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Date / Time / Location

Friday, December 7, 2018
8:00 AM - 5:00 PM
Registration: 7:30 AM

Mercer County Community College - Conference Center1200 Old Trenton Rd
West Windsor, NJ 08550
609-570-3643

CPE Credits

  • 8.00 CPE Credits in TX

Pricing

  • $190.00 - Member
Hear an update on all areas of taxation at this popular one-day event. Together with industry experts, explore the latest in tax legislation with a heavy emphasis on the Tax Cuts and Jobs Act. Don't miss this timely update before the chaos of tax season ensues!

Highlights

7:30-8:30 a.m.
Registration, Exhibitors and Breakfast

8:30-8:40 a.m.
Introduction from NJCPA

8:40-9:30 a.m.
The Tax Act's Impact on Real Estate Owners
Terri Johnson, CRE - Capstan Tax Strategies
The new tax law brings opportunities, as well as some challenges to the real estate investment community.  This session will focus on several provisions of the Act that may further enhance the utility of traditional cost segregation.  There will also be a focus on planning ideas.

9:30-11:10 a.m.
New Jersey Tax Update
Christina Quinones, Alexis Reid - NJ Division of Taxation
Get the latest updates in New Jersey taxation: new laws, regulations, cases, and pronouncements that may affect your clients in 2018.

11:10-11:30 a.m.
Break and Exhibitors

11:30 a.m.-12:20 p.m.
IRC Section 199A
Allyson Milbrod, CPA - EisnerAmper LLP
The proposed regulations under Section 199A relating to the 20% deduction for QBI from pass-through entities will be discussed as well as a review of the basics of the new deduction

12:20-1:20 p.m.
Lunch and Exhibitors

1:20-1:30 p.m.
Sponsor Door Prizes

1:30-2:20 p.m.
The Tax Act's Impact on Family and Elder Clients
Jane Fearn-Zimmer, J.D., LL.M. - Flaster/Greenberg, PC
This session will review the impact of the new tax code changes on alimony,  529 Plans, mortgage and SALT limitations, the child tax credit, new strategies for disability and special needs planning with 529A ABLE accounts, changes to the ROTH IRA rules, the credit for the elderly and disabled, the saver’s credit, the medical expense deduction, and dependent care assistant programs.

2:20-4:10 p.m.
Tax Act Changes on Business and Individuals
Howard Bookbinder, CPA - Howard J. Bookbinder, CPA
Hear an update on individual, partnership and corporate tax compliance as well as planning opportunities in the New Tax Law.

4:10-5 p.m.
IRS Hot Topics
Glenn Gizzi - Internal Revenue Service
Hear about the latest IRS initiatives and focus from one of our favorite presenters, Glenn Gizzi.

Prerequisites

None

Advance Preparation

None

Additional Notes

This event is NOT part of the Mercer Season Pass.

Early Birds save $10, late fee applied after 12/5.

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

Celebrate the Gift of Giving
The Mercer Chapter is sponsoring a toy drive at this event. Your donations of new, unwrapped toys for children and teens are greatly appreciated.  Donations will benefit the Toys for Tots campaign.

Pre-Registration Closed

Online pre-registration for this event is now closed.

Howard Bookbinder

Howard J. Bookbinder, CPA
Owner
Howard J. Bookbinder, CPA

Howard J. Bookbinder, CPA, practices in Fair Lawn, New Jersey, and is a former instructor of accounting and taxation at Rutgers University. Additionally, he frequently lectures on federal tax updates, payroll tax issues, ethics and Circular 230. Mr. Bookbinder has addressed many professional, civic and community groups in New Jersey, Ohio, New York, Alabama and Georgia, including the American Society of Women Accountants, Mended Hearts, Bergen County Bar Association, Rotary Clubs, Lions Clubs, AARP, The Telephone Pioneers and NCCPAP. He has also lectured to firms on an in-house basis in the area of professional ethics and taxation. Mr. Bookbinder is a frequent lecturer at many tax seminars sponsored by the New Jersey Society of CPAs, the AICPA, Kean University, Rowan University and the Internal Revenue Service. He served as chairman of the Cooperation with the Internal Revenue Service for four years and is a current member of the New Jersey State Tax Committee. He has been involved with the Internal Revenue Service symposiums for IRS employees and tax practitioners for the past several years. He is a past president of the Bergen Chapter of the New Jersey Society of CPAs and a past trustee of the New Jersey Society of CPAs. He is a contributing author for the Bergen Record’s Tax Mailbag column, and has appeared on the cable TV program of the same name. Mr. Bookbinder is the author of Write-up Services for Small Businesses, a book published by the AICPA. Mr. Bookbinder is a graduate of Pace University and has attended the American Institute of Banking.

