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Thursday, March 12, 2020 WarrenMiddlesex/Somerset Chapter

CFO/Controllers Breakfast Forum (E2003108)

7:30 AM - 9:00 AM EDT

Registration: 7:30 AM EDT

Wealth Enhancement Group

25 Independence Blvd, Suite 102
Warren, NJ 07059

1.0 CPE Credits in TX

OVERVIEW

Attend a monthly, structured but informal open discussion for controllers and chief financial officers. Explore issues, trends, practices and pressures that impact our work lives.

This forum will be held monthly. We hope you can join us!

The SECURE Act - What do the Changes Mean to You and Your Business?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act contains major changes to IRAs and employer-based retirement plans. This program is designed for CFOs/Controllers and similar positions in industry who deal with required minimum distributions, estate planning, and employer based retirement plans. After taking this program, you will be better understand the SECURE Act and its impact including the impact to employer based retirement plans.

This session will highlight significant changes, such as:

  • Elimination of the 10-year rule on inherited IRAs and other changes to IRA rules
  • Employer-based retirement plan changes
  • The New Jersey Secure Choice Savings Program that will be effective in 2021

This program will grant 1.0 CPE credit in TX.

DESIGNED FOR

Controllers, chief financial officers, budget directors, assistant controllers, accounting managers or senior staff with a substantial responsibility for the above functions regardless of formal title working at for-profit companies or nonprofit organizations. Sales representatives are not permitted to attend.

BENEFITS

Attendees will have 60 minutes to discuss topics, ask questions, compare notes and share best practices with other controllers and CFOs in an informal setting. There is no cost to attend.

HIGHLIGHTS

Topics discussed are determined by the attendees. Sample topics include:
  • Technology and cybersecurity
  • State and local taxes
  • Insurance: P&C, E&O, D&O
  • Real estate: leases, moves
  • Payroll
  • Employee benefits

COURSE LEVEL

Basic

ADDITIONAL NOTES

Please register in advance. Join our list to be notified of future forums.
Unless otherwise stated, no CPE will be granted.

INSTRUCTOR

Chris Schiffer

Chris J. Schiffer, CPA,CFP, MBA, AIF

Senior Vice President

Wealth Enhancement Group

Chris Schiffer, AIF, CFP, CPA, MBA, is a senior financial adviser with Wealth Enhancement Group. He was the 2018/19 president of the NJCPA Middlesex/Somerset Chapter. Chris is also a member of the Financial Planning Association. He received a BS in accounting from Fordham University and his MBA in finance and international business from New York University’s Stern School of Business.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Request a reminder

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

New Jersey Society of CPAs