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Date / Time / Location

Thursday, September 19, 2019
8:30 AM - 11:30 AM
Registration: 8:00 AM

Jumping Brook Country Club210 Jumping Brook Road
Neptune, NJ 07753
732-922-8200

CPE Credits

  • 3.00 CPE Credits in TX

Pricing

  • $145.00 - Member
  • $195.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Monmouth/Ocean Chapter Season Pass - 2019/20 event bundle.
In this meeting, hear about state tax residency rules and methods to effective change tax domicile. Additionally, we will discuss the latest developments in tax controversy.

Benefits

Earn 3 CPE credits in TX.

Highlights

Leaving New Jersey: Effectively Changing Tax Residency
With the new reduction in the deductibility of state and local taxes, many clients are exploring leaving New Jersey. Although changing a client’s residence from a high-tax state (i.e., NJ, NY) to a low, or no-tax state (i.e., FL) can dramatically reduce the amount of state taxes paid, high-tax states have inflexible residency rules and do not let their residents leave easily. We will identify state tax residency rules and methods to effectively change tax domicile, and explore planning opportunities to minimize state income and inheritance taxes. New Jersey and Florida tax attorney, Parag Patel, of FLResidency.com, has counseled numerous clients in tax residency planning.

The Latest Tax Controversy Hot Topics
With a new IRS Commissioner, who is also a tax controversy attorney, the IRS has ramped up enforcement in certain areas and tax advisors must become familiar with the latest developments in tax controversy. We will explore: Foreign Bank Account Report updates, Collection enforcement developments, Penalty developments, the IRS’s new voluntary disclosure programs, the latest IRS audit campaign initiatives, and other hot topics in tax controversy. Experienced tax attorney Parag Patel has counseled hundreds of taxpayers in the resolution of their complex tax controversy problems.

Course Level

Intermediate

Prerequisites

None

Advance Preparation

None

Additional Notes

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

Course Materials
For handouts, 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.

Parag Patel

Parag P. Patel, LL.M (Tax)
Tax Attorney
Parag P. Patel, Esq.

Parag P. Patel, Esq., is a tax attorney with the Patel Law Offices in Metro Park, Iselin, NJ. Mr. Patel’s practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Mr. Patel was recently named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. Mr. Patel is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. He also serves as a part-time municipal court judge for Edison Township, New Jersey. Mr. Patel is a graduate of Georgetown (J.D.) and New York University (LL.M tax) law schools. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

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Pre-Registration Closed

Online pre-registration for this event is now closed.