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Date / Time / Location

Saturday, May 12, 2018
7:45 AM - 4:00 PM
Registration: 7:00 AM

St. Peter's University47 Glenwood Avenue
Jersey City, NJ 07306
201-761-6000

CPE Credits

  • 4.00 CPE Credits in TX
  • 4.00 CPE Credits in AA

Pricing

  • $200.00 - Member
  • $300.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Hudson Chapter Season Pass - 2017/18 event bundle.
Don't miss this semiannual event to hear the latest tax and accounting & auditing updates, including social security issues and new ASUs on nonprofit accounting.

Benefits

Earn 4 CPE credits in TX and 4 CPE credits in AA.

Highlights

Social Security: Maximizing Benefits Under the "New Rules"
Ash Ahluwalia
Learn how to protect income in retirement and maximize social security benefits. We will also review the “new rules” governing Social Security as a result of the Bi-partisan Budget Act of 2015. Over 90% of recipients get less money than they are entitled to. There are over 2,700 rules governing social security, married couples have over 567 filing options and social security agents are prohibited from offering advice. We will address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net worth individuals.

 

Accounting and Auditing Update
Alexander Buchholz, CPA, CGMA & Scott Brown, CPA, CGMA - PKF O'Connor Davies, LLP

In this session, we will discuss:

  • Overview of the Uniform Grant Guidance
  • Introduction to the Auditing of Federal Awards
  • Major Program Determination
  • New Jersey OMB 15-08 
  • Overview of FASB ASU & presentation of not-for-profit financial statements
  • Overview of other FASB ASU changes affecting not-for-profits
 

Prerequisites

None

Advance Preparation

None

Additional Notes

  • Room Location: Mac Mahon Student Center, Duncan Family Sky Room, Center Room
  • Parking: Use the Armory Parking Lot and Lot 8 for overflow. For map and directions click here.
  • Early Birds save $50: Late fee applied after 5/10; Season Pass holders must register for each event.
  • Handouts: Please visit your My Events page. Handouts are added as received, remember to check back for updates.
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Frank Agostino

Frank Agostino, J.D., LL.M.
Partner
Agostino & Associates, P.C.

Frank Agostino, J.D., LL.M., is the president of Agostino & Associates, PC. Mr. Agostino concentrates his practice in criminal and civil tax matters before federal and state taxing authorities. He was an attorney with the Internal Revenue Service District Counsel Office in Springfield, Illinois and Newark, New Jersey. He also served as a Special Assistant United States Attorney concentrating in criminal tax prosecution. He has been an adjunct professor on tax controversy at Seton Hall University and Rutgers University. He frequently lectures on tax controversy and litigation matters. Mr. Agostino received his J.D. from New York Law School, cum laude, and his LL.M. from New York University. He is admitted to the bars of New Jersey, New York and the United States Tax Court.

Ash Ahluwalia

Ash Ahluwalia, MBA, NSSA, CSSCS, CFP
President
Atlas Advisory Group, LLC

Ash Ahluwalia is the founder and President of National Social Security Partners, LLC, ("NSSP"), the nation's leading social security planning firm. NSSP works in collaboration with other professionals such as financial advisors, CPAs, and attorneys to help clients navigate the complexitities of social security and maximize benefits. He received the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He has built a significant practice advising clients on how to maximize their eligible Social Security retirement benefits. He is one of only a few advisors in the nation who has obtained both the Certified in Social Security Claiming Strategies (CSSCS) designation and the National Social Security Advisor (NSSA) designation. Mr. Ahluwalia is one of the nation’s foremost experts on social security and is a highly sought after speaker at conferences and industry events. He also provides CPE and CLE credit for his training programs specifically tailored to legal and accounting professionals. He has worked in the financial services business for over 25 years, focusing on financial and retirement planning for individuals and business owners. After graduating from the University of Toronto with a Bachelor of Commerce degree, he obtained his Chartered Accounting degree (a Canadian CPA). He then went on to obtain an MBA from Wharton Business School. He has also obtained his Certified Financial Planner (CFP) designation.

Scott Brown

Scott A. Brown, CPA,CGMA
Senior Manager
PKF O'Connor Davies, LLP

Scott Brown is a senior manager at PKF O’Connor Davies with 10 years of experience in public accounting, servicing clients out of the firm’s New York City and Cranford, New Jersey offices.

Scott is responsible for the development of the audit approach, supervision of staff, and the establishment and maintenance of the engagement budget. Additionally, he is responsible for the coordination of staff and management so that the audit is performed on a timely basis with as little intrusion to client operations as possible. 

Scott specializes in auditing and tax consulting, working with a variety of not-for-profit organizations including independent schools, private foundations, arts and cultural organizations and membership organizations.

Scott is a frequent contributor to the Firm’s monthly Private Foundation Bulletins and presents continuing professional education courses to members of the Firm’s staff.

 

Alexander Buchholz

Alexander K Buchholz, CPA, MBA, CGMA
Audit Engagement Senior Manager
PKF O'Connor Davies, LLP

Alexander K. Buchholz, CPA, MBA, CGMA is a Senior Audit Manager in the Not-for-Profit and Health Care Practices of PKF O’Connor Davies, LLP. Alexander has thirteen years of experience in public accounting. His areas of specialty include audits of not-for-profit entities, health care entities, and special needs clients, cost reporting as applicable to health care and not-for-profit entities, and Single Audits conducted in accordance with the Uniform Grant Guidance. Alexander is also an adjunct professor of accounting within the City University of New York as well as St. John’s University and Mercy College. Alexander’s journal publications have covered accounting, audit, tax and education topics and he has presented on both a professional and academic level.

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