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Wednesday, October 31, 2018 LiveAtlantic/Cape May Chapter

Tax Topics with Cooper Levenson (E1810609)

8:15 AM - 12:15 PM EDT

Registration: 7:30 AM EDT

Linwood Country Club

500 Shore Rd
Linwood , NJ 08221

4 CPE Credits in TX

OVERVIEW

Don't miss this annual update. Hear from the attorneys at Cooper Levenson as they discuss issues that affect CPAs and New Jersey businesses on both the state and national levels, including employment law, a cannabis update, and IRS pronouncements.

BENEFITS

Earn 4 CPE credits in TX.

HIGHLIGHTS

Moderator
Robert E. Salad, Esq. LL.M

 

Selecting the Best Retirement Plan Under the Tax Cuts & Jobs Act
Jarad K. Stiles, Esq., LL.M.

#MeToo & You… and Other Significant Developments in Employment Law
Russell L. Lichtenstein, Esq. 

Tax Amnesty v. Voluntary Disclosure Program: What Makes Sense for Your Clients
Michael L. Salad, Esq., LL.M. 

Uncovering Life Settlement Opportunities: What CPAs Should Know
Drew Grifo, Principal, Commonwealth Capital Brokerage

Yours, Mine, and the Tax Man’s: Tax Considerations when Dividing Property in Divorce
Ronald G. Lieberman, Esq. and Alexandra Rigden, Esq.

New Jersey Cannabis Update for CPAs
Jill T. Ojserkis, Esq. , LL.M. and Brittany A. Bonetti, Esq. 

Recent IRS Rulings and Pronouncements from the United States and New Jersey Tax Courts, as well as Legislative and Regulatory Changes in the Tax Law
Robert E. Salad, Esq., LL.M.

 

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

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.

INSTRUCTORS

Brittany Bonetti

Brittany A. Bonetti, Esq.

Associate

Cooper Levenson, Attorneys At Law

Brittany A. Bonetti, based in Atlantic City, is a member of Cooper Levenson's Healthcare, Cyber Law, and Cannabis Law Practice Groups.

Brittany assists hospitals and health systems, medical staffs, individual physicians and physician groups in business and regulatory legal matters of all types, including HIPAA and HITECH compliance. Her background includes preparation and negotiation of a variety of health related agreements including business associate, physician/mid-level employment and shareholders agreements; advice regarding Stark, Fraud and Abuse, Anti-Kickback and state regulatory concerns related to specific arrangements; and preparation of Medical Staff Bylaws . In the cyber law sector, Brittany provides counsel on privacy and security concerns.

Before joining Cooper Levenson, Brittany was an associate with Capehart Scatchard, where she focused her practice on healthcare law. Brittany served as a law clerk to the Honorable Eugene J. McCaffrey, Jr., P.J.Cv., in the Superior Court of New Jersey in Woodbury, N.J. During law school, Brittany held legal internships with the Children’s Hospital of Philadelphia, the Medical Society of New Jersey, and Cooper University Hospital.

Brittany graduated from George Washington University, Magna Cum Laude with a Bachelor of Arts in 2010. She received her Master’s degree in Public Health from the Rutgers School of Public Health with a concentration in Health Systems and Policy. She was awarded the ABA-BNA Award for Excellence in the Study of Health Law when she graduated from the Rutgers School of Law, Camden with a Juris Doctor. She is admitted to practice in New Jersey and Pennsylvania.

Drew Grifo

Drew Grifo

Principal and co-founder

Commonwealth Capital Brokerage

Drew Grifo is Principal and co-founder of Commonwealth Capital Brokerage, LLC. Drew has been in the insurance and financial services industry for the past 11 years, having worked for one of the nation’s largest banks along with a specialty finance company focusing on life insurance and longevity-based assets. During this time, Mr. Grifo was responsible for developing strategic alliances with insurance, trust, legal and accounting professionals throughout the United States. Drawing on this experience, Drew set out to create a brokerage general agency that serves as an extension of the advisor’s office and collaborates with financial experts in a range of fields to bring the best planning strategies to the client.

