In this meeting, hear tax recent developments in federal and New Jersey estate and gift taxation.
DESIGNED FOR
CPAs in all siz firms
BENEFITS
Earn 4 CPE credits in tax
HIGHLIGHTS
Recent Developments: Federal and New Jersey Estate and Gift Tax
Brian D. Reynolds, Esq - Mantell, Prince & Reynolds, P.C.
This session will focus on:
- Essential Estate Planning Documents
- New Jersey Estate and Inheritance Tax
- Estate Planning Issues: Presently Existing Wills
- Recent Audit Results and What We Learned
- How the Tax Cuts and Jobs Act of 2017 Impacted Taxation of Estates and Trusts
Estate Planning Update
Bruce Mantell, CPA, LL.M., Esq. - Mantell, Prince & Reynolds, P.C
This session will focus on:
- Certain Aspects of Income Taxation of Estates and Trusts
- How Best to Structure Retirement Plan Distributions for Estate Planning Purposes
- Executor, Trustee and Other Fiduciary Commissions Under New Jersey Law
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$10 late fee will be applied after 10/30. Season Pass holders must register for each event.
To access the course materials, 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.