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Saturday, January 11, 2020 LiveMonmouth/Ocean Chapter

Annual Tax Seminar (E2001319)

8:30 AM - 1:20 PM EST

Registration: 7:30 AM EST

Monmouth University

400 Cedar Ave.
West Long Branch , NJ 07764

5 CPE Credits in TX
New Location - Monmouth University - Rebecca Stafford Student Center, W. Long Branch

OVERVIEW

Hear an update on all areas of taxation at this popular one-day event. Together with industry experts, explore the latest in state and federal tax legislation. Don't miss this timely update before the chaos of tax season ensues!

BENEFITS

Earn 5 CPE credits in Taxation.

HIGHLIGHTS

7:30-8:30 a.m.
Registration, Exhibitors and Breakfast

8:30-8:35 a.m.
Introduction

8:35-9:35 a.m.
SECURE Act & Estate Tax Update
Joseph M. Kempter, Esq. - Kulzer & DiPadova, P.A.

9:35-10:05 a.m.
I.R.C. Section 199A Update – Planning for Losses and Real Estate
Businesses
Daniel L, Mellor, Esq. - Kulzer & DiPadova, P.A.

10:05-10:35 a.m.
Department of Labor Update – 2019
Douglas R. Madanick, Esq. - Kulzer & DiPadova, P.A.

10:35-11 a.m.
Break

11 a.m.-12 p.m.
Federal Tax Update – 2019
Kristin L. Schmid, Esq. and Samantha Heaton, Esq. - Kulzer & DiPadova, P.A.

12-1:20 p.m.
New Jersey Division of Taxation Update
Jacob Foy and Christina Quinones - New Jersey Division of Taxation

  • Income Tax
  • Property Tax Relief
  • Business Tax Updates
  • Corporation Business Tax Updates

COURSE LEVEL

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early Bird Pricing good until January 8 - add $10 on and after January 8.
This is not part of the Monmouth/Ocean Chapter Season Pass.

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

NEW LOCATION THIS YEAR:
Monmouth University - Rebecca Stafford Student Center
400 Cedar Avenue, West Long Branch, NJ 07764

PARKING: The best entrance to use is off of Larchwood Avenue.
(Directions and maps are available on the Monmouth University website: DIRECTIONS)

INSTRUCTORS

Jacob Foy

Jacob Foy

Taxpayer Service Representative

NJ Division of Taxation - Education & Outreach

Jacob Foy supervises the New Jersey Division of Taxation’s Education & Outreach Unit. Jacob started with the Division sixteen years ago in the Customer Service Center and has worked for the Problem Resolution Unit and the Taxpayer Service Walk-In Center. He was most recently a Case Advocate with the Division’s Office of the Taxpayer Advocate (OTA) where he spent three years providing assistance to resolve ongoing taxpayer problems and disputed state tax issues. His experience with Sales Tax, Employer Responsibilities, Income Tax and Property Tax Relief Programs has placed him in leadership of the Education & Outreach Unit, where he focuses on educating Division staff and the public to better understand New Jersey tax responsibilities.

Samantha Heaton

Samantha Heaton, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Samantha is an associate with Kulzer & DiPadova, P.A., where she specializes in the areas of business and corporate law, estate planning and taxation. She is a member of the American Bar Association, New Jersey State Bar Association, the Camden County Bar Association and the Pennsylvania Bar Association. She is admitted to the Bars of the State of New Jersey, The Commonwealth of Pennsylvania, and the State of Florida. Prior to joining the firm, Samantha interned with the Honorable Gloria M. Burns, former Chief Judge of the United States Bankruptcy Court for the District of New Jersey.

Joseph Kempter

Joseph M. Kempter, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Mr. Kempter is a shareholder with the firm and is a graduate of Widener University School of Law. He has earned his LL.M. in Taxation at Villanova University.

Mr. Kempter is a member of the Bars of the State of New Jersey and Commonwealth of Pennsylvania and is admitted to practice before the United States Tax Court and U.S. District Court for the District of New Jersey. Mr. Kempter is a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association.

