September 24, 2019 | 6:30-8:30 PM EDT | | Technology UpdateIn this meeting, hear about cloud based applications, modern enterprise resource planning systems, and IT modernization. HighlightsIT Modernization Services
Chris Flood - WithumSmith+Brown
This presentation will take you through a customer journey story, highlighting IT Modernization Services. We will cover the "Customer Journey" approach as it applies to performing an IT Assessment, share how clients benefit, how you can identify clients that could also benefit from these types of services and what questions you can ask in order to understand your clients' needs. The objective of this presentation is for attendees to be able to explain the ways in which IT Modernization services may improve a client’s operations, increase efficiency and/or mitigate risk, as well as recognize whether a client be able to benefit from IT modernization services.
Cloud Based Cloud Applications and Enterprise Resource Planning Systems
Thomas Burns - WithumSmith+Brown
This presentation will help you gain an understanding of modern cloud based accounting systems and Enterprise Resource Planning solutions. It will highlight their work with past clients as it pertains to cloud technologies, discuss the application ecosystem as a whole, share how applications can enhance business processes and operations, and how you can recognize and/or identify clients that would benefit from a modern cloud based system. The objective of this presentation is for attendees to be able to identify what kind of applications live in the cloud ecosystem, analyze how these applications can enhance business processes and operations, and recognize when a client may be in need or can benefit from modern cloud based accounting systems and Enterprise Resource Planning solutions. BenefitsEarn 2 CPE credits in CS. View Full Event Details |
October 22, 2019 | 8:00-12:00 PM EDT | | Social Security/Cybersecurity Update |
November 16, 2019 | 7:45-4:00 PM EDT | | All Day Tax SeminarThis meeting will help get you ready for tax season. Hear updated information on New Jersey residency,the IRS, Section 199A and trusts and estates. HighlightsNew Jersey Residency
Parag Patel, Esq. - Patel Law Offices
With the new reduction in the deductibility of state and local taxes, many clients are exploring leaving New Jersey. Although changing a client’s residence from a high-tax state (i.e., NJ, NY) to a low, or no-tax state (i.e., FL) can dramatically reduce the amount of state taxes paid, high-tax states have inflexible residency rules and do not let their residents leave easily. We will identify state tax residency rules and methods to effectively change tax domicile, and explore planning opportunities to minimize state income and inheritance taxes. New Jersey and Florida tax attorney, Parag Patel, of FLResidency.com, has counseled numerous clients in tax residency planning.
IRS Hot Topics
Parag Patel, Esq. - Patel Law Offices
With a new IRS Commissioner, who is also a tax controversy attorney, the IRS has ramped up enforcement in certain areas and tax advisors must become familiar with the latest developments in tax controversy. We will explore: Foreign Bank Account Report updates, Collection enforcement developments, Penalty developments, the IRS’s new voluntary disclosure programs, the latest IRS audit campaign initiatives, and other hot topics in tax controversy. Experienced tax attorney Parag Patel has counseled hundreds of taxpayers in the resolution of their complex tax controversy problems.
199A Update
John DeSantis, Esq. - Levine DeSantis, LLC Attorneys at Law
In this session, the speaker will cover updates and planning opportunities with respect to IRC Section 199A. This session will define the 199A Qualified Business Income Deduction and how to calculate it. 199A-4, Aggregation of Trades or Businesses will also be explained.
Current Trends in Wealth Preservation Planning
John DeSantis, Esq. - Levine DeSantis, LLC Attorneys at Law
Attendees will learn the latest estate planning techniques utilized by practitioners in this tax environment. The speaker will explore updates specific to New Jersey and New York, as well as practical issues. A variety of examples related to wealth planning will be given. BenefitsEarn 8 CPE credits in TX. View Full Event Details |
December 10, 2019 | 6:30-8:30 PM EST | | New Jersey Labor LawsThis meeting will explore some of the new employment legislative and legal developments in New Jersey and how to advise your clients on these issues. HighlightsOh, The Times They are a Changing in New Jersey... And NOT for the Better for Employers
An Overview of Some of the Aggressive Labor and Employment Legislative and Related Legal Developments within the Garden State: Issues of Vital Importance and Consideration when Advising Private-Sector Companies
Hot Topics Covered:
- Navigating New Jersey’s New Wage Theft Law and the Serious Issues if Non-compliant Payroll Records/Classification
- Arbitration in NJ Under Attack – Legislative Obstacles and Challenges to Arbitration Agreements Continue to Grow
- New Jersey Expands its Paid Family Leave Entitlements
- New Jersey’s Paid Sick Leave Law and the Complexities of Monitoring and Regulating
- Medical and Recreational Marijuana – Welcome to the Workplace in NJ
BenefitsEarn 2 CPE credits in TX. View Full Event Details |
January 16, 2020 | 6:30-8:30 PM EST | | New Jersey State Tax UpdateHear the latest developments in taxation and prepare for the upcoming tax season. Learn the ins and outs of the newly signed New Jersey Pass-Through Entity Business Alternative Income Tax Act. HighlightsThis meeting will cover:
- New Jersey Pass-Through Entity Business Alternative Income Tax Act
- Division of Taxation updates
- 2018 New Jersey tax legislation
- Sales and Use tax
- The state of S-Corps in New Jersey
- Corporate Business Tax combined reporting
- Gross income tax
BenefitsEarn 2 CPE credits in TX. View Full Event Details |
February 6, 2020 | 8:00-12:00 PM EST | | Current Developments at the New Jersey Division of Taxation/IRS Tax UpdateHear an update on the latest New Jersey state tax and IRS regulations just in time for tax season.
Special Note: a representative from the New Jersey Office of the Taxpayer Advocate will be present at the meeting. Those wishing to address state-related tax issues may bring their cases and, if applicable, powers of attorney. HighlightsNew Jersey Tax Updates
Alexis Reid and Christina Quinones - New Jersey Division of Taxation
In this meeting, the speakers will discuss:
- Income Tax
- New Credit Updates and Filing Reminders
- Property Tax Relief
- Business Tax
- Corporate Business Taxes
- General Resources for Practitioners
IRS Update
Glenn Gizzi - Internal Revenue Service
In this session, the speaker will discuss:
- Tax Security 2.0 – A “Taxes-Security-Together” Checklist
- 2020 Identity Protection PIN Opt-in Program
- Taxpayer First Act: IRS issues 2019 annual report
- 2020 Form W-4
BenefitsEarn 4 CPE credits in TX. View Full Event Details |
April 22, 2020 | 8:00-12:00 PM EDT | | Accounting and Auditing UpdateThs meeting will cover a variety of accounting and auditing hot topics, including compilations and reviews and special purpose frameworks. HighlightsIn this meeting, hear an accounting and auditing update including information on:
- Compilations and Reviews
- Special Purpose Frameworks
- Accounting and Auditing Hot Topics
BenefitsEarn 4 CPE credits in AA. View Full Event Details |
May 5, 2020 | 8:00-2:00 PM EDT | | 2019 Nonprofit Conference - Tax and Industry Sessions (Replay)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. HighlightsIRS 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 ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
May 6, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)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. HighlightsIndustry 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 ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
May 7, 2020 | 8:00-2:00 PM EDT | | 2019 Nonprofit Conference - Tax and Industry Sessions (Replay)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. HighlightsIRS 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 ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
May 8, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)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. HighlightsIndustry 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 ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
May 14, 2020 | 8:00-12:00 PM EDT | | Blockchain Update/Accounting & Auditing UpdateIn this meeting, hear updates on SSARS 21 - 24. A new update of blockchain will also be discussed, focused on the use of the technology at an enterprise scale. HighlightsSSARS 21 - 24
Frank R. Boutillette, CPA/CGMA - Withum
This session will review changes brought about by SSARS 21 - 24. We will dive into the requirements for preparation, compilation and review engagements to ensure that you perform efficient and effective engagements. We will cover the different reports and documentation requirements for each level of service.
