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Date / Time / Location

Saturday, November 16, 2019
7:45 AM - 4:00 PM
Registration: 7:00 AM

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

CPE Credits

  • 8.00 CPE Credits in TX

Pricing

  • $250.00 - Member
  • $350.00 - Non Member
  • $0.00 - Season Pass
  • $0.00 - Speaker
This event is part of the Hudson Chapter Season Pass - 2019/20 event bundle.
This meeting will help get you ready for tax season. Hear updated information on New Jersey residency,the IRS, Section 199A and trusts and estates.

Benefits

Earn 8 CPE credits in TX.

Highlights

New Jersey Residency
Parag Patel, Esq. - Patel Law Offices

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.

IRS Hot Topics
Parag Patel, Esq. - Patel Law Offices

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.

199A Update
John DeSantis, Esq. - Levine DeSantis, LLC Attorneys at Law

In this session, the speaker will cover updates and planning opportunities with respect to IRC Section 199A. This session will define the 199A Qualified Business Income Deduction and how to calculate it. 199A-4, Aggregation of Trades or Businesses will also be explained.

Current Trends in Wealth Preservation Planning
John DeSantis, Esq. - Levine DeSantis, LLC Attorneys at Law

Attendees will learn the latest estate planning techniques utilized by practitioners in this tax environment. The speaker will explore updates specific to New Jersey and New York, as well as practical issues. A variety of examples related to wealth planning will be given.

Course Level

Update

Prerequisites

None

Advance Preparation

None

Additional Notes

Early birds save $50 - late fee applied after 11/14. Season Pass holders must register for each event.

For handouts, please visit your My Events page. Handouts are added as received, remember to check back for updates.

Pre-Registration Closed

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John DeSantis

John P. DeSantis, Esq.
Levine DeSantis, LLC Attorneys at Law

John P. DeSantis is a partner at the law firm of Levine DeSantis, LLC, admitted to practice law in New York, New Jersey and Pennsylvania. He received his law degree from St. John’s Law School and his Masters of Law in Taxation from Syracuse University School of Law. Prior to entering the field of law, he practiced as a Certified Public Accountant in the capacity of a Tax Manager in the international CPA firm of KPMG.

Having lectured extensively, he is currently presenting seminars and educational programs to numerous professional organizations. His vast experience in tax, accounting, estates and trusts, as well as business planning, allows him to present an extremely comprehensive program to participants in a simple manner.

Parag Patel

Parag P. Patel, JD, 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.