We’re pleased to offer our custom-built Tax Summit designed with a singular goal – to help New Jersey’s tax professionals deliver the greatest tax compliance, quality and innovative strategies to their clients and companies. Choose among breakout sessions covering federal, state and business taxation, including up-to-the-minute updates, planning opportunities and technology solutions.
DESIGNED FOR
All CPAs and accounting professionals involved with tax preparation and planning for their company or their clients.
BENEFITS
Learn about recent and upcoming changes to tax law and tax planning opportunities.
HIGHLIGHTS
8-9:15 a.m.
One Big Beautiful Bill Update
Lauren Landolfi, CPA, MST - WilkinGuttenplan
9:30-10:20 a.m.
Breakout Sessions
Tax Update for Individuals
Sean Breheney, CPA, MBA - SAX LLc
Federal and Corporate Tax Update
Ellen Martin, CPA - Grant Thornton
10:30-11:20 a.m.
Breakout Sessions
Planning for Retirement and Social Security
Leonard Witman, Esq. and Tara Sinha, Esq. - Witman Stadtmauer, P.A.
International Tax Update
Timothy Evans, Forvis Mazars
11:30 a.m.-12:20 p.m.
Breakout Sessions
Estate Tax Planning
Yale Hauptman, Esq. - Hauptman & Hauptman, P.C.
State Tax Nexus
12:20-12:50 p.m.
Lunch Break
12:50 -1:40 p.m.
New Jersey Division of Taxation Update
Marita Sciarrotta, MPA - New Jersey Division of Taxation
Christina Quinones - New Jersey Division of Taxation
1:50-2:40 p.m.
IRS Update
Jill Maniacci, M.S., E.A. - Internal Revenue Service
2:45-4 p.m.
The Role of CPAs in IRS Tax Controversy Matters
E. Martin Davidoff - Davidoff Tax Law, LLC
Attendees will have access to to watch all conference sessions on demand for thirty days after the event concludes. On demand sessions do not qualify for CPE.TAKE THEIR WORD FOR IT…
Past attendees say:
- Every presenter was excellent - Ann
- The estate planning section was an excellent session, and I would be interested in attending more of these, perhaps even longer sessions. - Suha
- great idea learned a lot from different speakers time went quickly - Helene
- What great sessions. Enjoyed entire day. Great job. Maybe too many choices. NJCPA staff did a great job hosting event. - Robert
- This program was jam-packed with information. It probably could have been presented as a 2-day program allowing the speakers to spend more time on topics they felt required more time. - Barry
- Excellent program. Look forward to watching again when released next week. - John
- Program was timely. Presentations were concise and informative. All of the presenters and moderators were well prepared and knowledgeable.- Michael