WICPA

The WICPA is the premier association for accounting and business professionals in Wisconsin.

The Wisconsin Institute of Certified Public Accountants (WICPA) is an active professional organization of CPAs working together to enhance the profession and better serve the public. Since its founding in 1905, the WICPA has grown from 10 to approximately 8,000 members. With today's diverse membership including CPAs in public accounting, industry, government and education, the WICPA strives to enhance members' technical skills and professional knowledge by providing high-quality professional education and networking opportunities.

Mission: The WICPA serves the diverse needs of our members; enhances professional competency; promotes the value of members and the profession; advocates on behalf of the profession; and builds community among members.

The Internal Revenue Service (IRS) has announced a change for issuing determination letters for certain retirement plans. Learn about the changes in this article from @cpapracadvisor. http://ow.ly/MoeD50ugm2z #retirement

cpajournal.com

Technology Considerations for Not-For-Profit Organizations - The CPA Journal

The landscape for nonprofit organizations (NPOs) is challenging and ever-evolving. Read about the impact technology can have on an NPO’s success. http://ow.ly/IyZt50uglyH

cpajournal.com Not-for-profit organizations continue to face an ever-evolving and challenging landscape. Executives and audit committees must deal with concerns ranging

We look forward to welcoming attendees to the School District Audit Conference on May 23 at the Kalahari Resort in the Dells. Can't make it? Check out the livestream option for general sessions and most popular breakout sessions. http://ow.ly/GGo150ug9TY #WICPAsdaconf

2019 WICPA Member Recognition Banquet & Annual Business Meeting

On Thursday, May 9, nearly 350 WICPA members and their guests attended the 2019 Member Recognition Banquet & Annual Business Meeting. Attendees enjoyed networking, recognizing WICPA longevity members, honoring Excellence Award recipients and electing the 2019-2020 WICPA Board of Directors.

On Thursday, May 9, nearly 350 WICPA members and their guests attended the 2019 Member Recognition Banquet & Annual Business Meeting. Attendees enjoyed networking, recognizing WICPA longevity members, honoring Excellence Award recipients and electing the 2019-2020 WICPA Board of Directors.

Meet the 2019-2020 WICPA Board Chair Neil Keller, CPA/ABV, CVA

Neil Keller, CPA/ABV, CVA, Partner-In-Charge, Tax Services with Sikich LLP and 2019-2020 WICPA Board Chair shares how he decided to get into accounting, his passion and involvement in the profession, and the bright future of the WICPA. Learn more about Neil Keller's full-circle journey in the cover story of the 2019 May/June issue of On Balance magazine at https://www.wicpa.org/publications/on-balance/archive/2019-may-june

Meet Kyle Stephens, CPA, recipient of the 2019 WICPA Young Professional Excellence Award. Learn about his work as a YP in this video short. https://youtu.be/e3X8YnRKVNs #WICPA

On Thursday, May 9, nearly 350 WICPA members and their guests attended the 2019 Member Recognition Banquet & Annual Business Meeting. Attendees enjoyed networking, recognizing WICPA longevity members, honoring Excellence Award recipients and electing the 2019-2020 WICPA Board of Directors.

On Thursday, May 9, nearly 350 WICPA members and their guests attended the 2019 Member Recognition Banquet & Annual Business Meeting. Attendees enjoyed networking, recognizing WICPA longevity members, honoring Excellence Award recipients and electing the 2019-2020 WICPA Board of Directors.

Congrats to Jessica Horning, CPA, recipient of the 2019 WICPA Woman to Watch Excellence Award. Watch her interview in this 1-minute video. https://youtu.be/-y8LAUGHBKU #WICPA

We are pleased to welcome Kathy Koltin Blumenfeld, CPA, Secretary, Wisconsin Department of Financial Institutions as a speaker at the 2019 Financial Institutions Conference. @WIS_DFI http://ow.ly/R9HB50uajJA

Congratulations to Brittany Greuel, recipient of the 2019 Accounting Student Award. Get the details on her journey from student to professional in this short video. https://youtu.be/-1L5XyxBKC4 #WICPA

Marcie Bomberg, Senior Manager, Wipfli LLP offers a robust overview of blockchain technology and what financial and accounting professionals should consider for their firms and clients at the #WICPA Financial Institutions Conference. #wicpaficconf #blockchain

Kudos to Paul Fischer, CPA, PhD, who was presented with the Accounting Educator Award for his dedication to the accounting and education profession. Learn more in this interview. https://youtu.be/dPivG8ougEs #WICPA

[05/10/19]   Thank you to all who attended the Member Recognition Banquet & Annual Business Meeting last evening. We enjoyed celebrating milestones, new leadership and excellence with 350 plus #WICPA members and friends from the region. Stay tuned for photos and updates over the next weeks!

