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Saturday, January 7, 2017 LiveMonmouth/Ocean Chapter

Annual Tax Seminar (E1701579)

8:30 AM - 1:20 PM EST

Registration: 7:30 AM EST

Sheraton Eatontown Hotel

Rt 35 & Industrial Way
Eatontown , NJ 07724

5 CPE Credits in TX

OVERVIEW

Hear updates on the most important tax issues that require your attention.
Although winter weather is projected to start tomorrow afternoon the meeting is still being held as planned. If there is any change, there will be further details posted.

BENEFITS

Earn 5 CPE credits in Taxation.

HIGHLIGHTS

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

8:30am-1:20 pm
Annual Tax Seminar
Speakers courtesty of Kulzer & DiPadova, P.A. & New Jersey Division of Taxation
This annual update will provide you with the tools you need to begin tax season with confidence. Major topics include:

  • New Jersey Division of Taxation - Administrative Update, Recent Tax Law Changes, Projects and Notices
  • Federal tax update for individuals and businesses
  • New Jersey corporate and individual income tax and sales tax update
  • Civil tax procedure update, including installment agreements, changes in TEFRA partnership audit rules, and international tax initiatives
  • Estate tax planning in New Jersey in light of the New Jersey estate tax repeal and the new proposed 2704 regulations.
  • Enactment of the New Jersey Uniform Trust Code
  • Employee Benefits Update: ACA reporting, IRA rollovers, and IRS compliance initiatives

Speakers May Include:

  • Arthur A. DiPadova, J.D., LL.M.
  • James B. Evans, CPA, J.D., LL.M.
  • Eric A. Feldhake, J.D., LL.M.
  • Briele N. Haas, J.D., LL.M.
  • Samantha Heaton, J.D.
  • Glenn A. Henkel, CPA, J.D., LL.M.
  • Joseph M. Kempter, CPA, J.D., LL.M.
  • Joseph T. Kenney, CPA, J.D., LL.M.
  • Michael A. Kulzer, CPA, J.D., LL.M.
  • Douglas R. Madanick, CPA, J.D., LL.M.
  • Patrick J. McCormick, J.D., LL.M.
  • Daniel L. Mellor, J.D., LL.M.
  • Kristin Schmid, J.D.
  • Robert H. Williams, , J.D., LL.M.
  • Jacob Foy, New Jersey Division of Taxation
Speakers will be added to instructor tab as confirmed.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early Bird Pricing good until January 1 - add $10 after January 1
This is not part of the Monmouth/Ocean Chapter Season Pass.

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

INSTRUCTORS

James Evans

James B. Evans, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Jim is a shareholder at Kulzer & DiPadova, P.A. He is admitted to practice before the United States Tax Court, is a member of the Bar of the State of New Jersey, and is a member of the Camden County Bar Association, the New Jersey Bar Association and the American Bar Association. Jim is a member of the tax sections of the NJBA and the ABA. In addition, he is a former president of the NJCPA, and has served as chairperson of the State Taxation Interest Group. He is a past president of the Southwest Jersey Chapter Board of Directors. Jim is also a member of the American Institute of Certified Public Accountants (AICPA) and serves on AICPA Council, its governing body. He is also a member of the New Jersey Tax and Fiscal Policy Commission and chaired the New Jersey Corporation Business Tax Review Commission.

Jacob Foy

Jacob Foy

Taxpayer Service Representative

NJ Division of Taxation - Education & Outreach

Jacob Foy supervises the New Jersey Division of Taxation’s Education & Outreach Unit. Jacob started with the Division sixteen years ago in the Customer Service Center and has worked for the Problem Resolution Unit and the Taxpayer Service Walk-In Center. He was most recently a Case Advocate with the Division’s Office of the Taxpayer Advocate (OTA) where he spent three years providing assistance to resolve ongoing taxpayer problems and disputed state tax issues. His experience with Sales Tax, Employer Responsibilities, Income Tax and Property Tax Relief Programs has placed him in leadership of the Education & Outreach Unit, where he focuses on educating Division staff and the public to better understand New Jersey tax responsibilities.

Briele Haas

Briele N. Haas, J.D., LL.M.

Associate

Mrs. Haas is an associate with Kulzer & DiPadova She earned her J.D. at Rutgers School of Law, Camden, New Jersey and her bachelor’s degree from Georgetown University in Washington, DC. While at Rutgers, Mrs. Haas served as an Associate Research and Writing Editor for the Rutgers Journal of Law and Religion and served as Chair of the Recruitment Committee for Rutgers University’s Wills for Heroes program. Mrs. Haas earned her Masters of Law (LL.M.) in Taxation with Distinction in 2015 from the Temple University Beasley School of Law in Philadelphia, PA, where she also received an Estate Planning certificate. Mrs. Haas is a member of the Bar of the Commonwealth of Pennsylvania and the State of New Jersey.

Prior to joining the firm, Mrs. Haas interned in the New Jersey Tax Court for the Honorable Patrick DeAlmeida, interned in the Gloucester County Family Court with the Honorable Mary K. White and interned at the House of Representatives with Congressman Frank LoBiondo.

Joseph Kempter

Joseph M. Kempter, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Mr. Kempter is a shareholder with the firm and is a graduate of Widener University School of Law. He has earned his LL.M. in Taxation at Villanova University.

Mr. Kempter is a member of the Bars of the State of New Jersey and Commonwealth of Pennsylvania and is admitted to practice before the United States Tax Court and U.S. District Court for the District of New Jersey. Mr. Kempter is a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association.

In addition to being an attorney, Mr. Kempter is also a Certified Public Accountant in the Commonwealth of Pennsylvania and the State of New Jersey.

He is a member of the Society of Financial Service Professionals where he serves on the board and is a Past President of the South Jersey Chapter. He is a member of the New Jersey Society of Certified Public Accountants where he served on the board and is a Past President of the Southwest Jersey Chapter. He is also a member of the Estate and Financial Planning Council of Southern New Jersey where he served on the board and is a Past President.

Mr. Kempter’s particular areas of expertise include employee benefits, estate planning, estate administration and tax-exempt organizations.

Patrick McCormick

Patrick J. McCormick, J.D., LL.M.

Patrick J. McCormick is an associate with the firm, Kulzer & DiPadova, P.A. He earned his J.D. from Vanderbilt University Law School in 2008, and his LL.M. from the New York University School of Law in 2009. He earned his undergraduate degree from Ridter University. Mr. McCormick is licensed to practice in the States of New Jersey, Florida, and Georgia, and the Commonwealth of Pennsylvania. He is also a member of the American Bar Association. Mr. McCormick has published articles and assisted in presentations on assorted areas of tax and estate planning law, including offshore assets, cancellation of indebtedness income, captive insurance, and worker classification for federal tax purposes.

Daniel Mellor

Daniel L. Mellor, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Daniel L. Mellor, J.D., LL.M., is a shareholder with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey. Mr. Mellor is a member of the American Bar Association, New Jersey State Bar Association, as well as the Camden, Burlington and Mercer County Bar Associations. He is admitted to practice law in New Jersey, New York and Pennsylvania. He is also licensed to practice before the United States Tax Court. Mr. Mellor earned his B.A. from the College of William and Mary, his J.D. at the George Mason University School of Law, and his Master of Laws (LL.M.) in taxation from the Temple University Beasley School of Law.

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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