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Friday, February 2, 2018 LivePassaic County Chapter

Tax Act Update (E1802119)

8:30 AM - 12:30 PM EST

Registration: 8:00 AM EST

Brownstone House

351 W. Broadway
Paterson , NJ 07522

4 CPE Credits in TX

OVERVIEW

Feel confident entering busy season with this update on the Tax Cuts and Jobs Act. Learn tips and strategies to help your clients successfully navigate the new legislation, including major changes to federal taxation of individuals and businesses.

BENEFITS

Earn 4 CPE credits in Taxation.

HIGHLIGHTS

In this meeting, we will discuss:

  • Relevant tax reform provisions for individual taxpayers 
  • Estate tax planning under tax reform for asset protection 
  • Income tax strategies under the Tax Cuts and Jobs Act, particularly for taxpayers in high-SALT states
 

SPONSORED BY



COURSE LEVEL

Basic

ADDITIONAL NOTES

Early birds save $20.  Late fee applied on and after 1/31.  This event is NOT part of the Passaic Chapter Season Pass.

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

 

INSTRUCTORS

Joy Matak

Joy E. Matak, Esq.

Partner

Avelino Law, LLP

Joy Matak - Partner at Avelino Law, LLP in the firm’s Private Client Services practice group. With over two decades of diversified experience as a wealth transfer strategist, Joy has an extensive background in recommending and implementing advantageous tax strategies for multigenerational wealth families, owners of closely held businesses, and high net worth individuals. Adept at navigating the intricate landscape of estate and business succession, Joy crafts customized wealth transfer strategy plans to accomplish even the most complicated estate and business succession goals. She also performs tax compliance work including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.

Martin Shenkman

Martin M. Shenkman, CPA, J.D.

Attorney at Law

Martin M. Shenkman, P.C. Attorneys At Law

Martin M. Shenkman, CPA, M.B.A. PFS, J.D., is with Martin M. Shenkman, P.C.. His practice concentrates on estate planning and administration, tax planning, and corporate law. He is a source for numerous financial publications including Forbes, The Wall Street Journal, Fortune, Money, and The New York Times. He has appeared on numerous television shows, and has published 36 books and 700+ articles. His recent books include Estate Planning for People with Chronic Illness and Disabilities (Demos); Estate and Related Planning During Economic Turmoil (AICPA) and Life Cycle Planning for the CPA Practice (AICPA), The Complete Book of Trusts (Wiley), and others. Mr. Shenkman was named by Worth Magazine as one of the Top 100 attorneys in 2007 and by CPA Magazine as one of the top 40 accountants in 2008 and 2009. He was the recipient of the New Jersey Bar Association’s Alfred C. Clapp Award in 2008. Mr. Shenkman earned a B.S. in economics - Wharton, M.B.A. - University of Michigan, law degree - Fordham University, and is admitted to the bar in New York, New Jersey, and Washington, D.C. He is a CPA in New Jersey, Michigan, and New York.

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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