Organizations who strive to remain agile must often face uncertainty. Learn six leadership lessons to help you sail in uncharted waters. FM: Financial Management http://ht.ly/HqLd30oAvO4

Registration now open for the 2019 #IRS Nationwide #Tax Forums: www.irstaxforum.com

Organizations who strive to remain agile must often face uncertainty. Learn six leadership lessons to help you sail in uncharted waters. FM: Financial Management http://ht.ly/HqLd30oAvO4

A big shout out to the Waunakee School District for hosting this high school networking event for aspiring accounting professionals.

Thanks to grant money from WICPA and Mrs. Anderson's Culinary Arts students, WHS hosted an accounting breakfast and networking session. Seven accounting professionals are attending this event. While all are involved in accounting, their expertise varies from public accounting to law to IT and management. Thank you WICPA!

More than 1,700 Wisconsin kids learned money skills from WICPA members this month—Financial Literacy Month! We thank our members for volunteering their time to read money-themed books to elementary students as part of our Reading Makes Cents program. Pictured below are Elizabeth Hazi, CPA and Aycha Sawa, CPA, CIS, who read to students at Parkview Elementary in Milwaukee, and Angela Thomas, CPA who read to students at Northside Elementary in Sun Prairie.

Join Aleta Norris Principal & Co-Founder of Living As A Leader, for an On Demand webinar, which was recorded at the 2019 CPAs in Industry Spring Conference. During the webinar—Ethics, Leadership & Your Personal Value System—Aleta explores five core pillars of your personal value system that will affect your employees’ belief in you. Find this webinar and more at wicpa.org/OnDemand.

Tammy Hofstede, President & CEO of the WICPA, shared insights about the exciting opportunities available to accounting professionals at "Explore Accounting Day" hosted today by the UW-Whitewater College of Business and Economics.

Last June, WICPA member Terry Von Haden, CPA passed away after a 45-year career that included co-founding a major Wisconsin public accounting firm. To honor his devotion to the profession, to his clients and to those he mentored, his wife Jan Von Haden and daughter, Tracy Van Andel, presented a $50,000 check to Tammy Hofstede on behalf of the WICPA Educational Foundation. The money will be used to establish a memorial scholarship. The Von Haden Memorial Scholarship will be presented annually to a deserving college student. We thank the Von Haden family for their generous gift!

2019 CPAs in Industry Spring Conference (Green Bay)

Attendees at the CPAs in Industry Spring Conference in Green Bay heard from experts who addressed key economic trends, covered the latest updates and offered best practices on topics such as ethics, employment law, tax issues, technology and much more.

Attendees at the CPAs in Industry Spring Conference in Green Bay heard from experts who addressed key economic trends, covered the latest updates and offered best practices on topics such as ethics, employment law, tax issues, technology and much more.

Register for the May 23 School District Audit Conference TODAY and SAVE $50! wicpa.org/conferences #WICPAsdaconf

Today, we're at the Radisson Hotel & Conference Center Green Bay for the CPAs in Industry Spring Conference. Attendees are receiving insightful information, networking with other business professionals and visiting with conference sponsors. #WICPAcpaisconf

Mark your calendar for the 14th Annual Retirement Plan Investment Seminar cosponsored by Spectrum Investment Advisors, Inc. and the WICPA—June 19 at The Ingleside Hotel in Pewaukee. Register today! wicpa.org/CPDcatalog

The CPD reporting period ends Dec. 31. Requirements include 80 CPD credits, including 3 ethics credits, during each 2-year reporting period. Visit wicpa.org/CPD for more information.

art19.com

04-16-19 WICPA member Ruth Kallio-Mielke discusses lessons learned this tax season on Wisconsin's Morning News

