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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

CPE Credits

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


  • $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.


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


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




Advance Preparation


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 C. Demetriou, CLU, ChFC, is a licensed mortgage banker/broker in New Jersey, New York, Connecticut, Pennsylvania, South Carolina and Florida. Marc consistently ranks in the top 1 percent of mortgage originators in the U.S., according to leading industry sources. In his home state of New Jersey, he has been featured in NJBIZ's "40 Under 40", and is called upon frequently by the real estate, finance, accounting and legal communities as a trusted expert and speaker. Additionally, Marc is a certified and licensed instructor, offering continuing education credits to accountants, realtors, financial planners and managed care professionals. Profoundly inspired by his grandfather's hard work and success as an immigrant coming from Cyprus, Marc has authored his first book, Lessons From My Grandfather: Wisdom For Success in Business and Life.

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.