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Date / Time / Location

Friday, September 20, 2019
8:00 AM - 12:00 PM
Registration: 7:30 AM

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

CPE Credits

  • 2.00 CPE Credits in TX
  • 2.00 CPE Credits in AA

Pricing

  • $100.00 - Member
  • $150.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Mercer Chapter Season Pass - 2019/20 event bundle.
In this meeting, hear an update on new ASUs impacting nonprofit entities, as well as information on new tax laws related to real estate and Section 199A.

Benefits

Earn 2 CPE credits in TX and 2 in AA.

Highlights

Nonprofit Update
RJ Carletti, CPA and Ben McDannell, CPA - Mercadien Group

In this session, the speakers will discuss new ASUs impacting nonprofit entities.

 

Hot Tax Topics
Daniel Mellor, J.D., LL.M. - Kulzer & DiPadova, P.A.

The 20% QBI deduction under Section 199A represents a tremendous savings opportunity for real estate business owners, and it is critical for their tax advisors to understand how to maximize the deduction. Topics in this section will include:

  • Basic and advanced concepts in computing UBIA
  • What is included in qualified property
  • Methods of shifting wages among affiliated businesses
  • Special rules regarding self-rentals
  • How to qualify for the rental real estate safe harbor and whether to use it

Course Level

Intermediate

Prerequisites

None

Advance Preparation

None

Additional Notes

$10 late fee will be applied after 9/18. Season Pass holders must register for each event.

Course Materials
To access the 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.

Raphael Carletti

Raphael J. Carletti, CPA
Supervisor
Mercadien Group

RJ Carletti is a supervisor in Mercadien’s Nonprofit & Human Services Group, primarily working on audit engagements for trade associations, private schools, and human services organizations. Mr. Carletti also occasionally works with for-profit organizations, which include manufacturing companies, real estate development companies, minor league athletic teams and employee 401(k) plans.

RJ plans and manages numerous engagements, while working with staff to complete projects on time. His responsibilities include performing audits for nonprofit and for-profit organizations, finding solutions to engagement issues, performing engagement and tax reviews, and reviewing internal control risks. A collaborative team player, Mr. Carletti works directly with his clients and staff to ensure all expectations are met.

Prior to joining Mercadien as an entry-level accountant in 2013, Mr. Carletti gained experience in providing Form 1120 tax services to a series of Common Interest Real Estate Associations, as well as providing audit and assurance services and compliance with GAAP to for-profit and not-for-profit clients.

RJ resides in Burlington, NJ.

Benjamin McDannell

Benjamin E. McDannell, CPA
Supervising Senior
Mercadien Group

Benjamin McDannell is a Supervisor with Mercadien, P.C., Certified Public Accountants, which he joined in July 2013. As a supervisor on the audit team, he supervises engagement teams in performing audits of nonprofit, commercial and employee benefit plans. His nonprofit background spans a wide-array of privately and publicly supported organizations including those that are subject to compliance with Yellow Book requirements and Uniform Guidance. Ben has also worked closely with nonprofit clients to help with mergers and affiliations and various changes in regulations at the state level.

In the commercial sector, Ben has worked with clients in various industries including technology, manufacturing, capital management and leasing companies. He not only performs and reviews the various risk assessments associated with audit work, but also makes an effort to identify areas of improvement for clients based on their industry and regulatory risks they may be exposed to and discusses how they can strengthen their processes and control structure. Ben has always enjoyed working in a team environment and grew up working in customer service, both of these skill sets allow him to effectively leverage audit teams to provide the best possible service to clients.

Daniel Mellor

Daniel L. Mellor, J.D., LL.M.
Associate
Kulzer & DiPadova, P.A.

Daniel L. Mellor, J.D., LL.M., is an associate with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey. Mr. Mellor has been published in Tax Notes on the topic of the individual mandate provision of the Affordable Care Act. He is a member of the bars of the State of New Jersey, the State of New York and the Commonwealth of Pennsylvania. He is also a member of the American Bar Association, the New Jersey State Bar Association and the New York State Bar Association, as well as the Camden and Mercer County Bar Associations. Mr. Mellor earned his J.D. at the George Mason University School of Law, and his Master of Laws (LL.M.) in taxation from the Temple University Beasley School of Law.

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Pre-Registration Closed

Online pre-registration for this event is now closed.