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Wednesday, October 4, 2017 LiveMercer Chapter

Real Estate & Financing / State and Local Taxes (E1710829)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Mercer County Community College - Conference Center

1200 Old Trenton Rd
West Windsor , NJ 08550

2 CPE Credits in TX
2 CPE Credits in CS

OVERVIEW

Understand the real truth behind real estate and financing. Then, learn to stay ahead of the curve regarding state and local taxes.

BENEFITS

Earn 4 CPE credits (2 in CS and 2 in TX).

HIGHLIGHTS

Real Estate & Financing - Understanding the Real Truth
Marc C. Demetriou, CLU, ChFC - Residential Home Funding Corp.

In this session, we will discuss:

  • The Economy
  • Real Estate Market
  • Credit
  • Lending/Borrowing Options
  • Other Mortgage-Related Topics
  • What's "In the News"
  • Question & Answer Session

State and Local Taxes - Staying Ahead of the Curve
Shane M. Finn - HBK CPAs & Consultants

In this session, we will discuss:

  • Sales and Use Taxes
    • Basics
    • Intrastate v. Interstate
    • Nexus
    • Ever-Changing Landscape
    • Voluntary Disclosure Agreements
    • Industry Specific Discussion
  • Income and Franchise Taxes
    • Basics
    • Nexus
    • Residency Controversies

 

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee will be applied after 10/2. Season Pass holders must register for each event.

Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Marc Demetriou

Marc C. Demetriou, CLU, ChFC, CDLP
(4.6)

SVP of Mortgage Lending/Branch Manager

Guaranteed Rate Inc.

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Shane Finn

Shane Finn

SALT Practice Leader

HBK CPAs & Consultants

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PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form