| September 7, 2017 | 8:30-10:30 AM EDT | | IRAs: Traditional, Roth, Self-DirectedDon't miss this informative session. Topics include traditional, roth, and self-directed IRAs. BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |
| September 19, 2017 | 8:30-12:30 PM EDT | | Closely Held Business Transfer & Exit Strategies / Social Security UpdateIn this session, learn several ways closely held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death. Then, hear an update on Social Security. HighlightsThis session will:
- Show the importance of a buy sell contract between non related business owners
- Discuss why life insurance is an important funding option for buy sell planning
- Discuss the importance of business valuation for buy sell planning and estate and
gift tax planning
- Show how a family business owner can transfer his or her business to the next
generation during life or at death
- Discuss estate and gift tax considerations
BenefitsEarn 2 CPE credits in PD and 2 CPE credits in TX. View Full Event Details |
| October 3, 2017 | 8:30-12:30 PM EDT | | Pension Update / Health Care UpdateGet the latest developments affecting pension plans and retirement accounts. Learn the best ways to save through retirement vehicles. Then, be sure to hear about the latest updates on healthcare and how it affects you and your clients. BenefitsEarn 4 CPE credits in Taxation. View Full Event Details |
| October 19, 2017 | 8:30-10:30 AM EDT | | NJ Taxation – Trends and Tax Enforcement, Partnership with Practicing CPAsJohn Ficara of the NJ Division of Taxation will review current tax enforcement rules and their effect on practicing CPAs. HighlightsIn this meeting, hear important updates from the NJ Division of Taxation. Learn about initiatives that will affect your practice and upcoming changes to taxation, including updates to income and sales tax. Finally, hear about important compliance issues that surround the changing tax landscape. BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |
| November 7, 2017 | 8:30-12:30 PM EDT | | Accounting and Auditing UpdateLearn best practices on how to prepare for peer review. Then get an update on revenue recognition and other "hot" accounting and auditing issues. HighlightsHow to Prepare for Peer Review
Frank R. Boutillette, CPA
This session will help prepare you for your upcoming peer review. We will review changes that have occurred in the past year; demonstrate how the peer review process works and what you should expect during the peer review. Learn how to select a peer reviewer; how to navigate PRIMA; and common findings found on peer reviews.
Accounting and Auditing Update
David R. Dacey, CPA
With the effective date fast approaching for new requirements for revenue recognition and lease accounting, this session will focus on these requirements, along with other accounting and auditing issues affecting the profession.
BenefitsEarn 4 CPE credits in Accounting & Auditing. View Full Event Details |
| November 21, 2017 | 8:30-10:30 AM EDT | | US Citizen Tax Consequences AbroadLearn of the detailed rules of foreign asset disclosure: who needs to file and accounts that must be reported, and the potential liability of the taxpayer and tax preparer. HighlightsThe IRS and other agencies are targeting taxpayers with unreported assets or payments to undocumented overseas suppliers. Tax professionals must be able to operate in the new world of global transparency and be aware of the requirements of Form W-8 Ben (Certificate of Foreign Status for Withholding and Reporting), Form 8938 (Statement of Specified Foreign Assets) and Form 5471 (Information Return with Respect for Certain Foreign Corporations.)
The program will cover rules of foreign asset disclosure including who needs to file and the accounts that must be reported. Best practices for compliance and benefits associated with IRS disclosure programs will be reviewed as well as penalties for nondisclosure for the tax payer and preparer will also be discussed.
Tax attorney Parag Patel is the presenter. He specializes in international reporting issues and has handled over 200 disclosure and tax controversy cases with the IRS and other government agencies. e4 BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |
| December 5, 2017 | 8:30-12:30 PM EST | | Nonprofit Accounting / Leases / Agreed Upon ProceduresDon't miss this accounting and auditing update on nonprofit accounting, leases, and agreed upon procedures. HighlightsNonprofit Accounting
Kristen Crouchelli, CPA, MBA, PSA and Julie Helman, CPA - SobelCo
In this meeting, we will discuss:
- Specialized nonprofit terms and policies
- Types of nonprofit financial statements and how to read and analyze them
- New and proposed ASUs for nonfprofit organizations
Leases and Agreed Upon Procedures
Brad Muniz, CPA - SobelCo
In this session, we will explore a bried history of accounting for leases an the new ASUs. We will explore the lifecycle of a lease, what a lease is, classification, financial statemens, and the disclosure requirements for lessors and lessees. Additionally, we will explore agreed upon prodecure engagements, includes: procedures, the involvement of a specialist, findings, reports, and representation. BenefitsEarn 4 CPE credits in Accounting and Auditing. View Full Event Details |
| December 14, 2017 | 8:30-10:30 AM EST | | Estate Taxes & Acting as an ExecutorUnderstand the role of an estate executor and how to best serve your clients' needs. BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |
| January 11, 2018 | 8:30-10:30 AM EST | | Solving IRS ProblemsGet ready for year-end and learn how to solve complicated IRS problems with one of our favorite presenters, Glenn Gizzi. BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |
| April 26, 2018 | 8:30-10:30 AM EDT | | Cyber SecurityNearly all important financial information is digital, and therefore vulnerable to data breaches. In this session, learn how to create the most effective security plan to protect your clients’ sensitive information against the web’s latest threats. BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |
| May 10, 2018 | 8:30-10:30 AM EDT | | Sales and Use TaxLearn what's new for 2018 and beyond. This could be the year that Quill Corp. v. North Dakota (Quill), the seminal ruling that prohibits states from taxing remote businesses without an in-state presence, becomes obsolete.
On April 17, 2018 the U.S. Supreme Court is set to hear arguments in South Dakota v. Wayfair Inc., a case where South Dakota is hoping the high court will see that Quill is obsolete in the e-commerce era and will consider freeing state and local governments to collect billions of dollars in sales taxes from online retailers.
While we can’t predict the future, we can anticipate the impact these changes could have on New Jersey. BenefitsEarn 2 CPE credits in Taxation. View Full Event Details |