Welcome Members & Non-Members

January 24 Luncheon Meeting

TOPIC: Annual Tax Update: Tax Year 2019

SPEAKER: Tara Guler, CPA, MST

DATE: Thursday, January 23, 2020

REGISTRATION: 11:30 a.m.

LUNCH: 11:45 a.m.

COST: $6 for Members, $12 for Non-Members

PLACE: Vintage Brewing Company
674 S Whitney Way; Madison, Wisconsin 53711

MENU: Meals served with sides as noted and beverage (soda,
coffee, and tea)

• Cheeseburger with fries
• Turkey Panini Melt with fries (Turkey, cheddar, bacon, lettuce, tomato, and
  avocado ailoi pressed in sourdough bread)
• Margherita Flatbread (Pesto aioli, heirloom tomato, house-made fresh
  mozzarella, and fresh basil. Finished with pine nuts and a balsamic drizzle

RESERVATIONS: Register below or contact Sherri Voigt by 11 a.m. on Monday, January 20, 2020 with your name and membership status and for carpooling information at (608) 576-6473 or [email protected].

Member Benefit

Members can bring their supervisor to one lunch meeting a year for free!
This is our thank you to them for supporting member activity and training.

Salvation Army Donations
The Salvation Army greatly needs the following items:

• Bath Towels
• Diapers – All Sizes
• Baby Bottles
• Sanitary Items

Items will be collected at luncheon meetings.

Tara Guler, CPA, MST

Tara Guler is a senior manager for the manufacturing and distribution team with Baker Tilly.

Baker Tilly Virchow Krause, LLP Senior Manager
10 Terrace Ct., Madison, WI 53707, United States
T +1 (608) 240 6714 [email protected]
bakertilly.com

Education

• Masters of Science in Taxation, DePaul University (Chicago, Illinois)
• Bachelor of Business Administration in Accounting, University of Wisconsin–Madison

Prior to joining Baker Tilly, Tara worked for a Big Four firm specializing in federal taxation. She specializes in providing tax and consulting services to manufacturing and distribution companies, with a focus on cooperatives, corporate businesses, tax compliance, accounting for income taxes, tax planning and tax department outsourcing.

Specific experience

• Reviews various federal and state tax income tax returns for large corporations
• Provides consulting services to cooperatives regarding tax planning ideas to benefit both cooperatives and their members
• Participates on the NSAC tax committee, which includes presenting at local chapter and national conferences
• Provides consulting and tax planning services for businesses and owners
• General federal consulting services for public and privately held companies

Industry involvement

• American Institute of Certified Public Accountants (AICPA)
• National Society of Accountants for Cooperatives (NSAC)
• National Council of Farmer Cooperatives (NCFC)
• Wisconsin Institute of Certified Public Accountants (WICPA)

Thomas W. Lynch PE, PTOE, PTP, AICP

Tom Lynch has over 25 years in the transportation planning field where his planning efforts have resulted in almost a half billion dollars of infrastructure improvements in four states. Notable Wisconsin projects include Highway 29 near Wausau, US 12 near Baraboo, and the Verona Road interchange. He currently serves as the Director of Transportation for the City of Madison. This department includes Metro Transit, Traffic Engineering, and the Parking Utility. He is an advocate for meeting our transportation needs through transferring mode share away from single occupancy vehicles and towards transit, biking, and walking. Tom has lived with his wife Melody in Madison for 27 years and has four grown children. In his free time Tom enjoys backpacking, canoeing, and biking.

Members and Non-Members

Please join us for a lunch meeting on
Thursday, November 21, 2019, 1 CPE

 

TOPIC: The Oscar Mayer Special Area Plan and Possible Opportunities for Metro Transit

SPEAKER: Tom Lynch – Director of Transportation for the City of Madison

REGISTRATION: 11:30 a.m. LUNCH: 11:45 a.m.

COST: $6 for Members, $12 for Non-Members

PLACE: Egg & I, 2501 W Beltline Hwy, Madison, WI 53713  (Located in the buildings on the frontage road between Fish Hatchery and Todd Drive)

MENU: Sandwiches served with dressed greens on side; beverage included (soda, coffee, and tea)

• Classic Club: smoked ham, smoked turkey, sugar-spiced bacon, cheddar and Monterey jack cheese, lettuce, tomato, and mayo on grilled multi-grain
• Arizona Turkey: smoked turkey breast on grilled sourdough with bacon, avocado, tomato, mayo, Monterey jack and cheddar cheese
• Greek Salad: all-natural white meat chicken with house-roasted tomatoes, red onions, artichoke hearts, feta cheese, kalamata olives, diced tomatoes, and parmesan croutons with fresh mixed salad greens in an herb vinaigrette dressing

*Greek salad can be ordered without chicken

**Add meal notes in comments box or registration e-mail (such as “no onion”, “no mayo”, etc.)

RESERVATIONS:  Register below, or contact Sherri Voigt by 2:00 p.m. Monday, November 18, 2019 with your name, membership status, and meal choice at (608) 576-6473 or by email [email protected]

 

Please consider subscribing to our news feed for immediate notification of upcoming meetings and training.

