This year’s fast-paced Annual Tax Seminar will update you on the most important compliance and planning issues, including major trends in case and regulatory law.
Highlights
7:00-8:00am
Welcome, Exhibitors and Breakfast
8:00-9:00am
Deciphering a New Foreign Alphabet: FATCA, IGA, PFIC, OVDP, CFC
Parag P. Patel, Esq. - Patel Law Offices
With the IRS aggressively targeting taxpayers with unreported foreign assets, tax professionals must identify the pitfalls of the new world of global financial transparency and learn the benefits of foreign reporting. We will learn of the detailed rules of foreign asset disclosure: who needs to file and accounts that must be reported, and the potential liability of the taxpayer and tax preparer. We will identify best practices for compliance and discuss the benefits and pitfalls of the IRS’ new Streamline Disclosure program and Offshore Voluntary Disclosure Program for noncompliant taxpayers. Experienced tax attorney Parag Patel has handled over one hundred disclosures for clients.
9:00-10:00am
New Jersey Tax Law and Case Update
Susan A. Feeney, Esq. - McCarter & English Attorneys at Law
Do you represent individuals or businesses paying taxes in New Jersey? Get prepared for all the intricacies of the New Jersey state tax system. Discussion topics include nexus (Sales and corporate tax), sales and use tax, gross income tax, corporation/business tax, and New Jersey administrative procedure.
10:00-10:15am
Coffee Break and Exhibitors
10:15-11:15am
Affordable Care Act
Perry Koplik - PF Compass
The Affordable Care Act (ACA) is of immense importance to millions of individuals and millions of businesses and their owners. Discuss the key issues and planning strategies that tax practitioners need to know in order to advise their clients regarding this legislation.
11:15am-12:15pm
Federal / New Jersey Gift and Estate Tax Update
Brian D. Reynolds, J.D., LL.M. - Mantell, Prince & Reynolds, P.C.
While the estate and gift tax have been greatly relaxed, many clients will still require estate planning services in 2016, now that the tax environment has stabilized. Examine the fundamentals of estate planning.
12:15-12:30pm
Coffee Break and Exhibitors (Sponsor Drawings)
12:30-1:30pm
Federal Tax Update
Bruce E. Mantell, CPA, J.D., LL.M. - Mantell, Prince & Reynolds, P.C.
The Protecting Americans Against Tax Hikes Act of 2015 made some of the former so-called 'tax extenders' permanent, further extended others, and changed the substance of several. In addition, 2015 saw major changes to Social Security file-and-suspend strategies, and the Affordable Care Act tax compliance provisions continued to confound many employers.
Benefits
Earn 6 CPE credits in Taxation.
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