Hear an update on the latest New Jersey state tax regulations just in time for tax season. Then, the Social Security system is overwhelming and there are plenty of new rules; learn about various Social Security benefits and how to create collection strategies that will help your clients maximize their lifetime income.
BENEFITS
Earn 4 CPE credits in TX.
HIGHLIGHTS
2018 New Jersey Tax Updates
Christina Quinones and Tilesha McCall - NJ Division of Taxation, Taxation University
In this session, hear important updates on:
- Income Tax
- Property Tax Relief
- Business Tax
- NJ Tax Debt Assistance
- General Resources for You
Savvy Social Security Planning for CPAs
Eleanor Galt-Lin, CFP - Morgan Stanley
In this session, the speaker will address baby boomers' questions:
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
- Will Social Security be enough to live on in retirement?
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Early birds save $50 - late fee on and after 1/30 - Season Pass holders must register for each event.
For course materials, please visit your
My Events page. Handouts are added as received, remember to check back for updates.