a newsletter of the Wisconsin Association of Accountants

July 2016

Executive Corner
I hope you are enjoying the beautiful summer weather and are taking some time to relax and spend time with family and friends.  The WAA Conventions is the perfect opportunity to socialize with your friends in the accounting profession.  This year we are having a pig roast on the shores of beautiful Green Lake followed by a boat trip around the lake.  We are offering CPE in social security, ethics, and sales tax on day 1 and Practice Management by TaxSpeaker  on day 2.  The WAA Annual meeting will be held on Monday August 1st at 3:00.  The convention will also feature our traditional networking in the evenings and installation of officers banquet on Monday night.  The convention dates are July31-August 2.  You can register for the convention or any upcoming seminars at or by calling my office at 608-325-5250
I hope to see you there.

Jolynn T. McIntosh
WAA Executive Director
President's Report
I hope everyone had a great 4th of July holiday weekend.   I have to thank our Board of Directors for their service.  An organization is only as good as the time and effort put into it.  I know our Association is in great hands as we move forward.

We have been focusing on member benefits, and you should see the results of this focus continue to grow and benefit our members.  Please feel free to contact any board member with ideas for break-out sessions, or any other way the association can help you our members.  This year's convention is going to be great.  Super seminars including practice management with Bob Jennings, and add to that a great location with awesome people to share it with. 

The legislative committee is continuing to monitor the compilation as an attest function changes.  Only CPA's are affected at this point.  As an association we are tasked with defending our member's right to practice and the improvement of our profession as a whole.  I think that as we work with the WICPA and law and rule makers, we will accomplish both tasks.
Mark P. Burbey, CPA
WAA President
The Department of Revenue continues its efforts to enhance security by further protecting taxpayer data. We have added another security level within My Tax Account. Beginning July 8th, the first time you log into My Tax Account, a department-issued security code must be entered. You will be prompted electronically to provide an email address and/or cell phone number (if text is chosen) for code delivery. DOR will send the security code immediately via email or text (based on your choice) for entry into My Tax Account.

Things to Remember

Profile email (established when you first registered for My Tax Account): This email is unique (one that is specific to My Tax Account across all DOR My Tax Account records) within My Tax Account. This cannot be used in any other DOR My Tax Account profile.

Security code email: This email is used for security purposes only and it may be the same as, or different than your profile email. The security code email is not required to be unique and can be used on numerous accounts. The security code email you use can be used with other DOR My Tax Accounts. Tax practitioners can use the same security code email in numerous client accounts. If a person elects to use the text option for delivery of their security code, no security code email is required. If a person elects to have the security code emailed, an email address must be entered (can be the same as or different than the profile email).

Security code longevity: A security code is only good once. The previous code becomes invalid as soon as it is used or when you request another.

Remember my computer: If you select the box on the login page labeled "Remember my computer," a subsequent entry of a security code will not be required. Exception: A new security code will be required if:
  • You log in with a computer that you never used before to log into My Tax Account
  • You switched browsers or cookies were deleted
Two-step authentication is a security method used routinely by banks and credit card companies. As technology continues to develop and advance, we continue to improve and enhance our security features to keep your confidential information safe.
IRS, Partners Warn Tax Preparers of Data Theft Risks; Launch New Campaign to Increase Awareness
IR-2016-96, July 6, 2016                                                              
WASHINGTON - Leaders from the Internal Revenue Service, state tax agencies and tax preparation community today warned tax preparers that they increasingly are targets of cybercriminals and should take appropriate steps to protect clients from data theft.
IRS also posted new information to help tax professionals get started with safeguards to protect clients' data. It's the first in a series of fact sheets and tips on security, scams and identity theft prevention measures aimed at tax professionals. The Protect Your Clients; Protect Yourself campaign will run through the start of the 2017 filing season.
Recognizing the risk to tax preparers, this new effort is an expansion of the Security Summit's 2015 "Taxes. Security. Together." campaign aimed at increasing public awareness for using security software, creating stronger passwords and avoiding phishing emails.
"We have more than 700,000 tax preparers in this country, with many of those taking good security precautions," said IRS Commissioner John Koskinen. "But cybercriminals are continuing to evolve, using new technology, ruses and scams. The tax community handles large volumes of sensitive personal and financial information. We need every tax professional to stay on top of their security to protect taxpayers as well as their businesses."
Fact Sheet 2016-23, "Tax Professionals: Protect Your Clients; Protect Yourself from Identity Theft," urges preparers to follow the security recommendations found in Publication 4557, Safeguarding Taxpayer Data. The fact sheet outlines the critical steps necessary to protect taxpayer information and to build customer confidence and trust.
Preparers should sign up for e-News for Tax Professionals, the IRS Tax Pro Twitter account and the Return Preparer Office's Facebook page to stay informed about this campaign and about scams and schemes in general. The IRS also is creating a Protect Your Clients; Protect Yourself page on
The Security Summit consists of the IRS, state tax agencies and the private-sector tax industry working together to safeguard taxpayers from tax-related identity theft. On June 28, Summit partners announced their 2017 initiatives to combat stolen identity refund fraud.
2016 WAA Annual Convention

