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Date / Time / Location

Saturday, December 7, 2019
8:00 AM - 1:30 PM
Registration: 7:00 AM

The Westwood438 North Avenue
Garwood, NJ 07027
908-789-0808

CPE Credits

  • 6.00 CPE Credits in TX

Pricing

  • $150.00 - Member
  • $200.00 - Non Member
  • $0.00 - Season Pass
This event is part of the Union County Chapter Season Pass - 2019/20 event bundle.
Don't miss this year's annual update before the chaos of tax season begins!

Benefits

Earn 6 CPE credits in Taxation.

Highlights

7:00-7:50am
Registration, Exhibitors and Breakfast

7:50-8:00am
Welcome and Opening Remarks
Kait Zech, CPA - Union County Chapter President
Maria Patriarca, CPA - Union County Chapter Vice President

8:00-9:00am
Federal Tax Update
Bruce Mantell, CPA, J.D., LL.M. - Mantell, Prince & Reynolds P.C.
Hear updated information on individual and business related provisions from the Tax Cuts and Jobs Act.

9:00-10:00am
Estate & Gift Tax Update
Brian D. Reynolds, J.D., LL.M. - Mantell, Prince & Reynolds, P.C. 
Examine the fundamentals of estate planning and get updates on tax law changes in this informative session.

10:00-10:15am
Coffee Break and Exhibitors

10:15-11:15am
Section 199A and Section 163J
Shaune Scutellaro, CPA - CohnReznick
Take a deep dive into the new Section 199A qualified business income deduction and hear tips for filing during this tax season.

11:15am-12:15pm
New Jersey Division of Taxation Update
Christina Quinones - New Jersey Division of Taxation, Taxation University
This session will focus on:

  • Income Tax Updates
  • Property Tax Relief Updates
  • Business Tax Updates
  • Corporate Business Tax Updates

12:15-12:30pm
Coffee Break and Exhibitors

12:30-1:30pm
Individual Retirement Account Taxation
Christopher Kamnitsis - Beacon Financial Group
This session will explore:

  • Qualified Charitable Deduction and Strategies for IRA Owners
  • How to Correct a Missed RMD to Avoid Penalty
  • Back Door Roth IRAs for Clients with High Incomes
  • Mega Back Door Roth IRAs Using Corporate 401(k) Plans

Course Level

Intermediate

Prerequisites

None

Advance Preparation

None

Additional Notes

$15 late fee applied after 12/5. 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.

Christopher Kamnitsis

Christopher Kamnitsis
Senior Partner, Financial Consultant
Beacon Financial Group

Christopher Kamnitsis is a Senior Partner and has been with Beacon Financial Group since its inception in July of 1996. Chris has over 26 years of experience as a financial consultant. In 1993, Prior to joining Beacon, he worked on Wall Street for 2 years with Lehman Brothers, Inc. and Oppenheimer & Co. where he advised individual stock and bond portfolios. In addition to helping his clients plan for and achieve their goals, Chris is involved in many projects designed to help individuals and small businesses understand and manage their retirement assets. Areas of focus include Solo (k), 401(k), 457 and 403(b) plans; IRA Rollovers, Beneficiary (Stretch) IRAs, pre 59 1/2 early distributions, and Roth IRA conversion strategies.

He also works with individual securities such as bonds, preferred stocks and other fixed income tools. As a specialist in retirement distribution and income planning, Chris is a Chartered Retirement Planning Counselor, and he has been accepted into the nation’s most exclusive group of financial advisors — Ed Slott’s Elite IRA Advisor GroupSM where he is a Master Elite advisor. Ed Slott’s Elite IRA Advisor GroupSM is a group of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).

Chris is also a highly sought after public speaker, having done hundreds of presentations for small groups to large corporations as well as the New York City Police Department, educating the audience on Retirement and Income Planning. He has been featured in Forbes, The Wall Street Journal, Money magazine, as well as various local publications. Chris is a graduate ofthe University of Hartford with a BA in Political Science and Economics and has completed the Certified Financial PlanningTM program at Fairleigh Dickinson University. He was born and raised in Hunterdon County where he now resides with his wife and four children.

Bruce Mantell

Bruce E. Mantell, CPA, J.D., LL.M.
Partner
Mantell, Prince & Reynolds, P.C.

