STRATEGIC PARTNER PORTALFollowing are industry related news, updates and helpful information from our strategic partners
Schenck team joins CLA to bring expanded resources to clients
Wisconsin-based CPA and consulting firm Schenck SC team members plan to join professional services firm CLA (CliftonLarsonAllen LLP) on January 1, 2019.
Schenck provides audit, accounting, tax and business consulting services to privately held companies and middle-market organizations in Wisconsin and beyond. Since opening in 1930, the firm has evolved to become one of the nation’s top 100 CPA firms. Schenck is recognized by Vault as a top 25 CPA firm to work for and in the top 10 for best accounting internships. The firm is led by Daniel Young, CPA, CVA, president and shareholder, and has 10 offices throughout Wisconsin.
“With our similar client service philosophies and cultures, joining CLA is a natural fit,” says Young. “For our clients, we’ll bring greater and more diversified services. In addition, we’ll create exciting growth opportunities for our team. We anticipate a seamless integration for both clients and team members, and look forward to beginning this new journey.”
Wisconsin’s Rejection of 199A Deduction and other Modifications to the Federal Tax Cuts & Jobs Act
by: Benjamin D. LaFrombois, von Briesen & Roper, s.c.
The Federal Tax Cuts and Jobs Act of 2017 (the “Act”) reduced corporate tax rates (C corporation) and allowed for a deduction of certain income from pass-through entities. These changes create opportunities for business owners to reduce taxes with good planning. Every business owner should reassess whether to be taxed as a C corporation, a pass-through entity (S corporation or partnership) or combination thereof.
For the Wisconsin business owner, the re-assessment takes heightened importance because Wisconsin rejected one of the major benefits of the Act – the Section 199A deduction of certain pass-through income. By losing the Section 199A deduction for Wisconsin income tax purposes, the Wisconsin taxpayer may find that a C corporation has significant tax benefits.
Click here to read the entire article!
Please Join Us for a Breakfast Briefing with the Oshkosh Chamber of Commerce
Annual State and Federal Legislative Update
Join the Chamber's panel of elected officials and employment lawyers for one of the Breakfast Briefings Series most popular programs. Learn what has changed and what is coming under state and federal employment law legislation. Find out what the panel expects with a new federal Democratic controlled Congress and a new Democratic Wisconsin Governor. Learn the latest as to what the courts have decided. Be on the cutting edge as once again, it adds up to being yet another challenging year ahead in employment law legislation.
von Briesen & Roper, s.c. is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. This Breakfast Briefing is valid for one (1) PDC for the SHRM-CP or SHRM-SCP.
Presented by: Jim Macy and Jon Eiden
von Briesen & Roper, 2905 Universal Street, Suite 2, Oshkosh
FOR IMMEDIATE RELEASE – October 29, 2018
DANIEL S. WELYTOK APPOINTED TO IRS ADVISORY COMMITTEE
MILWAUKEE, WI – Randall D. Crocker, President and CEO of von Briesen & Roper, s.c., today announced that Attorney Daniel S. Welytok was appointed by the U.S. Department of Treasury to serve on the Internal Revenue Service Advisory Committee on Tax Exempt and Government Entities (“ACT”).
ACT members serve three-year terms and are selected by the Commissioner of the IRS and then appointed by the Department of the Treasury. The IRS seeks a diverse group of members representing a broad spectrum of persons experienced in employee plans; exempt organizations; tax-exempt bonds; federal, state, local and Indian tribal governments. Nominees must go through a clearance process before appointment by the Department of the Treasury.
Click here to read the complete press release.
THOMAS J. PHILLIPS ELECTED FELLOW OF AMERICAN COLLEGE OF TAX COUNSEL
MILWAUKEE, WI – Randall D. Crocker, President and CEO of von Briesen & Roper, s.c., today announced that Attorney Thomas J. Phillips was elected a Fellow of the American College of Tax Counsel (“ACTC”). Phillips is the fourth attorney elected as a Fellow in Wisconsin.
ACTC is a professional association of tax attorneys in private practice along with those teaching tax law in law schools and those working in federal or state revenue agencies. Members of the College, known as Fellows, are elected to membership after receiving a peer nomination and successfully passing an evaluation of their candidacy. The College fulfills important functions regarding the nation’s tax system by providing recommendations to Congress and the IRS on improving federal tax laws and administration and by filing “friend of the court” briefs in selected tax cases.
Click here to read the entire press release.
Click here to read Cleary Gull's M&A and Financing Update for the third quarter of 2018!
SAVE THE DATE
Monday, November 12, 2018, Rockwood Terrace in Ariens Hill, Titletown District, just west of Lambeau Field, Green Bay, WI
Tuesday, November 13, 2018, Crowne Plaza Milwaukee West, Wauwatosa, WI
You are invited: Aon’s Green Bay and Milwaukee offices invite you and members of your team to attend our upcoming seminar, “Disruption 2018: Maintaining Your Business Continuity and Supply Chain During Troubling Times”. There is no charge, we hope you can make it!
With longer and more-complex supply chains facing new threats daily, business continuity is at high risk and the likelihood of business failures is increasing. “Disruption 2018” will be an open discussion among peers led by a panel of expert speakers on how to keep your business alive from disruption related to Weather, Reputational Damage, Trade, Technology and Political Risks – with applications to small, medium and large businesses in all industries.
Who Should Attend:
Finance, Risk Management, Human Resources, Purchasing, Legal, Distribution, Operations, Information Technology, Accounting, Production, Administrative and Management
Space is limited. Please reserve your complimentary seat on the registration page. You are welcome to extend this invitation to members of your team.
Please Join Us for a Breakfast Briefing with the Oshkosh Chamber of Commerce
Critical Updates Regarding the ADA, Return to Work Issues and Worker's Compensation Law
This program will update you on the latest changes, cases and trends regarding the disability laws, providing accommodations, dealing with return to work issues as well as associated workers compensation changes.
Presented by: Jim Macy and Scott Wade
A business transition can be the most significant financial decision you ever make—it shouldn’t be cloaked in confusion. A host of experienced professionals from the M&A world will address your concerns and bring clarity to the process. Learn key factors which influence value and steps you can take to streamline the process.
DATE & LOCATION:
OCTOBER 16 | 2:30 – 5 P.M.
Bridgewood Resort Hotel & Conference Center
1000 Cameron Way
Registration begins at 2 p.m.
Reception to follow
Click here to register, and click here to see the official event flyer.
Our Strategic Partner, Francis Investment Counsel, is inviting you back-to-school. Money University, an evening-long, financial education event will be held in several locations across the state of Wisconsin this fall.
As part of Francis Investment Counsel’s partnership with FEI, we are pleased to invite you and your guests – spouses and/or colleagues – to attend this event free of charge. The evening will benefit you personally while also providing first-hand experience with Francis Investment Counsel’s award-winning MoneyAdvice@Work® Team.
Please click here to see the attached flyer for multiple event dates and additional details. Advanced registration is required. If you have any questions, please feel free to contact Joseph Topp directly at (262) 781-8950 or by email firstname.lastname@example.org. To learn more about Francis Investment Counsel, visit www.francisinvco.com.
Don’t miss this special opportunity, courtesy of our Strategic Partner, Francis Investment Counsel.