Jane Fearn-Zimmer

Jane Fearn-Zimmer, J.D., LL.M.
Shareholder
Flaster/Greenberg, PC

Jane M. Fearn-Zimmer is a shareholder in the Elder and Disability Law, Tax, and Trusts and Estates Groups of Flaster/Greenberg, PC. She dedicates her practice to serving clients in the areas of elder and disability law, special needs planning, asset protection, tax and estate planning and estate administration.  

Known for her dedication to helping others, Ms. Fearn-Zimmer helps families find the best long-term care and a way to pay for that care, often using public benefits. She guides families of the elderly and disabled through the nursing home admissions process and through the maze of qualifying for public benefits programs to fund long-term care, such as Medicaid and SSI benefits. She also assists the elderly and the disabled and their loved ones in tax and estate and asset protection, as well as assisting and representing clients at Medicaid Fair hearings.  

For over 13 years, Ms. Fearn-Zimmer has helped countless families deal with disability related issues using general durable powers of attorney, health care powers of attorney, guardianships, special needs trusts, and Medicare set aside arrangements where appropriate. She also brings an exceptionally broad perspective to her work due to her strong litigation background. She was a former federal judicial clerk to the Honorable John S. Unpingo, Chief Judge of the District Court of Guam, where she served on the Civil and Criminal Justice Reform Act Committees for the District of Guam.  

A frequent author and lecturer, Ms. Fearn-Zimmer speaks and writes on a variety of tax, special needs planning, Medicaid planning, guardianship and estate planning topics to a broad range of groups, including Clear Law Institute, the National Business Institute, the New Jersey State Bar Association, the Burlington County Bar Association, and the Gloucester County Legal Education Association, and more. She also maintains an Elder & Disability Law Blog, which is designed to help caregivers find real-world solutions, offer support and provide practical strategies. Additionally, Ms. Fearn-Zimmer serves as the Editor of The Elder Law Report, Including Special Needs Planning, a national newsletter, through which she updates attorneys regarding new developments in elder law and special needs planning.  

Ms. Fearn-Zimmer is an active member of the New Jersey State Bar Association, the New Jersey Chapter of the National Academy of Elder Law Attorneys, and the Burlington County Bar Association and is the Immediate Past Chair of the New Jersey State Bar Association Elder and Disability Law section. She is also an Accredited Attorney with the U.S. Department of Veteran's Affairs. 

Ms. Fearn-Zimmer has been admitted to the New Jersey Bar since 1996, and previously practiced civil litigation in New Jersey.

Glenn Gizzi

Glenn J. Gizzi
Senior Tax Specialist
Internal Revenue Service

Glenn GIzzi has worked for the Internal Revenue Service more than 20 years. He began in Taxpayer Service in 1989 as a Taxpayer Service Specialist until becoming a Revenue Agent in 1994. During his 11 years as an Agent, Mr. GIzzi worked in the Examination Problem Resolution Unit as a caseworker, a cooperating Agent for Criminal Investigations and was a Taxpayer Advocate at the model walk-in office in Edison. Mr. GIzzi is also a certified instructor for the IRS and has spent 4 years training the new incoming Revenue Agents from 2001 to 2005. Additionally, Mr. GIzzi worked in the former Taxpayer Education & Communication division during its standup in 2001 before it was realigned into the Communications, Liaison and Disclosure division. His current assignments included Tax Practitioner Institutes and Practitioner Liaison. Mr. GIzzi is currently assigned to the Edison, NJ office Mr. GIzzi is a graduate of Rutgers College, Rutgers University and is a volunteer Emergency Medical Technician for 13 years

Terri Johnson

Terri S. Johnson, CRE
Co-founder and Managing Partner
Capstan Tax Strategies

As co-founder and managing partner of Capstan Tax Strategies, Ms. Johnson helps commercial real estate owners and investors realize significant tax savings by utilizing valuable engineering-based tax depreciation and incentive strategies. In addition to offering a unique combination of business acumen, accessibility, and genuine warmth, Terri is constantly on the cutting edge of changes in the industry to help ensure that her customers realize maximum savings.

