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Saturday, January 11, 2020 West Long BranchMonmouth/Ocean Chapter

Annual Tax Seminar (E2001319)

8:30 AM - 1:20 PM EST

Registration: 7:30 AM EST

Monmouth University

400 Cedar Ave.
West Long Branch, NJ 07764

5.0 CPE Credits in TX
New Location - Monmouth University - Rebecca Stafford Student Center, W. Long Branch

OVERVIEW

Hear an update on all areas of taxation at this popular one-day event. Together with industry experts, explore the latest in state and federal tax legislation. Don't miss this timely update before the chaos of tax season ensues!

BENEFITS

Earn 5 CPE credits in Taxation.

HIGHLIGHTS

7:30-8:30 a.m.
Registration, Exhibitors and Breakfast

8:30-8:35 a.m.
Introduction

8:35-9:35 a.m.
SECURE Act & Estate Tax Update
Joseph M. Kempter, Esq. - Kulzer & DiPadova, P.A.

9:35-10:05 a.m.
I.R.C. Section 199A Update – Planning for Losses and Real Estate
Businesses
Daniel L, Mellor, Esq. - Kulzer & DiPadova, P.A.

10:05-10:35 a.m.
Department of Labor Update – 2019
Douglas R. Madanick, Esq. - Kulzer & DiPadova, P.A.

10:35-11 a.m.
Break

11 a.m.-12 p.m.
Federal Tax Update – 2019
Kristin L. Schmid, Esq. and Samantha Heaton, Esq. - Kulzer & DiPadova, P.A.

12-1:20 p.m.
New Jersey Division of Taxation Update
Jacob Foy and Christina Quinones - New Jersey Division of Taxation

  • Income Tax
  • Property Tax Relief
  • Business Tax Updates
  • Corporation Business Tax Updates

COURSE LEVEL

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Early Bird Pricing good until January 8 - add $10 on and after January 8.
This is not part of the Monmouth/Ocean Chapter Season Pass.

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

NEW LOCATION THIS YEAR:
Monmouth University - Rebecca Stafford Student Center
400 Cedar Avenue, West Long Branch, NJ 07764

PARKING: The best entrance to use is off of Larchwood Avenue.
(Directions and maps are available on the Monmouth University website: DIRECTIONS)

INSTRUCTORS

Jacob Foy

Jacob Foy

Taxpayer Service Representative

NJ Division of Taxation - Education & Outreach

Jacob Foy supervises the New Jersey Division of Taxation’s Education & Outreach Unit. Jacob started with the Division sixteen years ago in the Customer Service Center and has worked for the Problem Resolution Unit and the Taxpayer Service Walk-In Center. He was most recently a Case Advocate with the Division’s Office of the Taxpayer Advocate (OTA) where he spent three years providing assistance to resolve ongoing taxpayer problems and disputed state tax issues. His experience with Sales Tax, Employer Responsibilities, Income Tax and Property Tax Relief Programs has placed him in leadership of the Education & Outreach Unit, where he focuses on educating Division staff and the public to better understand New Jersey tax responsibilities.

Samantha Heaton

Samantha Heaton, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Samantha Heaton is an associate with Kulzer & DiPadova, P.A. She is admitted to the Bars of the State of New Jersey, The Commonwealth of Pennsylvania, and the State of Florida. Mrs. Heaton received her Masters of Law (LL.M.) in Taxation from New York University School of Law and earned her J.D., summa cum laude, from Rutgers Law School, where she also received a Certificate in Corporate and Business Law and served as an Articles Editor for the Rutgers University Law Review. Mrs. Heaton received her bachelor’s degree, summa cum laude, from Rutgers University.

Prior to joining the firm, Mrs. Heaton interned with the Honorable Gloria M. Burns, former Chief Judge of the United States Bankruptcy Court for the District of New Jersey.

Mrs. Heaton is a member of the American Bar Association, New Jersey State Bar Association, the Camden County Bar Association, and the Pennsylvania Bar Association.

