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Date / Time / Location

Tuesday, December 10, 2019
8:00 AM - 4:15 PM
Registration: 7:45 AM

Pines Manor2085 State Highway 27
Edison, NJ 08817
732-287-2222

CPE Credits

  • 8.00 CPE Credits in TX

Package Pricing

In-Person Registration
  • $239.00 - Member
  • $339.00 - Non Member
Webcast: Attend this conference virtually.
  • $239.00 - Member
  • $339.00 - Non Member
Celebrating its 14th year, this comprehensive conference will provide professionals with the knowledge to navigate the intricacies of the New Jersey state tax system. Learn tips and tricks to exceed the expectations of your clients.

Designed For

Public practitioners and those in industry looking for an update on current New Jersey tax developments.

Benefits

This year's conference will include current events, hot topics and updates on New Jersey Tax.

Highlights

This year’s conference will include updates on New Jersey corporation/business tax, tax procedure, Gross Income Tax and relevant state and local tax issues.

8-8:10 a.m.
Welcome/Introduction
Alan J. Preis, CPA – Alan J, Preis, CPA, PC
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Susan A. Feeney, Esq. – McCarter & English


8:10-9:30 a.m.
New Jersey Division of Taxation Update
Christina Quinones – New Jersey Division of Taxation
Review 2019 Developments from the Division’s Taxation University.

9:30-10 a.m.
Director’s Observations from the Division of Taxation
John Ficara, CPA – New Jersey Division of Taxation
Discuss leadership insights from the Director of the Division of Taxation.

10-10:15 a.m.
Break

10:15-11:30 a.m.
Corporation Business Tax – Major Changes and Continuing Issues
David J. Shipley, Esq. – McCarter and English
A review of CBT Issues, including an introduction to combined reporting in New Jersey.

11:30 a.m.-12 p.m.
New Jersey Tax Procedure
Susan A. Feeney, Esq. – McCarter & English
Patrick Foray - New Jersey Division of Taxation

Understanding the New Jersey tax protest and appeal practice.

12-12:50 p.m.
Lunch

12:50-2:15 p.m.
Sales Tax Planning and Compliance
Susan A. Feeney, Esq. – McCarter & English
A survey of the New Jersey sales and use tax.

2:15-2:35 p.m.
Break

2:35-4:15 p.m.
Gross Income Tax – Issues and Strategies
James B. Evans, CPA, J.D., LL.M.– Kulzer & DiPadova
Personal and business planning under the Gross Income Tax.

Course Level

Basic

Prerequisites

None

Advance Preparation

None
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James Evans

James B. Evans, CPA, J.D., LL.M.
Attorney
Kulzer & DiPadova, P.A.

James B. Evans, Jr., J.D., LL.M., CPA, is a shareholder at Kulzer & DiPadova, P.A. He earned his J.D. degree at the Rutgers University School of Law – Camden and his LL.M. in taxation at New York University. He is admitted to practice before the United States Tax Court, is a member of the Bar of the State of New Jersey, and is a member of the Camden County Bar Association, the New Jersey Bar Association and the American Bar Association. Mr. Evans is a member of the tax sections of the NJBA and the ABA. In addition to being an attorney, Mr. Evans is a Certified Public Accountant. He is a member and a Past President of the New Jersey Society of Certified Public Accountants (2003-2004). He has served as Chairperson of the State and Local Tax Committee of the Society. He is a Past President of the Southwest Jersey Chapter of the NJSCPA. Mr. Evans is also a member of the American Institute of Certified Public Accountants and serves on AICPA Council, its governing body. Mr. Evans is a member of the New Jersey Tax and Fiscal Policy Commission. He was a member of and chaired the New Jersey Corporation Business Tax Review Commission. Mr. Evans’ particular areas of concentration include state taxation, corporate taxation and business planning. He lectures regularly in the area of taxation and accounting.

