TAX EXECUTIVES INSTITUTE
WISCONSIN CHAPTER NEWSLETTER
NOVEMBER 2011
PRESIDENT’S MESSAGE
Thanks to Jason Anderson and Jane Woolman for
organizing the October meeting. This meeting
with the IRS and the WDOR provides the
membership with an opportunity to not only hear
the latest from the local leadership of the IRS and
WDOR, but also an opportunity to have informal
discussions with the leadership of both taxing
authorities.
We received very positive feedback on the
Sheraton Hotel as a meeting location.
Jennifer Janecek and John Sloane have organized
the November meeting which will be an all day
session on Accounting for Income Taxes. The first
hour of the morning session will be devoted to
basic concepts with the balance of the morning
discussing intermediate topics such as UTP and
valuation allowances. Advanced topics will be
discussed in the afternoon including a breakout for
international topics and a breakout for domestic tax
issues. After the breakout sessions we will re-group
to discuss IFRS, OCI, CFO concerns and tax
reform.
NOVEMBER MEETING
FAS 109 Meeting
Tuesday, November 15, 2011
Meeting Place
Clarion Hotel, Milwaukee, WI
Meeting Rooms
Meeting – Ballroom A
Cocktails & Appetizers – Concourse Room
(Please double check wall monitor to confirm rooms.)
Program Chair
Jennifer Janecek
John Sloane
AGENDA – TAX ACCOUNTING
9:00 – 10:00 – Building Block Topics (All)
10:00-10:15 – Networking Break
10:15-11:45 – Advanced Topics (All)
11:45-12:15 – Lunch
Looking ahead to December, we will turn our focus
to state and local taxes. This will be a morning
session with the preliminary program featuring a
discussion on Michigan and Texas taxes and a
multi-state tax update followed by a lunch.
Please let me know if you have any questions or
comments. I hope that everyone has a great
Thanksgiving.
Debbie
12:15-1:45 – Advanced Topics
1:45-2:00 – Networking Break
2:00-3:15 – Advanced Topics (All)
3:15-3:30 – Networking Break
3:30-3:45 – Current/Relevant Topics (All)
Ernst & Young Presenters – Mark Hellmer, Kathy
Ford, Joe Guidinger, Jennifer Schiellack, Jim Ramsey,
Peter Amster, Tim Wichman, Jason Kaufman, Julie
Gallina, Kristin Hahn, Danyl Ordway, Mike Lutz,
Amanda Helblin.
COMMITTEE NEWS
GENERAL NEWS
EMPLOYMENT COMMITTEE
NEWSLETTER PUBLICITY
The TEI Employment Committee accepts resumes and
receives job postings from member firms in the area and
throughout the country. If you would like to submit
your resume or post an employment opportunity, please
contact the Committee Chair, Debra Fenzl at (414) 3434741, or by fax at (414) 343-4188, or
debra.fenzl@harley-davidson.com. The TEI website
offers members the opportunity to post job openings or
seek new opportunities. We encourage you to go to
www.tei.org Career Services for additional information.
The Chapter Chairperson is Ed Devine. Please contact
Ed at (920) 457-4441 if you wish to have information
included in the monthly newsletter.
MEMBERSHIP COMMITTEE
Please contact Scott Ziemer at (414) 231-5913
with any questions concerning membership.
MEMBERSHIP RECRUITMENT
INCENTIVE
Each member is allowed to bring one membership
eligible guest to each meeting free of charge. If that
guest becomes a TEI WI Chapter member within the
TEI year, the member who brought the person to the
meeting will receive a credit towards one of our
monthly meeting fees.
UPCOMING MEETINGS
October 30-November 2, 2011
66th Annual Conference
San Francisco, CA
November 15, 2011
WI Chapter FAS 109 Meeting
March 25-28, 2012
62 Mid-Year Conference
Registration will open late Fall 2011
Washington, DC
PREPAYMENT OPTION
The Prepayment Option is available again this year. A
copy of the policy is attached. We highly encourage
members to utilize this option. It saves significant time
for the Secretary and Treasurer and hopefully will
streamline your internal operations also! For your
information, the prepaid cost for a member to attend all
meetings, enjoy the meals, beverages and appetizers,
Holiday Gathering, and the Annual Meeting is projected
to be $520. All prepaid funds should be sent to the
Treasurer, Jason Anderson, Northwestern Mutual
Life Insurance Co., 720 E. Wisconsin Avenue,
Milwaukee, WI, 53202. If you have any questions please
contact Jason at (414) 665-2882.
MEETING REGISTRATION
Meeting registrations should be made electronically
whenever possible. Please respond via e-mail to Ed
Devine at edward.devine@kohler.com and include a
completed registration form as a file attachment or simply
indicate the names of those attending and amounts to be
charged to your prepaid account in your reply (or you
may also indicate that a check will be sent separately).
When an e-mail option is not available, please mail any
checks or paper forms to Edward Devine, Director of
Tax, Kohler Company., 444 Highland Drive., Kohler, WI
53044-1515. All reservations for the September meeting
should be made by Wednesday, September 14th, 2011.
CANCELLATION POLICY
Cancellations can be made by calling Ed at (920) 4574441. To avoid unnecessary costs to the membership, all
cancellations must be made by 10:00 AM on Friday,
September 16, 2011.
Included with this Mailing
1. November Meeting Newsletter
2. November Meeting Registration Form
3. Prepaid Status as of October 31, 2011
4. Approved Minutes of September Board Meeting