7:30 - 8:00 AM
Registration, Breakfast & Exhibitors
8:00 - 8:10 AM
Welcome and Introduction
Marshall E. Saunders, CPA
Passaic County Chapter President
8:10 - 9:00 AM
Federal Tax Update
Patrick J. Deo - Deo, LaManna, Deo, & Co., P.C.
Hear a discussion on recent changes and updates to income tax, business tax, and miscellaneous topics affecting taxpayers and businesses.
9:00 - 10:00 AM
State Tax Update
Robert Jeffrey - Jeffrey & Company, CPAs
Get the latest updates in New Jersey taxation: new laws, regulations, cases, and pronouncements that may affect your clients in 2018.
10:00 - 10:10 AM
Break & Exhibitors
10:10 - 11:00 AM
Exit Taxes - Pitfalls & Costs to Leave
Geoffrey Weinstein - Cole Schotz P.C.
Hear a discussion on New Jersey's exit tax. Understand what it is and how to help clients mitigate the costs.
11:00 AM - 12:00 PM
Pension Distributions / Pitfalls
John D. Kelly - John D. Kelly, CPA LLC
Get an update on pension distribution laws and how to avoid common pitfalls.
12:00 - 1:00 PM
Lunch & Exhibitors
1:00 - 2:00 PM
The Role of Accountants in Bankruptcy and NOL Carryovers
Todd E. Duffy - DuffyAmedeo LLP
Discussion will focus on the accountants role in bankruptcy and NOL carryovers. Learn best strategies and tips on advising your clients.
2:00 - 3:00 PM
Self-Directed IRAs
Brittany Pickell and Bill Wittler - Next Generation Services
Learn more about this growing trend whereby individuals can use a self-directed IRA to invest in alternative assets, allowing for more diversified, tax-advantaged portfolios than in traditional IRAs or 401(k) plans.