Mr. Grifo is a recognized speaker for a variety of trade associations including The National Association of Insurance and Financial Advisors, The Estate Planning Council and The Society of Financial Service Professionals.

Drew received his Bachelor of Science in Business Administration from the University of Richmond and holds his Series 7, 63 and Life Insurance licenses. He currently resides in Wayne, PA with his wife and two children.

Russell Lichtenstein

Russell L. Lichtenstein, Esq.

Partner

Cooper Levenson, Attorneys At Law

Russell L. Lichtenstein, Esq. Partner With an impressive collection of favorable jury verdicts in employment matters, Russell L. Lichtenstein is generally regarded as one the most successful and effective management-side employment litigators in New Jersey. He serves as Chairman of the firm’s Employment & Labor and Casino & Hospitality Industry Defense Litigation practice groups. He regularly appears in matters in the state and federal courts of New Jersey and before the administrative agencies which address employment issues. Complementing his employment practice, Russell also has an expertise in traditional labor-law matters including contract negotiation, contact drafting, providing guidance on the daily issues that arise in a unionized workforce and defending Unfair Labor Practice charges before the NLRB.

In the more than 30 years that he has been with Cooper Levenson, Russell has successfully defended cases brought against employers including: the New Jersey Law Against Discrimination, the New Jersey Conscientious Employee Protection Act, the New Jersey Wage and Hour Law, Title VII, the Age Discrimination in Employment Act, the Older Worker Benefit Protect Act, the Americans With Disabilities Act, the Fair Labor Standards Act and the WARN Act.

Russell is rated AV Preeminent by Martindale-Hubbell* in Labor Law, Employment Law, Employment Litigation. He has been selected for inclusion on the New Jersey “Super Lawyers”** list for fourteen consecutive years in Labor Law, Employment Law, and Employment Litigation, and selected as one of New Jersey’s “Top Attorneys” in the employment litigation field by New Jersey Monthly Magazine in each year they have made that designation from 2004 through the present. Russell is certified by the Supreme Court of New Jersey as a Civil Trial Attorney.

Ronald Lieberman

Ronald G. Lieberman, Esq.

Partner

Cooper Levenson, Attorneys At Law

Ronald G. Lieberman, a partner in the firm, has litigated virtually all aspects of family law including property settlement agreements, equitable distribution, alimony, child support, custody, college expenses, and counsel fees. Mr. Lieberman is one of only 3% of attorneys in the state to be certified as a Matrimonial Law Attorney by the Supreme Court of New Jersey. Mr. Lieberman also has been admitted as a Fellow of the American Academy of Matrimonial Lawyers, and is certified by the National Board of Trial Advocacy as a Family Law Trial Lawyer. Mr. Lieberman is also a member of the New Jersey State Bar Association, Family Law Executive Committee, Executive Editor, New Jersey Family Lawyer, a member of the New Jersey Supreme Court Family Practice Committee, was named in the Best Lawyers® 2016 Family Law in New Jersey, Best Lawyers in America, Family Law, U.S. News & World Report, 2015, South Jersey Magazine, Best of the Best Family Law Attorneys, 2015 and more.

Jill Ojserkis

Jill T. Ojserkis, Esq.

Cooper Levenson, Attorneys At Law

Jill T. Ojserkis, Esq. is a partner in the Atlantic City office of Cooper Levenson. As the Chair of the Healthcare Law Practice Group, she maintains a general healthcare practice on behalf of institutional clients such as hospitals, health systems, medical staffs and ancillary providers. She also represents individual licensed providers and practice groups.

Ms. Ojserkis's client list includes hospitals, health care systems, Medical Staffs, physicians and physician groups, ambulatory surgery facilities, diagnostic imaging centers and ambulatory care facilities. She guides clients through the rapidly-changing landscape of healthcare with the necessary elements of vigilant oversight and open lines of client communication. In addition, her strong background in healthcare and her decades-long relationships within the industry make her more than an advisor to clients – she is relied upon as a trusted team member.

