2020 Wisconsin Annual Income Tax Course Information

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Registration for the 2020 Annual Income Tax Courses is open!

Register Now On-Line 


Register by Mail or Phone


The topics for 2020 have not been determined yet but will be included in the book and be covered in the live sessions as time permits.

For example, these were the 2019 topics:

Qualified Business Income Deduction – Non-Specified Service Trades or Businesses. This chapter discusses how to calculate the qualified business income (QBI) deduction for proprietorships, partners in partnerships, and S corporation shareholders. This chapter contains comprehensive examples of the income that qualifies for the deduction, and two limitations on the deduction: the taxable income limit and the W-2 wage and capital limit. This chapter also explains when trades or businesses can be aggregated, how to net and carryover QBI losses, and how pass-through entities must allocate and report QBI items.

Qualified Business Income Deduction – Specified Service Trades or Businesses. This chapter defines a specified service trade or business (SSTB) and it explains how to calculate the SSTB limitation on the QBI deduction. It includes detailed examples of the SSTB limitation for a taxpayer with taxable income below, above, and within the phasein range. This chapter also covers the de minimis rule that allows a business to have a small amount of specified service activity, and an anti-abuse rule that prohibits certain business arrangements that avoid the SSTB limitation.

Ethics. This chapter discusses important issues that help tax practitioners comply with their ethical obligations. Topics include the following:
• Initiating, maintaining, and terminating representation of a client with diminished capacity
• Validity and scope of a power of attorney, and when to revoke an IRS power of attorney
• Due diligence under the centralized partnership audit regime; large, suspicious, or unusual items on a tax return; and due diligence for social media and email marketing
• Ten case studies that illustrate real-life ethical scenarios

Limited Liability Tax Issues. This chapter reviews important tax issues for LLCs, including the choice of entity rules, husband and wife LLCs, allocation of profit and loss, calculation of inside and outside basis, and basis elections upon the death of a member or the sale of an LLC interest. This chapter also discusses LLC compensation issues; and the tax implication of conversion of a single-member LLC to a multi-member LLC (and vice versa).

Religious Organization Tax Issues. This chapter provides a comprehensive discussion of tax issues that arise for religious organizations, their service providers, and their members. It explains the requirements for tax-exempt status, unrelated business taxable income, taxation of compensation paid to employees and contractors, and IRS audits of religious organizations. It also explains some unique tax issues for Amish and Mennonite members.

Business Issues. This chapter discusses some of the issues that tax practitioners encounter when they prepare returns for clients who operate a business. Topics include the following:
• Travel and transportation expenses
• The business interest limitation
• The excess business loss disallowance rule
• Taxation of health care plans for small businesses

Real Estate Tax Issues. This chapter covers a broad range of tax issues for the real estate investor, including short-term rentals, the passive activity loss limits, the QBI deduction for real estate activities, and investing in opportunity zones. It also explains the ramifications of a disposition of real estate, including capital gains and losses, depreciation recapture, and installment sales. Finally, this chapter discusses important information for the real estate owner, including the deduction for business use of the home, and the exclusion of gain on the sale of a principal residence.

Foreign Tax Issues. US persons with foreign income or assets may have reporting and disclosure requirements. Penalties for failure to comply are high. This chapter gives an overview of the more common reporting and disclosure requirements. It also covers the new foreign tax laws and the withholding rules that apply to a non-US person who is selling US real property.
Individual Issues. This chapter covers several issues tax practitioners encounter when preparing individual income tax returns, including:
• The charitable contribution deduction and the limits on the deduction
• Tax credits, such as the earned income credit, the child tax credit, and the credit for other dependents
• Taxation of the earned and unearned income of children
• Gambling income and losses

Investment and Retirement. This chapter covers investment and retirement tax planning issues including:
• Virtual currency
• Annuities and life insurance
• Retirement planning for small businesses
• Stock options and employee stock option plans

Trust and Estate Issues. This chapter discusses estate planning to preserve the increased exemption amount before it expires at the end of 2025, and the continued need for A-B trust planning. It reviews how to determine basis in inherited assets, and the tax ramifications of below-market loans. This chapter also explains when a trust or estate (or its beneficiary) can claim the QBI deduction, and how to calculate that deduction.