Ruth Kallio-Mielke, CPA, managing tax director for the Milwaukee Tax Practice at Deloitte and WICPA member, discusses lessons learned this tax season on Newsradio 620 WTMJ. Listen to her interview.

art19.com

Price jumps Friday! Register for the 2019 Financial Institutions Conference this week and save $50! wicpa.org/conferences #WICPAficconf

issuu.com

On Balance Magazine - Mar/Apr 2019

Switching to a password management system may sound daunting, but it beats the alternative. Learn more about password management systems in this On Balance article by Wendi S. Hall, CPA, LAR, of Small Office Solutions LLC.

issuu.com

Join us Thursday, May 9 to celebrate membership, recognize longevity members, highlight achievements during the past year, elect the incoming Board of Directors and honor Excellence Awards recipients. Register for the Membership Recognition Banquet & Annual Business Meeting today! wicpa.org/banquet

Learn the “intangibles” needed to become a more strategic, confident and insightful management accountant and leader. People skills. Management skills. How to influence and guide groups and decisions. Learn more! cgma.org/becomeacgma

issuu.com

On Balance Magazine - Mar/Apr 2019

The new Chapter 178 enacts fundamental changes with important implications for Wisconsin businesses. Learn more in this article by David M. Gorwitz, MBA, JD, and Ronald C. Berman, CPA, JD, in the latest issue of On Balance magazine.

issuu.com

Do you know a new CPA who received their license in 2018? Make sure to let them know about our New CPA Banquet, which honors and celebrates their accomplishment.Visit wicpa.org/NewCPABanquet for details.

If bowling is up your "alley," we'd love to have you join us on Thursday, April 25. Your registration includes 3 games of bowling, shoe rental, beverage vouchers, appetizers & pizza. There will be prizes & a raffle, too! Sign up today - it's going to be a fun night! wicpa.org/BowlingNight

Happy 27th Anniversary to Tammy Hofstede, WICPA President & CEO! Thanks for your dedication, hard work, leadership and service to the WICPA and its members that started 27 years ago and continues each day. Congratulations and best wishes for more great days ahead!

startheregoplaces.com

APBP: Advanced Accounting

High school accounting educators: Don't miss this opportunity to enrich your students' learning experience with a FREE three-day training event through the Accounting Program for Building the Profession (APBP), sponsored by the AICPA Foundation. The event will take place on June 17 at Grant Thornton's Chicago headquarters and on June 18-19 at DePaul University - Loop Campus. Register today!

startheregoplaces.com The AICPA is collaborating with state CPA societies and/or state departments of education, along with the creator of the program, Dr. Dan Deines, CPA, to help you further your impact by inviting you to attend training on higher-order accounting curriculum called the AICPA Accounting Program for Buil...

issuu.com

On Balance Magazine - Mar/Apr 2019

There are reasons that S corporations have been part of the Internal Revenue Code for more than 60 years. Learn more in an article by Daniel B. Geraghty, CPA, JD, partner with Husch Blackwell, in the March/April issue of On Balance magazine.

issuu.com

Remember to renew your membership to continue receiving your member benefits and resources. wicpa.org/renew

wisconsinfbla.wufoo.com

WI FBLA State Leadership Conference Judging Form

Volunteer judges are needed at the Wisconsin FBLA 2019 State Leadership Conference on Monday, April 8 and Tuesday, April 9, at the KI Convention Center in Green Bay. Give back to future business leaders and sign up today!

Over 2,500 Wisconsin middle and high school students will compete by showcasing their knowledge and skills in a wide range of business environments, with the goal to earn the opportunity to compete at the national level this summer. #WIFBLA

wisconsinfbla.wufoo.com

issuu.com

On Balance Magazine - Mar/Apr 2019

A Tax Cuts and Jobs Act provision created "opportunity zones," offering many taxpayers a new tax incentive. Read more in this article by James D. Brandenburg, CPA, MST, with Sikich LLP.

issuu.com

Two inspiring WICPA members, Kelly Cowhig, CPA with Huberty and Brian Begalke, CPA with Begalke & Associates, LLC, talked with accounting students about the unlimited accounting career opportunities at a Lakeland University - WI panel discussion yesterday in Plymouth.