Mrs. Heaton specializes in the areas of business and corporate law, estate planning and taxation.

Joseph Kempter

Joseph M. Kempter, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Mr. Kempter is a shareholder with the firm and is a graduate of Widener University School of Law. He has earned his LL.M. in Taxation at Villanova University.

Mr. Kempter is a member of the Bars of the State of New Jersey and Commonwealth of Pennsylvania and is admitted to practice before the United States Tax Court and U.S. District Court for the District of New Jersey. Mr. Kempter is a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association.

In addition to being an attorney, Mr. Kempter is also a Certified Public Accountant in the Commonwealth of Pennsylvania and the State of New Jersey.

He is a member of the Society of Financial Service Professionals where he serves on the board and is a Past President of the South Jersey Chapter. He is a member of the New Jersey Society of Certified Public Accountants where he served on the board and is a Past President of the Southwest Jersey Chapter. He is also a member of the Estate and Financial Planning Council of Southern New Jersey where he served on the board and is a Past President.

Mr. Kempter’s particular areas of expertise include employee benefits, estate planning, estate administration and tax-exempt organizations.

Douglas Madanick

Douglas R. Madanick, CPA, J.D., LL.M.

Tax Attorney

Kulzer & DiPadova, P.A.

Douglas R. Madanick, J.D., CPA, is an associate with the firm of Kulzer & DiPadova, P.A. and a member of the bars of the state of New Jersey and the commonwealth of Pennsylvania and the American Bar Association. In addition to being an attorney, Mr. Madanick is a certified public accountant in the commonwealth of Pennsylvania and a member of the New Jersey Society of Certified Public Accountants. Mr. Madanick obtained his master's in business administration from the Temple University Fox School of Business and Management. He earned his J.D. at the Temple University Beasley School of Law in Philadelphia, PA, where he was a member of the Environmental and Technology Law Journal.

Daniel Mellor

Daniel L. Mellor, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Daniel L. Mellor, J.D., LL.M., is an associate with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey. Mr. Mellor has been published in Tax Notes on the topic of the individual mandate provision of the Affordable Care Act. He is a member of the bars of the State of New Jersey, the State of New York and the Commonwealth of Pennsylvania. He is also a member of the American Bar Association, the New Jersey State Bar Association and the New York State Bar Association, as well as the Camden and Mercer County Bar Associations. Mr. Mellor earned his J.D. at the George Mason University School of Law, and his Master of Laws (LL.M.) in taxation from the Temple University Beasley School of Law.

Christina Quinones

Christina Quinones

Taxpayer Service Representative

New Jersey Division of Taxation

Ms. Quinones started with the Division in 2007 in the Customer Service Call Center. During her 8 years in the Division’s Customer Service center she gained a vast knowledge of all taxes and programs administered by the Division. Prior to joining Taxation University Christina was a Practitioner Hotline agent. She provided expert assistance to the tax professional and business community.

Christina’s tax knowledge and customer service experience is a strong assest to the Taxation University Team.

Christina is a loving mother of three and an avid baker.

Kristin Schmid

Kristin L. Schmid, J.D., LL.M.

Associate

Kulzer & DiPadova, P.A.

Ms. Schmid earned her J.D. from Villanova University School of Law specializing in Corporate Law, and earned her bachelor’s degree at the University of Pennsylvania where she majored in Political Science and Economics. Ms. Schmid is currently pursuing her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is admitted to practice in Pennsylvania and New Jersey. Prior to joining the firm, Ms. Schmid was a Senior Tax Associate at PricewaterhouseCoopers LLP where she specialized in Mergers and Acquisitions. While at PwC, Ms. Schmid handled the federal tax implications of complex merger and acquisition transactions involving Fortune 500 corporations. Her experience includes spin-offs, carve outs, liquidations, taxable transactions, and non-recognition transaction

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

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