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Date / Time / Location

Thursday, July 12, 2018
8:15 AM - 12:15 PM
Registration: 7:30 AM

Linwood Country Club500 Shore Rd
Linwood, NJ 08221
609-927-6134

CPE Credits

  • 4.00 CPE Credits in TX

Pricing

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This event is part of the Atlantic/Cape May Chapter Season Pass - 2017/18 event bundle.
Don't miss this annual summer update. Hear from the attorneys at Cooper Levenson as they discuss issues that affect CPAs on both the state and national levels.

Benefits

Earn 4 CPE credits in TX.

Highlights

Tax Topics with Cooper Levenson
Moderated by Robert E. Salad, Esq., LL.M.

Who Needs Asset Protection? Spoiler Alert: Everyone
Jarad K. Stiles, Esq., LL.M.

Hidden Figures (Not The Movie): Finding and Protecting Assets
Thomas W. Raftery III

Flip That House? Buying and Selling Real Estate in Light of New Tax Laws
Michael L. Salad, Esq., LL.M.

Essentials for Maximizing the Value of a Business: Valuation, Selling Assets v. Stock and More
Art Korth, Esq. LL.M.

What CPAs Need to Know about the Opportunities in Opportunity Zones: incentives, tax deferment, capital gain treatment, census tracts & more
Nicholas F. Talvacchia, Esq.

Green Rush: What CPAs Need to Know about the Future of Cannabis in New Jersey
Jill T. Ojserkis, Esq., LL.M.  and Brittany A. Bonetti, Esq.

Recent IRS Rulings and Pronouncements from the United States and New Jersey Tax Courts, as well as Legislative and Regulatory Changes in the Tax Law
Robert E. Salad, Esq., LL.M.

Prerequisites

None

Advance Preparation

None

Additional Notes

Season Pass holders must register for each event.

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

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Online pre-registration for this event is now closed.

Brittany Bonetti

Brittany A. Bonetti, Esq.
Associate
Cooper Levenson, Attorneys At Law

Brittany A. Bonetti, based in Atlantic City, is a member of Cooper Levenson's Healthcare, Cyber Law, and Cannabis Law Practice Groups.

Brittany assists hospitals and health systems, medical staffs, individual physicians and physician groups in business and regulatory legal matters of all types, including HIPAA and HITECH compliance. Her background includes preparation and negotiation of a variety of health related agreements including business associate, physician/mid-level employment and shareholders agreements; advice regarding Stark, Fraud and Abuse, Anti-Kickback and state regulatory concerns related to specific arrangements; and preparation of Medical Staff Bylaws . In the cyber law sector, Brittany provides counsel on privacy and security concerns.

Before joining Cooper Levenson, Brittany was an associate with Capehart Scatchard, where she focused her practice on healthcare law. Brittany served as a law clerk to the Honorable Eugene J. McCaffrey, Jr., P.J.Cv., in the Superior Court of New Jersey in Woodbury, N.J. During law school, Brittany held legal internships with the Children’s Hospital of Philadelphia, the Medical Society of New Jersey, and Cooper University Hospital.

Brittany graduated from George Washington University, Magna Cum Laude with a Bachelor of Arts in 2010. She received her Master’s degree in Public Health from the Rutgers School of Public Health with a concentration in Health Systems and Policy. She was awarded the ABA-BNA Award for Excellence in the Study of Health Law when she graduated from the Rutgers School of Law, Camden with a Juris Doctor. She is admitted to practice in New Jersey and Pennsylvania.

Arthur Korth

Arthur Korth, Esq., LL.M.
Cooper Levenson, Attorneys At Law

Arthur Korth, Esq. has been an associate with Cooper Levenson since 1988. He concentrates his practice in Taxation Law, Estate Planning and Estate Administration, working with clients on creating estate plans and drafting Wills, trusts and related estate planning and administration. Most recently, he has been involved in Estate Litigation cases as an expert in the law of taxation and estate administration. A graduate of Princeton University (A.B., 1978), Rutgers University School of Law - Camden (J.D., 1981) and New York University (LL.M. in Taxation, 1983), Mr. Korth was admitted to the bar in Pennsylvania, New Jersey, and the United States District Court, District of New Jersey in 1981, and the United States Tax Court in 1985. He is currently President of the Atlantic City Chapter of Business Network International, and is a member of the New Jersey State Bar Association sections of Taxation, Real Property and Probate. Phone: (609) 572-7348 Email: akorth@cooperlevenson.com

Jill Ojserkis

Jill T. Ojserkis, Esq.
Cooper Levenson, Attorneys At Law

Jill T. Ojserkis, Esq. is a partner in the Atlantic City office of Cooper Levenson. As the Chair of the Healthcare Law Practice Group, she maintains a general healthcare practice on behalf of institutional clients such as hospitals, health systems, medical staffs and ancillary providers. She also represents individual licensed providers and practice groups.

