7:45-8:00am
Registration, Breakfast and Exhibitors
8:00-8:15am
Welcoming Remarks and Announcements
8:15-9:55am
Federal Tax Update
Patrick J. Deo, CPA, Cr.FA - Deo, LaManna, Deo, & Co., P.C.
Hear an update on major tax law changes, including new federal taxation legislation, IRS pronouncements, and judicial decisions issued in the last year.
9:55-10:10am
Break & Exhibitors
10:10-11:50am
State Tax Update
Geoffrey Weinstein, Esq. - Cole Schotz P.C., Law Firm
Do you represent individuals or businesses paying taxes in New Jersey? Hear an update on major state tax law changes.
11:50am-12:30pm
Lunch & Exhibitors
12:30-2:10pm
Social Security Income Maximization Strategies
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LLC
This course will detail many little known strategies available to maximize eligible Social Security benefits. We will also review the “new rules” governing Social Security as a result of the Bi-partisan Budget Act of 2015. Since over 90% of filers receive less money than they are entitled to, this course will detail numerous strategies available to married, divorced, widowed, couples with minor children and strategies available to business owners to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net worth individuals.
2:10-2:20pm
Break
2:20-4:00pm
Estate Planning for Business Owners
Gary A. Prince Jr., CPA, J.D., LL.M. - Mantell, Prince & Reynolds, P.C.
Hear an in depth discussion relating to federal estate tax, including the latest exemptions, portability and the related use of a QTIP Trust (Rev. Proc. 2016-49), and current planning considerations in the face of uncertainty. In addition, business succession planning will be discussed including both practical and tax considerations.