IRS Issues. This chapter covers issues the IRS targets as key issues for practitioners. Topics include:
• Cybersecurity
• Penalty abatement
• The impact of bankruptcy on tax debt
• Taxpayer liability for the trust fund recovery penalty
• The paycheck checkup

New and Expiring Legislation. This chapter covers recently enacted tax legislation and procedures. It is organized by subject to help participants quickly find topics of interest and includes:
• A summary of each provision
• Cross-references to other chapters to help participants find further information
• Effective dates to help participants keep track of when provisions begin and when they expire
• A table of tax provisions that expired in 2017 or 2018, and provisions that are set to expire in 2019 through 2027

Rulings and Cases. This chapter summarizes selected rulings and cases that were issued from September 2018 through August 2019. It gives participants an update on issues that are being addressed by the IRS and the courts.

Tax Rates and Useful Tables. This chapter reports the tax rates, deduction limits, credit limits, and income thresholds and limits that change each year. It includes information for 2018, 2019, and 2020 to the extent that information is available.


Locations and dates for 2020 courses

Stevens Point 
Dates: Monday October 26 – Tuesday October 27, 2020
Location: Holiday Inn Hotel and Convention Center
1001 Amber Ave.
Stevens Point, WI  54482

Phone:  715-344-0200


Eau Claire
Dates: Monday November 2 – Tuesday November 3, 2020
Location: The Lismore Hotel
333 Gibson Street
Eau Claire, WI  54701

Phone: 715-835-8888


Dates: Monday November 16 – Tuesday November 17, 2020
Location: The Ingleside Hotel (formerly the Country Springs Hotel)
2810 Golf Road
Pewaukee, WI  53702

Phone: 262-547-0201


Green Bay
Dates: Tuesday November 17 – Wednesday November 18, 2020
Location: Radisson Inn
2040 Airport Drive
Green Bay, WI  54313

Phone: 920-494-7300


Dates: Monday November 30 – Tuesday December 1, 2020
Location: Madison Marriott West
1313 John Q Hammons Drive
Middleton, WI  53562

Phone: 608-831-2000


Dates: Wednesday December 2 – Thursday December 3, 2020
Location: Crowne Plaza Hotel
6401 South 13th Street
Milwaukee, WI 53221

Phone: 414-764-5300 


Dates: Monday December 7 – Tuesday December 8, 2020
Location: Oshkosh Convention Center
1 North Main Street
Oshkosh, WI 54901

Phone: 920-230-1900


The following table lists the Continuing Education Credit hours applied for by granting authorities for the 2020 Wisconsin Annual  Tax Course.

2020 Wisconsin Annual Income Tax Course Continuing Education Credits



 Federal Tax Updates

Federal Tax Law 

Tax Law   

IRS Enrolled Agents 





IRS Other Tax Return Preparer





Wisconsin Office of the Commissioner of Insurance






Wisconsin Continuing Legal Education




Certified Financial Planners



For IRS Credit:

We will report your continuing education credit hours to the IRS if you have provided us with your PTIN (Preparer Tax Identification Number). Credits are determined by your sign-in and sign-out for each segment of the course. Failure to sign in or out for a segment will result in no hours reported for that segment.

For Commissioner of Insurance Credit:

Attendees must sign in each day. This is a separate sign in from the IRS sign-in, and is available at the registration desk.You must attend the entire course to receive credit. The Commissioner of Insurance grants NO credit hours for partial attendance. We report your attendance.
1 NOTE: There will be a $20 fee collected at the Annual Income Tax Courses for attendees wanting the Insurance continuing education credits.

For Certified Financial Planners Credit:

Forms are available at the registration table. You must fill out the form and return it to the registration table. We will report your attendance.

For Wisconsin Continuing Legal Education Credit:

Attorneys are required to report their own attendance.

For Wisconsin CPA Credit:

CPA’s are required to report their own attendance.

Registration by Phone, Mail, or On-line

via mail; go to the Registration Information page.

by phone (or to receive a copy of the brochure); contact Tax Insight directly at: (phone) 608-831-1040.

on-line; click REGISTER NOW and follow instructions from there.

We cannot guarantee on-site registration.

Time Schedule

Day One
     Registration: 7:30 a.m. – 8:30 a.m.
     Morning Session: 8:30 a.m. – 12 noon
     Lunch provided: 12 noon – 1:00 p.m.
     Afternoon Session: 1:00 p.m. – 5:00 p.m.
Day Two
     Sign in: 7:30 – 8:00
     Morning Session: 8:00 a.m. – 12:00 noon
     Lunch provided: 12:00 noon – 1:00 p.m.
     Afternoon Session: 1:00 p.m. – 4:30 p.m.


