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Tuesday, September 18, 2018 LiveUnion County Chapter

Section 199A / Compilation & Review (E1809249)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Holiday Inn Clark - Newark Area

36 Valley Road
Clark , NJ 07066

2 CPE Credits in TX
2 CPE Credits in AA

OVERVIEW

Better understand the workings of Section 199A and hear an overview of changes coming from the AICPA and the FASB, including recent accounting, auditing, compilation and review pronouncement and trends.

BENEFITS

Earn 4 CPE credits.

HIGHLIGHTS

The Tax Cuts and Jobs Act's Section 199A 20% deduction: Limitations and Optimization
Parag P. Patel, Esq.
The most complex and important provision of the Tax Cuts and Jobs Act is the Section 199A 20% deduction for pass-through entity owners and real estate investors. Tax professionals must understand how Section 199A works so their clients can take advantage of the tremendous opportunities offered by Section 199A. Through case studies, we will explore the 199A deduction limitations and how to design strategies to optimize the deduction and reduce the impact of the service business and non-service business limitations.

A&A Update: Compilation and Review
Peggy Gallagher and Kristin Fee of Withum will present a general A & A update. This program will present an overview of changes coming from the AICPA and the FASB, including recent accounting, auditing, compilation and review pronouncement and trends.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Early birds save $15 - late fee will be applied on and after 9/16. Season Pass holders must register for each event.
  • To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.
Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTORS

Kristin Fee

Kristin H. Fee, CPA

Manager

WithumSmith+Brown

Kristin Fee, CPA is a Technical Resource Manager at Withum. She has over 15 years experience in public accounting. Kristin offers traditional accounting services as well as working closely with clients with their daily and monthly accounting duties. Preparing financial statements and budgets.

Kristin earned her B.S. in accounting and finance from Rider University.

Margaret Gallagher

Margaret F. Gallagher, CPA

Margaret (“Peggy”) Gallagher, CPA, is in the Technical Resources department at WithumSmith+Brown’s Morristown office. Ms. Gallagher focuses her work on interpreting and applying technical accounting and auditing standards, and independence matters. With more than 25 years of accounting and auditing experience, her industry expertise includes manufacturing, distribution, construction, life sciences, real estate, non-profits and employee benefit plans. A frequent lecturer, she develops and presents accounting and auditing education classes for statewide audiences.

Ms. Gallagher is a member of the New Jersey Society of Certified Public Accountants (NJCPA) and serves on the NJCPA Accounting and Auditing Interest Group. She is also a member of the American Institute of Certified Public Accountants (AICPA) and a board member of Student/Partner -Alliance, Millburn, NJ. Ms. Gallagher received her bachelor’s degree in accounting from Fairfield University, where she graduated magna cum laude. She was awarded the 2013 NJ BIZ Best 50 Women in Business Award.

Parag Patel

Parag P. Patel, J.D., LL.M. (Tax)

Tax Attorney

Parag P. Patel, Esq.

Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Parag was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. He is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Parag also serves as a part-time municipal court judge for Edison Township. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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