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Thursday, February 6, 2020 LiveBergen Chapter

Special Tax Update (E2002069)

7:30 AM - 11:30 AM EST

Registration: 7:00 AM EST

Bergen Community College

Technology Education Center - Room T-128, 400 Paramus Road
Paramus , NJ 07652

4 CPE Credits in TX

OVERVIEW

This meeting will explore tax efficient strategies for business owners including tax extenders, maximizing retirement assets and the SECURE Act.

BENEFITS

Earn 4 CPE credits in Taxation.

HIGHLIGHTS

Tax Efficient Strategies for Business Owners
Carolyn Lloyd-Cohen, CLU, ChFC, AIF and Joseph Sarnecki - U.S. Financial Services, LLC
Kelton Collopy, QKA - Preferred Pensions, LLC,

The speakers will discuss:

  • Knowing & minding your Fiduciary P’s and Q’s
  • Strategies to maximize retirement assets for Business Owners
  • Diversifying retirement income assets from a tax perspective
  • How the SECURE Act affects your client’s retirement plans and planning
  • Federal tax extenders and federal tax updates

Tax Extenders and Obamacare Provisions
George Williams, CPA, J.D., LL.M. - Ross, Rosenthal & Company, LLP

On December 20, 2019 President Trump signed into law two appropriations bills that extended government funding while also dealing with several of the Tax Extenders provisions and repealing some Obamacare taxes. The bill reinstates many of the previously expired tax incentives. Consequently, the changes are effective for the 2019 tax year through the 2020 tax year. In addition, 2018 returns may be amended to take advantages of these changes. Hear about the specific changes that will affect you and your clients.

SPONSORED BY



COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$25 late fee applied after 2/4. This is NOT a season pass event.



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

INSTRUCTORS

Kelton Collopy

Kelton Collopy, QKA

Vice President, TPA Services

Preferred Pensions, LLC

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Carolyn Lloyd-Cohen

Carolyn Lloyd-Cohen, CLU, ChFC, AIF

Partner

U.S. Financial Services, LLC

Read bio

Joseph Sarnecki

Joseph Sarnecki

Financial

U.S. Financial Services, LLC

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George Williams

George E. Williams, CPA, J.D., LL.M.

Partner

Ross, Rosenthal & Company, LLP

Read bio

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form