This comprehensive one‑and‑a‑half‑day tax seminar will cover:

• Wisconsin and federal fiduciary income taxes
• Federal income taxes
• Tax implications of new health care finance reform
• Wisconsin taxes
• Estate and gift tax developments
• Preparation of the estate tax return
• Independent contractor vs. employee:  tax issues
• Selected topics in elder law

 

• October 7 ‑ 8, 2010 * Green Bay
• October 14 ‑ 15, 2010 * Stevens Point
• October 28 ‑ 29, 2010 * Madison
• November 4 ‑ 5, 2010 * Pewaukee

 

12.0 CLE Credit Hours for 0

Continuing Legal Education for Wisconsin (CLEW) refers to the continuing education activities of the University of Wisconsin Law School and University of Wisconsin ‑ Extension.

2010 CLEW Tax Workshop:  Faculty

Ronald Berman is a shareholder with the Madison law firm of Neider & Boucher, S.C., where he practices in tax, estate planning and corporate law.  Mr. Berman received his law degree with honors from the University of Illinois where he was elected to Order of the Coif.

Jeffrey S. Billings is an associate with the law firm of Godfrey & Kahn, S.C., and a member of the estate planning practice group in the Milwaukee office.  Mr. Billings graduated with a degree in philosophy, summa cum laude, from Lawrence University and received his law degree, cum laude, from the University of Michigan Law School.

R. Christian Davis is a senior vice president specializing in probate with the Private Client Reserve Group of U.S. Bank, NA in Madison.  He received his bachelor's degree from Northwestern University in 1972 and his law degree from the University of Wisconsin Law School in 1975.  He has been with US Bank since 1977.

J. Gardner Govan is a shareholder in the law firm of Godfrey & Kahn, S.C.  Mr. Govan attended Harvard University prior to receiving his undergraduate degree with academic honors from the University of North Carolina at Chapel Hill.  He graduated, magna cum laude, from the University of Wisconsin Law School where he was elected to Order of the Coif.

Patricia A. Hintz is a partner with the law firm of Quarles & Brady LLP, and practices with the tax group.  Ms. Hintz received her law degree, magna cum laude, from the University of Wisconsin Law School, was elected to Order of the Coif, and served as an editor of the Wisconsin Law Review.  She also earned a master's degree in taxation from the University of Wisconsin-Milwaukee and a bachelor's degree in accounting, magna cum laude, from Marquette University.  She is a certified public accountant.

James A. Jaeger is a partner with the Madison law firm of Hill, Glowacki, Jaeger & Hughes LLP.  Mr. Jaeger is a 1975 graduate of Georgetown University Law Center and holds a LL.M. in taxation from Temple University Law School.  Mr. Jaeger has been certified as a Certified Elder Law Attorney by the National Elder Law Foundation, the only body authorized by the ABA to make such certifications.

David H. Patzer is a shareholder in the law firm of Godfrey & Kahn, S.C., and a member of the estate planning practice group in the Milwaukee office.  Mr. Patzer's practice is concentrated in the areas of probate administration, estate planning, and taxation.  He received his bachelor's degree from the University of Wisconsin-Madison with a major in accounting and graduated, cum laude, from the University of Minnesota Law School.

Timothy G. Schally is a partner with the law firm of Michael Best & Friedrich LLP, and is coordinator of the taxation group.  Mr. Schally received his bachelor's degree from Marquette University and his law degree, cum laude, from the University of Wisconsin Law School and served as an editor of the Wisconsin Law Review.

Carol A. Scott is a supervisor, customer service in the business tax area with the Wisconsin Department of Revenue.  Ms. Scott has worked for the Department of Revenue since 1989 and received her B.S. in Managerial Accounting from the University of Wisconsin-Green Bay.

Sherry L. Watson is senior vice president and manager of tax at Marshall & Ilsley Trust Co., NA.  Ms. Watson has 24 years of experience in fiduciary taxation.  She is a certified public accountant and a board member of the WICPA.  She holds a BB.S. in accounting from Marquette University.

Julie J. Woelfel, CPA, has been a revenue field auditor with the Wisconsin Department of Revenue since 1989.  She is responsible for auditing individuals and companies for income and sales and use tax purposes.  She also provides taxpayer assistance.  She graduated from the University of Wisconsin-Parkside in 1989 with a B.S. in Business Management.

2010 CLEW Tax Workshop:  Schedule

THURSDAY

8:00 - 8:30       Registration (coffee and rolls provided)

 

8:30 - 10:00     Preparation of Estate and Gift Tax Returns

R. Christian Davis

 

10:00 - 10:15   Refreshment Break

 

10:15 - 11:45   Fiduciary Accounting and Taxation:  Review and Update

Ronald Berman

 

11:45 - 12:45   Lunch (provided)

 

12:45 - 2:15     Fiduciary Income Taxation:  Practical Guide to

Fiduciary Income Tax Forms

Sherry L. Watson

 

2:15 - 3:15       Estate and Gift Taxation:  Selected

Recent Developments

Jeffrey S. Billings

(Green Bay & Stevens Point)

J. Gardner Govan

(Madison)

David H. Patzer

(Pewaukee)

 

3:15 - 3:30       Refreshment Break

 

3:30 - 4:40       Selected Elder Law Topics

James A. Jaeger

 

FRIDAY

 

8:30 - 9:30       Wisconsin Tax Update

Julie J. Woelfel

(Green Bay & Pewaukee)

Carol A. Scott

(Madison & Stevens Point)

 

9:30 - 10:30     Independent Contractors vs. Employees:  Tax Issues

Timothy G. Schally

 

10:30 - 10:45   Refreshment Break

 

10:45 - 12:05   Federal Income Tax Update, including New Taxes

Arising from Recent Health Care Reform

Patricia A. Hintz

 

12:05               Program adjourns

 

2010 CLEW Tax Workshop:  General Registration Information

Dates and Locations:

 

October 7 ‑ 8, 2010 - GREEN BAY

Best Western Midway Hotel

780 Armed Forces (Packer) Drive

Green Bay, WI  54304

Phone:  (920) 499‑3161

 

October 14 ‑ 15, 2010 - STEVENS POINT

Ramada Hotel Stevens Point

1501 North Point Drive

Stevens Point, WI  54481

Phone:  (715) 343‑7906

 

October 28 ‑ 29, 2010 - MADISON

Crowne Plaza Hotel

4402 East Washington Avenue

Madison, WI  53704

Phone:  (877) 454‑5025

 

November 4 ‑ 5, 2010 - PEWAUKEE

Country Springs Hotel

2810 Golf Road (frontage)

Pewaukee, WI  53072

Phone:  (262) 547‑0201

 

 

CLE Credit:  This program is worth up to 12.0 hours of Wisconsin CLE credit.  Members of bars in other mandatory CLE states are requested to contact the CLEW office for information on obtaining credit in their states.

 

Fee:  0 per registrant (0 for paralegal or professional assistant).  The fee includes instruction, comprehensive course materials, lunch on Thursday (please indicate on the enrollment form if you desire a vegetarian meal), and refreshment breaks.  Fees should be made payable to UW Law School.

 

Refund Policy:  Refunds will be paid in full if requested three days before each program.

 

Materials:  If you cannot attend the CLEW Tax Workshop, you can order the materials for plus applicable sales tax.  Please see the enrollment form for the amount due, including sales tax.  Check the appropriate box on the enrollment form and include a check made payable to UW Law School.  Materials will be sent out after the final Workshop on November 4-5, 2010.