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Friday, December 1, 2017 LiveMercer Chapter

Annual Tax Seminar (E1712579)

8:00 AM - 5:00 PM EST

Registration: 7:30 AM EST

Mercer County Community College - Conference Center

1200 Old Trenton Rd
West Windsor , NJ 08550

8 CPE Credits in TX

OVERVIEW

Hear an update on all areas of taxation at this popular one-day event. Together with industry experts, explore the latest in state and federal tax legislation.

Don't miss this timely update before the chaos of tax season ensues!

HIGHLIGHTS

7:30-8:30 AM
Registration, Exhibitors and Breakfast

8:30-8:40 AM
Introduction from NJCPA

8:40-10:20 AM
2017 Federal Tax Updates/Trump Tax Reform
Jay Brozillo, CPA, CVA
With the election of President Trump, a priority of his administration has been tax reform. This session will discuss any federal tax updates that have come out of the White House and how they will affect your organization and clients.

10:20-10:40 AM
Break and Exhibitors

10:40 AM-12:20 PM
Trust Refresher
Kristen De Noia, JD, LL.M.
Get a refresher of all aspects of trusts, including the different types, distributable net income (DNI) vs. accounting income, filing requirements and much more.

12:20-1:20 PM
Lunch, Exhibitors and Sponsor Door Prizes

1:20-3:00 PM
Social Security Update
Eleanor Galt-Lin, CFP
The Social Security system is overwhelming and there are plenty of new rules.  Learn about various Social Security benefits and how to create collection strategies that will help your clients maximize their lifetime income.  Learn how to coordinate benefits with a spouse and about the lesser-known benefits for widows.  Learn when it makes sense to delay benefits – and when it does not.

3:00-3:15 PM
Break and Exhibitors

3:15-5:00 PM
New Jersey Tax Update
Jacob Foy
Get the latest updates in New Jersey taxation: new laws, regulations, cases, and pronouncements that may affect your clients in 2018.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This event is NOT part of the Mercer Season Pass.

Early Birds save $10, late fee applied after 11/29.

For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Anthony Borzillo

Anthony J Borzillo, CPA

HBK CPAs & Consultants

Anthony “Jay” is a Principal in the Blue Bell, Pennsylvania office of HBK. He has been with the firm since the merging of the former Resnick, Amsterdam, Leshner, P.C. with HBK CPAs & Consultants in November 2016.

Working in both the audit and risk consulting practices, Jay found his niche working with smaller closely-held businesses. Jay enjoys working with clients "in the trenches" to help them grow and develop their businesses into successful ventures, empowering his clients to control their financial information and systems. Jay sees his role for many clients as the CFO that does not exist within many closely-held businesses, both mature and growing.

Working with clients across many industries, with focus in the professional service and medical fields, Jay is able to bring the many resources available at the firm to meet his clients' varying needs and challenges. By proactively planning for both the present and the future, Jay seeks to be there every step of the way of a client's life cycle.

 

Kristen De Noia

Kristen De Noia, J.D., LL.M.

Tax Manager

EisnerAmper LLP

Kristen De Noia is a Tax Manager at EisnerAmper LLP with more than 10 years of tax compliance and planning experience. Her areas of focus are personal and fiduciary income taxation, gift taxation and trusts and estates. Kristen’s clients include high net worth families and closely held business owners.

Kristen is an adjunct professor at Farleigh Dickinson University’s Petrocelli College of Continuing Studies where she teaches core courses in the areas of estates, trusts and wills.

Prior to joining the firm, Kristen was an attorney at a boutique law firm specializing in the representation of small business owners, franchisors, and franchisees. Kristen was responsible for estate and business succession planning, corporate and individual tax issues and family business matters. In addition she worked as a legal editor at a leading tax research firm.

Kristen is a frequent presenter at the New Jersey Institute of Continuing Legal Education, and she is a member of the firm’s Tax Legislation Monitoring Group where she is a contributing author.

Jacob Foy

Jacob Foy

Taxpayer Service Representative

NJ Division of Taxation - Education & Outreach

Jacob Foy supervises the New Jersey Division of Taxation’s Education & Outreach Unit. Jacob started with the Division sixteen years ago in the Customer Service Center and has worked for the Problem Resolution Unit and the Taxpayer Service Walk-In Center. He was most recently a Case Advocate with the Division’s Office of the Taxpayer Advocate (OTA) where he spent three years providing assistance to resolve ongoing taxpayer problems and disputed state tax issues. His experience with Sales Tax, Employer Responsibilities, Income Tax and Property Tax Relief Programs has placed him in leadership of the Education & Outreach Unit, where he focuses on educating Division staff and the public to better understand New Jersey tax responsibilities.

Eleanor Galt-Lin

Eleanor Galt-Lin, CFP

Financial Advisor

Morgan Stanley

Eleanor Galt-Lin, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and a Senior Vice President in the financial industry in New Jersey. She serves individuals and small business owners, often working closely with the CPAs and lawyers. After completing the rigorous requirements to attain her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits and Medicare. With 10,000 baby boomers turning 65 every day during the next two decades, Eleanor believes it’s crucial for clients to understand their Social Security benefits.[1] She is a frequent speaker on Social Security and Medicare to various groups, including professionals such as CPAs and lawyers.   Eleanor graduated from Rutgers University with a BA in Economics, and attained her CFP® designation in February 2012. A native of New Jersey, Eleanor loves to golf and scuba dive in her spare time.  

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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