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Annual Tax Seminar (D0-E2301614)

300 Minutes
On demand - Video

On Demand - Video

OVERVIEW

If you missed the NJCPA’s Annual Tax Seminar, you can watch a replay. The content is accurate as of the original date presented, January 18, 2023. There is no CPE for this on-demand replay. As legislation and trends emerge close to year end, CPAs will have a host of new issues affecting tax planning and compliance. Prepare for the upcoming tax season with this popular annual live, virtual seminar presented by attorneys and CPAs from Kulzer & DiPadova.

DESIGNED FOR

CPAs in public practice and industry who are involved in preparing tax returns

BENEFITS

Earn 5 CPE credits in taxation.

HIGHLIGHTS

New Jersey Tax Update
James Evans, Jr., J.D., LL.M., CPA
  • Gross Income Tax
  • Corporation Business Tax
  • Sales and Use Tax
  • Tax Procedure
  • Worker Classification
Estate Tax Update
Glenn Henkel, J.D., LL.M., CPA
  • New rules for paying an IRA to a trust per SECURE Act
  • New CLAWBACK anti-abuse regulations
Employee Benefits Update
Joe Kempter, J.D., LL.M., CPA
  • SECURE Act Required Minimum Distribution Proposed Regulations
  • IRS 90-Day Qualified Plan Pre-Examination Pilot Project
  • Qualified Plan Amendment & Restatement Compliance
Federal Tax Update
Doug Madanick, J.D., LL.M., CPA
Dan Mellor, J.D., LL.M.
Kristin Schmid, J.D., LL.M.
Samantha Heaton, J.D., LL.M.

  • Rates, credits, deductions and exemptions for 2022
  • Significant legislation, regulations, rulings and cases affecting individuals and businesses
  • Partnership tax update, including significant legislation and partnership audits
  • Employee retention credit
  • International tax update, including significant cases
  • Tax controversy update

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTORS

James Evans

James B. Evans, CPA, J.D., LL.M.
(4.6)

Attorney

Kulzer & DiPadova, P.A.

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Samantha Heaton

Samantha Heaton, J.D., LL.M.
(4.6)

Associate

Kulzer & DiPadova, P.A.

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Glenn Henkel

Glenn A. Henkel, CPA, J.D., LL.M.
(4.6)

Attorney

Kulzer & DiPadova, P.A.

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Joseph Kempter

Joseph M. Kempter, CPA, J.D., LL.M.
(4.6)

Attorney

Kulzer & DiPadova, P.A.

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Douglas Madanick

Douglas R. Madanick, CPA, J.D., LL.M.
(4.6)

Tax Attorney

Kulzer & DiPadova, P.A.

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Daniel Mellor

Daniel L. Mellor, J.D., LL.M.
(4.6)

Associate

Kulzer & DiPadova, P.A.

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Kristin Schmid

Kristin L. Schmid, J.D., LL.M.
(4.6)

Associate

Kulzer & DiPadova, P.A.

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