Ms. Ojserkis's client list includes hospitals, health care systems, Medical Staffs, physicians and physician groups, ambulatory surgery facilities, diagnostic imaging centers and ambulatory care facilities. She guides clients through the rapidly-changing landscape of healthcare with the necessary elements of vigilant oversight and open lines of client communication. In addition, her strong background in healthcare and her decades-long relationships within the industry make her more than an advisor to clients – she is relied upon as a trusted team member.

Ms. Ojserkis is a graduate of Boston University (B.A. 1981), the Delaware Law School (Juris Doctor 1984), and the University of Miami (LL.M. Estate Planning 1985). She is admitted to the Bar in New Jersey, Pennsylvania, and the U.S. Tax Court.

Thomas Raftery

Thomas W. Raftery
Managing Partner
Falcon Consulting Group

Thomas W. Raftery III is the founder and the Managing Partner of The Falcon Consulting Group, International, LLC. Mr. Raftery brings a unique blend of private and public sector experiences to Falcon. Mr. Raftery has a B.A. in Economics from Dickinson College and a M.B.A from Drexel University with a concentration in Accounting. Mr. Raftery is an financial professional and a Certified Fraud Examiner (CFE).

Mr. Raftery is an executive level professional with expertise and success in numerous cross-functional areas, including project management, budget development and implementation, white collar investigations, policy development and implementation, internal and external audits and corporate ethics and compliance. Mr. Raftery is experienced, in the public and private sectors, in the establishment of procedures and policies to deter fraud, waste, corruption, and abuse. He is a professional with domestic and international experience in financial and performance audits, interview and investigative techniques, investigations, evidence collection and analysis, trial testimony, and report preparation.

Mr. Raftery recently served as the first appointed Inspector General for the Delaware River Port Authority and the Port Authority Transit Corp (“Authority”). As Inspector General, he was the independent watchdog for this bi-state Authority operating four bridges, a 164 member police department, a river ferry, a high speed transit line, and real estate holdings. With reporting responsibility to the Chairman and Vice Chairman, Audit Committee, and Chairman and Vice Chairman, Board of Commissioners, Mr. Raftery has significant board and audit committee experience. He interfaced with the Audit Committee, the Board of Commissioners, Governors’ offices, as well as law enforcement and regulatory agencies. As the Authority’s first Inspector General, Mr. Raftery oversaw the development of the Office of the Inspector General from its initiation. Mr. Raftery managed a department charged with conducting investigations of violations of law and Authority policies, the execution and coordination of internal and external audits, and operation of the Whistleblower hotline. He established procedures and policies to deter fraud, waste, abuse, and corruption. Mr. Raftery also issued reports of findings and made recommendations to Audit Committee, Board of Commissioners, management and the public for policy changes and operational improvements. He was responsible for ensuring compliance with reforms, policies and procedures, as well as state and federal laws and regulations. He developed and enforced the Ethics Policy for Authority and was responsible for evaluating and managing risk to Authority.

Mr. Raftery has 23 years of federal law enforcement experience. Mr. Raftery served as a Special Agent with the Federal Bureau of Investigation (FBI) from 1988 through June, 2010. Mr. Raftery also served as a Special Agent with the Special Inspector General for Afghanistan Reconstruction (SIGAR) from 2010 to 2011 and was deployed in Afghanistan. Mr. Raftery is an expert in white collar crime matters including public corruption, money laundering, Anti-Trust, fraud, as well as terrorism. Mr. Raftery has significant experience in the Foreign Corrupt Practices Act (FCPA). He has spoken on public corruption matters to various law enforcement agencies. He is also an expert in the recruitment, development, operation, and tasking of Human Intelligence (HUMINT) resources. Mr. Raftery developed HUMINT training for law enforcement personnel on domestic and international levels. Mr. Raftery is experienced with security protocols and assessments in high threat environments.

