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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

  • $250.00 - Member
  • $350.00 - 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 maximizing social security benefits and new ASUs on nonprofit accounting.

Benefits

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

Highlights

5 Mistakes People Make on Medicare
Justin Lubenow

In this session, we will discuss:

  • Enrollment & enrollment penalties
  • Different parts of Medicare
  • Original Medicare vs. Medicare Advantage Plans
  • How do Medicare supplement policies work?
  • How do medicare Prescription Programs (Part D) work?
  • Working past the age of 65
  • What are some of the changes coming in 2020?
  • Other proposed changes to Medicare in the future

 

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 on and after 5/11; 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.
Pre-Registration Closed

Online pre-registration for this event is now closed.

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 Partner
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.

Justin Lubenow

Justin Lubenow
Executive Vice President, Business Development
Senior Advisors, LLC

Justin has 15+ years of experience across different industries: Benefits Administration, Telecom, Financial Services and Consumer Products. Justin holds a Bachelor of Science degree from Rutgers University and a Master’s degree from Stevens Institute of Technology.

Justin left "Corporate America" about 2.5 years ago to join the family businesses in Group Benefits (Lubenow Agency) and Medicare (Senior
Advisors, LLC). Over the past two years, Justin has been very active in educating Medicare beneficiaries (100k+ views of YouTube Educational videos, over 75 Medicare Workshops), and lobbying to protect benefits for Medicare beneficiaries.

In 2016, Justin was selected to be a member Medicare Advisory Group of the National Association of Health Underwriters (NAHU). At the NAHU Capitol Conference in 2017, Justin presented on Paul Ryan’s Plans for Medicare (in “A Better Way”) and had the opportunity to meet with the House Ways & Means Committee to discuss key Medicare issues.

Justin was born and raised in NJ (but did live in Atlanta for 2 years). He currently resides in Westfield, NJ with his wife and two young children. He enjoys soccer, basketball and golf (if you can call it that!).

Edward Mazlish

Edward Mazlish, Esq.
Attorney
Agostino & Associates, P.C.

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Caren Zahn

Caren Zahn, EA
Enrolled Agent
Agostino & Associates, P.C.

Caren Zahn, EA is an Enrolled Agent with 23 years experience at Agostino & Associates, P.C., representing individual and business taxpayers in all administrative levels of the Internal Revenue Service - audits, collections, and appeals. She also works with State and Local taxing authorities on audit/collection cases. She specializes in Offers-in-Compromise, installment agreements, innocent spouse, penalty abatements, tax returns, tax return compliance, non-filers, and audits.

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Pre-Registration Closed

Online pre-registration for this event is now closed.