TAX EXECUTIVES INSTITUTE
WISCONSIN CHAPTER NEWSLETTER
October 2015
PRESIDENT’S MESSAGE
If you were at the September meeting and have
never met me, you might think that I’m wickedly
deceptive. That is generally not the case, although
I did use trickery to get Carita Twinem to attend
our session. I truly had goodness in my heart and
was delighted to award Carita with the Wisconsin
Chapter Meritorious Service Award. Carita has
been an amazing advocate and ambassador for
TEI since she became a member in 1988. She has
held every officer position in our Chapter,
culminating in being the President for the 19992000 year. She then set her sights on national
involvement on various committees and was
elected to the officer track where she held the role
of International TEI President for the 2012-13 year.
Carita has been an outstanding tax professional,
mentor, peer and friend to many. We celebrate,
thank and congratulate her!
I am grateful for the great programming Jason
Anderson organized for our September session.
The speakers from Deloitte had deep knowledge
and practical experience. Every employment tax
topic they discussed was relevant and I learned
some new things. Thanks Jason!
October is traditionally when we host the IRS and
the Wisconsin Department of Revenue. Budget
and travel restrictions have again limited the IRS’s
ability to attend so we’ll hear from Whyte
Hirschboeck Dudek. The last number of years the
DOR has made a strong showing and has been
very engaging. We are delighted to again have
them participate in our program. In fact our session
on October 20th conflicts with the TEI Annual
Meeting and we’d normally try to avoid that
conflict. Based on Diane Hardt’s travel schedule
the Board made the decision to schedule around
Diane’s availability. We apologize for the members
who will miss the WI meeting in favor of attending
the Annual Meeting. We are grateful for the efforts
of Marcia Szabados and Troy Hildebrandt for
everything they have done to organize this
meeting! It promises to be another great session.
As mentioned at the September meeting we are
asking for members to get involved so we can have
a vibrant, relevant and sustaining organization. We
would like you to volunteer for a local committee
assignment. This simply means you are willing to
participate in a few emails and maybe a phone call
or two to suggest topics and speakers for our
programs. We want to ensure we are finding the
speakers and topics which are meaningful to you.
We have a chair and co-chair structure for each
meeting and they have responsibility for planning
and organizing the topics and speakers. The Board
has responsibility for the venue, reservations, and
other logistics. We have a standard schedule of
general meeting topics for each month and we are
looking for a few individuals (member or guest) to
volunteer for each month/topic.
- November = Acctng for Income Taxes
- December = State & Local
- February = International
- March = roundtable
- April = Federal
- May = Special topic (anything)
Please reach out to me if you are interested or want
to learn more. Thanks for anything you can do!
Please remember the October meeting will be
held at the Sheraton Brookfield Hotel. The hotel
is located at 375 S Moorland Road in Brookfield.
Please reach out any time if you have feedback or
suggestions. I can be reached at 414-298-7827 or
dpeterson@rwbaird.com
Best,
Dawn
October 2015 Meeting
Tuesday, October 20, 2015
2015 - 2016 Fiscal Year


Update On Important and Selected IRS
Procedural Issues
Wisconsin Department of Revenue
Meeting Place
Sheraton Brookfield Hotel, Brookfield, WI
Meeting Rooms
Check monitors
Program Co-Chairs
Troy Hildebrandt and Marcia Szabados
AGENDA
President
Vice President
Secretary
Treasurer
Chapter Rep
Officers
Dawn Peterson, Baird
Roger Zientek, Zilber Ltd.
John Sloane, Quad/Graphics
Marty Auchter,
Sargento Foods, Inc.
Dave Gillman, TDS
Directors
Jeff Fuhrman, S. C. Johnson
Kathy Golden, Modine Manufacturing Company
Tim Lardinois, Spectrum Brands
Kelly Natrop, A O Smith Corporation
Lori Schantz, ESG Holdings
Chuck Watson, Sensient
Lunch:
12:00 - 1:00
Meeting:
1:00 - 4:30
COMMITTEE NEWS
1:00 - 2:15
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 Dawn Peterson, the
Committee Chair, at 414-298-7827, or e-mail
dpeterson@rwbaird.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.
Topics
EMPLOYMENT COMMITTEE
WI Department of Revenue:

Diane Hardt, Tax Administrator

Wendy Miller, Audit Bureau Director

Nate Weber, Director of Technical Services
Break:
2:15 - 2:30
WI Department of Revenue:
2:30 - 3:00

Richard Chandler, Secretary of Revenue
Whyte Hirschboeck Dudek:
3:00 - 4:30

Daniel B Geraghty, Shareholder

Thomas R Vance, Attorney

Robert E Dallman, Shareholder and Chair of
the Federal Tax Team
Cocktails and Appetizers:
MEMBERSHIP COMMITTEE
Please contact Roger Zientek at (414) 274-2480
with any questions concerning membership.
4:30 - 5:30
LEADERSHIP TEAM
Wisconsin Chapter Tax Executive Institute, Inc.
UPCOMING MEETINGS
October 18-21, 2015
TEI Annual Conference
Dallas, TX
November 17, 2015
Income Tax Accounting
Clarion, Milwaukee, WI
December 15, 2015
State and Local Taxes
Clarion, Milwaukee, WI
and include a completedad 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 to Marty
Auchter, Secretary).
All reservations for the meeting should be made by
Wednesday, October 14, 2015.
CANCELLATION POLICY
Cancellations can be made by calling John Sloane
at (414) 566-4225. To avoid unnecessary costs to
the membership, all cancellations must be made by
10:00 AM on Friday, October 16, 2015.
GENERAL NEWS
NEWSLETTER PUBLICITY
The Chapter Secretary is John Sloane. Please
contact John at (414) 566-4225 if you wish to have
information included in the monthly newsletter.
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, and
the Annual Meeting is projected to be about $445
for members, and $535 for non-members. All
prepaid funds should be sent to the Treasurer,
Marty Auchter, Sargento Foods Inc., One
Persnickety Place, Plymouth, WI 53073.
If you have any questions please contact Marty at
920-892-3414 or Marty.Auchter@sargento.com.
MEETING REGISTRATION
Meeting
registrations
should
be
made
electronically whenever possible. Please respond
via e-mail to John Sloane at john.sloane@qg.com
Included with this Mailing
1. October Meeting Newsletter
2. October Registration Form
3. Prepaid Status as of September 30, 2015
4. Approved Minutes of the July 2015 Board Meeting
5. Prepaid Policy
6. November Tax Accounting Workshop Save the
Date Flyer
7. List of Potential Topics for the November Tax
Accounting Workshop