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Date / Time / Location

Friday, February 1, 2019
8:00 AM - 12:00 PM
Registration: 7:30 AM

La Quinta Inn & Suites350 Lighting Way
Secaucus, NJ 07094
201-863-8700

CPE Credits

  • 4.00 CPE Credits in TX

Pricing

  • $150.00 - Member
  • $200.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Hudson Chapter Season Pass - 2018/19 event bundle.
Hear an update on the latest New Jersey state tax regulations just in time for tax season. Then, the Social Security system is overwhelming and there are plenty of new rules; learn about various Social Security benefits and how to create collection strategies that will help your clients maximize their lifetime income.

Benefits

Earn 4 CPE credits in TX.

Highlights

2018 New Jersey Tax Updates
Christina Quinones and Tilesha McCall - NJ Division of Taxation, Taxation University

In this session, hear important updates on:

  • Income Tax
  • Property Tax Relief
  • Business Tax
  • NJ Tax Debt Assistance
  • General Resources for You

Savvy Social Security Planning for CPAs
Eleanor Galt-Lin, CFP - Morgan Stanley

In this session, the speaker will address baby boomers' questions:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

Prerequisites

None

Advance Preparation

None

Additional Notes

Early birds save $50 - late fee on and after 1/30 - 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.

Pre-Registration Closed

Online pre-registration for this event is now closed.

Eleanor Galt-Lin

Eleanor Galt-Lin, CFP
Financial Advisor
Morgan Stanley

Eleanor Galt-Lin is a CERTIFIED FINANCIAL PLANNER™ dedicated to providing clients education on their income options in retirement by providing financial plans for individuals and small business owners. After completing the rigorous requirements to attain her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits. She helps her clients to create collection strategies to maximize their lifetime income, coordinate their benefits with a spouse, and become aware of the lesser-known benefits available to widows and divorced individuals. She is a frequent speaker on this topic to various groups, including professionals such as CPAs and lawyers.

Tilesha McCall

Tilesha McCall
Taxpayer Service Representative
New Jersey Division of Taxation

Tilesha provides training to Division employees and educates the public on all taxes and property tax relief programs administered by the State. She also instructs courses on professional development, leadership and team building skills.

She began her career with the Division’s Customer Service Call Center where she received extensive training. After a few years and wanting to fulfill her love for teaching, she joined Taxation University Team.

She’s happily married and a mother of two. She’s also the Creative Arts Director at her church and loves to travel. Let’s just say she keeps busy.

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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Pre-Registration Closed

Online pre-registration for this event is now closed.