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Friday, December 10, 2021 Live Webcast

Annual Tax Seminar (E2112494)

8:30 AM - 1:30 PM EST

Registration: 8:30 AM EST

webcast

ON24

5 CPE Credits in TX

OVERVIEW

If you missed the NJCPA’s Annual Tax Seminar in December, you can watch a replay. The content is accurate as of the original date presented, Dec. 10, 2021. There is no CPE for this on-demand replay.

HIGHLIGHTS

As legislation and trends emerged close to year end, CPAs have a host of new issues affecting tax planning and compliance. Prepare for the upcoming season with this popular annual seminar hosted by attorneys and CPAs from Kulzer & DiPadova, which for many years was hosted by NJCPA local chapters and is now being presented virtually.

This program was originally presented on Dec. 10, 2021, and the content is accurate as of this date. There is no CPE for this on-demand replay. The program is five hours, but it does not have to be watched in one sitting. Once purchased, you will have access to the recording until Jan. 31, 2022.

In this meeting, hear timely updates on the following topics and more:

  • Federal taxes for individuals and businesses
    • Rates, credits, deductions and exemptions for 2021
    • Significant legislation, regulations, rulings and cases affecting individuals and businesses
    • Partnership IRS review and audit initiatives
    • Amending returns under the BBA (Centralized Partnership Audit) rules
    • International tax update including significant cases
  • New Jersey SALT for individuals and businesses, including BAIT
  • Employee Benefits
    • Updated required minimum distribution tables effective in 2022
    • Qualified Retirement Plan document amendment and restatement deadline in 2022
    • IRS Form 5500 compliance initiative and voluntary compliance programs
    • NJ Employer Mandate to Sponsor Retirement Plan (Secure Choice) effective in 2022
  • 2021 Estate tax update
    • The year of the Spousal Lifetime Access Trust, SLAT, and reporting obligations.
    • New rules for New Jersey notary’s P.L. 2021, ch. 179.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

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

INSTRUCTORS

James Evans

James B. Evans, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Jim is a shareholder at Kulzer & DiPadova, P.A. He is admitted to practice before the United States Tax Court, is a member of the Bar of the State of New Jersey, and is a member of the Camden County Bar Association, the New Jersey Bar Association and the American Bar Association. Jim is a member of the tax sections of the NJBA and the ABA. In addition, he is a former president of the NJCPA, and has served as chairperson of the State Taxation Interest Group. He is a past president of the Southwest Jersey Chapter Board of Directors. Jim is also a member of the American Institute of Certified Public Accountants (AICPA) and serves on AICPA Council, its governing body. He is also a member of the New Jersey Tax and Fiscal Policy Commission and chaired the New Jersey Corporation Business Tax Review Commission.

Samantha Heaton

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

Associate

Kulzer & DiPadova, P.A.

Samantha is an associate with Kulzer & DiPadova, P.A., where she specializes in the areas of business and corporate law, estate planning and taxation. She is a member of the American Bar Association, New Jersey State Bar Association, the Camden County Bar Association and the Pennsylvania Bar Association. She is admitted to the Bars of the State of New Jersey, The Commonwealth of Pennsylvania, and the State of Florida. Prior to joining the firm, Samantha interned with the Honorable Gloria M. Burns, former Chief Judge of the United States Bankruptcy Court for the District of New Jersey.

Glenn Henkel

Glenn A. Henkel, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Glenn is a shareholder of Kulzer & DiPadova, PA, specializing in complex estate planning; tax-exempt organizations; and probate, trust and estate law. He is admitted to practice before the United States Tax Court and is a member of the Bars of the State of New Jersey and the Commonwealth of Pennsylvania. Glenn is the author of publications for the New Jersey Institute for Continuing Legal Education. In 2009, he was awarded the Alfred C. Clapp Award for Excellence in Continuing Legal Education from the NJICLE. He is a fellow of the American College of Trust and Estate Counsel; past chair of the Real Property, Trust and Estate Law Section; and an officer of the Taxation Section of the New Jersey State Bar Association. He is also a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association. He was a trustee and co-chair of the Probate and Trust Committee of the Camden County Bar Association. He is a past president of the Trust Counselors Network and of the Estate and Financial Planning Council of Southern New Jersey. He is a member of the NJCPA, a past president of its Southwest Chapter, and a member of the American Institute of Certified Public Accountants (AICPA). He was named one of the 100 Top Super Lawyers in New Jersey and Best Lawyers in America.

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, CPA, J.D., LL.M., shareholder with the firm of Kulzer & DiPadova, P.A., has been a member of the NJCPA since 2004 and a member of the board of the Southwest Chapter since 2013. He is a member of the Bars of the State of New Jersey and the Commonwealth of Pennsylvania. He is also admitted to practice in front of the United States Tax Court. Doug specializes in the areas of tax compliance, civil and criminal tax controversies, estate planning and administration. Doug obtained his MBA from the Temple University Fox School of Business and Management and earned his law degree (J.D.) and Masters in Taxation (LL.M.) at the Temple University Beasley School of Law, where he was a member of the Environmental and Technology Law Journal. He earned a B.S. in Accounting from Rutgers University.

Daniel Mellor

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

Associate

Kulzer & DiPadova, P.A.

Daniel L. Mellor, J.D., LL.M., is a shareholder with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey. Mr. Mellor is a member of the American Bar Association, New Jersey State Bar Association, as well as the Camden, Burlington and Mercer County Bar Associations. He is admitted to practice law in New Jersey, New York and Pennsylvania. He is also licensed to practice before the United States Tax Court. Mr. Mellor earned his B.A. from the College of William and Mary, 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.

Kristin Schmid

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

Associate

Kulzer & DiPadova, P.A.

Kristin L. Schmid is a shareholder in the firm. Ms. Schmid earned her J.D. from Villanova University School of Law specializing in Corporate Law, and has earned her bachelor’s degree at the University of Pennsylvania where she majored in Political Science and Economics.Ms. Schmid earned her Masters of Law (LL.M.) in Taxation from New York University School of Law. She is a member of the Bar of the Commonwealth of Pennsylvania and the State of New Jersey. Ms. Schmid currently serves as First Vice President to the Estate and Financial Planning Counsel of Southern New Jersey. Prior to joining the firm, Ms. Schmid was a Senior Tax Associate at PricewaterhouseCoopers LLP where she specialized in mergers and acquisitions and international tax. 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 transactions.Ms. Schmid’s practice areas include corporate tax, business transactions, real estate, and international tax.

PRICING

$99.00 - Member

$249.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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