Wisconsin Chapter

 Chapter President

Jann Kostecke, CPA
4321 W College Ave Ste 200
Appleton, WI 54914-3968
Phone: 920.757.2525

Chapter Announcements

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Picture Placeholder: Sherri Huff, EA
  • Sherri Huff, EA
19/19/2019 1:57 PM

I just found this and thought others might be interested:


Dawn M Lainberger9/29/2019 6:16 PMNo
Picture Placeholder: John W Thomas, AFSP
  • John W Thomas, AFSP
09/29/2019 5:22 PM

​When will we be able to register for Fall Conference )ct 31 and Nov 1 2019?


John W. Thomas


9/29/2019 5:22 PMNo
Picture Placeholder: Claudia Traynor, CPA
  • Claudia Traynor, CPA
01/23/2019 10:53 AM

Usually we get a WI update in January. Is there o​ne coming soon?

1/23/2019 10:53 AMNo
Picture Placeholder: Peggy Jensen, CPA
  • Peggy Jensen, CPA
18/8/2018 8:50 AM

​Is there any CPE available for this seminar?  Nothing is listed on the information page.

Tina R Heinrich, AFSP8/8/2018 10:10 AMNo
Picture Placeholder: Mary Olson, EA
  • Mary Olson, EA
39/6/2015 2:29 PM

The amount of CPE for the 2015 Fall Seminar is not listed. ​Is it 16 CPE? Thanks.

Barbara A Steponkus, EA,ATA10/26/2015 10:48 PMNo
Picture Placeholder: Brad A Droste, EA
  • Brad A Droste, EA
86/23/2014 2:50 PM

Attention all members.....WI Chapter is holding a FREE 6 hour WI tax topic and Update Seminar.  You won't want to miss this one...David and Mary Mellem will be the presenters.  There are tons of updates and tax law changes for 2014, and David and Mary will provide us all with the knowledge we need to get us prepared for the tax season. The Chapter wanted a way to say thank to the members for all their support of the educational events the Chapter has offered.  This event is a must attend and is limited to the first 125 members!!  I hope to see everyone on October 10​ in Neenah, WI. 

Linda Bangart10/13/2015 4:35 PMNo
Picture Placeholder: Susan Ruechel DePuy, EA
  • Susan Ruechel DePuy, EA
010/7/2015 9:40 PM

​Does anyone use Tax Professionals, endorsed by NATP, for your website with secure file transfer and credit card services?

10/7/2015 9:40 PMNo
Picture Placeholder: Claudia Traynor, CPA
  • Claudia Traynor, CPA
28/5/2015 12:23 PM

​I see the September 30th farm tax seminar is good for 6 hours of CPE, but none were listed for the WI seminar the next day.

Is that an oversight or does that seminar not qualify for any CPE?

Claudia Traynor, CPA8/5/2015 2:37 PMNo
Picture Placeholder: Julie Plass-Smith, AFSP,ABA
  • Julie Plass-Smith, AFSP,ABA
11/22/2015 4:48 PM

​Does every Schedule C filer have to file this new Wisconsin Schedule DE? (Disregarded Entity)

Any additional clarification is appreciated.

Barbara A Steponkus, EA,ATA2/4/2015 7:03 AMNo
Picture Placeholder: James Bartlett, CPA,EA
  • James Bartlett, CPA,EA
112/17/2014 2:08 PM

​I was just at the IRS PTIN site checking my CE status and did not see any credits from the recent seminar.  Have they been sent?  Am I shown as a participant?


Jim Bartlett

Liberty Tax Service

PTIN P01205511

Ann Springborn12/18/2014 10:44 AMNo
Picture Placeholder: James Bartlett, CPA,EA
  • James Bartlett, CPA,EA
19/8/2014 12:01 PM

Is there an agenda available for this meeting?  I have the topics via the postcard, but would like the agenda by day.​

Barbara A Steponkus, EA,ATA9/21/2014 5:09 PMNo
Picture Placeholder: Brad A Droste, EA
  • Brad A Droste, EA
07/16/2014 3:40 PM

I just wanted to let those of you that have not registered for the WI Chapter Tax and Update Seminar know that space is running out.  We are taking the first 125 registrations....and as of July 16 we have 91 registrations!!  Thank you to all that register!  This will be a great event and most of all really great to get all you members together.


Thanks again for supporting the WI Chapter of NATP.  The Chapter wants to make sure you get the best education you deserve for your membership dues.

7/16/2014 3:40 PMNo
Picture Placeholder: Carol Fields, EA
  • Carol Fields, EA
04/14/2014 8:17 PM

​Can anyone give me an example of worksheets filled out?

4/14/2014 8:17 PMNo
Picture Placeholder: Vang Thao
  • Vang Thao
02/19/2014 12:59 PM

Dependent has 1099-ssa which has parent's name for the dependent. I know that this should not file or claim as parent income and should not be taxable to the parent however, I want to double check to confirm. Any advise would be helpful.

2/19/2014 12:59 PMNo
Picture: Megan Sonicksen, PFS
  • Megan Sonicksen, PFS
012/6/2013 10:38 AM

​With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.


Megan Sonicksen, NATP Tax Communications​
12/6/2013 10:38 AMNo
Picture Placeholder: Brad A Droste, EA
  • Brad A Droste, EA
010/17/2013 2:38 PM

I just wanted to remind our members of the Fall Conference and Annual Meeting in Tomah, WI at the Cranberry Country Lodge on Novembe 7 & 8.  David and Mary Mellem will be our speakers for those two days.  We hope to see you all there!!


Thanks for a great year!!​

10/17/2013 2:38 PMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
19/23/2013 4:49 PM

Please use this discussion board for discussions specifically relating to the Wisconsin Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Brad A Droste, EA10/7/2013 12:49 PM5Yes
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