Ms. Ojserkis is a graduate of Boston University (B.A. 1981), the Delaware Law School (Juris Doctor 1984), and the University of Miami (LL.M. Estate Planning 1985). She is admitted to the Bar in New Jersey, Pennsylvania, and the U.S. Tax Court.

Alexandra Rigden

Alexandra K. Rigden, Esq.

Associate

Cooper Levenson, Attorneys At Law

Alexandra K. Rigden has practiced family law exclusively for 4 years. As an Associate in our Cherry Hill office, she works for a variety of clients. Ms. Rigden is also an author, writing a significant number of articles and blogs on a wide variety of family law topics. During law school, Ms. Rigden was an active member of Barry Law’s Trial Advocacy and Moot Court teams, where she won “Best Advocate” out of approximately 250 students who competed in the first-year moot court competition. She also served as treasurer for her law school’s American Association of Justice chapter. Ms. Rigden also completed a Domestic Violence Training Clinic and formerly volunteered as a pro bono attorney for New Jersey Legal Services. Ms. Rigden serves as Associate Editor for New Jersey Family Lawyer. She is a member of the Burlington and Camden County Bar Associations.

Michael Salad

Michael L. Salad, Esq., LL.M.

Partner

Cooper Levenson, Attorneys At Law

Michael L. Salad, Esq., LL.M. is a partner in the firm. He concentrates his practice on business transactions, tax matters, probate administration and estate and business planning. Michael holds an LL.M. in Estate Planning and Elder Law.

Michael began his career at Cooper Levenson as a summer clerk in 2009 and 2010. He worked primarily within the tax law arena, concentrating on will drafting and estate and asset protection planning as well as preparing and structuring shareholder agreements, limited liability company operating agreements and partnership agreements. In addition, Michael handles general corporate matters as well as mergers and acquisitions involving corporations, partnerships and limited liability companies. Michael regularly travels between Florida and New Jersey and assists clients from the Northeast who are seeking to change their residency.

Michael has been named to the New Jersey Super Lawyers Rising Stars list for 2016-present, as an Estate Planning and Probate attorney. Michael was recognized as a 2019 "Top 40 under 40" by the AC Weekly Magazine and Atlantic City Jaycees. Twitter @Michael_Salad3

Robert Salad

Robert E. Salad, Esq., LL.M.

Partner

Cooper Levenson, Attorneys At Law

Robert E. Salad, Esq., LL.M. Partner With a keen eye for detail, and a well-earned depth and breadth of experience, Robert E. Salad is at the forefront in business and tax law. Joining Cooper Levenson in 1984, he now serves as President of the firm, and Chairman of the Tax and Business practice group. He has been a partner since 1988. Rob’s areas of expertise encompass almost all aspects of tax and business planning and transactions. More specifically, he focuses on matters involving the representation of businesses, including healthcare providers. He helps them to achieve business objectives, and also provides advice with respect to income tax issues. He handles both business and personal matters for his clients with the utmost sensitivity and timeliness.

A sought-after lecturer, Rob is informative and entertaining. He brings extensive experience in areas involving commercial transactions, entity formation, estate planning, estate administration and litigation as well as those matters involving representation before federal, state and/or local taxing authorities. He represents a wide range of clients from public companies, closely held businesses and tax-exempt organizations.

Jarad Stiles

Jarad K. Stiles, Esq., LL.M.

Associate Attorney

Cooper Levenson, Attorneys At Law

Jarad K. Stiles, Esq. Partner As a member of the Tax Law, and Estate Planning & Administration, and Bankruptcy & Financial Restructuring practice groups at Cooper Levenson, Jarad K. Stiles, Esq., LL.M. puts his extensive experience in tax law to work.

Previously, Jarad worked with a Millville, N.J. firm, where he created a new practice group specializing in trusts and estates, asset protection, tax controversy, special needs planning and elder law. Among his major accomplishments was gaining guardianship for a client with approximately $2.2 million in dispute. He also resolved tax compliance issues to maintain a foundation’s 501 (c)(3) status, and advised clients on comprehensive estate and asset protection plans limiting state, local and federal tax liability.

PRICING

Free Event
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