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Friday, November 16, 2018 LiveEssex Chapter

Annual Tax Seminar (E1811689)

8:30 AM - 1:15 PM EDT

Registration: 7:30 AM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

5 CPE Credits in TX
FOOD DRIVE — Please show your support!

OVERVIEW

The Essex Chapter is proud to offer its Annual Tax Seminar. Hear an update on all areas of taxation at this popular one-day event. Together with industry experts, explore the latest in state, federal, and business taxation. Don't miss this timely update before the chaos of tax season ensues!

BENEFITS

Earn 5 CPE credits in TX.

HIGHLIGHTS

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

8:30 - 8:35am
Welcome and Introduction
Joe Pasquino, CPA - Smolin, Lupin & Co., P.A.
Essex Chapter President

8:35 - 9:30am
NY Tax Update
Joe Endres, Esq. - Hodgson Russ LLP
In this presentation, Mr. Endres will review NY’s response to the TCJA, including New York’s new Employment Compensation Expense Program, its charitable contribution program, and its proposed state-wide Unincorporated Business Tax. Mr. Endres will also review new legislation enacted during the previous year as part of the state budget. Finally, Mr. Endres with discuss new enforcement initiatives being conducted by the New York State Department of Taxation and Finance and the New York City Department of Finance.

9:30 - 10:30am
Corporate Tax Update
Len Nitti, CPA - Wilkin & Guttenplan, P.C.
This session will address:

  • New interest expense deduction limitations
  • Enhanced Bonus and Section 179 depreciation
  • Changes to net operating loss deductions
  • Impact of Wayfair v. South Dakota on businesses
10:30 - 11:00am
Break & Exhibitors

11:00am - 12:00pm
New Jersey Tax Update
Alexis Reid - NJ Division of Taxation
Hear a discussion on recent changes and updates to income tax, business tax, and miscellaneous topics affecting New Jersey taxpayers.  Hear about happenings and resources from the NJ Division of Taxation, including website improvements, internal training, and helpful contact information.

12:00 - 1:15pm
Individual Tax Update
Len Nitti, CPA - Wilkin & Guttenplan, P.C.
This session will address:

  • Calculating the new qualified business income deduction
  • Changes in itemized deductions
  • New limitation on deducting net business losses
  • Increased child tax credit

COURSE LEVEL

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This program is NOT part of Essex Chapter's Season Pass.

Early birds save $10 - late fee applied after 11/9.

FOOD DRIVE
The Essex Chapter is sponsoring a food drive during our Annual Tax Seminar. Your donations of non-perishable food items are greatly appreciated or purchase a bag of groceries on site for $5. All contributions will be sent to The Human Needs Food Pantry of Montclair.

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

INSTRUCTORS

Joseph Endres

Joseph N. Endres, Esq.

Partner

Hodgson Russ LLP

Joseph N. Endres, Esq. is a partner in the Buffalo office of HodgsonRuss LLP. He counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance and the New York City Department of Finance. His practice focuses on personal income tax and residency matters as well as sales and use tax issues in the technology industry (software as a service, cloud computing, digital products, etc.).

Mr. Endres also advises clients with respect to various federal and state tax incentive-based programs such as the federal renewable energy investment and production tax credits, and New York State's Start-Up NY Program, Excelsior Program, former Empire Zone Program, Brownfield Tax Credit Program, and Historical Building Rehabilitation Tax Credit Program. Finally, Mr. Endres counsels clients on their abandoned property obligations. He is the Abandoned Property Audits Practice leader and has represented large corporations in complex compliance matters such as multistate abandoned property audits and voluntary disclosures.

He is a magna cum laude graduate of the University of Buffalo (SUNY), B.A. and SUNY Buffalo Law School, J.D. Mr. Endres is admitted to practice law in New York and is a member of the New York State Bar Association and the Bar Association of Erie County.

Leonard Nitti

Leonard J. Nitti, CPA

Shareholder

WilkinGuttenplan

Len Nitti, a Principal at Wilkin & Guttenplan P.C., joined the firm in 1999. Len has a broad range of clientele including closely-held businesses, high net worth individuals, professional athletes, and real estate entities, including affordable housing, green energy incentives, and urban real estate.

Len’s knowledge in Federal and State taxation extends far beyond the compliance aspect and encompasses planning, research and problem solving. His major areas of concentration in taxation include real estate, partnership, and state and local tax.

Len is a frequent speaker on these topics to CPAs, attorneys, and other professionals through both in-house sessions and seminars sponsored by other organizations. Most recently, Len taught a 7 week class on Real Estate Accounting and Taxation at Monmouth University.

His expertise also includes structuring complex transactions, coordinating voluntary disclosure agreements, exit strategies for real estate owners and identifying tax savings opportunities and other financial incentives for his clients.

Alexis Reid

Alexis Reid

Team Leader

NJ Division of Taxation

Alexis is a Taxpayer Service Representative in the Taxation University Branch. She provides instruction for all tax types, computer science, and teaches personal and professional development skills in areas such as leadership and team building. Alexis’ vast tax knowledge, presenting history, and cheerful engaging disposition make her a sought after and often requested public speaker.

Alexis started with the Division’s Customer Service Center in 2001. She has since worked with the Customer Service Center Training Department and served as the administrator and trainer of the Division’s internal training department.

Alexis provides various courses and workshops to the public on taxes and programs administrated by the Division of Taxation. Her knowledge of New Jersey tax responsibilities and her experience with Internal Training has given her the opportunity to assist Division employees, New Jersey residents, small businesses, and tax professionals.

Alexis is happily married, enjoys traveling, and is a singer.

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form