Susan Feeney

Susan A. Feeney, Esq.
Partner
McCarter & English Attorneys at Law

Susan A. Feeney, Esq., is a partner with the law firm of McCarter & English. Ms. Feeney's practice concentrates in the areas of state taxation and local property taxation. She is admitted to the Bars of the states of New Jersey and New York and is a member of the Essex County, New Jersey and American Bar associations and a fellow of the American Bar Foundation. Additionally, Ms. Feeney is a member of the Sales and Use Tax Review Commission of the State of New Jersey. She lectures frequently on the subject of state taxes and local property taxes to civic and professional groups and is an adjunct professor at Fairleigh Dickinson University in the master’s of taxation program.

Ms. Feeney graduated summa cum laude from Fordham Law School and holds an undergraduate degree from Seton Hall University. She has considerable experience in litigating tax appeal cases involving office complexes, hotel, data centers, golf course properties and manufacturing facilities. Ms. Feeney’s expertise in New Jersey sales and use tax law frequently provides planning strategies for clients in the sales and use tax areas.

John Ficara

John Ficara, CPA
Acting Director
New Jersey Division of Taxation

John Ficara has been functioning as the Director of the New Jersey Division of Taxation since January 4, 2016. The Director oversees a staff of more than 1,400 who are responsible for the administration, enforcement and collection of 42 individual and business tax types in the State of New Jersey. John was previously Director of Tax and Tax Counsel for Columbus McKinnon Corporation, a Buffalo based global manufacturer of material handling equipment. He also was Corporate Tax Counsel for BASF, a German based global chemical manufacturing company, with US operations based in Florham Park, New Jersey. He has over four decades of experience as a tax professional, including seven years with Ernst & Young, and he has been an Adjunct Professor of Tax in the Fairleigh Dickinson University Graduate Tax program. A licensed Certified Public Accountant and Attorney, John earned his Law Degree from the Fordham University School of Law, and his Master’s in Tax law Degree from the NYU Graduate Law School.

Patrick Foray

Patrick Foray
Assistant Chief Auditor
NJ Division of Taxation

Pat Foray has spent 30 years with the State Of New Jersey exclusively in Field Audit operations. A field auditor for 14 years, Pat examined the books and records of small, medium and large companies as well as individuals. A field audit supervisor for 10 years, Mr. Foray managed the activities of an audit group ensuring the states many tax laws are fairly applied. Mr. Foray was promoted to Assistant Chief late 2010 and is currently responsible for all field audit operations in Northern New Jersey. Has been the lead instructor for many Division training classes, including those for new hires and is frequently asked to speak to various associations and taxpayer groups on State Tax issues.

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Christina Quinones

Christina Quinones
Taxpayer Service Representative
New Jersey Division of Taxation

Ms. Quinones started with the Division in 2007 in the Customer Service Call Center. During her 8 years in the Division’s Customer Service center she gained a vast knowledge of all taxes and programs administered by the Division. Prior to joining Taxation University Christina was a Practitioner Hotline agent. She provided expert assistance to the tax professional and business community.

Christina’s tax knowledge and customer service experience is a strong assest to the Taxation University Team.

Christina is a loving mother of three and an avid baker.

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David Shipley

David J. Shipley, J.D.
Partner
McCarter & English Attorneys at Law

David J. Shipley is a Partner at McCarter & English, LLP. His practice includes representing clients in state tax controversies before administrative boards and courts throughout the country, providing multistate tax advice regarding business operations, assisting clients in developing and implementing multistate tax planning and advising clients on the state tax aspects of corporate mergers and acquisitions. He provides advice to clients regarding state corporate income, franchise, sales and use, personal income and realty transfer taxes. He also provides advice to clients regarding unclaimed property and unemployment compensation issues.

Mr. Shipley is a frequent speaker on multistate tax topics for many organizations including the Georgetown Advanced State and Local Tax Institute, the New York University Institute on State and Local Taxation, the Institute of Professionals in Taxation, the Pharmaceutical Research and Manufacturers of America – State Tax Committee, the Broadband Tax Institute, local chapters of the Tax Executives Institute, the Wall Street Tax Association - State and Local Tax Committee, the Pennsylvania Bar Institute, and the New Jersey Society of Certified Public Accountants. Additionally, he has published state tax articles in State Tax Notes, the American Bar Association's The State and Local Tax Lawyer, and CCH's State Tax Review. David also is the general editor of the New Jersey and Pennsylvania sections of a forthcoming state tax research product from Lexis/Nexis.

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