If you missed last week's CPAs in Industry Spring Conference in Milwaukee, don't worry! There's another one coming up in Green Bay on April 24. Register today! wicpa.org/conferences #WICPAcpaisconf

Congratulations to WICPA President & CEO, Tammy Hofstede, who was recently appointed to the Governor’s Council on Financial Literacy.

Tammy is excited to join other Wisconsin business professionals on the Council to support financial literacy in Wisconsin.

The Council is part of a pro-active approach to improving financial literacy and making the state the recognized national leader when it comes to promoting financial literacy.

2019 CPAs in Industry Spring Conference - Milwaukee

Attendees of the 2019 CPAs in Industry Spring Conference in Milwaukee received insightful information and innovative tools to allow them to think fast, respond quickly and be aware of the many changes that lie ahead in the profession. The conference was held on March 21 at Potawatomi Hotel & Casino in Milwaukee.

Attendees of the 2019 CPAs in Industry Spring Conference in Milwaukee received insightful information and innovative tools to allow them to think fast, respond quickly and be aware of the many changes that lie ahead in the profession. The conference was held on March 21 at Potawatomi Hotel & Casino in Milwaukee.

issuu.com

On Balance Magazine - Mar/Apr 2019

When opportunity seemed to elude her, this entrepreneur took matters into her own hands. Read about Keana Spencer in the March/April issue of On Balance magazine.

issuu.com

Want your business to be the top-listed Accountant in Waukesha?

Click here to claim your Sponsored Listing.

Videos (show all)

Meet the 2019-2020 WICPA Board Chair Neil Keller, CPA/ABV, CVA
2019 Advocacy Day and Legislative Activities Updates
An Invitation from the WICPA President & CEO to Connect with Your Legislators

Telephone

Address


W233N2080 Ridgeview Pkwy
Waukesha, WI
53188

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30
Other Waukesha businesses (show all)
H&R Block H&R Block
205 E Sunset Dr
Waukesha, 53189

Jackson Hewitt Tax Service Jackson Hewitt Tax Service
2000 S West Ave
Waukesha, 53189

MnZ CPAs MnZ CPAs
741 Grand Ave., Ste. 303
Waukesha, 53186

MnZ CPAs - We are TAX experts. MnZ CPAs is one the of the fastest growing CPA firm in the area. We provide high quality TAX services at a very reasonable price.

Reliable Accounting Services Reliable Accounting Services
2833 N University Dr, Apt 202
Waukesha, 53188

E&B - Taxes, QuickBooks, Bookkeeping, Consulting E&B - Taxes, QuickBooks, Bookkeeping, Consulting
2312 N Grandview Blvd, Ste 203
Waukesha, 53188

QuickBooks Proadvisors, Professional Bookkeepers, Registered Tax Preparers, Consulting. We are your Small Business Specialists.

Smrecek & Co., S.C. Smrecek & Co., S.C.
N14W23777 Stone Ridge Dr Ste 220
Waukesha, 53188

Taxes Accounting Assistance Financial Planning Retirement Planning

Jackson Hewitt Tax Service Jackson Hewitt Tax Service
2120 East Moreland Blvd Ste S
Waukesha, 53186

Liberty Tax Liberty Tax
1355 S. West Ave.
Waukesha, 53186

Por Ella Tax Service Por Ella Tax Service
305 E Main St
Waukesha, 53186

Supporting the needs of the Hispanic Community.

Incom tax patty " Incom tax patty "
518 Scott Ave
Waukesha, 53186

Le brinda la ayuda necesaria para su preparacion de impuestos, tramite de num ITIN,. Enmiendas , apotillados.

Andaloro, Smith & Krueger, LLP Andaloro, Smith & Krueger, LLP
N19W24400 Riverwood Dr, Ste 200
Waukesha, 53188

Andaloro, Smith & Krueger, LLP (ASK) is a full-service CPA firm serving clients throughout Wisconsin. www.askcpas.com

Edie Christian CPA Edie Christian CPA
N9W29360 Thames Rd
Waukesha, 53188

Waukesha and Milwaukee Accounting Services, CPA, Tax Consulting for Individuals, Business Tax Preparation and Consulting New Business Start-Ups