison

Michael G. Goller
Reinhart, Boerner, Van Deuren, S.C.
Milwaukee

Patricia A. Hintz
Quarles & Brady LLP
Milwaukee

Courtney A. Hollander
Quarles & Brady LLP
Milwaukee

Allison N. Kruschke
IRS Office of Chief Counsel
Milwaukee

Robert J. Misey, Jr.
Reinhart, Boerner, Van Deuren, S.C.
Milwaukee

Rhonda K. Sankey
Wisconsin Department of Revenue
Madison

Kristina E. Somers
Reinhart, Boerner, Van Deuren, S.C.
Milwaukee

Khanh Tran
IRS Office of Chief Counsel
Milwaukee

8:30 a.m. Hot Tax Practice Procedure and Ethics Issues

Michael G. Goller

9:20 a.m. International Tax Update

Robert J. Misey, Jr.

10:10 a.m. Break

10:25 a.m. Federal Tax Update

Patricia A. Hintz, Courtney A. Hollander

11:15 a.m. State Tax Update

Kristina E. Somers

12:05 p.m. Lunch

Those attending the in-person program are welcome to stay on site for the networking lunch – a special opportunity to celebrate the 75th anniversary of Tax School

1:30 p.m. Emerging Issues in Tax

• Issues arising from the Inflation Reduction Act • Micro-captives • Syndicated Conservation Easement • Cryptocurrency Allison N. Kruschke Khanh Tran

2:20 p.m. State Tax Audits and Appeals Representation: Tips and Insights Avoid common mistakes and improve your understanding of:

• Wisconsin income, franchise and sales tax audits • Appealing audit determinations to the Resolution Unit • Appealing Resolution Unit redeterminations to the Wisconsin Tax Appeals Commission Dana J. Erlandson Denise M. Everson Rhonda K. Sankey

3:10 p.m. Program Concludes

• Get the latest updates on state, federal, and international tax law
• Understand emerging issues in tax law and identify potential issues on the horizon
• Discover how recent U.S. Supreme Court cases may impact your clients going forward
• Hear directly from the Wisconsin Department of Revenue about the audit and appeals processes
• Explore timely tax practice procedure and ethical issues

• Taxation lawyers
• Business lawyers
• Estate planning and probate lawyers
• Real estate lawyers
• Employment lawyers

Book Bonus!

LLCs and LLPs: A Wisconsin Handbook
Save 15% on the LLCs and LLPs: A Wisconsin Handbook.* In it, you’ll find detailed discussions on choosing the appropriate business entity, organizing a business, operational and tax issues, and more. Use discount code CA3716 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/25. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

Attend the in-person seminar for a special opportunity to celebrate 75 years of the Annual Tax School at the State Bar of Wisconsin, sponsored by the State Bar’s Taxation Law Section. It’s a great way to connect with your colleagues and meet the presenters.