​​​​​​​​​​​​​​​​​​​​​​Wisconsin Chapter Education

WI NATP Fall Seminar

Instructor Jared Foos will present the following education:

• Completing the 4797:
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  1231, 1245, 1250 property. Is your brain shutting down yet? This session is designed to bring light to selling assets and understanding the taxation of the most common assets. Upon completion of this session, you will be able to complete the 4979 and be less dependent on your software to plan for asset sales in the future.
• Stock vs. Stuff - Selling an S-Corporation:
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  Is it better to sell stock or "stuff"? Sometimes going with our gut will get us in a position of assumption, which may not be best. Upon completion of this session you will discover the process in which to plan, from a tax perspective, and advise your client to which is best.
• Schedule E vs. Schedule C:
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  The ever-changing world of rentals has been difficult to keep up with. When does an E become a C? In this session we will be discussing the multilayered nuances of rental activity and their relative taxation. Upon completion you will have discovered the different types of rental activity and their corresponding taxation.
• Ethics - Assumptions Were Made:
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  Preparing returns for humans can create obscurities in our view regarding ethics. In this session we will bring to light common situations that some tax pros can easily look over or past, that could cost them dearly. This session is designed to illuminate scenarios in your own firm that should be evaluated.
• Roth Conversions After 65:
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  To convert or not to convert? One of the most popular things in a financial advisor's pocket right now is Roth conversions. This session is designed to illuminate an evaluation process to enable you, the tax pro, to give information information to your taxpayers who are post 65.
• Special Tax Situations for Seniors:
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  Arguably the age in which the average taxpayer needs the most tax guidance. Also, arguably, the least served client. This session is designed to bring to light common parallels that tax pros who prepare senior tax returns should be aware of. Upon completion of this session, you will have a greater understanding of RMD's, Deductions and Credits, and Estate Planning.
• Federal Tax Updates:
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  The latest and greatest news, pubs, and general rumblings congress has to offer. This session will attempt to prepare you for the upcoming filing season and build communication markers for your clients regarding laws that will affect them.
• Preparing the Eulogy of TCJA:
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  TCJA changed our lives back in 2018. Some of it was good, some bad. For some tax pros 12/31/25 feels like Y2K again. This session is designed to present TCJA and its potential end, as a survivor’s guide. Things that are set to expire, things that are permanent, things that are already extended, and a how-to manual regarding communication with clients who might be affected.

Date & Time:

November 6-7, 2024

Attendee Check-In on Nov. 6: 7:15 a.m. CT
Education on Nov. 6: 8:00 a.m. - 5:00 p.m.
Annual Meeting on Nov. 6: 9:50 a.m. - 10:20 a.m.
Attendee Check-In on Nov. 7: 8:00 a.m.
Education on Nov. 7: 8:00 a.m. - 4:20 p.m.

Location:

The Ingleside Hotel
2810 Golf Rd
Pewaukee, WI 53072
262-547-0201
Mention WI NATP when booking your room to receive the special rate of $109/night (plus tax & fees). Booking deadline is October 21, 2024.

Fees:

Early pricing available until October 31, 2024.

Registration includes meals as well as print materials.
We will be having a hospitality room on November 6 immediately following the seminar. This will include food, a cash bar and a silent auction. Please indicate if you will be joining us when you register for the seminar.

Cancellation Policy:

Cancellations must be submitted to NATP by November 3, 2024.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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