Develop winning strategies for managing real and personal property tax.
Wisconsin businesses are required to file annual personal property tax renditions. Many companies do not understand the reporting requirement leading to over-assessed parcels. The Wisconsin budget bill was recently passed including a $74.4 million reduction in the personal property tax. With little state guidance, businesses are left unsure how to utilize the new exemption for machinery, tools, and patterns. This topic helps the persons responsible for preparing personal property tax returns to understand what exemptions are available in Wisconsin, what property may qualify, and how to avoid over-assessed property. The material also explains the method for reviewing notice of assessments, handling audits, and understanding when to appeal valuations.
Agenda
Faculty
Alyssa Geracie, CPA
Bakertilly
- Senior manager with Baker Tilly Virchow Krause, LLP; joined the firm in October 2011
- Specializes in tax consulting, planning, and compliance within Baker Tilly’s state and local tax practice
- Experience with multistate corporation and franchise tax, sales and use tax, property tax, and business credits and incentives
- Client base includes companies in the construction, software, and manufacturing industries
- Develops and implements income tax saving strategies for multistate business clients; reviews and analyzes state tax implications of business purchase and sale issues; works closely with software as a service provider to minimize tax and risk exposure; provides dispute resolution services, including state tax audits, appeals, private letter ruling requests, and voluntary disclosures; offers state tax compliance solutions including return preparation and tax outsourcing
- B.S. degree in accounting, University of Wisconsin - La Crosse
Ellie Curtis
Bakertilly
- Senior accountant with Baker Tilly Virchow Krause, LLP
- Specializes in tax consulting, planning, and compliance within Baker Tilly's state and local tax practice
- Has experience in multistate corporation and franchise tax, gross receipts and business entity taxes, sales and use tax, and property tax
- Works with a diverse client base, including companies in the construction, software, retail and service, and manufacturing industries
- B.S. degree in accounting, University of Wisconsin - La Crosse
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