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Date / Time / Location

Tuesday, September 26, 2017
8:30 AM - 4:30 PM
Registration: 8:00 AM

APA Hotel Woodbridge120 Wood Avenue South
Iselin, NJ 08830
732-494-6200

CPE Credits

  • 8.00 CPE Credits in TX

Pricing

  • $399.00 - Non Member
  • $299.00 - Member

Course Developer

Also Available On

With the biggest change to the tax code in over 30 years now upon us, tax and financial planning take on even greater importance this year. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients' money!

Designed For

All practitioners, especially those who want to provide the best up-to-the-minute tax advice.

Benefits

  • Understand life insurance for both income and estate planning
  • Identify strategies that are effective following estate and gift tax reform
  • Understand options available to baby boomers as they reach retirement in light of Social Security

Highlights

  • The best new income tax and estate-planning ideas
  • Major tax ideas for the current year
  • The changing Social Security landscape: what it means for planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Life insurance
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

Prerequisites

Basic course in individual income tax, Social Security and estate planning.

Advance Preparation

None

Additional Notes

  • This seminar qualifies for CFP credit.

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received - remember to check back for updates.

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Dennis Riley

Dennis P. Riley, CPA, M.B.A.
Member
Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

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Pre-Registration Closed

Online pre-registration for this event is now closed.