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Saturday, January 6, 2018 LiveMonmouth/Ocean Chapter

Annual Tax Seminar (E1801119)

8:30 AM - 1:20 PM EST

Registration: 7:30 AM EST

Sheraton Eatontown Hotel

Rt 35 & Industrial Way
Eatontown , NJ 07724

5 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!

BENEFITS

Earn 5 CPE credits in Taxation.

HIGHLIGHTS

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

8:30am-12:20 pm
Tax Topics Presented by Kulzer & DiPadova, P.A.

This annual update will provide you with the tools you need to begin tax season with confidence. Major topics include:

  • Individual Update Under Tax Cuts and Jobs Act
    Daniel L. Mellor, Esq. LLM
  • Corporate Update Under Tax Cuts and Jobs Act
    Kristin L. Schmid, Esq.
  • Passthrough Update Under Tax Cuts and Jobs Act
    Daniel L. Mellor, Esq. LLM
  • Estate Tax Update Under Tax Cuts and Jobs Act and New Jersey
    Arthur A. DiPadova, Esq., LLM
  • International Update Under Tax Cuts and Jobs Act
    Patrick J. McCormick, Esq., LLM

12:20pm - 1:20pm

New Jersey Division of Taxation 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

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early Bird Pricing good until January 2 - add $10 after January 2.
This is not part of the Monmouth/Ocean Chapter Season Pass.

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

NOTE: The Kulzer & DiPadova manual will be distributed onsite, but the speaker slides are not included in the manual, download the speaker slides from My Events.

INSTRUCTORS

Arthur DiPadova

Arthur DiPadova, J.D., LL.M.

Kulzer & DiPadova, P.A.

Arthur A. DiPadova, J.D., LL.M., is a shareholder in the firm Kulzer & DiPadova, P.A. He earned his J.D. degree at the Rutgers University School of Law, where he graduated with honors. He earned his LL.M. in Taxation at New York University. Mr. DiPadova is admitted to practice before the United States Tax Court, is a member of the Bars of the State of New Jersey and is a frequent speaker to business and professional groups in the area of taxation and estate planning. He is a Fellow of the American College of Trust and Estate Counsel, a former Chairman of the Camden County Bar Association's Section of Taxation, Past President of the Estate and Financial Planning Council of Southern New Jersey, Immediate Past President of the Society of Financial Service Professionals – South Jersey Chapter, and is a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association. Mr. DiPadova's particular areas of expertise include estate, partnership and real estate taxation.

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.

Patrick McCormick

Patrick J. McCormick, J.D., LL.M.

Patrick J. McCormick is an associate with the firm, Kulzer & DiPadova, P.A. He earned his J.D. from Vanderbilt University Law School in 2008, and his LL.M. from the New York University School of Law in 2009. He earned his undergraduate degree from Ridter University. Mr. McCormick is licensed to practice in the States of New Jersey, Florida, and Georgia, and the Commonwealth of Pennsylvania. He is also a member of the American Bar Association. Mr. McCormick has published articles and assisted in presentations on assorted areas of tax and estate planning law, including offshore assets, cancellation of indebtedness income, captive insurance, and worker classification for federal tax purposes.

Daniel Mellor

Daniel L. Mellor, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Daniel L. Mellor, J.D., LL.M., is a shareholder with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey. Mr. Mellor is a member of the American Bar Association, New Jersey State Bar Association, as well as the Camden, Burlington and Mercer County Bar Associations. He is admitted to practice law in New Jersey, New York and Pennsylvania. He is also licensed to practice before the United States Tax Court. Mr. Mellor earned his B.A. from the College of William and Mary, his J.D. at the George Mason University School of Law, and his Master of Laws (LL.M.) in taxation from the Temple University Beasley School of Law.

Kristin Schmid

Kristin L. Schmid, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Ms. Schmid earned her J.D. from Villanova University School of Law specializing in Corporate Law, and earned her bachelor’s degree at the University of Pennsylvania where she majored in Political Science and Economics. Ms. Schmid is currently pursuing her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is admitted to practice in Pennsylvania and New Jersey. Prior to joining the firm, Ms. Schmid was a Senior Tax Associate at PricewaterhouseCoopers LLP where she specialized in Mergers and Acquisitions. While at PwC, Ms. Schmid handled the federal tax implications of complex merger and acquisition transactions involving Fortune 500 corporations. Her experience includes spin-offs, carve outs, liquidations, taxable transactions, and non-recognition transaction

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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