Wisconsin Institute of Certified Public Accountants

Registered Principal Details

Business Or Interest:
Voluntary association of Certified Public Accountants.

Lobbying Interests:
Accounting, taxation, civil liability, business and professional regulation and state government.

CEO Name:
Dennis Tomorsky
President & CEO

Contact
DT
Dennis Tomorsky
W233N2080 Ridgeview Parkway
Waukesha, WI 53188
(262) 785-0445
(262) 785-0838
dennis@wicpa.org
http://www.wicpa.org

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Alice O'Connor Exclusive Duties N/A Authorized On 1/3/2017 Withdrawn On N/A
Gregory Hubbard Exclusive Duties N/A Authorized On 4/4/2017 Withdrawn On N/A
Katie White Exclusive Duties N/A Authorized On 4/4/2017 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 26
Assembly Bill 26
Relating to: due dates for filing income and franchise tax returns, paying estimated income and franchise tax installment payments, and filing withholding tax returns. (FE)

Bill Text and History

For
Notification Date
1/27/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 108
Assembly Bill 108
Relating to: creating a corporate income and franchise tax credit for amounts contributed by an employer into an employee's college savings account. (FE)

Bill Text and History

For
Notification Date
5/8/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 176
Assembly Bill 176
Relating to: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)

Bill Text and History

For
Notification Date
5/2/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 188
Assembly Bill 188
Relating to: educational requirements for taking the accounting examination or receiving a certified public accountant certificate; continuing education requirements for accounting license renewal; data-sharing programs related to accountants; peer reviews...

Bill Text and History

2017 Wisconsin Act 88

For
Notification Date
3/29/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 259
Assembly Bill 259
Relating to: the length of the recognition period for built-in gains tax; the evidentiary standard for proving a transaction has economic substance; participation by the Department of Revenue in the Multistate Tax Commission Audit Program; and reliance by ...

Bill Text and History

2017 Wisconsin Act 231

For
Notification Date
5/8/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 280
Assembly Bill 280
Relating to: incorporating financial literacy into the curriculum of public schools.

Bill Text and History

2017 Wisconsin Act 94

For
Notification Date
6/7/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 773
Assembly Bill 773
Relating to: discovery of information in court proceedings; procedural requirements relating to class actions; consumer lawsuit lending; the statute of limitations for certain civil actions; agreements by the secretary of revenue to allow third-party audit...

Bill Text and History

2017 Wisconsin Act 235

For
Notification Date
1/3/2018
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 910
Assembly Bill 910
Relating to: updating references to the Internal Revenue Code relating to certain individual income tax provisions, limiting the income tax deduction for certain tuition payments, clarifying the duties of the College Savings Program Board, a sales and use ...

Bill Text and History

For
Notification Date
2/14/2018
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 2
Senate Bill 2
Relating to: due dates for filing income and franchise tax returns, paying estimated income and franchise tax installment payments, and filing withholding tax returns. (FE)

Bill Text and History

2017 Wisconsin Act 2

For
Notification Date
1/27/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 121
Senate Bill 121
Relating to: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)

Bill Text and History

For
Notification Date
5/2/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 130
Senate Bill 130
Relating to: educational requirements for taking the accounting examination or receiving a certified public accountant certificate; continuing education requirements for accounting license renewal; data-sharing programs related to accountants; peer reviews...

Bill Text and History

For
Notification Date
3/30/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 212
Senate Bill 212
Relating to: incorporating financial literacy into the curriculum of public schools.

Bill Text and History

For
Notification Date
5/23/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Senate Bill 764
Senate Bill 764
Relating to: updating references to the Internal Revenue Code relating to certain individual income tax provisions, limiting the income tax deduction for certain tuition payments, clarifying the duties of the College Savings Program Board, a sales and use ...

Bill Text and History

For
Notification Date
2/14/2018
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Budget Bill Subjects

Revenue: Departmentwide
Biennial budget bill treatment of matter relating to
Revenue: Departmentwide

Notification Date
3/10/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Revenue: Tax Administration
Biennial budget bill treatment of matter relating to
Revenue: Tax Administration

Notification Date
3/10/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Safety and Professional Services: Departmentwide
Biennial budget bill treatment of matter relating to
Safety and Professional Services: Departmentwide

Notification Date
3/10/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Safety and Professional Services: Regulation of Professions
Biennial budget bill treatment of matter relating to
Safety and Professional Services: Regulation of Professions

Notification Date
3/10/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Administrative Rulemaking Proceedings

