| September 18, 2018 | 8:00-12:00 PM EDT | | Section 199A / Compilation & ReviewBetter understand the workings of Section 199A and hear an overview of changes coming from the AICPA and the FASB, including recent accounting, auditing, compilation and review pronouncement and trends. HighlightsThe Tax Cuts and Jobs Act's Section 199A 20% deduction: Limitations and Optimization
Parag P. Patel, Esq.
The most complex and important provision of the Tax Cuts and Jobs Act is the Section 199A 20% deduction for pass-through entity owners and real estate investors. Tax professionals must understand how Section 199A works so their clients can take advantage of the tremendous opportunities offered by Section 199A. Through case studies, we will explore the 199A deduction limitations and how to design strategies to optimize the deduction and reduce the impact of the service business and non-service business limitations.
A&A Update: Compilation and Review
Peggy Gallagher and Kristin Fee of Withum will present a general A & A update. This program will present an overview of changes coming from the AICPA and the FASB, including recent accounting, auditing, compilation and review pronouncement and trends.
BenefitsEarn 4 CPE credits. View Full Event Details |
| October 16, 2018 | 8:00-12:00 PM EDT | | Tax Controversy / A&A UpdateHear timely developments in criminal and civil tax controversies, especially in response to new federal tax legislation. Speaker courtesy of Sills Cummis & Gross P.C. Then, hear the latest information on lease standards and non-attest services. BenefitsEarn 4 CPE credits. View Full Event Details |
| November 13, 2018 | 8:00-12:00 PM EDT | | Social Security / IRA DistributionThe Tax Cuts and Jobs Act made sweeping changes to the US tax code, including provisions to retirement plans. Attend this session to learn the most up-to-date information to help your clients get the most out of their social security and IRA distributions. HighlightsSocial Security: Maximizing Benefits Under the "New Rules"
Ash Ahluwalia, CFP, MBA, NAAS, CSSCS - National Social Security Partners LLC
Learn how to protect income in retirement and maximize social security benefits. We will also review the “new rules” governing Social Security as a result of the Bi-partisan Budget Act of 2015. Over 90% of recipients get less money than they are entitled to. There are over 2,700 rules governing social security, married couples have over 567 filing options and social security agents are prohibited from offering advice. We will address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net worth individuals.
IRA Distribution
Bernadette Strout, CFP®, CDFA®, CWS® - Manhattan Ridge Advisors
This seminar will discuss the various types of distributions from Traditional IRA’s, ROTH IRA’s, Simple IRA’s and Inherited IRA’s and the different taxes or penalties that can be accessed. Help your clients be proactive by planning for the possible tax implications of IRA Distributions.
- Types of Distributions from IRA’s & Distribution Codes
- Hidden Tax Increases caused by Distributions
- Exceptions to the 10% Early Distribution Penalty
- Qualified Charitable Distributions
- New rules for ROTH Conversions
- Required Minimum Distribution Mistakes
- Failed Rollovers are Costly
BenefitsEarn 4 CPE credits. View Full Event Details |
| December 1, 2018 | 8:00-1:30 PM EST | | Annual Tax SeminarDon't miss this year's annual update before the chaos of tax season begins! Highlights7:00-7:50am
Registration, Exhibitors and Breakfast
7:50-8:00am
Welcome and Opening Remarks
Anna Christakos, CPA - Union County Chapter President
Kait Zech, CPA - Union County Chapter Vice President
8:00-9:00am
Estate & Gift Tax Update
Brian D. Reynolds, J.D., LL.M. - Mantell, Prince & Reynolds, P.C.
Examine the fundamentals of estate planning and get updates on tax law changes in this informative session.
9:00-10:00am
Federal Tax Update
Bruce Mantell, CPA, J.D., LL.M. - Mantell, Prince & Reynolds P.C.
Hear updated information on individual and business related provisions from the Tax Cuts and Jobs Act.
10:00-10:15am
Coffee Break and Exhibitors
10:15-11:15am
Section 199A Tips
Parag Patel, Esq. - Patel Law Offices
Take a deep dive into the new Section 199A qualified business income deduction and hear tips for filing during this tax season.
11:15am-12:15pm
State Tax Update
Sandy Weinberg, CPA - PKF O'Connor Davies
Examine the updates to recent New Jersey tax law changes and touch upon other multi-state issues.
