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Friday, November 1, 2019 LiveEssex Chapter

Nexus Issues/Leaving New Jersey: Effectively Changing Tax Residency (E1911739)

8:30 AM - 12:10 PM EDT

Registration: 8:00 AM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4 CPE Credits in TX

OVERVIEW

BENEFITS

Earn 4 CPE credits in TX.

HIGHLIGHTS

Leaving New Jersey: Effectively Changing Tax Residency
Parag Patel, JD, LL.M.
With the new reduction in the deductibility of state and local taxes, many clients are exploring leaving New Jersey. Although changing a client’s residence from a high-tax state (i.e., NJ, NY) to a low, or no-tax state (i.e., FL) can dramatically reduce the amount of state taxes paid, high-tax states have inflexible residency rules and do not let their residents leave easily. We will identify state tax residency rules and methods to effectively change tax domicile, and explore planning opportunities to minimize state income and inheritance taxes. New Jersey and Florida tax attorney, Parag Patel, of FLResidency.com, has counseled numerous clients in tax residency planning.

Nexus Issues
Chuck Lukens, CPA and Frank Czekay, CPA, JD, LL.M.
In this session, learn what nexus is, and how it the South Dakota v. Wayfair decision changed it. The speaker will explore changes and trends, marketplace facilitator statutues, challenges, and what's to come.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$14 late fee will be applied after 10/30. 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

Frank Czekay

Frank P. Czekay, CPA, J.D., LL.M.

Senior Director

RSM US LLP

Frank Czekay is a Firm Director in the State and Local Tax Services (SALT) Group of Baker Tilly Virchow Krause, LLP's Philadelphia office. Frank is responsible for all aspects of multistate tax planning, research, voluntary disclosure projects and merger and acquisition due diligence projects for corporate, pass-through and individual clients. Frank has over 25 years experience in serving multistate corporate clients and pass-through entities.

Frank received his Bachelor of Science degree in Accounting from the Pennsylvania State University, his Juris Doctor from Case Western Reserve University School of Law, and his Master of Laws in Taxation from Villanova University. He is admitted to the bar in the States of Pennsylvania and New Jersey. He is also a certified public accountant, licensed to practice in the Commonwealth of Pennsylvania.

Frank is the immediate past president of the Greater Philadelphia Chapter of Pennsylvania Institute of Certified Public Accountants a former member of the Greater Philadelphia Chapter Executive Board and a member of the State Tax Committee and the Local Taxation and Government Committee. He is also a member of the Philadelphia Revenue Commissioner’s Tax Advisory Board. Frank also is an instructor for various state tax courses for the Pennsylvania Institute of Certified Public Accountants and an adjunct faculty member at Rowan College at Burlington County.

Chuck Lukens

Chuck Lukens, CPA

State and Local Tax Manager

Baker Tilly

Parag Patel

Parag P. Patel, J.D., LL.M. (Tax)

Tax Attorney

Parag P. Patel, Esq.

Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Parag was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. He is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Parag also serves as a part-time municipal court judge for Edison Township. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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