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Date / Time / Location

Thursday, October 31, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Learning Center105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068
973-226-4494

CPE Credits

  • 8.00 CPE Credits in TX

Package Pricing

In-Person Registration
  • $279.00 - Member
  • $379.00 - Non Member

AICPA members receive a discount of $30 for this event.

Course Developer

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will preserve your clients’ wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Designed For

CPAs looking for innovative tax-planning techniques to help clients fight higher taxes.

Benefits

  • Recall how to increase client wealth by focusing on tax-saving opportunities not considered in the past
  • Apply tax-planning moves in light of new and recent tax developments
  • Recognize ways to protect your client from tax pitfalls
  • Recall anticipated possible tax legislation and determine how to position your clients for financial success

Highlights

  • Impact of Supreme Court’s rejections of Defense of Marriage Act
  • New 0.9% and 3.8% Medicare taxes
  • Mutual fund tax strategies
  • All about Roth IRAs - including strategies for self-employed individuals and estate planners
  • The 100% gain exclusion for qualified small business stock
  • Personal residence transactions - including short sales and foreclosures
  • Reverse mortgages can save taxes on greatly appreciated residences
  • Converting personal residences into rentals: tax implications
  • Tax-saving ideas for self-employed clients - including ways to reduce SE and FICA taxes, strategies for husband-wife businesses, depreciation breaks and much more
  • Tax angles for vacation homes, timeshares, and co-ownership arrangements
  • Divorcing clients - tax angles are critically important
  • State-of-the-art tax planning for college expenses
  • Employer stock options: tax planning moves

Course Level

Intermediate

Prerequisites

Basic knowledge of individual income taxation.

Advance Preparation

None

Additional Notes

  • *AICPA members deduct an additional $30 from applicable price.

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
Pre-Registration Closed

Online pre-registration for this event is now closed.

Arthur Auerbach

Arthur Auerbach, CPA, CGMA

Arthur Auerbach CPA CGMA

Arthur Auerbach CPA CGMA is an independent tax consultant located in Atlanta, GA., specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a consultant.

He is a member of the Georgia, Virginia, New York and Greater Washington CPA societies. He is currently a member of the AICPA Internal Revenue Service Advocacy and Relations Committee, where his term ends on January 31, 2018 and a past member of the AICPA Individual Tax Resource Panel. Art was appointed to the AICPA Tax Executive Committee for a term beginning February 1, 2018 ending May 31, 2019. As an active member of the Georgia Society he serves on the Georgia Department of Revenue Commissioners Advisory Group and the Financial Literacy Task Force.

He has served as an advisor to the District of Columbia Office of Tax and Revenue and the Tax Commissioners Advisory group in Virginia. Art is currently on the editorial board of the Journal of Accountancy and serves as a member of the Ethics Committee of the Virginia Society of CPA’s.

Art is a nationally recognized speaker on a variety of tax topics offered for continuing education for CPA’s and financial planners. He has authored several publications and articles.

Art is licensed in Georgia, Virginia, District of Columbia and New York and is a life member of the American Institute of CPA’s.

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Pre-Registration Closed

Online pre-registration for this event is now closed.