During her 23 years in commercial real estate, Ms. Johnson has authored a number of articles and has been a frequent speaker on cost segregation studies. Ms. Johnson’s ability to maintain a personal connection while conveying sophisticated information has made her a sought-after speaker, one who consistently assesses audience response and adjusts her talks accordingly. She speaks extensively to the public about tax incentives for real-estate owners, and provides customer-specific sessions and training for clients, as well.

When the IRS finalized the Tangible Property Regulations, Ms. Johnson worked collaboratively with CPAs and their clients to take very complicated information and present it so that CPAs could understand the new regulations and how best to talk with their clients about the immediate opportunities. Her approach—which focuses on the practical applications—remains both frequently requested and well received. In addition to providing general information about the regulations, Terri often takes on a client-specific consulting role, helping clients and CPAs smoothly incorporate the new regulations into their business process.

Ms. Johnson is a past president of CREW Philadelphia, a past CREW network director, and a past CREW foundation trustee. She was invited into The Counselors of Real Estate in 2014 and currently serves as treasurer of the Delaware Valley chapter. She is an associate member of the Pennsylvania Apartment Association-East, ICSC, and AICPA. In 2010, Ms. Johnson was recognized by SmartCEO magazine as a Brava! Award winner. She previously served on the Advisory Board of Resonate LLC (now Sustrana).

Ms. Johnson has achieved Masters Level in Strategic Coach. She is also a member of the Atheneaum of Philadelphia and was recently named a Rothman Institute Ambassador. She serves as treasurer for the Parents of Meadowbrook School.

Ms. Johnson is a 1982 graduate of the University of Alabama, Tuscaloosa.

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Allyson Milbrod

Allyson Milbrod, CPA
Senior Manaer
EisnerAmper LLP

Allyson Milbrod is a Tax Director at EisnerAmperwith over 15 years of experience in public accounting. Her expertise includes the review of corporate, individual and partnership tax returns, tax planning for businesses and individuals, multistate taxation issues and representation at federal and state audits.

Allyson has extensive experience assisting closely held businesses and pass-through entities with their corporate and personal tax needs. She serves various clients with a concentration in the manufacturing, distribution and law firms industry. Allyson also specializes in Employee Stock Ownership Plans (ESOPs) companies that are either wholly-owned, or partially-owned, by ESOP companies.

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Christina Quinones

Christina Quinones
Taxpayer Service Representative
New Jersey Division of Taxation

Ms. Quinones started with the Division in 2007 in the Customer Service Call Center.During her 8 years in the Division’s Customer Service center she gained a vast knowledge of all taxes and programs administered by the Division. Prior to joining Taxation University Christina was a Practitioner Hotline agent. She provided expert assistance to the tax professional and business community.

Christina’s tax knowledge and customer service experience is a strong assest to the Taxation University Team.

Christina is a loving mother of three and an avid baker.

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Alexis Reid

Alexis Reid
Team Leader
NJ Division of Taxation

Alexis Reid is a team leader at the NJ Division of Taxation. In this role, she provides instruction for all tax types, computer science, and teaches personal and professional development skills in areas such as leadership and team building. As with all team members she also creates and edits our training materials. Ms. DeRosa’s vast tax knowledge, presenting history, and cheerful disposition make her a sought after and often requested public speaker. Ms. DeRosa started with the Division’s Customer Service Center in 2001. She has since worked with the Customer Service Training Department, has served as the team leader of Taxation’s Outreach Unit, and has served as the administrator and trainer of the Division’s internal training department. Ms. DeRosa provides various courses and workshops to the public on taxes and programs administrated by the Division of Taxation. Her knowledge of New Jersey tax responsibilities and her experience with Internal Training has given her the opportunity to assist Division employees, New Jersey residents, small businesses, and tax professionals. Alexis enjoys traveling and is a singer.

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Pre-Registration Closed

Online pre-registration for this event is now closed.