Welcome Members/Non-Members

Thursday, March 28
Lunch Meeting

TOPIC:  Ice Age Trail Joint Partnership—Funding and Operations

SPEAKERS: 

Amy Lord – Outreach & Education Manager, Ice Age Trail Alliance

Kevin Thusius – Director of Land Conservation, Ice Age Trail Alliance

REGISTRATION:  11:30 a.m. LUNCH: 11:45 a.m.

COST:  $6 for Members, $12 for Non-Members, CGFMs can attend for free!

PLACE: Vintage Brewing Co, 674 South Whitney Way, Madison, WI 53711

MENU:  Meals served with sides as noted and beverage (soda, coffee, and tea)

•  Cheeseburger with fries
•  Cup of Turkey Chili with a House Salad (please note dressing choice)
•  Cup of Turkey Chili with 1/2 Turkey Panini sandwich
•  House Salad with 1/2 Turkey Panini sandwich (please note dressing choice)
• Cheese Flatbread

RESERVATIONS:  Register below or contact Sherri Voigt by 9:00 a.m. Monday, March 25, 2019 with your name, membership status, and meal choice at (608) 576-6473 or by email at [email protected]

 

Amy Lord
Outreach and Education Manager

As Outreach and Education Manager, Amy is responsible for promoting the Ice Age Trail and the Ice Age Trail Alliance to a wide audience by leading outreach programs, actively engaging new and existing volunteers and developing Trail-based educational opportunities.

Fun Facts:

• Amy’s a farm kid from southwest Wisconsin who grew up raising and showing black Angus cattle; back-to-back Grand Champions at the Richland County Fair in 1994 & 1995 (yes, that is a long time ago).
• She operates a vacation rental farmhouse in Richland County adjacent from her parent’s farm just outside of Gotham where families can get away and enjoy life in the country.
• Her vacations revolve around fishing, hiking, and live music, like a memorable trip to Rocky Mountain National Park and Estes Park where besides hiking, she and her husband made sure to see Tom Petty and The Heartbreakers at Red Rocks in Denver.

Kevin Thusius
Director of Land Conservation

As Director of Land Conservation, Kevin manages the Land program by protecting lands for the Ice Age Trail, monitoring Ice Age Trail Alliance easements and managing lands owned by the Alliance.

Fun Facts:

• First conservation job involved canoeing 100 miles of the Milwaukee River – a pretty cool gig!
• Published author of 6 scientific papers in esteemed journals such as Behavioral Ecology, on topics like vocalizations in ruby-throated hummingbirds and breeding synchrony in the common yellowthroat.
• Tends relationships with landowners, maintaining 127 valuable handshake agreements where the Trail crosses private land.

Jeff Stanek has been the chief financial officer for the City of
Madison Water Utility since January 2019. His primary
responsibilities consist of the overall financial management for the
utility including oversight of financial reporting, rate-case proceedings
and compliance with accounting and regulatory standards. Prior to
the Water Utility, Jeff was a senior manager with the accounting and
advisory firm, Baker Tilly, for twelve years where he specialized in
providing financial audit and consulting services for public electric,
water and wastewater utilities throughout the United States. He is a
certified public accountant (CPA) and attained his BA in accounting
and finance from the University of Wisconsin – Eau Claire in
December 2006. In his personal time he enjoys biking, hiking, skiing,
golfing and various other outdoor activities.

THE FEBRUARY LUNCHEON MEETING HAS BEEN CANCELLED

We regret having to cancel this month’s meeting.  Please check back for future lunch meetings and training opportunities.

About This Month’s Speaker

EXPERIENCE

Bart is a Tax Senior Manager for BDO Wisconsin with more than twenty years of public accounting experience, serving both the Milwaukee and Madison offices.   In his role, Bart utilizes his knowledge serving clients in tax compliance and planning work for corporations, partnerships, not-for-profits and individual taxpayers. His client base is predominantly in  manufacturing, high tech and life sciences and have multistate and international
complexities.

In addition to traditional compliance work, Bart completes a number of functions including representation of taxpayers before the federal and state government agencies of taxation;  aiding companies during the initial start-up process; and working with State and local assessing agencies to help minimize personal property and real estate tax.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

Wisconsin Institute of Certified Public Accountants

EDUCATION

B.B.A., Accounting, University of Wisconsin-Madison

Welcome Members and Non-Members

Thursday, January 24, 2019
Lunch Meeting

TOPIC:  Annual Tax Update

SPEAKER:  Bart Halderson, Senior Manager, Tax, BDO

REGISTRATION:  11:30 a.m.

LUNCH:  11:45 a.m.

COST:  $6 for Members, $12 for Non-Members

PLACE:  Babe’s Restaurant, 5614 Schroeder Road, Madison, WI 53711  

MENU:  Meals served with house cut pub fries and include soda, coffee, or tea.

• Cheeseburger with cheddar cheese
• Caprese Chicken Sandwich – grilled chicken breast,
  tomato, fresh mozzarella, pesto mayo, balsamic
  reduction, toasted ciabatta
• Club Sandwich – three layers of whole wheat toast
  with ham, turkey, bacon, lettuce, tomato, and mayo

RESERVATIONS:  Register below or contact Sherri Voigt by 9 a.m. on Tuesday, January 22, 2019 with your name, membership status, meal choice (and for carpooling information) at (608) 266-2814 or e-mail.

NEW MEMBERS FIRST LUNCHEON MEETING IS FREE!