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Friday, December 14, 2018 LiveEssex Chapter

Federal Tax Update (E1812579)

8:30 AM - 12:10 PM EST

Registration: 8:00 AM EST

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4 CPE Credits in TX

OVERVIEW

In this meeting, hear information on individual federal taxation.

BENEFITS

Earn 4 CPE credits in TX.

HIGHLIGHTS

Federal Tax Update Including the Tax Cut and Jobs Act of 2017 and Related Developments
 
IRC Section 199A:

  • August 2018 Proposed Regulations
  • Observations and practical applications, including its availability to owners of pass-through entities
  • Calculating the 199A deduction and the W-2 and depreciable property limits
  • Related tax and business planning topics including operating agreements and shareholder agreements

Federal Income Tax Update:

  • Update regarding various changes and available deductions
  • Alimony changes and practical considerations

Federal Corporate Tax Update; most recent developments including choice of entity, losses, depreciation and more
 
Federal Estate Tax Update:

  • The new transfer tax provisions
  • How to keep tax and estate plans flexible for sunsetting or other congressional changes
  • Issues concerning the use of trusts
Tax and estate planning and the administration of Estates and Trusts after the enactment of the Tax Cuts and Jobs Act of 2017 and the repeal of the New Jersey Estate Tax:
  • Most recent developments regarding portability
  • Basis adjustment issues
  • New Jersey Estate Tax issues
  • Terminating trusts under the New Jersey Uniform Trust Code
  • Income Taxation of Estates and Trusts
  • Gifting options

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$14 late fee will be applied after 12/12. 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

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).

Gary Prince

Gary A. Prince, CPA, J.D., LL.M.

Mantell, Prince & Reynolds, P.C.

Gary A. Prince, Jr. is a Shareholder of the law firm Mantell, Prince & Reynolds, P.C. located in New Providence, New Jersey.  The Firm was established in 1991 and currently consists of nine attorneys and various support staff.  Gary received his J.D from Seton Hall University School of Law (cum laude) and his Master of Laws in Taxation from New York University School of Law.  Gary is also a Certified Public Accountant.  Gary is a member of the Somerset and Union County Bar Associations, the New Jersey Bar Association (including the Taxation Section and the Probate and Trust Section), the New Jersey Society of Certified Public Accountants and he is a Fellow of the American College of Trust and Estate Counsel.  Gary is listed under the category Tax in The Best Lawyers in America, published by Woodward/White, Inc..  He is also listed under the category of Tax and Estate Planning and Probate in New Jersey Super Lawyers, published by New Jersey Monthly Magazine.  Gary is a frequent lecturer and author on tax, business, estate and trust and fiduciary litigation topics.

The Firm practice extends to major areas of law relating to tax and business planning, estate planning, estate administration, estate and trust litigation, corporate transactions and family representation in connection with general legal matters.  Due to the nature of the practice, the Firm routinely serves as general counsel to individuals, families and businesses working as an integral part of a team of advisors to provide the highest level of legal and tax advice. 

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

AREAS OF INTEREST