PIAW Capitol Update

WI Capitol

At the start of the year, PIA of Wisconsin announced the hiring of our new Communications Director and Lobbyist, Natalie White, who will lead our organization’s advocacy efforts at the Wisconsin State Capitol. As a former legislative staff member, Natalie brings a wealth of knowledge regarding the inner workings of our state government. January also…

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State DOR Guidance Imposes Surprise Tax on PPP Recipients

TAx form

On January 15th, 2021, the Wisconsin Department of Revenue (DOR) issued guidance for the 2020 Tax Season. Many were surprised to find an unexpected interpretation by DOR in relation to the Paycheck Protection Program (PPP) loans that were issued by the federal government. The guidance sheet that was released expresses that expenses incurred that are…

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Avoid Gaps When Moving an Account

By Curt Pearsall, CPCU, AIAF, CPIA President – Pearsall Associates, Inc. and Special Consultant to the Utica National E&O Program Ask agency staff members when the last time was that they moved an account to a new carrier. They would likely say that it happens multiple times a week, possibly every day. When this happens,…

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Get Paid to Market Your Agency!

What is the PIA Marketing Reimbursement Program and the Partnership Reimbursement Program all about? By Tracy Oestreich, CIC, AU, CPIA, CPIW PIA National Director for Wisconsin Are you aware that PIA has 2 programs to help PIA members get back to business as we all recover from the Global COIVD-19 pandemic??  PIA Members may participate…

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Double Down on Documentation

Mary LP

By Mary LaPorte, AINS, CPCU, CIC, LIC, CPIA Agent’s questions about Errors and Omissions, and how E&O losses can be prevented. Q: Due to COVID-19, many of our account managers are still working from home.  I am a personal lines manager, and responsible for a team of seven account managers.  Although we have always tried…

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