Mercer Chapter Season Pass - 2019/20

Earn 32 CPE credits for $350 when you purchase a season pass from the Mercer Chapter.
The pass is nonrefundable and substitutions are not permitted.
$350.00 - Member Price

Events included in this bundle:

Click on an event title below to view the details of the event.

September 6, 20198:00-12:00 PMSuccession Planing
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Benefits

Earn 4 CPE credits.

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September 20, 20198:00-12:00 PMNonprofit Update/Hot Tax Topics
In this meeting, hear an update on new ASUs impacting nonprofit entities, as well as information on new tax laws related to real estate and Section 199A.

Highlights

Nonprofit Update
RJ Carletti, CPA and Ben McDannell, CPA - Mercadien Group

In this session, the speakers will discuss new ASUs impacting nonprofit entities.

 

Hot Tax Topics
Daniel Mellor, J.D., LL.M. - Kulzer & DiPadova, P.A.

The 20% QBI deduction under Section 199A represents a tremendous savings opportunity for real estate business owners, and it is critical for their tax advisors to understand how to maximize the deduction. Topics in this section will include:

  • Basic and advanced concepts in computing UBIA
  • What is included in qualified property
  • Methods of shifting wages among affiliated businesses
  • Special rules regarding self-rentals
  • How to qualify for the rental real estate safe harbor and whether to use it
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Benefits

Earn 2 CPE credits in TX and 2 in AA.

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October 11, 20198:00-12:00 PMTechnology Update
In this meeting, hear information on cyber security, incident response and data privacy, as well as cloud accounting.

Highlights

Cyber Security, Incident Response & Data Privacy
Andrea Valencia and Rambo Anderson-You - Withum

Cloud Accounting
Tom Angelo, CPA - HBK CPAs & Consultants

In this session, hear how to use the cloud to drive business growth. The cloud can help transform business processes and make everything scaleable. Learn what type of cloud accounting is right for your IT strategy, and hear how real life examples of automation can be relevant to your practice.<

Benefits

Earn 4 CPE credits in CS.

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November 1, 20198:00-12:00 PMEstate Planning
In this meeting, hear tax recent developments in federal and New Jersey estate and gift taxation.

Highlights

Recent Developments: Federal and New Jersey Estate and Gift Tax
Brian D. Reynolds, Esq - Mantell, Prince & Reynolds, P.C.

This session will focus on:

  • Essential Estate Planning Documents
  • New Jersey Estate and Inheritance Tax
  • Estate Planning Issues: Presently Existing Wills
  • Recent Audit Results and What We Learned
  • How the Tax Cuts and Jobs Act of 2017 Impacted Taxation of Estates and Trusts

Estate Planning Update
Bruce Mantell, CPA, LL.M., Esq. - Mantell, Prince & Reynolds, P.C

This session will focus on:

  • Certain Aspects of Income Taxation of Estates and Trusts
  • How Best to Structure Retirement Plan Distributions for Estate Planning Purposes
  • Executor, Trustee and Other Fiduciary Commissions Under New Jersey Law
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Benefits

Earn 4 CPE credits in TX.

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November 15, 20198:00-12:00 PMAccounting & Auditing Update
In this meeting, hear everything you need to know about revenue recognition, leases and non-attest services. Then, hear an overview of risk assessment.

Highlights

Revenue Recogition, Lease Accounting and Non-Attest Sevices
Frank Boutillette, CPA/CGMA - Withum and Brad Muniz, CPA/CGMA - SobelCo
  • Effective dates
  • Core principles
  • Examples
  • Implementation
Risk Assessment
June Toth, CPA. CFF. CITP, CGMA

This session will explore peer review's new hot topic. Hear common risk assessment issues noted, what to expect on your next peer review, and relevant professional standards. Learn why materiality is the key element of the audit, overview of the audit process, and what is required for internal control. <

Benefits

Earn 4 CPE credits in AA.

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January 17, 20208:00-12:00 PMHot Tax Topics
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Benefits

Earn 4 CPE credits in TX.

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May 8, 20208:00-12:00 PMControllership Update
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Benefits

Earn 4 CPE credits in MT.

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May 22, 20208:00-12:00 PMAccounting & Auditing Update
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Benefits

Earn 4 CPE credits in AA.

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