12:15-12:30pm
Coffee Break and Exhibitors (Sponsor Drawings)
12:30-1:30pm
Liability in Tax Engagements
John Raspante, CPA, MST, CDFA - CPA Protector Plan
This session will explore liabilities for the CPA in tax engagements and engagement letters for tax preparation. BenefitsEarn 6 CPE credits in Taxation. View Full Event Details |
| January 15, 2019 | 8:00-12:00 PM EST | | Forensics / Business ValuationIn this meeting, hear a case study to explore the topic of business valuation. HighlightsForensics/Business Valuation
Lloyd George, CPA/ABV/CFF, CVA, CLU, ChFC and Jerry Newler, CPA/ CFF
The presentation will commence with the analysis of the subject company's financial statements including the forensics required to normalize the reported earnings and explain how these efforts are necessary and how they impact the ultimate valuation. The presentation will continue to describe the litigation environment and how it affects the valuation. The litigation environment includes the statutory and case law for the particular legal vicinage along with the professional parameters for a specific valuation engagement. BenefitsEarn 2 CPE credits in AA in 2 CPE credits in TX. View Full Event Details |
| April 23, 2019 | 8:00-12:00 PM EDT | | Ready. Set. Merge. / Technology & Cybersecurity UpdateSuccession plans aren't just for those nearing retirement and many wait too long before developing a plan. Join us as we examine a merger and identify the key points that led to success as well as the lessons learned along the way. Then, hear information on the technology landscape, including overlooked software and hot technology issues such as Blockchain for small firms. HighlightsReady. Set. Merge: What to Consider When Merging and Why You Should Be Thinking about the Future
Edward Guttenplan, CPA, MBA, CGMA - WilkinGuttenplan
Please join Managing Shareholder Edward Guttenplan as he discusses the benefits of a strategic merger for firm growth and expansion of resources as well as the benefits of being proactive when determining a succession plan. Ed will also share his step by step process on how to complete a successful merger based on his experience.
Highlights include:
- Not ready for a succession plan; what you should know
- Initial steps to take when thinking of a succession plan
- How to determine which successor is the best fit for the firm
- How to structure a successful deal
- How and when to tell and retain your clients and staff
- Best practices for integrating two firms
Technology Landscape in Firms
Brad Muniz, CPA and Joe Zapf, CPA - Sobel & Co. LLC
Past, Present and Future - This presentation will address the common software used in medium sized accounting firms. We will also focus on software overlooked by many firms and how they can benefit the A&A process. Finally, some thoughts on future of technology.
Technology Issues for Small Firms
Marc Mintz. CPA, CITP, CGMA - Marc Mintz & Associates, LLC Technology Consultants
Attend this fast paced technology briefing and receive a comprehensive overview about critical issues facing CPAs. Topics will include the latest trends in computers and mobile devices. Internet based computing and what moving to the cloud means to you and your business. Explore the current state of software, Apps and Software as a Service (SaaS), including the transition to subscription based pricing. Learn about the important elements of Cyber Security and how to evaluate exposure and minimize risk. Also explore the Internet of Things (IoT), Blockchain and the new science of Data Analytics. BenefitsEarn 4 CPE credits. View Full Event Details |
| May 7, 2019 | 5:30-8:30 PM EDT | | Past Presidents Dinner: The Basics of Peer ReviewJoin us as we honor our chapter's past presidents for their service and dedication to the chapter. Learn about quality control standards and the right information to identify for an upcoming peer review. HighlightsIn this meeting, hear helpful information on:
- The two types of peer review: system review and engagement review
- Documentation issues, independence, and compilation and review procedures
- Areas of common noncompliance
- Identifying, assessing, and responding to risk
- Helpful resources and a case study
BenefitsEarn 2 CPE credits in Accounting and Auditing. View Full Event Details |
| May 21, 2019 | 8:00-12:00 PM EDT | | Eldercare Planning & Estate Planning for Unusual AssetsEldercare issues have reached a crisis status in the United States; with an aging population, the more you know the better prepared you will be. Learn how to advise your aging clients and their families, and how to protect one of our most vulnerable populations. Additionally, hear information on estate planning for unusual assets. HighlightsEstate Planning for Unusual Assets
I. Richard Ploss, CPA, J.D. CFP, TEP - Porzio Bromberg & Newman, P.C.
In this meeting, hear information on:
- Estate Planning For Digital Assets
- Planning and Reacting To Children of the New Biology
- Estate Planning For Firearms
- Estate Planning For Wine
Top 7 Elder Law Traps Accountants Need to Know to Protect Their Clients' Wealth
Neel Shah, Esq. - Shah & Associates, P.C., Beacon Wealth Solutions LLC
Over the next 30 to 40 years, $30 trillion in assets will pass from boomers to their heirs in the United States alone. 70% of intergenerational wealth transfers fail. Why? And how can their most trusted advisor, their accountant, protect the family from such a failure? In this session, learn how accountants can protect their clients' wealth. BenefitsEarn 4 CPE credits. View Full Event Details |