In addition to being an attorney, Mr. Kempter is also a Certified Public Accountant in the Commonwealth of Pennsylvania and the State of New Jersey.

He is a member of the Society of Financial Service Professionals where he serves on the board and is a Past President of the South Jersey Chapter. He is a member of the New Jersey Society of Certified Public Accountants where he served on the board and is a Past President of the Southwest Jersey Chapter. He is also a member of the Estate and Financial Planning Council of Southern New Jersey where he served on the board and is a Past President.

Mr. Kempter’s particular areas of expertise include employee benefits, estate planning, estate administration and tax-exempt organizations.

Douglas Madanick

Douglas R. Madanick, CPA, J.D., LL.M.

Tax Attorney

Kulzer & DiPadova, P.A.

Douglas R. Madanick, CPA, J.D., LL.M., shareholder with the firm of Kulzer & DiPadova, P.A., has been a member of the NJCPA since 2004 and a member of the board of the Southwest Chapter since 2013. He is a member of the Bars of the State of New Jersey and the Commonwealth of Pennsylvania. He is also admitted to practice in front of the United States Tax Court. Doug specializes in the areas of tax compliance, civil and criminal tax controversies, estate planning and administration. Doug obtained his MBA from the Temple University Fox School of Business and Management and earned his law degree (J.D.) and Masters in Taxation (LL.M.) at the Temple University Beasley School of Law, where he was a member of the Environmental and Technology Law Journal. He earned a B.S. in Accounting from Rutgers University.

Daniel Mellor

Daniel L. Mellor, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Daniel L. Mellor, J.D., LL.M., is a shareholder with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey. Mr. Mellor is a member of the American Bar Association, New Jersey State Bar Association, as well as the Camden, Burlington and Mercer County Bar Associations. He is admitted to practice law in New Jersey, New York and Pennsylvania. He is also licensed to practice before the United States Tax Court. Mr. Mellor earned his B.A. from the College of William and Mary, his J.D. at the George Mason University School of Law, and his Master of Laws (LL.M.) in taxation from the Temple University Beasley School of Law.

Christina Quinones

Christina Quinones

Taxpayer Service Representative

New Jersey Division of Taxation

Christina 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. She assisted not only the taxpayers of New Jersey during her time in the Customer Service center but also the practitioners and business community through the Pratitioner Hotline. Christina joined Taxation University in 2015 where she became a strong part of our employee training program and continued to assist the practitioners and business communities by providing valuable tax information through seminars and education. In April of 2020 Christina moved to the Office of Legislative Analysis to assist in navigating the legislation that impacts the Division. As of the spring of 2023 Christina is the newest addition to the Office of the Taxpayer Advocate. Christina has served on various projects over the course of her career including the planning and implementation of the Division first ever New Hire Boot Camp training program in 2017, the Intergrated Tax System training plan implementation, and most recently the ANCHOR Program advertising and outreach campaign. Christina’s tax knowledge, customer service experience, and project management skill set is a strong assest to the Division of Taxation. Christina is a loving mother of three and an avid baker.

Kristin Schmid

Kristin L. Schmid, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Kristin L. Schmid is a shareholder in the firm. Ms. Schmid earned her J.D. from Villanova University School of Law specializing in Corporate Law, and has earned her bachelor’s degree at the University of Pennsylvania where she majored in Political Science and Economics.Ms. Schmid earned her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is a member of the Bar of the Commonwealth of Pennsylvania and the State of New Jersey. Ms. Schmid currently serves as First Vice President to the Estate and Financial Planning Counsel of Southern New Jersey. Prior to joining the firm, Ms. Schmid was a Senior Tax Associate at PricewaterhouseCoopers LLP where she specialized in mergers and acquisitions and international tax. While at PwC, Ms. Schmid handled the federal tax implications of complex merger and acquisition transactions involving Fortune 500 corporations. Her experience includes spin-offs, carve outs, liquidations, taxable transactions, and non-recognition transactions.Ms. Schmid’s practice areas include corporate tax, business transactions, real estate, and international tax.