January/February 2019

Click here to view the updated 2018-2019 Program Schedule!

President's Message

Happy New Year!

With the start of the calendar year comes a shift in focus for the leadership team of our FEI Chapter. 

For the most part we have our professional development topics and keynote speaks lined up for the rest of this chapter year. Peer Group and Diversity Group events have been calendared. Planning and scheduling for various other events like the golf outing and the Leadership Summit are well underway. The Executive Committee and Board of Directors is beginning to focus on the 2019/2020 Chapter Year.

Click here to read Jim's president's message for the new year.

The Diversity Group Update includes the following information:

  • Highlights from the 12/4/18 Webinar
  • Recommended reading selections
  • Next event information

Click here to view event details and register for the Tuesday, February 26, 2019 Webinar: Ready to Stretch? It will be hosted by Godfrey & Kahn and take place in downtown Appleton.

To read the complete Diversity Group Update click here

Are you wondering how other financial  leaders handle risk mitigation, auditing and tax fees, benefit cost increases or difficult accounting rules? The Peer Group meeting gives you an avenue to discuss the topics, issues, questions and challenges important to you!

All FEI members are welcome to join the discussion. 
are below:

Date: Thursday, February 28, 2019
Time: 2:00 PM - 4:30 PM
Location: Keller, Inc. | Kaukauna | WI

Click here to register! You can earn 3 CPE credits if you attend the meeting in person.

February Chapter Meeting

As we start our meetings after the holiday break for the second half of our fiscal year, the National Office is again helping to support recruitment by reducing the annual dues rate in conjunction with our January 17, 2019 chapter meeting. The details are as follows:

National is offering a special annual dues rate of $299 for the first 12 months of membership versus the normal rate of $499. This is a substantial savings of 40%.

To view the complete recruitment offer details and read the remainder of the Membership Update click here

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Following are the event details for the next meeting in February:

*Date: MONDAY, February 18, 2019
Location: Radisson Conference Center | Green Bay
Time: 2:00 PM - 7:30 PM

* Please note this event will take place on a Monday instead of a Tuesday (like most chapter meetings).

Click here to register for this event!

Events | Special Features | Articles

State of M&A Conference 2019
(Sponsored by Baker Tilly)

Money University Summary
(Francis Investment Counsel)

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Giving you an insider’s perspective on the mergers and acquisitions marketplace, with exclusive industry research not available anywhere else. 

Hyatt Regency
Green Bay, WI

1:00 PM - 5:00 PM

Craig R. Everett, PhD Director, Private Capital Markets Project Pepperdine University’s Graziadio Business School

Click here to read the entire event flyer and complete your free registration.

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It’s not too late to attend Money University!

Our Strategic Partner, Francis Investment Counsel, is pleased to share all curriculum presented at Money University 2018 is now available for online viewing. From budgeting and investing to raising financially savvy kids and saving for retirement, explore the recordings and learn more about the money topics that matter to you.

Please click here to access the Money University curriculum.

Questions? Contact Joseph Topp directly at (262) 781-8950, or by email at joseph.topp@francisinvco.com. To learn more about Francis Investment Counsel, visit: 

von Briesen Article

Wisconsin’s Rejection of 199A Deduction and other Modifications to the Federal Tax Cuts & Jobs Act

Written 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.

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Contact email: Michelle Weiss michelle@mwcommunications.org