Bruce E. Mantell is a Shareholder in the law firm of Mantell Prince & Reynolds, P.C. in New Providence, New Jersey.  The firm limits its practice to tax and business planning, estate planning, estate administration and trust and estate litigation, mergers and acquisitions, tax controversy matters, ERISA and serving as expert and expert witness in tax and trust and estate related litigation.

He is a member of the Essex and Union County Bar Associations, the New Jersey State Bar Association, its Taxation Section (where he is a Past Chair and a member of the Executive Council) and its Probate and Trust Section, and has served as a Member on both the Ad Hoc Committee on Multidisciplinary Practices, and the New Jersey Supreme Court Committee on the Skills and Methods Course.  He is also a Member of the American Bar Association and its Taxation Section.  In addition, Mr. Mantell is a Member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, and he is a Fellow of the American College of Trust and Estate Counsel.  He is a former member of both the Board of Directors of the New Jersey Institute for Continuing Legal Education and the Board of Directors of The New Jersey Lawyer Newspaper.   He has been listed under two categories, namely, Tax and Trusts & Estates, in The Best Lawyers in America, published by Woodward/White, Inc., since 2001.  He is also listed, since 2005, under the categories of Tax and Trusts & Estates in New Jersey Super Lawyers, published by New Jersey Monthly Magazine.    Mr. Mantell is a frequent lecturer and author on tax, business, estate and pension related subjects for professional associations.  

Mr. Mantell received his B.S. from Lehigh University (1969), his J.D. from Rutgers University School of Law (1973), and his LL.M. in Taxation from New York University School of Law (1977).

Christina Quinones

Christina Quinones
Taxpayer Service Representative
New Jersey Division of Taxation

Ms. Quinones 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. Prior to joining Taxation University Christina was a Practitioner Hotline agent. She provided expert assistance to the tax professional and business community.

Christina’s tax knowledge and customer service experience is a strong assest to the Taxation University Team.

Christina is a loving mother of three and an avid baker.

Brian Reynolds

Brian D. Reynolds, J.D., LL.M.
Mantell, Prince & Reynolds, P.C.

Brian D. Reynolds, Esq., a shareholder with Mantell, Prince & Reynolds, P.C., focuses his practice on matters relating to tax and estate planning; business and succession planning for entrepreneurs, professionals and closely held businesses; the administration of estates and trusts; estate and trust litigation; taxpayer representation in connection with federal and state tax controversies; charitable planning; and a broad range of personal legal matters. Mr. Reynolds is a member of the Union County Bar Association and a frequent lecturer for several organizations, including the New Jersey Society of Certified Public Accountants, the New Jersey State Bar Association and the New Jersey State Bar Foundation. He graduated cum laude from York College of Pennsylvania with a bachelor’s degree. He received his juris doctor from New York University School of Law and his master’s from New York University School of Law. Mr. Reynolds is admitted to practice law in both New Jersey and New York. In 2011, Mr. Reynolds was chosen for the New Jersey Law Journal’s 40 Under 40, which recognizes the top 40 attorneys in the State of New Jersey who are under the age of 40.

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Shaune Scutellaro

Shaune Scutellaro, CPA
Partner
CohnReznick LLP

Shaune Scutellaro, CPA, is a partner at CohnReznick with 13 years of diverse experience in public accounting. He is a member of the Firm’s Technology and Life Sciences Industry Practice and National Tax Practice. He has a background in corporate, partnership, and individual tax planning and compliance, including multi-state and international companies. A licensed CPA in New Jersey and Pennsylvania, Shaune has an abundance of experience working in the technology and life sciences industry. In addition to general accounting, Shaune’s experience in working with small start-up entrepreneurs includes setting up accounting methods, standards and procedures, state registration, and employment issues. Shaune has also worked closely with public entities and large public affiliated corporate groups, providing services that include corporate tax compliance, partnership tax compliance, sell-side due diligence for companies and shareholders, and ASC 740 work. Shaune has knowledge and experience in both inbound and outbound international tax issues. In addition to providing US tax consulting and compliance services for multi-national corporations and partnerships, he worked extensively with submissions under the IRS Offshore Voluntary Disclosure Program. His experience includes navigating and interpreting US tax treaties; reporting on foreign investment for US residents; and completing any necessary compliance for US citizens living abroad, US resident aliens, and nonresident aliens with US taxable income and FACTA reporting requirements. Prior to joining CohnReznick, Shaune worked for a local private accounting firm in Ocean County, NJ, as well as for a West Coast-based accounting firm.

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Pre-Registration Closed

Online pre-registration for this event is now closed.