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!
BENEFITS
Earn 8 CPE credits in Taxation.
HIGHLIGHTS
7:45-8 a.m.
Registration, Breakfast and Exhibitors
8-8:15 a.m.
Welcoming Remarks and Announcements
8:15-9:55 a.m.
Individual Tax Update
Patrick Deo, CPA, Cr.FA - Deo, LaManna, Deo, & Co., P.C.
Information on federal individual taxation including the Tax Cuts and Jobs Act, recent rulings, and court cases will be given during this informative session.
9:55-10:10 a.m.
Break & Exhibitors
10:10-11:50 a.m.
Tax Classification and Uses of Trusts
Daniel Kessler, J.D., LL.M. - Connell Foley, LLP
- Brief Overview of Trusts
- History
- Creation
- Key Terminology
- Simple versus Complex Trusts
- Definitions
- Taxation
- Key Differences
- Uses
- Grantor Trusts
- Identification
- Taxation
- Uses (from Revocable Trusts to IDGTs and BDITs)
- Domestic versus Foreign Trusts
- Identification
- Taxation
- Uses
11:50 a.m.-12:30 p.m.
Lunch & Exhibitors
12:30-2:10 p.m.
Corporate Tax Update
Philip Drudy, CPA, Esq. - Smolin, Lupin & Co., P.A.
Review of TCJA provisions that impact corporations other than 199A:
- Flat Rate
- Choice of Entity C-Corporation or Pass-Through
- Business Interest Limitation
- Bonus Depreciation
- Small Business Accounting Changes
- New Qualified Opportunity Zone Provisions
- Qualified Small Business Corporations (QSBCs)
- Modified Territorial System
- Other
A corporate update other than TCJA and information on the Wayfair v. South Dakota decision will also be given.
2:10-2:20 p.m.
Break
2:20-4 p.m.
State Tax Update
Alan Preis, CPA - Alan J. Preis, CPA, PC
Hear a focused discussion on what's new at the New Jersey Division of Taxation and a review of new and upcoming tax legislation and regulations for businesses and individuals.
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Season Pass holders must register for each event.
Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.