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Friday, June 8, 2018 LiveEssex Chapter

Wills & Estate Planning / 199A Update (E1806069)

8:30 AM - 12:10 PM EDT

Registration: 8:00 AM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4 CPE Credits in TX

OVERVIEW

Hear an update on significant state and federal changes in estate planning and important information on avoiding problems with wills. Then, get an update on the 199A qualified business income deduction.

BENEFITS

Earn 4 CPE credits in TX.

HIGHLIGHTS

Significant Changes in Estate Planning for 2018 and Beyond
Robert A. Bernstein, Esq. - Bernstein Estate Law

In this session, we will discuss:

  • New federal and New Jersey estate tax laws
  • The dangers of outdated, lost, and poorly drafted wills
  • Utilization of trusts
  • Gifting and problems with beneficiary designations

 

199A Qualified Business Income Deduction Update
Shaune Scutellaro, CPA - CohnReznick, LLP

In this session, we will discuss the Tax Cuts and Jobs Act and its affect on the 199A qualified business income deduction of pass-through entities.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$14 late fee applied on and after 6/7. Season Pass holders must register for each event.

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

INSTRUCTORS

Robert Bernstein

Robert A. Bernstein, Esq.

Owner

Bernstein Estate Law

Robert Bernstein is the owner of Bernstein Estate Law in Morristown, New Jersey. Mr. Bernstein has been practicing law for over 35 years and is admitted to the Bar in both New Jersey and New York. Mr. Bernstein focuses his practice in the areas of Estate Planning, Estate Administration, Elder Law, Special Needs Planning, Same-Sex Estate Planning, Business and Corporate Law and Commercial and Residential Real Estate Law. Prior to starting his practice, Mr. Bernstein served as a Deputy Attorney General for the State of New Jersey where he represented the Division of Taxation. He is a frequent lecturer and has acted as host and producer of a cable television program entitled “30 Legal Minutes” which was also broadcast on Comcast Network and Communities Cable. He is also a former legal columnist of a national magazine “Small Business Opportunities”.

Mr. Bernstein received his Bachelor’s degree from Rutgers University in 1966 and was awarded his Juris Doctor (J.D.) from Rutgers University School of Law in 1969. He is admitted to practice before the United States Supreme Court, the United Court for the District of New Jersey, and the New Jersey Supreme Court. He is a member of the National Academy of Elder Law Attorneys and is a member of the New Jersey State Bar Association.

Shaune Scutellaro

Shaune Scutellaro, CPA

Partner

CohnReznick LLP

Shaune is a partner at CohnReznick with 13 years of diverse experience in public accounting. He is a member of CohnReznick's Technology and Life Sciences Industry Practice and National Tax Practice and has a background in corporate, partnership and individual tax planning and compliance, including multi-state and international companies. In addition to general accounting, Shaune’s experience in working with small start-up entrepreneurs includes setting up accounting methods, standards and procedures, state registration and employment issues. Shaune has also worked closely with public entities and large public affiliated corporate groups, providing services that include corporate tax compliance, partnership tax compliance, sell-side due diligence for companies and shareholders, and ASC 740 work. Shaune has knowledge and experience in both inbound and outbound international tax issues. Prior to joining CohnReznick, Shaune worked for a local private accounting firm in Ocean County as well as for a West Coast-based accounting firm.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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