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.