BENEFITS
Earn 4 CPE credits in Taxation.
HIGHLIGHTS
Part 1: Family Business Transfers/IRAs
Bruce Bickar and Brian Singleton - Metlife Solutions Group
The presenters will discuss family business transfers and IRAs. Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide for tremendous planning opportunities, they are very complex. Learn how to distinguish between the various types of IRAS, the basics of rollovers, and more.
Part 2: Real Estate Market Overview
Michael, Jr. - Columbia Bank
This session will cover an overview of the New Jersey real estate market including: office, logistics (formerly industrial), retail and multi-family. Hear about capitalization rate trends, the single family market and conclude with a question and answer session.
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$15 late fee applied after 11/1. Season Pass holders must register for each event.
Help Feed Those in Need
The New Jersey Society of CPAs Young CPAs are sponsoring a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.
Help Feed Those in Need- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.