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Saturday, December 1, 2018 LiveUnion County Chapter

Annual Tax Seminar (E1812199)

8:00 AM - 1:30 PM EST

Registration: 7:00 AM EST

Holiday Inn Clark - Newark Area

36 Valley Road
Clark , NJ 07066

6 CPE Credits in TX

OVERVIEW

Don't miss this year's annual update before the chaos of tax season begins!

BENEFITS

Earn 6 CPE credits in Taxation.

HIGHLIGHTS

7:00-7:50am
Registration, Exhibitors and Breakfast

7:50-8:00am
Welcome and Opening Remarks
Anna Christakos, CPA - Union County Chapter President
Kait Zech, CPA - Union County Chapter Vice President

8:00-9:00am
Estate & Gift Tax Update
Brian D. Reynolds, J.D., LL.M. - Mantell, Prince & Reynolds, P.C. 
Examine the fundamentals of estate planning and get updates on tax law changes in this informative session.

9:00-10:00am
Federal Tax Update
Bruce Mantell, CPA, J.D., LL.M. - Mantell, Prince & Reynolds P.C.
Hear updated information on individual and business related provisions from the Tax Cuts and Jobs Act.

10:00-10:15am
Coffee Break and Exhibitors

10:15-11:15am
Section 199A Tips
Parag Patel, Esq. - Patel Law Offices
Take a deep dive into the new Section 199A qualified business income deduction and hear tips for filing during this tax season.

11:15am-12:15pm
State Tax Update
Sandy Weinberg, CPA - PKF O'Connor Davies
Examine the updates to recent New Jersey tax law changes and touch upon other multi-state issues.

12:15-12:30pm
Coffee Break and Exhibitors (Sponsor Drawings)

12:30-1:30pm
Liability in Tax Engagements 
John Raspante, CPA, MST, CDFA - CPA Protector Plan 
This session will explore liabilities for the CPA in tax engagements and engagement letters for tax preparation.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$15 late fee applied on and after 11/29. Season Pass holders must register for each event.

Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Bruce Mantell

Bruce E. Mantell, CPA, J.D., LL.M.

Partner

Mantell, Prince & Reynolds, P.C.

Bruce E. Mantell is a Shareholder in the law firm of Mantell Prince & Reynolds, P.C. in New Providence, New Jersey.  The firm limits its practice to tax and business planning, estate planning, estate administration and trust and estate litigation, mergers and acquisitions, tax controversy matters, ERISA and serving as expert and expert witness in tax and trust and estate related litigation.

He is a member of the Essex and Union County Bar Associations, the New Jersey State Bar Association, its Taxation Section (where he is a Past Chair and a member of the Executive Council) and its Probate and Trust Section, and has served as a Member on both the Ad Hoc Committee on Multidisciplinary Practices, and the New Jersey Supreme Court Committee on the Skills and Methods Course.  He is also a Member of the American Bar Association and its Taxation Section.  In addition, Mr. Mantell is a Member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, and he is a Fellow of the American College of Trust and Estate Counsel.  He is a former member of both the Board of Directors of the New Jersey Institute for Continuing Legal Education and the Board of Directors of The New Jersey Lawyer Newspaper.   He has been listed under two categories, namely, Tax and Trusts & Estates, in The Best Lawyers in America, published by Woodward/White, Inc., since 2001.  He is also listed, since 2005, under the categories of Tax and Trusts & Estates in New Jersey Super Lawyers, published by New Jersey Monthly Magazine.    Mr. Mantell is a frequent lecturer and author on tax, business, estate and pension related subjects for professional associations.  

Mr. Mantell received his B.S. from Lehigh University (1969), his J.D. from Rutgers University School of Law (1973), and his LL.M. in Taxation from New York University School of Law (1977).

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.

John Raspante

John F. Raspante, CPA, MST, CDFA

Director of Risk Management

McGowanPRO

John oversees the industry specific expertise and risk management for McGowanPRO’s accounting and financial clients. Mr. Raspante is the former Director of Compliance and Risk Management as well as the Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to joining Graf Repetti, Mr. Raspante worked nine years for CAMICO Mutual Insurance Company, a provider of accountants’ professional liability insurance. Mr. Raspante’s primary responsibility at CAMICO was providing loss prevention services to the organization’s largest insured’s. Mr. Raspante is a frequent speaker within the accounting profession on issues relating to risk management and professional ethics. He presents regularly at different conferences for accounting firm associations and CPA State Societies. He is a published author and contributor for accounting firm periodicals such as Journal of Accountancy and Accounting Today.

Brian Reynolds

Brian D. Reynolds, J.D., LL.M.

Mantell, Prince & Reynolds, P.C.

Brian D. Reynolds, Esq., a shareholder with Mantell, Prince & Reynolds, P.C., focuses his practice on matters relating to tax and estate planning; business and succession planning for entrepreneurs, professionals and closely held businesses; the administration of estates and trusts; estate and trust litigation; taxpayer representation in connection with federal and state tax controversies; charitable planning; and a broad range of personal legal matters. Mr. Reynolds is a member of the Union County Bar Association and a frequent lecturer for several organizations, including the New Jersey Society of Certified Public Accountants, the New Jersey State Bar Association and the New Jersey State Bar Foundation. He graduated cum laude from York College of Pennsylvania with a bachelor’s degree. He received his juris doctor from New York University School of Law and his master’s from New York University School of Law. Mr. Reynolds is admitted to practice law in both New Jersey and New York. In 2011, Mr. Reynolds was chosen for the New Jersey Law Journal’s 40 Under 40, which recognizes the top 40 attorneys in the State of New Jersey who are under the age of 40.

Sandy Weinberg

Sandy Weinberg, J.D.

Principal of the FIrm

PKF O'Connor Davies, LLP

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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