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!
Registration, Exhibitors and Breakfast
Introduction from NJCPA
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
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.
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
Lunch and Exhibitors
Sponsor Door Prizes
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.
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.
IRS Hot Topics
Glenn Gizzi - Internal Revenue Service
Hear about the latest IRS initiatives and focus from one of our favorite presenters, Glenn Gizzi.
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.
Online pre-registration for this event is now closed.