Monmouth/Ocean Chapter Season Pass - 2019/20

In this meeting, hear about state tax residency rules and methods to effective change tax domicile. Additionally, we will discuss the latest developments in tax controversy.

Highlights

Leaving New Jersey: Effectively Changing Tax Residency
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 Latest Tax Controversy Hot Topics
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.

Benefits

Earn 3 CPE credits in TX.

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In this meeting, learn the role of the CPA in the creation of a successful exit plan for your client's company. Additionally, hear information on the new IRS focus on cryptocurrency. Rapid growth of a new exchange medium has caught the IRS' attention; hear what options exist for the noncompliant cryptocurrency owner.

Highlights

Exit Planning for Business Owners
Michael Ringel, CPA and Ian Kansky - Strategies for Wealth

Every business owner will leave their business at some point, but few have made a solid transition plan.  In this meeting, learn the role of the CPA as part of a team of professional trusted advisors in a holistic approach to designing an exit strategy from your clients' businesses.  Learn how to:

• Reduce tax burden by planning the transition process
• Devise what a business owner has, needs, and wants out of an exit plan and close the gaps in between
• Create value-based objectives for the client's company
• Prepare for three types of exit paths: inside sale, third party sale, and death
• Access educational resources related to exit planning

Cryptocurrency Tax Issues
Richard Sapinski, J.D., LL.M. and Robert Stern, J.D., LL.M. - Sills, Cummis & Gross PC

In this session, hear information on:

• Cryptocurrency: the future of the way business is done and the future of non-tax compliance
• Tax treatment of crypto or virtual currencies (Notice 2014-21)
• Issuance of 6173 and 6174 series letters currently being issued to taxpayers
• Other actions being taken by the Internal Revenue Service

Benefits

Earn 3 CPE credits TX.

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Among many major changes, the Tax Cuts an Jobs Act of 2017 significantly impacts nonprofit organizations. Learn what the limits on charitable giving mean for entities and donors, the impact on 529 savings plans transportation fringe benefits and more.

Highlights

Assessing the Quality of a Valuation Report
Jon Tang, ASA, CFA - Empire Valuation Consultants

This session will help non-business valuation professionals understand a quality business valuation report. We will discuss:

• General Impression
• Appraiser Qualifications
• Professional Standards
• Types of Reports
• Assignment-Related Information
• Subject-Related Information
• Core Valuation Concepts

TCJA Impact on Nonprofits
Marie Arrigo, CPA - EisnerAmper

This session will cover:

• Effects on Charitable Giving
• Education Benefits
• Unrelated Business Income
• Excise Tax on Certain Executive Compensation
• Excise Tax on Net Investment Income of Certain Private Colleges & Universities

Evaluating Non-Traditional Investments
Jim Hiles - First Capital Advisors Group

In this session, we will explore why alternative investments can reduce risk, increase returns, and increase diversification for your clients. Learn examples of alternative investments, regulatory issues, and value versus cost.

Benefits

Earn 1 CPE credit in AA and 2 in TX.

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In this meeting, learn the history of forensic accounting, red flags to pick up on, and examples of recent accounting scandals.

Highlights

Forensic Accounting
Roy H. Kvalo, CPA/ABV/CFF/CGMA, CVA - The Curchin Group
Robert J. Brown, CPA/ABV, MBA, CFE, CFF - Cowan, Gunteski & Co., P.A.

In this meeting, the speakers will:

• Distinguish forensic accounting from fraud accounting
• Discuss how public auditing trends may have led to accounting scandals
• Discuss the main professional organizations and credentials of importance to practicing forensic accountants

Benefits

Earn 1 CPE credit in CS and 2 in AA.

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In this meeting, key tax issues for passthrough entities will be discussed.

Highlights

Key Tax Issues for Passthrough Entities
Edward P. Rigby, CPA - The Curchin Group

This meeting will explore:

• Tax Structure for Privately Owned Businesses
• Choice of Entity Issues
• Section 199A Deduction for Qualified Business Income
• Safe Harbor for Rental Estate Business
• Loss Limitation
• Proposed IRS Regulations on Section 163(j)

Benefits

Earn 2 CPE credits in TX and 2 CPE credits in AA.

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This meeting will cover a variety of state-tax related issues for New York and New Jersey. Sales tax in light of the Wayfair decision and new residency rules will also be discussed.

Highlights

This session will cover:

• NJ and NY Updates
• Allocation and Apportionment for Corporations and Flow-Through Entities
• Market-Based and Cost of Performance Sourcing of Services and Intangibles
• Trend to Single Sales Factor Apportionment
• SALT Implications of Tax Reform
• Wayfair – A Year and Half Later
• Update on Residency Rules and Changes
• Domicile
• Statutory Residency

Benefits

Earn 3 CPE credits in TX.

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This meeting will explore the heightened need for due diligence in health care transactions. It will also discuss the procedures announced by the IRS for its Offshore Voluntary Disclosure Program.

Highlights

Due Diligence in Health Care Transactions
Glenn Prives, Esq. - McElroy, Deutsch, Mulvaney & Carpenter, LLP

There is a heightened need for due diligence in the health care space. This session will discuss the reason for that need, and will explore:

• General and regulatory due diligence
• Health care business due diligence considerations
• Structure and implementation
• Successor liability
• Pending or threatened litigation
• Fraud and abuse concerns
• HIPAA
• Compliance Plans
• Regulatory concerns

Back to the Future? New IRS Voluntary Disclosure Program Announced 11/20/18
Richard Sapinski, Esq., Larry Horn, Esq., and Robert Stern, Esq. - Sills Cummis & Gross P.C.

New procedures for voluntary disclosure were announced on 11/20/18. In this session, learn about the origins of OVDI, the consequences of the updated procedure and details of preliminary acceptance into the program, examination, and agreed/unagreed cases. The speakers will also present alternatives that are sanctioned by the IRS.

Benefits

Earn 1 CPE credit in TX and 2 in CS.

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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

Benefits

Earn 4 CPE credits in AA.

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

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