Course Information Wisconsin Annual Tax Course

Tax Law Update

The Annual Income Tax Courses for 2018 have been scheduled.  Registration for these courses is open.  Information regarding these courses is contained on this web page.  See the links at the left of the page for further information by subject.


Topics for 2018 have not been determined yet.  However, the focus is on new tax legislation and multiple chapters will have new legislation within them.

Below are the 2017 topics. 

New Legislation
This chapter covers tax legislation that was enacted late in 2016 and in 2017. It is organized by subject matter to help participants quickly fi nd topics of interest and includes:
• A brief summary of each provision
• Cross-references to other chapters to help participants fi nd further
information on some of the topics
• A table of effective dates to help participants keep track of when provisions

Individual Issues
This chapter covers several issues tax practitioners encounter when preparing individual income tax returns, including:
• Tax issues for individuals in the military
• Charitable contribution deductions, valuation, and substantiation
• New developments under the Affordable Care Act
• Disaster tax relief
• Taxes and the sharing economy (e.g. renting a spare bedroom or providing
car rides or household chores)

Business Issues
This chapter discusses some of the issues tax practitioners encounter when they prepare returns for clients who have rental property or operate a business. 
Topics include:
• Expensing real estate improvements
• Start-up and organizational expenses
• Electing out of Subchapter K
• Tax on marijuana and hemp sales

This chapter covers common retirement tax planning issues including:
• A comparison of different types of retirement plans
• Distributions from retirement plans, including early distributions and
required minimum distributions
• The impact of income on social security benefits and Medicare premiums

Tax Practice
This chapter contains important tax practices and procedures, including:
• Tips to submit a successful off er in compromise
• Collection statute of limitations and rules that stop the statute from running
• Third party liability, such as transferee and nominee liability

IRS Issues
This chapter covers issues the IRS targets as key issues for practitioners. Topics include:
• The most prevalent identity theft and impersonation scams
• E-Services online tools for tax professionals
• The new IRS use of private debt collectors
• How to use IRS audit techniques guides

Like-Kind Exchanges
This chapter is a practical guide to like-kind exchanges. It explains the tax implications of an exchange, including basis adjustments and the recognition of gain or loss; and the requirements for a reverse or deferred exchange. It includes a discussion and examples of reporting an exchange. It also explains when a taxpayer can exchange a vacation residence, timberland, easements, and long-term leases.

Loss Limitations
This chapter provides step-by-step instructions to determine whether a loss is limited. It includes a discussion of at-risk and passive activity loss limitations, basis limitations for an S corporation shareholder and a partner in a partnership, and hobby loss and vacation home loss limitations.

Business Entity Issues
This chapter discusses issues for partnership and tax-exempt entities. Topics include:
• The new partnership audit rules
• Practical considerations in partnership reorganizations and liquidations
• New developments for tax exempt entities
• Organization, taxation, and reporting for homeowners’ associations

Tax practitioners store a great deal of confidential information on computers and transmit that data across networks to other computers and mobile devices.  This chapter discusses cybersecurity, and the protection of computers, networks, programs, and data from unintended or unauthorized access, change, or destruction of information. It explains the risks of a data security threat and how to mitigate those risks. It includes other important ethical issues:
• When client communications are confidential and/or privileged
• Ethical obligations upon the sale or discontinuance of a tax practice
• Nondisclosure rules when hiring independent contractors
• Tax practitioner’s responsibilities when encountering fraud or other misdeeds
• 10 case studies to illustrate how to handle real-life ethical issues



NEW!  Final locations and dates for 2018 courses

Eau Claire
Dates: Monday October 29 – Tuesday October 30, 2018
Location: The Lismore Hotel
333 Gibson Street
Eau Claire, WI  54701

Phone: 715-835-8888

Dates: Monday November 12 – Tuesday November 13, 2018
Location: Crowne Plaza Hotel
6401 South 13th Street
Milwaukee, WI 53221

Phone: 414-764-5300 

Dates: Monday November 26 – Tuesday November 27, 2018
Location: Oshkosh Convention Center
1 North Main Street
Oshkosh, WI 54901

Phone: 920-230-1900

Dates: Wednesday November 28 – Thursday November 29, 2018
Madison Marriott West
1313 John Q Hammons Drive
Middleton, WI  53562

Phone: 608-831-2000

Stevens Point 
Dates: Monday December 3 – Tuesday December 4, 2018
Location: Holiday Inn Hotel and Convention Center
1001 Amber Ave.
Stevens Point, WI  54482

Phone:  715-344-0200

Green Bay
Dates: Wednesday December 5 – Thursday December 6, 2018
Location: Radisson Inn
2040 Airport Drive
Green Bay, WI  54313

Phone: 920-494-7300

Dates: Monday December 17 – Tuesday December 18, 2018
Location: Country Springs Hotel
2810 Golf Road
Pewaukee, WI  53702

Phone: 262-547-0201


The following table lists the Continuing Education Credit hours applied for by granting authorities for the 2017 Tax Insight Annual Income Tax Course.

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:

Tax Insight reports 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. Tax Insight reports 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. Tax Insight then reports 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

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

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

To register on-line, select the course and location from the COURSE REGISTRATION menu in the top banner 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: 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: 12:00 noon – 1:00 p.m.
     Afternoon Session: 1:00 p.m. – 4:30 p.m.


Participants will receive the 2018 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 a searchable CD containing the past few years’ materials.


The fee for the 2-day course is $305 and 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 18th year of speaking at our Annual Income Tax Courses.  Ken has served as a tax preparer/planner for 37 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 second 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.

Kari Apel, CPA:  Returning for her fourth year as a speaker at the Annual Income Tax Course, Kari A. Apel, CPA, is the CEO and owner of Apel Associates, Inc. of Prairie du Sac, Baraboo and Johnson Creek, WI. Kari has co-authored and edited several tax and accounting publications including the US Dept. of Agriculture Farm Tax Management publication and several years of the National Income Tax Workbook. Currently she serves on many advisory boards as well as speaking for various organizations such as UW Extension and Tax Insight, LLC. Kari specializes in small business and agricultural management from tax law to strategic business planning.

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 Tax Insight 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 Tax Insight) 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 for a small fee.

If a course is cancelled by Tax Insight 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 when we process your registration which will serve as a receipt for fees paid. 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

To cancel a registration and receive a refund, you must contact Tax Insight at least 7 days before a scheduled tax course. We deduct a $10 cancellation fee from the amount refunded.  There are no refunds for cancellations less than 7 days before a course.

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.