2021 Wisconsin Annual Income Tax Course Information

Message from the team

Because of our experience with on-line training last year, and with the improving situation regarding COVID-19, we will be offering a choice of in-person and on-line offerings in 2021. The current uncertainty associated with holding large events in the fall may require us to place lower limits on the number of attendees that we can host in-person. Due to the success and positive comments we received in 2020 regarding the on-line offerings we will be offering that option again in 2021.  Both types of offerings will feature the same course format, the same book (mailed to you in advance for on-line participants), and familiar speakers, all in a format best suited for 2021. We trust that we have been able to accommodate your preferences with this schedule.

The on-line courses are specially-tailored to retain the look and feel of our traditional in-person courses, but you can participate from the comfort and safety of your home or office. If you haven’t tried an online course, we don’t think you will be disappointed. Even before COVID-19, hundreds of practitioners opted to participate in our Iowa tax schools online each year because of the convenience. These will be highly interactive classes, with dedicated Q & A sessions, and opportunities for live feedback throughout. If you are worried about technology, we will work with you to ensure that you are ready to go when your tax school begins.  Many of you found the technology less of an issue than you expected in 2020.

You may have attended Tax Insight events for decades. We value our relationship with you and will do everything we can to maintain it. We can’t thank you enough for your continued support. While we are disappointed that we will not see all of you in person this fall, we look forward to your participation and preparing you for the 2022 filing season.


Topics for the 2021 National Income Tax 2-Day Workshops

Note:  Most of these topics will be covered in the 2-Day course, and all of these topics will be in the National Income Tax Workbook.

Ethics. This topic discusses important issues that help tax practitioners comply with their ethical obligations. Topics include the following:

  • Ethical challenges in remote work settings
  • What business services constitute the unauthorized practice of law
  • Ethical considerations for tax practitioners volunteering on the board of a nonprofit organization
  • Recognizing abusive tax evasion schemes
  • Understanding the role of judicial doctrines in tax research
  • Ten case studies that illustrate real-life ethical scenarios

Trusts and Estates. This topic discusses the assets that are included in the gross estate for purposes of calculating the estate tax and determining whether an estate tax return is required. It explains when it is advantageous to elect portability of the deceased spousal unused exclusion (DSUE) and how to calculate the DSUE. This chapter provides important information for tax practitioners preparing a return for a deceased taxpayer. It explains when the grantor of a trust is the deemed owner, and new regulations that clarify the deductions that are available to an estate or a trust, and the deductions that carry over to the beneficiary when an estate or trust terminates.

Business Tax Issues. This topic discusses some of the issues that tax practitioners encounter when they prepare returns for clients who operate a business. Topics include the following:

  • New guidance for marijuana businesses
  • The business-use-of-the-home deduction, and how that deduction applies to day care providers
  • How to maximize the qualified business income (QBI) deduction by dividing or aggregating businesses
  • How to comply with new partnership capital account reporting requirements
  • Final regulations that define real property and incidental personal property that is eligible for like-kind exchange treatment
  • Deferring recognition of gain on an involuntary conversion

Agriculture and Natural Resource Issues. (Note:  This topic will only be covered in the November 22-23 ON-LINE course and will replace the Ethics topic in that session.) This information is not presented in the 1-Day Agricultural Tax Issues Course.

This topic covers emerging topics that affect farmers and ranchers, including the following:

  • Tax planning for higher-income years
  • Tax planning for a sale of farm assets
  • Taxation of livestock sales
  • Taxation of crop insurance and disaster payments
  • Net operating losses
  • Final regulations that clarify the QBI deduction for cooperatives and their patrons

Choice of Entity. This topic reviews the default and elective classification rules for a business entity. It discusses key tax characteristics to consider in choosing a business entity, and compares the loss limitation rules, self-employment tax, the QBI deduction, and the availability of fringe benefits for different types of business entities.

IRS Issues. This topic covers issues the IRS targets as key issues for practitioners. Topics include the following:

  • The Taxpayer Advocate Service
  • Cybersecurity and data breaches (include COVID-related scams)
  • New IRS options for electronic communication, signatures, and filings
  • Installment agreement options
  • Revised COVID-related payment procedures              

Individual Issues. This topic covers several issues tax practitioners encounter when preparing individual income tax returns, including the following:

  • Charitable contributions (including the expanded limit for the above-the-line deduction)
  • Tax issues for ministers
  • Tax issues to consider when remodeling a home (including residential energy credits)
  • Exclusion of gain on the sale of a principal residence or a rental converted to a principal residence
  • Expanded limits for the earned income tax credit

Retirement, Investments, and Savings. This topic covers investment and retirement tax planning issues, including the following:

  • Social security planning
  • IRA conversions
  • Self-directed IRAs
  • Stock options
  • Section 403(b) plans.

Payroll and Credits. This topic discusses emerging payroll and credit issues including employer and employee employment tax deferral, employer credits for family and medical leave (including for vaccine-related leave), and the employee retention credit. This section also reviews how the paycheck protection program (PPP) loan forgiveness affects wages.

New and Expiring Legislation. This topic covers recently enacted tax legislation and procedures, including comprehensive coverage of the tax provisions in the American Rescue Plan Act of 2021 Act. It is organized by subject to help participants quickly find topics of interest and includes a table of tax provisions that expired or are set to expire

Rulings and Cases. This topic summarizes selected rulings and cases that were issued from September 2020 through August 2021. It gives participants an update on issues that are being addressed by the IRS and the courts. 

Tax Rates and Useful Tables. This topic reports the tax rates, deduction limits, credit limits, and income thresholds and limits that change each year.

