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Saturday, January 6, 2024 In-personMonmouth/Ocean Chapter

Tax Seminar (E2401249)

8:00 AM - 1:00 PM EST

Registration: 7:00 AM EST

Spring Lake Manor

415 Highway 71
Spring Lake , NJ 07762

5 CPE Credits in TX

OVERVIEW

As legislation and trends emerge close to year end, explore a host of new issues affecting tax planning and compliance. At this popular annual seminar, attorneys and CPAs from Kulzer & DiPadova and Christina Quinones, taxpayer service representative with the New Jersey Division of Taxation will help you prepare for the upcoming tax season.

DESIGNED FOR

CPAs in public practice and industry who are involved in preparing tax returns and representing taxpayers before the IRS or the New Jersey Division of Taxation

BENEFITS

  • Understand the latest tax developments.
  • Interact with your peers and visit numerous sponsor booths to gain insight on the latest products and services for CPAs.

HIGHLIGHTS

7-8 a.m. - Registration, Breakfast and Exhibitors

8 a.m.-1 p.m.

Federal Tax Update

Art DiPadova, J.D., LL.M.; Doug Madanick, J.D., LL.M., CPA; Dan Mellor, J.D., LL.M.; Kristin Schmid, J.D., LL.M.; and Samantha Heaton, J.D., LL.M. — Kulzer & DiPadova

  • Individual
  • Business
  • Partnership
  • Employee Retention Credits
  • International
  • Tax Controversy

Qualified Retirement Plan Update
Joe Kempter, J.D., LL.M., CPA — Kulzer & DiPadova

Estate Tax Update
Glenn Henkel, J.D., LL.M., CPA — Kulzer & DiPadova

New Jersey Division of Taxation Update

Christina Quinones — New Jersey Division of Taxation

Bring your business cards for a chance to win valuable prizes, including three VISA gift cards courtesy of the Monmouth/Ocean Chapter!

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Arthur DiPadova

Arthur DiPadova, J.D., LL.M.

Kulzer & DiPadova, P.A.

Arthur A. DiPadova, J.D., LL.M., is a shareholder in the firm Kulzer & DiPadova, P.A. He earned his J.D. degree at the Rutgers University School of Law, where he graduated with honors. He earned his LL.M. in Taxation at New York University. Mr. DiPadova is admitted to practice before the United States Tax Court, is a member of the Bars of the State of New Jersey and is a frequent speaker to business and professional groups in the area of taxation and estate planning. He is a Fellow of the American College of Trust and Estate Counsel, a former Chairman of the Camden County Bar Association's Section of Taxation, Past President of the Estate and Financial Planning Council of Southern New Jersey, Immediate Past President of the Society of Financial Service Professionals – South Jersey Chapter, and is a member of the American Bar Association, the New Jersey Bar Association and the Camden County Bar Association. Mr. DiPadova's particular areas of expertise include estate, partnership and real estate taxation.

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.

Christina Quinones

Christina Quinones

Taxpayer Service Representative

New Jersey Division of Taxation

Christina started with the Division in 2007 in the Customer Service Call Center. During her 8 years in the Division’s Customer Service center she gained a vast knowledge of all taxes and programs administered by the Division. She assisted not only the taxpayers of New Jersey during her time in the Customer Service center but also the practitioners and business community through the Pratitioner Hotline. Christina joined Taxation University in 2015 where she became a strong part of our employee training program and continued to assist the practitioners and business communities by providing valuable tax information through seminars and education. In April of 2020 Christina moved to the Office of Legislative Analysis to assist in navigating the legislation that impacts the Division. As of the spring of 2023 Christina is the newest addition to the Office of the Taxpayer Advocate. Christina has served on various projects over the course of her career including the planning and implementation of the Division first ever New Hire Boot Camp training program in 2017, the Intergrated Tax System training plan implementation, and most recently the ANCHOR Program advertising and outreach campaign. Christina’s tax knowledge, customer service experience, and project management skill set is a strong assest to the Division of Taxation. Christina is a loving mother of three and an avid baker.

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

$149.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

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