Join the Morris/Sussex Chapter for an open but guided discussion on issues affecting practitioners. Gain insights from fellow CPAs and learn new resources to take back to your practice. This meeting is open to CPAs of all firm sizes and industries.
Attorney Parag Patel will pro-active tax strategies considering proposals of a new administration in Washington, DC. These proposals increasing personal, corporate and estate taxes rates. Timing of security sales, discounting business assets and the use of Grantor Retained Annuity Trusts (GRATS) as well and Spousal Limited Access Trust (SLAT) will be reviewed. Mr. Patel is a tax and estate lawyer with offices in New Jersey, New York, and Florida and a frequent speaker at programs of the NJCPA.
The Forum will also review recent IRS Guidance on the taxability of PPP Loan Forgiveness and the outlook for legislative relief.
This Practitioners' Forum will take place virtually on Zoom. To receive login instructions, please register for the meeting. You will receive the information via email.