Union County Chapter Season Pass - 2019/20

In this meeting, hear 8 financial statement myths and how to peel away the layers of a financial statement to provide essential advice. Additionally, hear about nonattest and indepence issues, as well as auditing technology and data mining.

Highlights

8 Financial Statement Myths

In this session, understand why accountants need to overcome the myths of:

• EBITDA, Working Capital
• Debt to Equity and other ratios
• Gross profit percent
• Cash flow presentation
• Interim inventory
• Using dollars (or currency) to measure growth
• Net income measurement

Peeling way the Layers of a Financial Statement to Provide Essential Advice
Edward Mendlowitz, CPA, PFS, ABV, CFF - WithumSmith+Brown, PC

Like an onion, financial statements have many layers beneath the surface.  This presentation illustrates how to peel apart the layers and get below the surface to provide clients with essential financial information about their business that will offer them better control and a better way to use the financial information that is at their easy access. 

Nonattest/Independence - The Importance of Focusing on Them
Brad E. Muniz, CPA - SobelCo

In this session, hear information including:

• A description of nonattest services
• Communication and documentation requirements
• Impact on independence
  

In this session, hear information on:

• Implementation for fraud considerations
• Enhanced analytics
• Reviewing an entire population as compared to a sample

Benefits

Earn 4 CPE credits in AA.

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Clients need to be financially prepared for long term care not only as they age, but at any stage of life. Learn how to plan ahead and be an integral part of your clients' long term care team.

Highlights

Trust and Estate Planning in 2019
Joseph Parmegiani, Esq., CPA, MST - PkF O'Connor Davies

For Americans who responded to a study for people over the age of 50, 55% stated they have no will and 72% do not have an up to date will. In this meeting, the speaker will discuss the goals of estate planning, basic estate planning documents, and types of trusts. He will review taxation guidelines for trusts and estates in light of the Tax Cuts and Jobs Act, as well as state taxation.

Financial Planning for Elder Care
Bernadette Strout, CFP, CDFA

In this meeting, the speaker will discuss:

• The basics of long-term care: what it is and who needs it
• Receiving care: where your client can receive care
• The cost of care: median costs, who pays for it, and how much should be set aside
• Planning ahead: putting together a long term care team, what documents your client needs, adressing concerns about age, and topics for your client's financial advisor and elder care attorney
• The five buckets of planning

Benefits

Earn 2 CPE credits in CS and 2 CPE credits in TX.

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Benefits

Earn 2 CPE credits in AA and 2 CPE credits in TX.

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Don't miss this year's annual update before the chaos of tax season begins!

Highlights

7:00-7:50am
Registration, Exhibitors and Breakfast

7:50-8:00am
Welcome and Opening Remarks
Kait Zech, CPA - Union County Chapter President
Maria Patriarca, CPA - Union County Chapter Vice President

8:00-9:00am
Federal Tax Update
Bruce Mantell, CPA, J.D., LL.M. - Mantell, Prince & Reynolds P.C.
Hear updated information on individual and business related provisions from the Tax Cuts and Jobs Act.

9:00-10:00am
Estate & Gift Tax Update
Brian D. Reynolds, J.D., LL.M. - Mantell, Prince & Reynolds, P.C. 
Examine the fundamentals of estate planning and get updates on tax law changes in this informative session.

10:00-10:15am
Coffee Break and Exhibitors

10:15-11:15am
Section 199A and Section 163J
Shaune Scutellaro, CPA - CohnReznick
Take a deep dive into the new Section 199A qualified business income deduction and hear tips for filing during this tax season.

11:15am-12:15pm
New Jersey Division of Taxation Update
Christina Quinones - New Jersey Division of Taxation, Taxation University
This session will focus on:

• Income Tax Updates
• Property Tax Relief Updates
• Business Tax Updates
• Corporate Business Tax Updates

12:15-12:30pm
Coffee Break and Exhibitors

12:30-1:30pm
Individual Retirement Account Taxation
Christopher Kamnitsis - Beacon Financial Group
This session will explore:

• Qualified Charitable Deduction and Strategies for IRA Owners
• How to Correct a Missed RMD to Avoid Penalty
• Back Door Roth IRAs for Clients with High Incomes
• Mega Back Door Roth IRAs Using Corporate 401(k) Plans

Benefits

Earn 6 CPE credits in Taxation.

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Hear an introductory overview of business valuation and a look into forensic and investigative accounting. Learn what you need to know for testimony as an expert witness.

Highlights

Business Valuation
Shaun Maloney, CFA, CPA/ABV/CEIV/CFF/CGMA - EisnerAmper

The objective of this presentation is to provide participants with an introductory overview of business valuation. The presentation will cover the reasons and contexts in which valuations are necessary, the key considerations and inputs, the approaches and methodologies with examples, and common errors and flaws.

Forensic and Investigative Accounting
Roy Kvalo, CPA/ABV/CFF/CGMA, CVA - Curchin Group

The program will include discussions of employee fraud and financial reporting fraud. We will discuss how the frauds are committed and also how they may be detected and prevented including various forensic techniques and tools. We will also take a brief look at the new Statement on Standards for Forensic Services No1 (SSFS-1), effective January 1, 2020. In addition, we will briefly discuss what one might expect in the testimony as an expert witness.

Benefits

Earn 2 CPE credits in AA and 2 CPE credits in TX.

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In this meeting, hear about lease accounting with the new standard and shareholder basis.

Highlights

Lease Accounting
Margaret Gallagher, CPA - Withum

FASB has issued a new Accounting Standards Update for Leases (Topic 842). Learn how this change to the lease accounting model will affect your practice.

Basis Calculations for Flow-Through Entities
Kristin L. Schmid, J.D., LL.M - Kulzer & DiPadova, P.A.

This session will discuss tax changes for flow-through entities. Learn the methods of calculation for shareholder basis and how to use these in your practice.

Benefits

Earn 2 CPE credits in AA and 2 CPE credits in TX.

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Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

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Join us as we honor our chapter's past presidents for their service and dedication to the chapter.

Highlights

This program will provide an overview of the web of employment laws and regulations in our jurisdiction. The program will help employers navigate the many options within the current legal regime, to customize policies and procedures for their unique business needs. The program will also provide highlights of common issues that arise in litigation concerning employment law compliance.

Benefits

Earn 2 CPE credits in TX.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Corporation Business Tax – Major Changes and Continuing Issues
David J. Shipley, Esq. – McCarter and English
A review of CBT Issues, including an introduction to combined reporting in New Jersey.

Benefits

This year's conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Benefits

Earn 2 CPE credits in TX and 2 CPE credits in CS.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Gross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax.

Benefits

This conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Corporation Business Tax – Major Changes and Continuing Issues
David J. Shipley, Esq. – McCarter and English
A review of CBT Issues, including an introduction to combined reporting in New Jersey.

Benefits

This year's conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Gross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax.

Benefits

This conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

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Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details