Atlantic/Cape May Chapter Season Pass - 2019/20

In this meeting, hear what you need to know about risk assessments, leases and non-attest services.

Highlights

What you Need to Know About Risk Assessments, Leases and Non-Attest Services
Frank R. Boutillette, CPA, CGMA - WithumSmith+Brown
Brad Muiz, CPA, CGMA - SobelCo

In this meeting, Frank and Brad will discuss the objective of the auditor in a risk assessment.  Risk assessment strategies and procedures will be outlined, as well as the common concerns for an auditor. Her about the impact on peer review, and the AICPA's risk toolkit.

Additionally, critical issues regarding the greatest change to lease accounting in 40 years, ASC 842 will be discussed. Finally, hear an explainer on non-attest services: why it's important, YellowBook guidance, safeguards, threats, documentation, and resources.

Benefits

Earn 4 CPE credits in AA.

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Don't miss this annual update. Hear from the attorneys at Cooper Levenson as they discuss issues that affect CPAs and New Jersey businesses on both state and national levels.

Highlights

This meeting will be moderated by Robert E. Salad, Esq. LL.M. Hear information on topics including:

Real Property Essentials for CPAs: Tenants in Common, Tenants by the Entirety, Joint Tenants with Rights of Survivorship
Michael L. Salad, Esq., LL.M

Modern Trust Design: What CPAs Need to Know
Joseph C. Mahon, Esq., LL.M.

The Nuts and Bolts of Probate Litigation
Steven D. Scherzer, Esq. and Erika-Leigh Kelley, Esq.

Recent IRS Rulings and Pronouncements from the United States and New Jersey Tax Courts, as well as Legislative and Regulatory Changes in the Tax Law
Robert E. Salad, Esq., LL.M.

Benefits

Earn 2 CPE credits in TX.

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Benefits

Earn 4 CPE credits in AA.

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Hear this timely update on hot tax topics, including the recent Setting Every Community Up for Reitrement Enhancement Act of 2019 (The SECURE Act).

Highlights

This meeting will cover a numberof 2019 tax and estate planning items including:

• New Jersey SALT Workaround Legislation
• New Jersey Employee Classification Task Force
• SECURE Act
• Estate Tax Clawback Regulations
• And other timely topics

Benefits

Earn 4 CPE credits; 2 TX / 2 CS

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Don't miss this annual update. Hear from the attorneys at Cooper Levenson as they discuss issues that affect CPAs on both the state and national levels.

Highlights

Robert E. Salad, Esq. LL.M. Moderator

“Happily Divorced” – What CPAs Should Know about Alternatives to Conventional Litigation
Cynthia N. Grob, Esq.

Estate Planning Pitfalls: Common Issues and the Solutions every CPA Needs in their Toolbox
Joseph C. Mahon, Esq., LL.M.

Recent IRS Rulings and Pronouncements from the United States and New Jersey Tax Courts, as well as Legislative and Regulatory Changes in the Tax Law including the SECURE Act and the New Jersey Pass-Through Entity Business Alternative Income Tax Act which was signed by the Governor on January 13
Robert E. Salad, Esq., LL.M.

Benefits

Earn 2 CPE credits in TX.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Corporation Business Tax – Major Changes and Continuing Issues
David J. Shipley, Esq. – McCarter and English
A review of CBT Issues, including an introduction to combined reporting in New Jersey.

Benefits

This year's conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Gross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax.

Benefits

This conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Hear the latest updates and what you need to know to assist your clients.

Benefits

Earn 4 CPE credits in CS.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Corporation Business Tax – Major Changes and Continuing Issues
David J. Shipley, Esq. – McCarter and English
A review of CBT Issues, including an introduction to combined reporting in New Jersey.

Benefits

This year's conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

Gross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax.

Benefits

This conference replay will include current events, hot topics and updates on New Jersey Tax.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Don't miss this annual summer update. Hear from the attorneys at Cooper Levenson as they discuss issues that affect CPAs on both the state and national levels.

Highlights

Robert E. Salad, Esq. LL.M.
Moderator

Louis Niedelman, Esq.
Business Interruption and other COVID-19 insurance issues

Jarad K. Stiles, Esq., LL.M.
Everything you need to know about the Paycheck Protection Program

Amy E. Rudley, Esq.
Employer FAQs: Getting Back to Business Post-COVID-19

Michael L. Salad, Esq., LL.M.
Estate Planning in the wake of the pandemic

Robert E. Salad, Esq., LL.M.
Recent IRS Rulings and Pronouncements from the United States and New Jersey Tax Courts, as well as Legislative and Regulatory Changes in the Tax Law.

Benefits

Earn 2 CPE credits in TX.

View Full Event Details