8-9:15 a.m.
QSBS and OBBBA Update
Lauren Landolfi, CPA, MST - WilkinGuttenplan
Karen Artasanchez, CPA - WilkinGuttenplan
Section 1202 has become one of the most valuable tax provisions for many closely held businesses, driven by OBBBA’s tiered holding periods, increased dollar limits, and New Jersey’s adoption of the federal exclusion. Despite its significance, key areas remain unresolved pending Treasury guidance. This session examines the five statutory requirements for QSBS eligibility, the issuer-level tests most likely to fail during due diligence, and Sections 1045 and 1244 planning strategies that can help reduce taxes when certain QSBS requirements are not met.
9:30-10:20 a.m.
Breakout Sessions
Individual Tax Update
Daniel Corriddi, CPA, MST - Cohn Reznick
This session will focus on the federal and New Jersey tax developments that are most likely to impact your clients heading into the 2026 filing season and year-end planning. We’ll cover recent legislative changes, IRS enforcement trends, capital transaction and business owner planning opportunities, and common compliance issues we’re seeing in practice, with practical takeaways and planning ideas that attendees can immediately bring back to their clients.
Federal Tax Update
Justin Dekovics, CPA - WilkinGuttenplan
This session will be geared towards providing a refresher on the OBBBA updates as year 2 comes into effect.This will include estates, individuals and business and how OBBBA will altar the way we plan and work with clients for years to come.
10:30-11:20 a.m.
Breakout Sessions
Retirement and Social Security Update
Eleanor Galt-Lin
Choosing when to start Social Security payments may be one of the most important decisions you or your client will make in the retirement income planning process. This 50 minute session will focus on considerations on when to file for Social Security and benefit claiming considerations.
Navigating the IRS Voluntary Disclosure Practice: Core Fundamentals and Emerging Reforms
Michael Sardar - Kostelanetz LLP
This program provides a comprehensive guide to navigating the IRS Criminal Investigation Voluntary Disclosure Practice (VDP) for clients facing criminal exposure for prior tax non-compliance. Attendees will review the core framework of the current program, including the application process, the lookback period, and the civil penalty structures. The session will also examine the IRS’s proposed structural changes to the VDP, highlighting potential shifts in penalty assessments, stricter full-payment requirements, expedited submission timelines, and the strategic implications for timing disclosures. Finally, practitioners will gain actionable insights into advising noncompliant taxpayers, evaluating willfulness, and deciding whether to initiate disclosures under the existing framework or await finalized rules.
11:30 a.m.-12:20 p.m.
Breakout Sessions
Property Tax
Christina Quinones - New Jersey Division of Taxation
Session description coming soon.
Trust & Estate Planning Insight
Glenn Henkel
Samantha Heaton
This session will review two significant developments that are important for CPAs to consider in their 2026 planning. First, the One Big Beautiful Bill Tax Act signed into law in 2025 contained a stealth provision which has only recently come to light. The IRS has confirmed their interpretation of the limitation on the deductions available to a trust and estate. As result of this rule, all trusts, even trusts that distribute their income to their beneficiaries or pay income to charity, will be subject to a tax, albeit small, which effectively establishes a double tax on some trust earnings. Second, the United States Tax Court issued its decision in a case involving the termination of an irrevocable trust and gift tax consequences that stem from the termination. All CPAs should consider this program if they have any involvement advising clients about trusts and estates.
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
Learn about updates, changes and things tax professionals should know for a successful collaboration with the New Jersey Division of Taxation.
1:50-2:40 p.m.
IRS Update
Jill Maniacci M.S., E.A. — Internal Revenue Service
The One Big Beautiful Bill provides for establishing a Trump Account on behalf of every eligible child for whom an election is made. Learn about the parameters of Trump Accounts, including the one-time $1,000 pilot program contribution the federal government is making to the Trump Account of each eligible child.
2:45-4 p.m.
Tax Controversy Best Practices
Parag P. Patel, Esq.-Patel Law Offices
Navigate the complexities of tax disputes with confidence using practical strategies. Learn the latest updates and how to effectively manage audits, streamline communications and build compelling cases for administrative appeals. Master procedural best practices that minimize client exposure, mitigate penalties and secure favorable resolutions.