Education required for examination and certification
Agency Name
Accounting Examining Board (Accy)
Subject
Education required for examination and certification
Scope Statement
SS 079_16
For
Notification Date
7/17/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Education required for examination and certification
Agency Name
Accounting Examining Board (Accy)
Subject
Education required for examination and certification
Scope Statement
SS 079_16
For
Notification Date
7/17/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Income, franchise, and excise tax provisions
Agency Name
Department of Revenue (Tax)
Subject
Income, franchise, and excise tax provisions
Scope Statement
SS 082_16
None
Notification Date
1/15/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Chapter Tax 2, relating to income taxation, returns, records, and gross income.
Agency Name
Revenue
Subject
Chapter Tax 2, relating to income taxation, returns, records, and gross income.
Scope Statement
Register Number: 668 (8/15/2011)
None
Notification Date
1/15/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Chapter Tax 2, relating to income taxation, returns, records, and gross income.
Agency Name
Revenue
Subject
Chapter Tax 2, relating to income taxation, returns, records, and gross income.
Scope Statement
Register Number: 668 (8/15/2011)
None
Notification Date
1/15/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Revises Chapters Tax 1, 2, and 11, relating to general provisions of income taxation and sales and use tax.
Agency Name
Revenue
Subject
Revises Chapters Tax 1, 2, and 11, relating to general provisions of income taxation and sales and use tax.
Scope Statement
Register Number: 682 (10/15/2012)
None
Notification Date
1/15/2017
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Total Lobbying Effort

  2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
Total Lobbying Expenditures 2017
January - June
$51,650.28
2017
July - December
$58,665.60
2018
January - June
$26,726.39
2018
July - December
$25,767.40
Total $162,809.68
Total Hours Communicating 2017
January - June
171.75
2017
July - December
62.25
2018
January - June
22.75
2018
July - December
19.00
Total 275.75
Total Hours Other 2017
January - June
224.25
2017
July - December
187.00
2018
January - June
24.25
2018
July - December
31.50
Total 467.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: the length of the recognition period for built-in gains tax; the evidentiary standard for proving a transaction has economic substance; participation by the Department of Revenue in the Multistate Tax Commission Audit Program; and reliance by a taxpayer on past audits by the Department of Revenue. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
1%
2017
July - December
2018
January - June
2018
July - December
Total < 1%
Relating to: incorporating financial literacy into the curriculum of public schools.
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
1%
2017
July - December
1%
2018
January - June
2018
July - December
Total < 1%
Relating to: incorporating financial literacy into the curriculum of public schools.
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
1%
2017
July - December
1%
2018
January - June
2018
July - December
Total < 1%
Relating to: educational requirements for taking the accounting examination or receiving a certified public accountant certificate; continuing education requirements for accounting license renewal; data-sharing programs related to accountants; peer reviews for certified public accounting firms; modifying various administrative rules promulgated by the Accounting Examining Board relating to accounting; and granting rule-making authority. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
34%
2017
July - December
40%
2018
January - June
2018
July - December
Total 32%
Relating to: educational requirements for taking the accounting examination or receiving a certified public accountant certificate; continuing education requirements for accounting license renewal; data-sharing programs related to accountants; peer reviews for certified public accounting firms; modifying various administrative rules promulgated by the Accounting Examining Board relating to accounting; and granting rule-making authority. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
45%
2017
July - December
52%
2018
January - June
2018
July - December
Total 41%
Relating to: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
1%
2018
January - June
2018
July - December
Total < 1%
Relating to: due dates for filing income and franchise tax returns, paying estimated income and franchise tax installment payments, and filing withholding tax returns. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
2%
2018
July - December
Total < 1%
Relating to: adopting a provision of the Internal Revenue Code related to the tax-free distribution from an individual retirement account to a qualified charitable organization. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
3%
2018
July - December
Total < 1%
Relating to: discovery of information in court proceedings; procedural requirements relating to class actions; consumer lawsuit lending; the statute of limitations for certain civil actions; agreements by the secretary of revenue to allow third-party audits related to unclaimed property; interest rates for overdue insurance claims; and providing a penalty. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
3%
2018
July - December
Total < 1%
Relating to: updating references to the Internal Revenue Code relating to certain individual income tax provisions, limiting the income tax deduction for certain tuition payments, clarifying the duties of the College Savings Program Board, a sales and use tax exemption for title holding entities for certain tax-exempt charitable organizations, and computing depletion for income and franchise tax purposes. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
35%
2018
July - December
1%
Total 2%
Relating to: updating references to the Internal Revenue Code relating to certain individual income tax provisions, limiting the income tax deduction for certain tuition payments, clarifying the duties of the College Savings Program Board, a sales and use tax exemption for title holding entities for certain tax-exempt charitable organizations, and computing depletion for income and franchise tax purposes. (FE)
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
2017
July - December
2018
January - June
55%
2018
July - December
1%
Total 4%

Budget Bill Subjects

2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
1%
2017
July - December
2018
January - June
2018
July - December
Total < 1%
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
1%
2017
July - December
2018
January - June
2018
July - December
Total < 1%

Administrative Rulemaking Proceedings

2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
1%
2017
July - December
2018
January - June
2018
July - December
Total < 1%
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
5%
2017
July - December
5%
2018
January - June
2%
2018
July - December
48%
Total 9%

Topics Not Yet Assigned A Bill Or Rule Number

No topics found.

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2017
January - June
2017
July - December
2018
January - June
2018
July - December
Total
2017
January - June
10%
2017
July - December
2018
January - June
2018
July - December
30%
Total 7%

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures