Middlesex/Somerset Chapter Season Pass - 2019/20

In this meeting hear advanced strategies for maximizing social security income, the top 12 IRA planning mistakes to avoid, and why active management of municpal bonds is more important than ever.

Highlights

Advanced Strategies for Maximizing Social Security Income
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LLC 

This session will review the new rules governing Social Security filing options and advise you of advanced filing strategies available to maximize Social Security benefits. More than 90 percent of filers receive less money than they are entitled to, including individuals who are married, divorced or widowed, couples with minor children and business owners who need your guidance to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net-worth individuals. 

Roadmap to Retirement: Top 12 IRA Planning Mistakes to Avoid

Andrew Diamond - MFS Fund Distributors

This presentation will give financial professionals tools to help their clients avoid costly mistakes in planning for retirement, including:

• Maximizing spousal contributions
• Avoiding unnecessary penalties
• Taking advantage of IRA deductions
• Following the RMD rules

Municipal Bonds Today: Why Active Management is More Important Than Ever
Joseph Proscia - AllianceBernstein

The financial crisis significantly changed the municipal market.  Municipalities face continued financial stress, interest rates are at 50-year lows and some of the basic mechanisms of the bond market that investors have counted on for years no longer work the way they used to.

Smart advisors will have an uncomfortable conversation with top clients about how best to manage their bond portfolios in this environment.  Others will avoid the topic, simply hope for the best, and watch helplessly as client portfolio lose value and clients struggle with those losses.  This presentation is designed to help you understand the changes that have happened in the bond market, teach you some of the basic (but often poorly understood) mechanisms that inform investing in Municipal Bonds, and show you how you can take a simple, low-risk action to save your best clients - and perhaps yourself - from needless pain.

Specific topics covered include:

• An overview of how the muni market has changed in recent years including an examination of tax rates, interest rates, municipal bond insurance, credit quality, and liquidity
• A discussion on how investors can navigate the new municipal landscape and how active management uncovers value by seeking to enhance return, not just yield
• Suggestions for better positioning your portfolio to take advantage of the changes in the marketplace and the benefits of active management

Benefits

Earn 4 CPE credits in TX.

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Highlights

In this meeting, the speaker will discuss:

• How to get started performing forensic investigations
• Eight ways to value closely held businesses
• Helping clients get their affairs in order
• Multi-media blogging and getting published

Benefits

Earn 4 CPE credits in AA.

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Hear updated information on estate planning and insurance, including estate planning essentials and integrating insurance with your estate plan.

Highlights

This meeting will cover a variety of estate planning essentials, including:

• Estate planning and trusts must-haves
• The impact of the new tax law on estate planning
• Estate planning strategies
• Insurance techniques and integration with an estate plan

Benefits

Earn 4 CPE credits in TX.

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In this meeting, hear four panelists cover a variety of cybersecurity topics, ranging from best practices to social engineering.

Highlights

Make sure you are up to date on the latest trends and best practices with information technology to protect you and your clients.

This session will have four panels covering a variety of topics, including:

• What is the first thing you should do you do if you or one of your clients gets hacked?
• What does Cybersecurity Insurance really cover?
• Tips for preventing a data breach
• What are your legal obligations if you have a data breach
• Nuts and bolts of protecting your business
• What is social engineering and why is it one of the biggest challenges for cybersecurity
• Cybersecurity best practices

Benefits

Earn 4 CPE credits in CS.

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Hear abut the new revenue recognition and lease standards and why you should not delay implementing these important updates.

Highlights

In this meeting, the speaker will discuss:

• Are you ready for the revenue recognition standards?
• Focus on some significant concepts of the revenue recognition concepts that are currently effective
• Don’t get lulled into complacency with the delay of the lease standards
• A description of the new lease standard and why you should focus on them NOW

Benefits

Earn 4 CPE credits in AA.

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This meeting will explore the latest in estate and trust taxation as well as the question of tax residency.

Highlights

Estate and Trust Taxation
Kenneth Cohen, Esq - Davidson, Sochor, Ragsdale & Cohen LLC

This session will cover the latest developments in estate and trust taxation, including the recent Supreme Court ruling North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust.

Leaving New Jersey: Effectively Changing Tax 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.

The SECURE Act
Parag Patel, Esq. - Patel Law Offices

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was signed into law in December 2019. Learn how this legislation will affect you and your clients' retirement savings strategy.

Benefits

Earn 4 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

Benefits

Earn 4 CPE credits in TX.

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

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.

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