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Friday, February 1, 2019 LiveHudson Chapter

Current Developments in State Taxes / Social Security Update (E1902059)

8:00 AM - 12:00 PM EST

Registration: 7:30 AM EST

La Quinta Inn & Suites

350 Lighting Way
Secaucus , NJ 07094

4 CPE Credits in TX

OVERVIEW

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?

COURSE LEVEL

Intermediate

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.

INSTRUCTORS

Eleanor Galt-Lin

Eleanor Galt-Lin, CFP

Financial Advisor

Morgan Stanley

Eleanor Galt-Lin, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and a Senior Vice President in the financial industry in New Jersey. She serves individuals and small business owners, often working closely with the CPAs and lawyers. After completing the rigorous requirements to attain her CFP® designation, Eleanor pursued even more advanced coursework in the area of Social Security benefits and Medicare. With 10,000 baby boomers turning 65 every day during the next two decades, Eleanor believes it’s crucial for clients to understand their Social Security benefits.[1] She is a frequent speaker on Social Security and Medicare to various groups, including professionals such as CPAs and lawyers.   Eleanor graduated from Rutgers University with a BA in Economics, and attained her CFP® designation in February 2012. A native of New Jersey, Eleanor loves to golf and scuba dive in her spare time.  

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

Christina 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. She assisted not only the taxpayers of New Jersey during her time in the Customer Service center but also the practitioners and business community through the Pratitioner Hotline. Christina joined Taxation University in 2015 where she became a strong part of our employee training program and continued to assist the practitioners and business communities by providing valuable tax information through seminars and education. In April of 2020 Christina moved to the Office of Legislative Analysis to assist in navigating the legislation that impacts the Division. As of the spring of 2023 Christina is the newest addition to the Office of the Taxpayer Advocate. Christina has served on various projects over the course of her career including the planning and implementation of the Division first ever New Hire Boot Camp training program in 2017, the Intergrated Tax System training plan implementation, and most recently the ANCHOR Program advertising and outreach campaign. Christina’s tax knowledge, customer service experience, and project management skill set is a strong assest to the Division of Taxation. Christina is a loving mother of three and an avid baker.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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