Chapter President
Jan Anderson, EA
Anderson Business Assistance
915 W Whittier Dr.
Appleton, WI 54914
Phone 920-734-4828
Cell: 920-427-3759
Chapter Newsletters
For information about advertising opportunities in the Chapter Newsletter, contact:
Tina Heinrich
Phone 262.248.9037
Chapter Education
2012 Spring Seminar
Please join us at the Spring Seminar in Stevens Point, WI on June 8. Les Marti, EA will be presenting Farm Tax Topics, NOL's, Hobby Loss and Ethics. Click here for more details and a registration form.
2012 Fall Conference & Annual Meeting
The Fall Conference and Annual Meeting will be held on November 1 - 2, 2012 at the Wilderness Hotel and Golf Resort in Wisconsin Dells.
State Tax Information
Special Report: Updated important items to consider on your Wisconsin 2011 tax returns.
State Disaster Relief
On April 5, 2011, President Obama determined that certain counties in Wisconsin qualify as disaster areas due to a severe winter storm and snowstorm during the period of January 31 to February 3, 2011. The following counties are affected:
Dane, Dodge, Grant, Green, Iowa, Kenosha, Lafayette, Milwaukee, Racine, Walworth, and Washington.
As a result, persons who sustained a casualty loss in 2011 from the disaster can choose to deduct that loss on their original or an amended 2010 federal income tax return or on their 2011 return. For more information on deducting disaster losses, see federal Publication 547, Casualties, Disasters, and Thefts, which is available from the Internal Revenue Service web site at: www.irs.gov/pub/irs-pdf/p547.pdf.
The option to report the casualty loss on the 2010 return also applies for Wisconsin. Although Wisconsin does not allow a deduction for a casualty loss, casualty losses related to a federally-declared disaster and deducted on federal Schedule A as an itemized deduction can be used in the computation of the Wisconsin itemized deduction credit.
RTRP Exam Review Course
Now is the time to get ready for the Registered Tax Return Preparer Exam. Find Exam Review Course offerings near your area as well as anywhere in the country by clicking here.
WI DOR/IRS Information
DOR's "My Tax Account"
- The registration process, including authorizing a representative, can be completed on-line.
- The taxpayer must register first by clicking on the "Register" button for My Tax Account on DOR´s web page, www.revenue.wi.gov, and following the online instructions.
For more information, select this link: http://www.revenue.wi.gov/taxpro/news/090123.html
Disaster Areas
For a listing of counties in Wisconsin that qualify for disaster relief, click here.
Chapter Scholarship