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Date / Time / Location

Wednesday, October 4, 2017
8:00 AM - 12:00 PM
Registration: 7:30 AM

Mercer County Community College - Conference Center1200 Old Trenton Rd
West Windsor, NJ 08550
609-570-3643

CPE Credits

  • 2.00 CPE Credits in TX
  • 2.00 CPE Credits in CS

Pricing

  • $100.00 - Member
  • $200.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Mercer Chapter Season Pass - 2017/18 event bundle.
Understand the real truth behind real estate and financing. Then, learn to stay ahead of the curve regarding state and local taxes.

Benefits

Earn 4 CPE credits (2 in CS and 2 in TX).

Highlights

Real Estate & Financing - Understanding the Real Truth
Marc C. Demetriou, CLU, ChFC - Residential Home Funding Corp.

In this session, we will discuss:

  • The Economy
  • Real Estate Market
  • Credit
  • Lending/Borrowing Options
  • Other Mortgage-Related Topics
  • What's "In the News"
  • Question & Answer Session

State and Local Taxes - Staying Ahead of the Curve
Shane M. Finn - HBK CPAs & Consultants

In this session, we will discuss:

  • Sales and Use Taxes
    • Basics
    • Intrastate v. Interstate
    • Nexus
    • Ever-Changing Landscape
    • Voluntary Disclosure Agreements
    • Industry Specific Discussion
  • Income and Franchise Taxes
    • Basics
    • Nexus
    • Residency Controversies

 

Prerequisites

None

Advance Preparation

None

Additional Notes

$10 late fee will be applied after 10/2. Season Pass holders must register for each event.

Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Pre-Registration Closed

Online pre-registration for this event is now closed.

Marc Demetriou

Marc C. Demetriou, CLU, ChFC
Branch Manager
Residential Home Funding Corp.

Marc Demetriou has become one of the most trusted mortgage bankers in New Jersey, especially among the accounting and legal community where he is called upon frequently as an expert panelist and speaker. One of the top producers and a member of the President’s Club at Residential Home Funding Corp. for 11 years running, Mr. Demetriou is a licensed mortgage banker/broker in NJ, NY, CT, PA and FL, successfully servicing his clients in traditional and reverse mortgages. Having a proven track record as a mortgage consultant, Mr. Demetriou continues to be ranked in the top 1% of Mortgage Originators in America by Scotsman Guide, National Mortgage News and Mortgage Executive Magazine. To add to his long list of accomplishments, Mr. Demetriou is now an author, his first book is due out in early 2017, called “Lessons from My Grandfather; Wisdom For Success in Business and Life,” in which he shares how anyone can be successful and is entitled to lead their best life, stemming from the knowledge gained from his mentor and beloved Grandfather, Charlie.

Shane Finn

Shane Finn
SALT Practice Leader
HBK CPAs & Consultants

Shane is a member of HBK CPAs & Consultants (“HBK”) Tax Advisory Group. He has nearly a decade of experience with State and Local Tax (“SALT”) consulting, controversy, and compliance services. Shane is one the most experienced SALT consultants in the Northeastern United States having worked at Big 4 accounting firms and performed services for Fortune 500 companies in the Greater New York City, Philadelphia, and Pittsburgh areas. He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

As a member of HBK’s Tax Advisory Group, he frequently teaches tax related training courses both internally for the firm and externally for clients and the public. Shane is an avid supporter of the United States Military and veteran-related charities in the Greater Philadelphia area. He is also an active Brazilian Jiu-Jitsu competitor at prestigious tournaments in Greater New York City and Philadelphia.

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Pre-Registration Closed

Online pre-registration for this event is now closed.