Dates and Times

Our 2021 schedule is out and registration is open.
In-person sessions:

Monday, November 8 – Tuesday November 9, 2021 (Includes 2 hours of Ethics)
Crowne Plaza Milwaukee Airport
6401 South 13th Street
Milwaukee, WI  53221

Tuesday November 9 – Wednesday November 10, 2021 (Includes 2 hours of Ethics)
Radisson Hotel & Conference Center
2040 Airport Drive
Green Bay, WI  54313

Thursday November 11 – Friday November 12, 2021 (Includes 2 hours of Ethics)
Kalahari Resorts and Conventions  New Location!
1305 Kalahari Drive
Wisconsin Dells, WI  53965

NOTE:  To make a room reservation at the Kalahari for this event click here.  

On-line Webinars

Tuesday November 2 – Wednesday November 3, 2021 (Includes 2 hours of Ethics)

Monday November 22 – Tuesday November 23, 2021 (This session does NOT Include 2 hours of Ethics)

Monday December 13 – Tuesday December 14, 2021 (Includes 2 hours of Ethics)


The following table lists the Continuing Education Credit hours applied for by granting authorities for the 2021 Wisconsin Annual  Tax Course.

   Federal Tax Updates Federal Tax Law   Ethics Tax Law   
IRS Other Tax Return Preparer 4 10  2*  
IRS Enrolled Agent 4 10 2*  
Wisconsin Office of the Commissioner of Insurance      2*  14 
Wisconsin Continuing Legal Education        16 
Certified Financial Planners        16

*- These credits are NOT available for the November 22-23 ONLINE course

NOTE:  GoToWebinar, our conferencing software, will monitor your attention during the on-line course and your attendance will be reported accordingly.  Several times an hour a polling question will be asked.  You must respond in order for your time in that period to be counted.  Correct answers are not required.

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). 

For Commissioner of Insurance Credit:

Attendees must attend an entire 8 hour block to receive credit for it.  The Commissioner of Insurance grants NO credit hours for partial attendance. We will report your attendance to the Office of the Commissioner of Insurance in complete 8 hour blocks.
There is a Insurance filing fee that will be due at registration.  The fee is $20 for either the Annual Online course or the Annual In Person course.

For Certified Financial Planners Credit:

If you provide us with your CFP# we will report your credits.

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

To register via mail, go to the Registration Information page.

To register by phone or receive a copy of the brochure, contact Wisconsin Annual Tax Courses directly at: (phone) 608-831-1040.

To register online, select REGISTER NOW and follow instructions from there.

We cannot guarantee on-site registration.

In order to guarantee workbook delivery in time for the online sessions, you must register at least 10 days prior to the start of your session.  Registrations will be accepted after that date, but we cannot guarantee that you will receive your printed book in time for your online classes.  This book is copyrighted by the Land Grant University Tax Education Foundation so you may not copy it or share it with others.  We cannot ship to PO boxes.  You must provide a street address for shipment.

Remember to register early so you are assured of getting your materials in time for your sessions.


Participants will receive the 2021 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.  Note the additional shipping information under the topic REGISTRATION BY PHONE, MAIL, or ON-LINE above.  


Online:  $345

In Person:  $375

Insurance Filing Fee:

There is an additional fee of $20 collected at the time of registration if you are requesting Insurance Continuing Education credits.



Ken Wundrow, EA- Experience Consulting
is returning for his 21st year of speaking at our Wisconsin Annual Income Tax Courses.  Ken served as a tax preparer/planner for 38 years.  He retired from Mennenga Tax and Financial Service in Madison, Wisconsin, where he prepared more than 525 returns annually for his clients.  While with the firm, along with his tax planning services, he also offered investment services through Harbour Investments 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.  Ken will teach at all two-day in-person and online courses.

Speaking for her fifth year, Kristine Tidgren is an attorney and the 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.
Kristine will teach at all two-day in-person and online courses. She will also teach the online Agricultural Tax Issues course with Greg Bouchard.


Joe Kristan, CPA, Partner at Eide Bailly LLP, Des Moines, IA (ONLINE courses only)

Joe has been a tax practitioner since 1984 working primarily with closely held businesses and serving agriculture, distribution and manufacturing industries.  Joe is the author of a popular Tax News & Views Blog, www.eidebailly.com/taxblog.  


Amie Kuntz, Owner of Amie K Consulting, LLC, Des Moines, IA. (ONLINE course only)

Amie is a tax professional with over a decade of diverse experience, both in public accounting and private industry. She is a frequent contributor to various technical tax publications and provides tax consulting primarily for businesses and their owners.



David Repp, Attorney, Dickinson Mackaman Tyler & Hagen PC, Des Moines, IA. (ONLINE course only)

David practices primarily in the area of taxation. He  provides a broad range of tax counsel on topics including  federal and state income tax planning, taxation of employee benefits, equity structure and mergers.





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 when we process your registration.  It will include details on the date(s) and times of the course. If you do not receive a confirmation letter within two weeks of registering, contact Wisconsin Annual Tax Courses at 608 831-1040 (or email: [email protected]) to confirm your registration. 

Cancellation Policy

Webinar registration fees are NON-REFUNDABLE because a workbook will be mailed at the time of registration. Requests to transfer a registration to another person or a different class will be accommodated for webinars and in-person sessions. These transfers must be completed one week prior to the scheduled session and are subject to the availability of alternative sessions. To cancel an in-person registration and receive a refund, you must contact our office at least 7 days before a schedule course. There are no refunds for cancellations less than 7 days before a course.

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.