Hear an update on all areas of taxation at this popular one-day event. Together with industry experts, explore the latest in state and federal tax legislation.
Don't miss this timely update before the chaos of tax season ensues!
HIGHLIGHTS
7:30-8:30 AM
Registration, Exhibitors and Breakfast
8:30-8:40 AM
Introduction from NJCPA
8:40-10:20 AM
2017 Federal Tax Updates/Trump Tax Reform
Jay Brozillo, CPA, CVA
With the election of President Trump, a priority of his administration has been tax reform. This session will discuss any federal tax updates that have come out of the White House and how they will affect your organization and clients.
10:20-10:40 AM
Break and Exhibitors
10:40 AM-12:20 PM
Trust Refresher
Kristen De Noia, JD, LL.M.
Get a refresher of all aspects of trusts, including the different types, distributable net income (DNI) vs. accounting income, filing requirements and much more.
12:20-1:20 PM
Lunch, Exhibitors and Sponsor Door Prizes
1:20-3:00 PM
Social Security Update
Eleanor Galt-Lin, CFP
The Social Security system is overwhelming and there are plenty of new rules. Learn about various Social Security benefits and how to create collection strategies that will help your clients maximize their lifetime income. Learn how to coordinate benefits with a spouse and about the lesser-known benefits for widows. Learn when it makes sense to delay benefits – and when it does not.
3:00-3:15 PM
Break and Exhibitors
3:15-5:00 PM
New Jersey Tax Update
Jacob Foy
Get the latest updates in New Jersey taxation: new laws, regulations, cases, and pronouncements that may affect your clients in 2018.
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
This event is NOT part of the Mercer Season Pass.
Early Birds save $10, late fee applied after 11/29.
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.