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Tuesday, October 22, 2019 LiveMonmouth/Ocean Chapter

Valuation Quality/TCJA Tax Impact on Nonprofits/Nontraditional Investments (E1910719)

8:30 AM - 11:30 AM EDT

Registration: 8:00 AM EDT

Jumping Brook Country Club

210 Jumping Brook Road
Neptune , NJ 07753

2 CPE Credits in TX
1 CPE Credits in AA

OVERVIEW

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.

BENEFITS

Earn 1 CPE credit in AA and 2 in TX.

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.

SPONSORED BY





COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee applied after 10/20. Season Pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTORS

Marie Arrigo

Marie Arrigo, CPA

Partner

EisnerAmper LLP

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James Hiles

James Hiles, ChFC, MSFS

Senior Partner

First Capital Advisors Group

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Jon Tang

Jon Tang, ASA, CFA

Senior Manager

Empire Valuation Consultants

Read bio

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form