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Wednesday, October 4, 2017 LiveMercer Chapter

Real Estate & Financing / State and Local Taxes (E1710829)

8:00 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Mercer County Community College - Conference Center

1200 Old Trenton Rd
West Windsor , NJ 08550

2 CPE Credits in TX
2 CPE Credits in CS

OVERVIEW

Understand the real truth behind real estate and financing. Then, learn to stay ahead of the curve regarding state and local taxes.

BENEFITS

Earn 4 CPE credits (2 in CS and 2 in TX).

HIGHLIGHTS

Real Estate & Financing - Understanding the Real Truth
Marc C. Demetriou, CLU, ChFC - Residential Home Funding Corp.

In this session, we will discuss:

  • The Economy
  • Real Estate Market
  • Credit
  • Lending/Borrowing Options
  • Other Mortgage-Related Topics
  • What's "In the News"
  • Question & Answer Session

State and Local Taxes - Staying Ahead of the Curve
Shane M. Finn - HBK CPAs & Consultants

In this session, we will discuss:

  • Sales and Use Taxes
    • Basics
    • Intrastate v. Interstate
    • Nexus
    • Ever-Changing Landscape
    • Voluntary Disclosure Agreements
    • Industry Specific Discussion
  • Income and Franchise Taxes
    • Basics
    • Nexus
    • Residency Controversies

 

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee will be applied after 10/2. Season Pass holders must register for each event.

Course Materials
To access the course materials, please visit your My Events page. Handouts are added as received - remember to check back for updates.

INSTRUCTORS

Marc Demetriou

Marc C. Demetriou, CLU, ChFC, CDLP

SVP of Mortgage Lending/Branch Manager

Guaranteed Rate Inc.

Marc is a senior vice president of Mortgage Lending and a branch manager at Guaranteed Rate. He is currently licensed in all 50 states successfully serving his clients in residential mortgages and reverse mortgages. Marc consistently ranks in the top 1 percent of mortgage originators in the U.S., according to leading industry sources, such as Origination News, Mortgage Executive and Scotsman Guide. In his home state of New Jersey, Marc has been featured in NJBIZ's "40 Under 40," and is called upon frequently by the real estate, finance, accounting and legal communities as a trusted expert and speaker. Profoundly inspired by his grandfather's hard work and success as an immigrant coming from Cyprus, Marc has authored an award-winning book, Lessons From My Grandfather: Wisdom For Success in Business and Life.

Shane Finn

Shane Finn

SALT Practice Leader

HBK CPAs & Consultants

Shane is a member of HBK CPAs & Consultants (“HBK”) Tax Advisory Group. He has nearly a decade of experience with State and Local Tax (“SALT”) consulting, controversy, and compliance services. Shane is one the most experienced SALT consultants in the Northeastern United States having worked at Big 4 accounting firms and performed services for Fortune 500 companies in the Greater New York City, Philadelphia, and Pittsburgh areas. He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

As a member of HBK’s Tax Advisory Group, he frequently teaches tax related training courses both internally for the firm and externally for clients and the public. Shane is an avid supporter of the United States Military and veteran-related charities in the Greater Philadelphia area. He is also an active Brazilian Jiu-Jitsu competitor at prestigious tournaments in Greater New York City and Philadelphia.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form