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Michael Salad

Michael L. Salad, Esq., LL.M.
Associate
Cooper Levenson, Attorneys At Law

Michael L. Salad, Esq. is an associate in Cooper Levenson's Business and Tax practice group. He concentrates his practice on business transactions, tax and estate and business planning. Mr. Salad holds an LL.M. in Estate Planning and Elder Law. Prior to joining Cooper Levenson, Mr. Salad was a summer clerk at the firm in 2009 and 2010. He worked primarily within the tax law arena, concentrating on will drafting and estate planning. He also served as a legal intern to both the United States Attorney's Office Criminal Division for the District of Maryland and the Borgata Hotel, Casino & Spa. Mr. Salad earned his B.A. in Criminal Justice at The George Washington University, J.D. at Nova Southeastern University and LL.M. at Western New England University. He is admitted to practice in New Jersey, Florida, and Washington, D.C. Phone: (609) 572-7616 Email: msalad@cooperlevenson.com Twitter @Michael_Salad3

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Robert Salad

Robert E. Salad, Esq., LL.M.
Partner
Cooper Levenson, Attorneys At Law

Robert E. Salad, Esq., LL.M. is President and Co-Chairman of the Tax and Commercial Law Department of Cooper Levenson. Mr. Salad's speciality encompasses almost all aspects of tax planning, specifically on matters involving the representation of businesses and their principal owners, including tax issues involving achieving business objectives as well as those tax issues which involve their personal lives. Mr. Salad is a frequent lecturer to both State and Local Bar Associations, as well as local CPA socities. He has extensive experience in areas involving commercial transactions, estate planning, estate administration and litigation, as well as those matters involving representation before federal, state and/or local taxing authorities. Mr. Salad received his B.A., Magna Cum Laude, from Fairleigh Dickinson University, his J.D., Magna Cum Laude, from Western New England Law School and his LL.M. in Taxation from New York University Law School. He was admitted to the NJ Bar and United States District Court, District of New Jersey, and the United States Tax Court. Phone: (609) 572-7777 Email: rsalad@cooperlevenson.com Twitter @EstateTaxLawCL

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Jarad Stiles

Jarad K. Stiles, Esq., LL.M.
Associate Attorney
Cooper Levenson, Attorneys At Law

Whether it's drafting opinion letters of business succession plans, or successfully appealing assessments by the New Jersey Tax Division, Jarad K. Stiles, Esq., LL.M. puts his extensive experience in tax law to work.

As a member of the Tax and Estate Practice Group at Cooper Levenson, Jarad works on estate and corporate tax planning, administration and tax litigation, and related matters. He's based in the firm's Atlantic City and Cherry Hill offices.

Previously, Jarad worked with a Millville, N.J. firm, where he created a new practice group specializing in trusts and estates, asset protection, tax controversy, special needs planning and elder law. Among his major accomplishments was gaining guardianship for a client with approximately $2.2 million in dispute. He also resolved tax compliance issues to maintain a foundation's 501 (c)(3) status, and advised clients on comprehensive estate and asset protection plans limiting state, local and federal tax liability.

Jarad holds a J.D./LL.M. degree in Taxation from the Washington University School of Law, St. Louis, Mo. He earned a B.B.A. degree in Finance and a B.A. degree in Government from the College of William and Mary in Williamsburg, Va. He is admitted to practice law in New Jersey and New York.

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Nicholas Talvacchia

Nicholas F. Talvacchia, Esq.
Partner
Cooper Levenson, Attorneys At Law

Nicholas F. Talvacchia, Esq., a partner in Cooper Levenson, serves as Chair of the firm's Land Use practice group. Nick assists clients in negotiating agreements for tax redevelopment incentives with the New Jersey Economic Development Authority (EDA), the Casino Reinvestment Development Authority (CRDA) and local governments. Some of his recent approvals include: $38.4 million in Economic Redevelopment and Growth (ERG) incentives for an entertainment complex; $33 million in Grow New Jersey tax credits for a call center; $261 million tax incentives for a resort hotel; $5.2 million tax incentives for restaurant/retail complex; and $4.8 million tax incentives for a retail and health club facility. Nick can be reached at 609.572.7544 or ntalvacchia@cooperlevenson.com

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