We want to hear from you! Have an idea for a presentation topic or speaker? Email vp@wiafp.org

Upcoming events

    • 18 Nov 2020
    • 11:45 AM - 1:00 PM (CST)
    • WebEx
    Register

    TAX PLANNING IN AN UNCERTAIN ENVIRONMENT 


    Taxpayers are facing challenges we could have never imagined.  However, the CARES Act and other legislation provide tax and financial opportunities that may be very valuable to taxpayers.  We will cover “second chances” afforded by the CARES Act as well as tax planning strategies that can still be implemented for the 2020 tax year and beyond. 

    Jenny Kramer, Partner, Tax, Sikich

    Jenny Kramer, CPA, is a partner that has been helping closely-held businesses and their owners with their tax planning and compliance needs since 2005. She specializes in taking the time to understand her clients’ overall business strategies so that she can provide a clear understanding of the tax implications of their goals and develop tax planning opportunities that will coincide with and enhance their objectives. Jenny assists clients in areas such as:

    • Tax planning and compliance for manufacturers and distributors
    • Multi-state tax issues and opportunities
    • Tax planning and compliance for individuals
    • Strategic research and income tax projects

    Jill Boyle, Senior Manager, Not-for-Profit Tax, Sikich


    Jill Boyle, CPA, is a senior tax manager at Sikich with more than 13 years of

    experience providing tax and compliance services to a variety of clients, with a

    concentration in serving not-for-profits and individual taxpayers. Jill primarily

    serves public charities, private foundations, and professional organizations.

    She is an extraordinary resource to clients and provides direction and

    leadership for the tax team. Jill is a certified public accountant (CPA). She

    assists clients in areas of:

    • Form 990 completion
    • Tax consulting and planning for tax-exempt organizations
    • Analysis and structuring for unrelated business income
    • Consulting and planning for private foundations


    Schedule of Events:
    Registration 11:45am 

    Presentation and Q&A - 12:00pm - 1:00pm

    A few reminders…

    • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
    • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
    • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
    • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Tuesday, November 17th at 2:00pm)


2020 - 2021 Meeting Schedule

November 18, 2020

December 16, 2020

January 13, 2021

February 17, 2021

March 17, 2021

April 21, 2021

May 12, 2021

June 2020 Social (Brewer Game)

Lunch Meeting Venue

Fleming's Prime Steakhouse

Brookfield Square

15665 W Bluemound Road

Brookfield WI 53005

General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org

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