July 31st - August 2nd
Heidel House
Green Lake, WI
Members  Early $375 (by July 18th)    Late $450
Non Members   Early $405 (by July 18th)   Late $480
Day One:
WDOR Sales Tax Featuring Holly Hoffman
Social Security Featuring Annette Galligan
Ethics by Kevin Palmersheim
Day Two:
TaxSpeaker Practice Management presented by Bob Jennings
Our Practice Management for Your Tax Office course addresses vexing small tax firm's issues and provides common sense guidance in the areas of Choosing tax software, Fees, Billing, Interviewing clients, Tax return processing, Client relationships, Compliance, Liability and Practice transfer issues & much more. Ask yourself these questions: 1. Did you work 60 or more hours per week this year in tax season? 2. Were you "maxed out" in terms of your ability to crank out quality tax returns, or close to it? 3. Did you make enough money to justify the wear and tear on your body, the toll on your family and personal life, and to live comfortably the rest of the year? Did you answer yes to the first two questions, but no to the last one? It stinks, doesn't it? This means we worked our tails off, mistreated ourselves and our loved ones, and did not make enough money doing it to make it.
If you have never attended a WAA Annual Convention you don't know what you are missing!!!
This is a great way to meet and network with fellow members, learn what is going on in the accounting profession, earn high quality CPE credits, and socialize with your peers. 
This year the convention kicks off with a golf outing at noon on Sunday July 31st at Tuscumbia Country Club. We will have a pig roast and chicken buffet dinner followed with a boat ride on beautiful Green Lake.   The hospitality room will also be open Sunday and Monday nights following the events!
Welcome to our New Members!

Roger Price
Nicole Lawson
Julie Pluemer
Justin Schutte
Scott Mahlke
John Burzynski
Brooke Pettengill
Terry Vasseen
Stephanie Sartor
If any of these new members should not be
granted membership to the WAA please submit your objections to the Executive Director.
Technology by Tax Speaker
September 19, 2016
Monday 8:00 am - 4:00 pm
Kalahari Resort
Wisconsin Dells, WI  
Tax Speaker Business Tax Update
October 20th & 21st
Thursday & Friday
8:00 am - 4:00 pm
Sheraton Hotel
Madison, WI
Gear Up 1040-Waukesha
November 7 - 8, 2016
Monday 8:00 am - 5:00 pm
Tuesday 8:00 am - 4:00 pm 
Country Springs Hotel
Pewaukee, WI
1040 Update by Tax Speaker
November 28 - 29, 2016
Monday 8:00 am - 5:00 pm
Tuesday 8:00 am - 4:00 pm 
Kalahari Resort
Wisconsin Dells, WI 
1040 Update-Gear Up
December 5 - 6, 2016
Monday 8:00 am - 5:00 pm
Tuesday 8:00 am - 4:00 pm 
Hudson House Inn
Hudson, WI

  Register online at
If you have any questions please feel free to contact us at 1-800-237-4080.
Mark Burbey,CPA
900 S 10th St.
Manitowoc, WI  54220
Vice Presidents:
Mark Nelson Sr. ,EA,ABA,
2581 S. Kinnickinnic Ave
Milwaukee, WI  53207
Joe Suttner,CPA
1230 E. Chestnut PO Box 187
Chiton, WI  53014
Diane Wollack,CPA
PO Box 275
Waunakee, WI  53597
Ben Gaus,,EA,ABA,ARA
PO Box 356
River Falls, WI  54022
NSA State Director:
Thomas Adler
1424 N Highpoint Rd Ste 101
Middleton, WI 53562
Past President:
Paul Kersten ,CPA
610 W. Green Bay St.
Shawano,WI 54166
Robert Burgardt
414 Hartford Square
Hartford ,WI 53027
James Haas, ATP,CTP,CPB
401 Main St Ste 305
 La Crosse, WI 54601
John Runkel, EA, ABA
3707 Hamilton Ave
Altoona,WI 54720
Mark Nelson Jr.,EA
2581 S. Kinnickinnic Ave
Milwaukee, WI  53207
WAA Benefits


Seminars and Educational Forums




Local Chapter Involvement


Government Agency Liaison


Monitor Legislation


Insurance Programs


Accountants Protection Plan

WAA Objectives
To raise professional standards and improve the practice of accountancy.
To strive for excellence in the profession.
To encourage accountants in a continuing program of
professional development.
To foster increased recognition for the profession in the public, private and educational sectors of our state.
To initiate legislative action and provide government liaison between the accounting profession and
government leaders.
To provide meetings and fellowship for accountants.
To promote the highest standard of ethical conduct among its members.