Essex Chapter Season Pass - 2019/20

In this meeting, hear information on advancd strategies for maximizing your clients' Social Security income, as well as the top five mistakes people make on Medicare.

Highlights

The Top Five Mistakes People Make on Medicare Justin Lubenow - Senior Advisors

This presentation will shine a light on the complicated landscape of Medicare choices. Then, learn how to maximize your clients' coverage, including information on Medigap coverage, Part D and other resources.

Advanced Strategies for Maximizing Social Security Income
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LLC

This session will review the new rules governing Social Security filing options and advise you of advanced filing strategies available to maximize Social Security benefits. More than 90 percent of filers receive less money than they are entitled to, including individuals who are married, divorced or widowed, couples with minor children and business owners who need your guidance to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net-worth individuals.

Benefits

Earn 2 CPE credits in CS and 2 in TX.

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The current state of cybersecurity presents a variety of issues for the accounting industry. In this meeting, hear solutions and proactive measures for better cybersecurity, as well as the latest breaches affecting accounting firms and their clients.

Highlights

The State of Cybersecurity
Brandon Marks and Nick Rigali - Overwatch Group

In this meeting, hear important information on:

• The current state of cybersecurity in the industry
• Solutions and proactive measures for better cybersecurity
• EDR Products
• Internal and vendor cybersecurity auditing
• Other industry topics including digital assets, CCH, and notable breaches
• Event preparedness

Benefits

Earn 4 CPE credits in CS.

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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.

Benefits

Earn 4 CPE credits in TX.

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This meeting will help with understanding and planning for retirement plan distributions. Additionally, insights and observations of the Tax Cuts and Jobs Act will be discussed.

Highlights

In this session, learn concepts related to retirement plan distributions:

• Disposition not controlled by will
• Income Tax
• Estate Tax
• Designated Beneficiary
• Beneficiary Designation Forms
• Required Beginning Date

In this session, learn insights and observations of the TCJA:

• Individual Income Tax Changes
• Business Tax Changes
• Estate/Trust Income Tax Changes
• Pass-Through Deduction-IRC §199A
• Not all changes are Permanent-Sunsets

Benefits

Earn 4 CPE credits in TX.

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Gain an understanding of the New Lease Accounting standard. This is the most significant change to lease accounting in 40 years. Virtually all leases will appear on the balance sheet/statement of financial condition. Learn what you need to know.

Hear an update of risk assessment and independence and how to apply the audit risk formula to your engagements.

Highlights

Lease Accounting Standard
Frank Boutillette
Frank will demonstrate how this change will impact the balance sheet. Using a comparison of Current GAAP and the New Lease Accounting attendees will gain an understanding of how to apply this new standard.

Primary Objective of Risk Assessment Standards
Brad Muniz, CPA - SobelCo.
To enhance the auditors' application of the audit risk model by requiring:

1. A more in‐depth understanding of the entity and its environment, including its internal control. Use this understanding to identify the RoMM in the financial statements and the entity's efforts to mitigate those risks.
2. A more rigorous assessment of the RoMM on the understanding of the entity and its environment, including its internal control.
3. Improved linkage between assessed risks and the nature, extent, and timing of audit procedures performed in response to those risks.

   Benefits

   Earn 4 CPE credits in Accounting and Auditing.

   View Full Event Details

Benefits

Earn 2 CPE credits in Consulting Services and 2 CPE credits in Tax.

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Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

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This program will provide an overview of the web of the developing employment laws and regulations in our jurisdiction.

Highlights

This program will help professionals navigate the many compliance issues within the current legal regime, and understand key elements of policies and procedures in the modern workplace. The program will also provide insight on unique issues that arise in the “gig” economy, including proper classification of independent contractors and issues involving the increasing use of multi-state and remote workers. In addition, the program will provide insight on employee embezzlement prevention and response best practices.

Benefits

Earn 4 CPE credits in SK.

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

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.

Benefits

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

Designed For

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

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

Advancing Exemplary Governance
Louis J. Mezzina, CPA
There is a great deal of literature focused on not-for-profit governance, from basic responsibilities to best practices. However, governance remains one of the most challenging areas to manage. However, there are exceptional boards that oversee correctly and are valuable strategic assets of their organizations. This session will provide steps any organization can take to improve performance.

Best Practices for Internal Controls
Scott A. Brown, CPA, CGMA – PKF O’Connor Davies LLP
Internal Controls are critical for organizations of all types and sizes. Not-for-Profits are no exception. Examine:

• The importance of having a strong internal control system to ensure an organization’s success
• Best practices and five questions every organization should ask when reviewing their internal controls
• Common deficiencies recently identified during financial statement audits of nonprofit organizations

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

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.

Benefits

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

Designed For

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

View Full Event Details

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

Highlights

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum
Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

The 2019 Yellow Book and Single Audit Update
Alexander K. Buchholz, CPA, MBA, CGMA – PKF O’Connor Davies, LLP
Examine changes for those audits conducted under the Uniform Grant Guidance, along with forthcoming Yellow Book revisions and independence for non-attest services.

Risk Assessment
June M. Toth, CPA, CFF, CITP, CGMA – ZBT Certified Public Accounting & Consulting, LLC
Since the issuance of the Risk Assessment Standards, Peer Review teams have found that more than one in 10 firms failed to comply with AU-C Section 315 or 330. Learn what are the most pervasive issues that Peer Review teams have uncovered and how to avoid them. Review:

• What are the misconceptions leading to non-compliance that relate to understanding the entity and it’s environment, assessing the risks of material misstatement and performing procedures in response to assessed risks.
• Consider how to determine responses identified and assessed risks by selecting or designing procedures.
• What risks are relevant to the financial statement audit?

Designed For

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

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.

Benefits

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

Designed For

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

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Attend a live replay of the 2019 New Jersey Tax Conference and obtain the knowledge to navigate the intracies of the New Jersey state tax system.

Highlights

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.

Benefits

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

Designed For

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

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Benefits

Earn 4 CPE credits in Accounting and Auditing.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:

• Marketplace collection
• State tax conformity
• Federal tax reform
• Apportionment trends

State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:

• Engagement letter discussions
• The privity defense
• The statute of limitations

Benefits

This replay of the 2019 Multistate Conference will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:

• The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
• Tax Law changes in the 2019-2020 budget legislation
• New cases and audit developments
• The latest updates in NYS/NYC corporate tax reform

Benefits

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

Highlights

Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

Benefits

This conference replay will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

View Full Event Details

Learn about changing regulations and laws affecting businesses in the tri-state area.

Highlights

New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

Benefits

This conference replay will provide you with timely updates and answers to your most pressing questions.

Designed For

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

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