Wisbar.org may be unavailable on February 19 starting at 6:00 p.m. until 9:00 p.m. for system maintenance.

70th Annual Tax School

Product ID: CA2934R7
Presented By: State Bar of Wisconsin PINNACLE

A top-notch curriculum

Tax School turns 70! This longstanding annual program sets you up for success by ensuring you’re up-to-speed with the most recent tax law changes, as well as the latest hot topics impacting tax, business, estate planning, and real estate law.

At the 70th Annual Tax School, you’ll receive top tax training on:

  • The latest state and federal tax updates
  • Current ethics rules and issues
  • IRS audit issues
  • 1031 exchange practice updates
  • Trust and estate taxation considerations

Taking advantage of tax incentives

Under the 2017 Tax Cuts and Jobs Act, a low-income community can qualify for preferential tax treatments if it becomes certified as an “opportunity zone.”1 Review how the zones work and how to use them. Plus, learn about updates to other incentive programs.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand Seminar
Course manual and CD

Pricing

Member $259.00

Non-Member $339.00

Credits

7 CLE, 1 EPR

Date and Time

Wednesday, January 22, 20208:30 AM - 3:50 PM CT

Add to Calendar 1/22/2020 8:30:00 AM 1/22/2020 3:50:00 PM America/Chicago 70th Annual Tax School

A top-notch curriculum

Tax School turns 70! This longstanding annual program sets you up for success by ensuring you’re up-to-speed with the most recent tax law changes, as well as the latest hot topics impacting tax, business, estate planning, and real estate law.

At the 70th Annual Tax School, you’ll receive top tax training on:

  • The latest state and federal tax updates
  • Current ethics rules and issues
  • IRS audit issues
  • 1031 exchange practice updates
  • Trust and estate taxation considerations

Taking advantage of tax incentives

Under the 2017 Tax Cuts and Jobs Act, a low-income community can qualify for preferential tax treatments if it becomes certified as an “opportunity zone.”1 Review how the zones work and how to use them. Plus, learn about updates to other incentive programs.

alMYBcCwJzBnuVRvlmHo61032

Product no longer for sale.

Maximum quantity must be less than or equal to 1.

A top-notch curriculum

Tax School turns 70! This longstanding annual program sets you up for success by ensuring you’re up-to-speed with the most recent tax law changes, as well as the latest hot topics impacting tax, business, estate planning, and real estate law.

At the 70th Annual Tax School, you’ll receive top tax training on:

  • The latest state and federal tax updates
  • Current ethics rules and issues
  • IRS audit issues
  • 1031 exchange practice updates
  • Trust and estate taxation considerations

Taking advantage of tax incentives

Under the 2017 Tax Cuts and Jobs Act, a low-income community can qualify for preferential tax treatments if it becomes certified as an “opportunity zone.”1 Review how the zones work and how to use them. Plus, learn about updates to other incentive programs.

Read More ↓

Sponsored By

Program Chair:

Daniel B. Geraghty
Husch Blackwell LLP
Milwaukee

Presenters:

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

Patricia A. Hintz
Quarles & Brady LLP
Milwaukee

Carl D. Holborn
O'Neil, Cannon, Hollman, DeJong & Laing, S.C.
Milwaukee

Courtney A. Hollander
von Briesen & Roper, S.C.
Oshkosh

Hal Karas
Husch Blackwell LLP
Milwaukee

Sarah E. McNally
Godfrey & Kahn, S.C.
Milwaukee

Rebecca H. Mitich
Husch Blackwell LLP
Milwaukee

Douglas J. Patch
Godfrey & Kahn, S.C.
Milwaukee

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

8:00 a.m. : Registration

8:30 a.m. : Federal Tax Update

Patricia A. Hintz

9:20 a.m. : State Tax Update

Kristina E. Somers

10:10 a.m. : Break

10:25 a.m. : Hot Tax Practice Procedure and Ethics Issues

  • Update on the office of professional responsibility
  • A Discussion of current IRS audit issues
  • Hot IRS penalty issues

Michael G. Goller

11:15 a.m. : Income Taxation of Trusts & Estates

  • Summary of the rules of the income taxation of trusts and estates
  • Issues related to the Tax Cuts and Jobs Act
  • An overview of state income tax issues relating to Kaestner v. North Carolina

Carl D. Holborn

12:05 p.m. : Lunch (on your own)

1:05 p.m. : Tax Aspects of Drafting Operating Agreements

  • Understanding the regulatory language contained in most operating agreements
  • Purpose and risks of deficit restoration obligations
  • Using target capital account versus layered allocation language
  • Common waterfall economic deals and related drafting techniques

Sarah E. McNally, Douglas J. Patch

1:55 p.m. : Hot Topics in Real Estate Tax Incentives

  • Opportunity Zones and how to use them
  • 1031 Exchange practice updates
  • Updates to other incentive programs

Hal Karas, Rebecca H. Mitich

2:45 p.m. : Break

3:00 p.m. : Responding to Inquiries, Notices, and Demands in Light of Recent IRS Trends

  • Communications with the IRS in controversy and collection matters
  • Reviewing and responding to inquiries, notices, and demands
  • Consequences when responses are not made

Courtney A. Hollander

3:50p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • Get the latest state and federal tax updates
  • Earn an ethics credit and hear the latest IRS penalty issues
  • Explore tax issues that arise when drafting operating agreements
  • Improve communication with the IRS
  • Learn how to use the latest real estate tax incentives
  • Understand the rules of income taxation of trusts and estates
  • Taxation attorneys
  • Business lawyers
  • Estate planning & probate practitioners

Book Sale – Save 20%

Marital Property Law & Practice in Wisconsin
Save 20% on Marital Property Law & Practice in Wisconsin . Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Quickly find the answer to any question involving marital property or property classification. 5th edition includes the enactment of the TCJA. Use discount code CA2934 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 as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.