Participants will receive the 2020 National Income Tax Workbook produced by the Land Grant University Tax Education Foundation, Inc., with contributions from tax experts from around the country.  They will also receive access to the past few years’ materials via secure link to the cloud, a continental breakfast, refreshment breaks and lunch each day.


The fee for the 2-day course is $315 before October 9, 2020.  It will increase to $345 on or after October 9, 2020.

Fees will include materials, refreshments, and meals.

NOTE: There will be a $20 fee collected at the Annual Income Tax Courses for attendees wanting the Insurance continuing education credits.




Ken Wundrow, EA, is returning for his 20th year of speaking at our Wisconsin Annual Income Tax Courses.  Ken has served as a tax preparer/planner for 39 years.  He retired from Mennenga Tax and Financial Service in Madison, Wisconsin, where he prepared more than 525 returns annually for his clients.  He was also a Financial Advisor through HD Vest and served as the Financial Manager for Mennenga Tax and Financial Service.  From his 25 years in public education, he is an excellent teacher who draws on his practical tax and financial experience to relate to attendees at our courses.


Speaking for her fourth year, Kristine Tidgren is an attorney and the assistant director for the Center for Agricultural Law & Taxation at Iowa State University, where she speaks and writes frequently on agricultural law and tax matters. Her writing includes an online blog and tax school course materials, including sections of the National Income Tax Workbook.  Kristine enjoys researching and analyzing complex tax issues. She speaks to a number of groups throughout the year regarding current tax topics and is a regular instructor for Iowa’s Federal Income Tax Schools.  Kristine is the Director of Wisconsin Annual Tax Courses by Iowa State University.


Steve Broyles is returning for his second year of speaking, bringing an abundance of experience, including 26+ years in the accounting field. Steve holds a Bachelor of Science degree in Accounting, an MBA, CPA, and is a Certified Forensic Accountant, Certified Fraud Examiner, and QuickBooks ProAdvisor. Steve started CPA practices, including Broyles & Company CPA’s, LLC, which he operated for 20+ years. Steve joined Apel Associates in September of 2019 as Director of Tax & Business Consulting. He brings practical experience and enthusiasm to his teaching.


The Internal Revenue Service speaker is to be determined.

The Wisconsin Department of Revenue speakers are to be determined.


Please make your own reservations directly with the hotel. We reserved a block of rooms until four weeks before each course.  After that time, rooms are available on a first-request basis.  When making arrangements, indicate you are attending the Wisconsin Annual Tax Course to qualify for a special rate.

For Oshkosh, contact the Oshkosh Premier Waterfront Hotel, 1 North Main St.  855-230-1900

Inclement Weather Policy

In case of inclement weather (determined by the Director of the Wisconsin Annual Tax Courses) that does not cause cancellation of the course, you may choose one of the following options:

1) receive a partial refund and have materials mailed to you or
2) transfer to another workshop location on a space available basis.

If a course is cancelled by the Director of the Wisconsin Annual Tax Courses due to inclement weather, you may choose one of the following options.

1) receive a partial refund and have materials mailed to you or
2) receive a full refund

Special Accommodations

If you need special accommodations or have special requests, please make note on your registration form.

Tax Deduction for Educational Expenses

Treasury Regulation §1.162-5 permits an income tax deduction for educational expenses undertaken to: (1) maintain or improve skills in one’s employment or other trade or business, or (2) meet express requirements of an employer or a law imposed as a condition for retention of employment, job status, or rate of compensation.

Registration Confirmation

We will send a confirmation letter to you by email from our Wisconsin office when we process your registration.  It will include details on the dates, locations, and times of the course. If you do not receive a confirmation letter after two weeks, contact Tax Insight at 608 831-1040 (or email: [email protected]) to confirm your registration. Please bring the confirmation letter to your tax course in case there is a question about your registration.

Cancellation Policy

NEW CANCELLATION POLICY: Cancellations received fewer than 10 business days prior to the seminar date will be refunded one-half of the registration fee. No refunds will be available or transferrable 24 hours prior to the start of the seminar. Course materials will be available upon request in consideration of fees paid. Inclement weather will be taken into consideration.

Transfer Policy

You may transfer to a different location up to 7 days before a course.  There is no transfer fee.

Substitution Policy

There is no charge to substitute another person for an attendee who cannot attend, preferably before the day of the course.

On-site Registration

You may register on-site if space and materials are available.  Please bring a completed registration form with you to speed up the registration process.

Completion Certificate

We will e-mail a Completion Certificate showing the hours you attended to the e-mail address you provide on your registration form.  This generally occurs within 10 business days of the course conclusion.