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Friday, November 1, 2019 LiveMercer Chapter

Estate Planning (E1911859)

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

4.5 CPE Credits in TX

OVERVIEW

In this meeting, hear tax recent developments in federal and New Jersey estate and gift taxation.

DESIGNED FOR

CPAs in all siz firms

BENEFITS

Earn 4 CPE credits in tax

HIGHLIGHTS

Recent Developments: Federal and New Jersey Estate and Gift Tax
Brian D. Reynolds, Esq - Mantell, Prince & Reynolds, P.C.

This session will focus on:

  • Essential Estate Planning Documents
  • New Jersey Estate and Inheritance Tax
  • Estate Planning Issues: Presently Existing Wills
  • Recent Audit Results and What We Learned
  • How the Tax Cuts and Jobs Act of 2017 Impacted Taxation of Estates and Trusts

Estate Planning Update
Bruce Mantell, CPA, LL.M., Esq. - Mantell, Prince & Reynolds, P.C

This session will focus on:

  • Certain Aspects of Income Taxation of Estates and Trusts
  • How Best to Structure Retirement Plan Distributions for Estate Planning Purposes
  • Executor, Trustee and Other Fiduciary Commissions Under New Jersey Law

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$10 late fee will be applied after 10/30. Season Pass holders must register for each event.



To access the 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

Bruce Mantell

Bruce E. Mantell, CPA, J.D., LL.M.

Partner

Mantell, Prince & Reynolds, P.C.

Bruce E. Mantell is a Shareholder in the law firm of Mantell Prince & Reynolds, P.C. in New Providence, New Jersey.  The firm limits its practice to tax and business planning, estate planning, estate administration and trust and estate litigation, mergers and acquisitions, tax controversy matters, ERISA and serving as expert and expert witness in tax and trust and estate related litigation.

He is a member of the Essex and Union County Bar Associations, the New Jersey State Bar Association, its Taxation Section (where he is a Past Chair and a member of the Executive Council) and its Probate and Trust Section, and has served as a Member on both the Ad Hoc Committee on Multidisciplinary Practices, and the New Jersey Supreme Court Committee on the Skills and Methods Course.  He is also a Member of the American Bar Association and its Taxation Section.  In addition, Mr. Mantell is a Member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, and he is a Fellow of the American College of Trust and Estate Counsel.  He is a former member of both the Board of Directors of the New Jersey Institute for Continuing Legal Education and the Board of Directors of The New Jersey Lawyer Newspaper.   He has been listed under two categories, namely, Tax and Trusts & Estates, in The Best Lawyers in America, published by Woodward/White, Inc., since 2001.  He is also listed, since 2005, under the categories of Tax and Trusts & Estates in New Jersey Super Lawyers, published by New Jersey Monthly Magazine.    Mr. Mantell is a frequent lecturer and author on tax, business, estate and pension related subjects for professional associations.  

Mr. Mantell received his B.S. from Lehigh University (1969), his J.D. from Rutgers University School of Law (1973), and his LL.M. in Taxation from New York University School of Law (1977).

Brian Reynolds

Brian D. Reynolds, J.D., LL.M.

Mantell, Prince & Reynolds, P.C.

Brian D. Reynolds, Esq., a shareholder with Mantell, Prince & Reynolds, P.C., focuses his practice on matters relating to tax and estate planning; business and succession planning for entrepreneurs, professionals and closely held businesses; the administration of estates and trusts; estate and trust litigation; taxpayer representation in connection with federal and state tax controversies; charitable planning; and a broad range of personal legal matters. Mr. Reynolds is a member of the Union County Bar Association and a frequent lecturer for several organizations, including the New Jersey Society of Certified Public Accountants, the New Jersey State Bar Association and the New Jersey State Bar Foundation. He graduated cum laude from York College of Pennsylvania with a bachelor’s degree. He received his juris doctor from New York University School of Law and his master’s from New York University School of Law. Mr. Reynolds is admitted to practice law in both New Jersey and New York. In 2011, Mr. Reynolds was chosen for the New Jersey Law Journal’s 40 Under 40, which recognizes the top 40 attorneys in the State of New Jersey who are under the age of 40.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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