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Thursday, February 6, 2020 ParamusBergen 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,
Paramus, NJ 07652

4.0 CPE Credits in TX


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


Earn 4 CPE credits in Taxation.


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.








$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.


Kelton Collopy

Kelton Collopy, QKA

Vice President, TPA Services

Preferred Pensions, LLC

Kelton joined the Preferred Pensions team in January, 2017 with over 25 years of experience at national record keeping platforms and ownership of a third-party administration firm. As the VP of TPA Services, he provides management oversight of our service delivery and sales and consulting opportunities. Kelton enjoys helping CPAs, advisors and clients understand the options available through plan design and determining what works best for their Plans and participants.

Kelton is a member of the American Society of Pension Professionals and Actuaries (ASPPA), serves on the Plan Consultant Magazine committee that is published quarterly by the ASPPA and is active in the local chapter in Philadelphia.

Kelton is a qualified 401(k) Administrator (QKA) and received his Bachelor of Arts in Mathematics from West Virginia University. He enjoys spending time with family, rooting for the WVU Mountaineers and Philadelphia Eagles. He spends too much time playing in various fantasy sport leagues and thinks the Kindle is a wonderful invention and reads whenever time permits.

Carolyn Lloyd-Cohen

Carolyn Lloyd-Cohen, CLU, ChFC, AIF


U.S. Financial Servies, LLC

A financial services professional since 1977, Carolyn specializes in the areas of qualified pension plans, wealth management, insurance, business succession planning and estate planning. She founded Preferred Pensions LLC in 1982 to provide financial solutions for high net worth individuals and business owners through a uniquely client-centered approach. As chief executive, she led the business development and marketing efforts, creating systems and processes to further enhance the client experience. In January, 2018, Carolyn merged her firm into US Financial Services, LLC.

A native of Indianapolis, Indiana and a graduate of Indiana University, Carolyn has lived in England, France, Germany and South Africa. Her interests include art, theater and languages, and she is conversant in French and German. Especially interested in animals, both wild and domestic, she has served on the Health Sciences Committee of the Wildlife Conservation Society, and enjoys canine agility with her three German Shepherds, “Saksie”, “Stevie” and “Rafa."

Joseph Sarnecki

Joseph Sarnecki


U.S. Financial Services, LLC

Joseph Sarneck is a Certified Financial Planner™ professional and has been a financial advisor at U.S. Financial Services, LLC, since May 2011. Joe adheres to a disciplined process that strives to deliver a consistent yet customized financial planning experience. Before any financial decisions are made, he takes the time to fully understand who you are and what matters most to you. With this intimate knowledge about what you value most, he is able to help you establish objectives, develop an appropriate strategy and recommend solutions that connect all the pieces of your financial life.

Joe also holds the Certified Divorce Financial Analyst (CDFA™) professional designation, awarded by the Institute for Divorce Financial Analysts™. With this designation, he focuses on working with Family Law attorneys and their clients to address the financial issues of divorce, with the goal of achieving settlements that work today and in the future.

Through the Society of Financial Awareness (SOFA), Joe also teaches courses to pre-retirees and conducts workshops for employees of companies on the changing world of retirement planning. He is also a contributor to NJ.COM and NJMoneyHelp.

Prior to joining the firm, Joe worked as a financial advisor at Merrill Lynch and as a client service associate at Morgan Stanley. He attended Pennsylvania State University before transferring to Rutgers University, where he graduated with a BS in finance.

Joe enjoys spending time with his family and friends, especially when attending New York Giants and New York Rangers sporting events. He currently resides in Clark, New Jersey.

George Williams

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


Ross, Rosenthal & Company, LLP

George Williams, CPA, J.D., LL.M., is tax director at Ross Rosenthal & Co., LLP. Formerly of Dorfman Abrams Music, LLC, and PricewaterhouseCoopers, LLC, he has extensive experience in estate, gift, fiduciary and nonprofit tax returns. Mr. Williams is also well-versed in financial planning, business valuations, forensic accounting and asset management consulting. Mr. Williams is also an adjunct professor at Bergen Community and Passaic Community College and is a frequent speaker on tax and estate law and financial planning. He is a member of the American Bar Association, New York Bar Association, the New York County Lawyers Association, the American Institute of Certified Public Accountants, and the American Association of Attorney-Certified Public Accountants. Mr. Williams is also as an active member of the New Jersey Society of Certified Public Accountants (NJCPA), and is currently serving as president of the Bergen Chapter of the NJCPA and member of the Estate and Gift Tax Committee, the Federal and State Tax Committees, the Scholarship Committee, the Education Committee and the Cooperation with the IRS Tax Committee. Mr. Williams earned a bachelor’s of science degree from William Paterson University, a juris doctor from Seton Hall University of Law and a master’s of laws in taxation from New York University.


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