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Monday, September 23, 2019 LiveMorris/Sussex Chapter

Advanced Strategies for Maximizing Social Security/Cryptocurrency Tax Issues (E1909449)

8:15 AM - 11:55 AM EDT

Registration: 7:45 AM EDT

The Mansion at Mountain Lakes

90 US-46
Mountain Lakes , NJ 07046

4 CPE Credits in TX
New Topic

OVERVIEW

In this meeting, hear strategies to maximing your clients' Social Security income. The emergence of crypto or digitally encrypted currency operating outside of the banking system is one of the the most challenging issues facing accounting and IT Professionals. Hear about the emergence of these currencies and blockchain and distributed ledgers. Additionally, hear information on a series of initiatives launched by the Internal Revenue Service to ensure reporting crypto or digital transactions.

BENEFITS

Earn 4 CPE credits in TX.

HIGHLIGHTS

Advanced Strategies for Maximizing Social Security Income
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LLC

This session will review the new rules governing Social Security filing options and advise you of advanced filing strategies available to maximize Social Security benefits. More than 90 percent of filers receive less money than they are entitled to, including individuals who are married, divorced or widowed, couples with minor children and business owners who need your guidance to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net-worth individuals.

Cryptocurrency Tax Issues
Richard Sapinski, J.D., LL.M. and Robert Stern, J.D., LL.M. - Sills, Cummis & Gross PC

In this session, hear information on:

  • Cryptocurrency: the future of the way business is done and the future of non-tax compliance
  • Tax treatment of crypto or virtual currencies (Notice 2014-21)
  • Issuance of 6173 and 6174 series letters currently being issued to taxpayers
  • Other actions being taken by the Internal Revenue Service

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

Course Materials
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Ash Ahluwalia

Ash Ahluwalia, M.B.A., NSSA, CFP

Managing Partner

OneTeam Financial LLC

Ash is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of Social Security claiming strategies to maximize retirement income benefits. Ash is the former president and founder of National Social Security Partners, LLC (NSSP). He has two certifications in Social Security planning: National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). Ash was recognized with the “National Social Security Advisor of the Year” award in 2016 from the National Social Security Association. He obtained his Chartered Accounting degree (a Canadian CPA.) and Certified Financial PlannerTM designation. He then went on to obtain an MBA from Wharton Business School. Ash has been published in numerous newspapers and magazines.

Richard Sapinski

Richard J. Sapinski, Esq.

Member

Sills, Cummis & Gross PC

Richard J. Sapinski, J.D., LL.M., is a member at Sills Cummis & Gross, P.C. and is Vice-Chair of the Firm’s Tax Litigation Practice Group. His practice involves white collar criminal defense on both federal and state levels and civil and criminal tax litigation, as well as international tax planning and compliance issues. Prior to joining the Firm, Mr. Sapinski was employed by the Office of the District Counsel, Internal Revenue Service, Newark, New Jersey as a trial attorney from 1977 to 1984 and later with the Office of the Regional Counsel Internal Revenue Service, Philadelphia, Pennsylvania, as a Special Trial Attorney from 1985 to 1987. In the latter position, Mr. Sapinski was assigned responsibility for litigating in the United States Tax Court on behalf of the Commissioner of Internal Revenue in large and sensitive cases and for assisting IRS international examiners in developing international tax issues for litigation. He litigates matters in the United States District Court, U.S. Tax Court and the Superior Court and Tax Court of New Jersey and the Federal and State Appellate Courts. He also represents professionals before disciplinary and licensing boards and handles administrative matters involving the Examination, Collection and Criminal Investigation divisions of the Internal Revenue Service and their state counterparts.

He earned his undergraduate degree from Seton Hall University, his J.D. from Fordham University School of Law and his LL.M. in Taxation from NYU.

Robert Stern

Robert A. Stern, J.D., LL.M.

Counsel

Sills, Cummis & Gross PC

Robert A. Stern is an attorney in Sills Cummis & Gross's Business Crimes and Tax Litigation Practice Groups. His practice includes representing clients in connection with federal and state tax controversies, tax litigation and criminal tax issues. Mr. Stern is a former senior trial attorney and general litigation specialist with the Office of District Counsel, Internal Revenue Service, Newark, New Jersey. Prior to joining the Firm, Mr. Stern was a partner in a boutique tax firm specializing in IRS and state tax controversies, tax law, probate litigation and ERISA. Mr. Stern is a frequent lecturer for various professional organizations including the New Jersey Institute for Continuing Legal Education, the New Jersey Society of Certified Public Accountants, the National Business Institute, the National Association of Tax Professionals, Morgan Stanley and other professional business organizations.

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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