Blockcahin Update
Sean Stein Smith, CPA, CFE, CGMA, CMA - Lehman College
This session will cover several of the changes and updates that have moved to the forefront in the blockchain and cryptoasset space, including the development of stablecoins, permissioned blockchains, and enterprise applications that continue to move from concept to reality. Breaking down some of the technical updates that have occurred in the space, and including the accounting and attestation implications of these updates and changes, attendees will leave the session better equipped to discuss and explain these trends to colleagues and clients. In addition, this presentation will discuss how internal controls and cybersecurity continue to be influenced and impacted by the growing use of blockchain for enterprise.
Attendees will leave this session with the ability to:
- Articulate and explain recent changes and developments related to permissioned and enterprise blockchains
- Discuss and analyze the trends and implications connected to stablecoins
- Examine and understand how recent IRS updates and pronouncements will drive change in the accounting profession moving forward
BenefitsEarn 2 CPE credits in CS and 2 CPE credits in AA. View Full Event Details |
May 15, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)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. HighlightsIndustry 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 ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
May 18, 2020 | 10:00-11:15 AM EDT | | Corporation Business Tax (2019 Tax Conference Replay)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. HighlightsCorporation 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.
BenefitsThis year's conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
May 19, 2020 | 8:00-2:00 PM EDT | | 2019 Nonprofit Conference - Tax and Industry Sessions (Replay)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. HighlightsIRS 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 ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
May 20, 2020 | 1:00-2:40 PM EDT | | Gross Income Tax - Issues and Strategies (2019 New Jersey Tax Conference Replay)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. HighlightsGross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax. BenefitsThis conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
May 22, 2020 | 8:00-2:10 PM EDT | | 2019 Nonprofit Conference - A&A Sessions (Replay)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. HighlightsIndustry 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 ForCPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
View Full Event Details |
June 1, 2020 | 10:00-12:00 PM EDT | | Multistate Tax Update and State Issues in Professional Liability (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsMultistate 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
BenefitsThis replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 2, 2020 | 12:00-1:15 PM EDT | | Corporation Business Tax (2019 Tax Conference Replay)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. HighlightsCorporation 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.
BenefitsThis year's conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
June 2, 2020 | 2:00-3:30 PM EDT | | New Jersey Tax Update and How Does New Jersey's Tax Burden Compare to other States? (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew 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. BenefitsThis conference replay will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 3, 2020 | 12:00-2:00 PM EDT | | Multistate Tax Update and State Issues in Professional Liability (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsMultistate 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
BenefitsThis replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 3, 2020 | 12:00-1:40 PM EDT | | Gross Income Tax - Issues and Strategies (2019 New Jersey Tax Conference Replay)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. HighlightsGross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax. BenefitsThis conference replay will include current events, hot topics and updates on New Jersey Tax. Designed ForPublic practitioners and those in industry looking for an update on current New Jersey tax developments. View Full Event Details |
June 4, 2020 | 10:00-11:30 AM EDT | | New Jersey Tax Update and How Does New Jersey's Tax Burden Compare to other States? (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew 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. BenefitsThis conference replay will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 5, 2020 | 12:00-1:00 PM EDT | | New York Update (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew 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
BenefitsThis 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 ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 8, 2020 | 10:00-11:00 AM EDT | | New York Update (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew 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
BenefitsThis 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 ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 8, 2020 | 10:00-11:30 AM EDT | | Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits. HighlightsUneven 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.
BenefitsThis 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 ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 9, 2020 | 1:00-3:00 PM EDT | | Multistate Tax Update and State Issues in Professional Liability (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsMultistate 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
BenefitsThis replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 10, 2020 | 12:00-1:00 PM EDT | | New York Update (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew 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
BenefitsThis 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 ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 10, 2020 | 12:00-1:30 PM EDT | | Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits. HighlightsUneven 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.
BenefitsThis 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 ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 11, 2020 | 10:00-11:30 AM EDT | | Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits. HighlightsUneven 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.
BenefitsThis 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 ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |
June 12, 2020 | 12:00-1:30 PM EDT | | New Jersey Tax Update and How Does New Jersey's Tax Burden Compare to other States? (2019 Multistate Conference Replay)Learn about changing regulations and laws affecting businesses in the tri-state area. HighlightsNew 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. BenefitsThis conference replay will provide you with timely updates and answers to your most pressing questions. Designed ForCPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions. View Full Event Details |