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Friday, December 9, 2016 LiveEssex Chapter

Social Security and Elder Law Taxation (E1612749)

8:30 AM - 12:30 PM EST

Registration: 8:00 AM EST

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4.0 CPE Credits in TX
This event is part of the Essex Chapter Season Pass - 2016/17 event bundle.


The needs of aging baby boomers represent big opportunities for CPAs. Attend this session and hear the latest updates in social security and elder care issues affecting you and your clients.


Earn 4 CPE credits in TX.


Social Security Considerations and the CPA
Stephanie Joy - Joy Disability
The course will discuss many issues including:
  • the damaging repercussions of reporting net income from self-employment or a family business under one person’s SS#
  • review potential negative effects that can result when a tax return fails to sufficiently net out business expenses to a disability claimant or beneficiary
  • the significant detriment that will often result from a worker delaying or refraining from filing for Social Security Disability once he becomes unable to work full time due to a medical impairment(s)
  • review the interplay between SSD benefits and those of Long Term Disability, Workers Compensation, Unemployment Insurance as well as other offsets to SSD
  • point out the need of workers to review their social security annual earnings statements each year, and the consequences of not doing so
  • examine issues a worker faces when he has a disabled adult child, and what he can do now so his own social security insured status can protect that child who is unable to build his own work record for future social security insurance
Elder Law
Deirdre R. Wheatley-Liss, Esq. - Porzio Bromberg & Newman, P.C.








$14 late fee will be applied after 12/7. Season Pass holders must register for each event.

For handouts, please visit your My Events page and bring your laptop or tablet (WIFI and charging stations available). Handouts are added as received - remember to check back for updates.


Stephanie Joy

Stephanie O Joy, Esq.


Joy Disability

Stephanie Joy is a New Jersey licensed attorney exclusively practicing federal Social Security law. Mrs. Joy graduated in 1994 from Seton Hall School of Law after receiving her Economics degree from Rutgers University in 1989. In 2000, after practicing as a litigation associate with 2 law firms in New Jersey, she started her own practice of general New Jersey state law, with an office in Morristown.

In 2005, Mrs. Joy made the decision to focus her practice exclusively on Social Security Disability matters. She represents clients in most of the 50 states, with a concentration on those in the mid-Atlantic-to-Northeast area. After moving to Pennsylvania, in 2008 she began providing Social Security Disability and Retirement consulting services for large internet-based corporations. In 2011, she agreed to manage the 1300 member LinkedIn Group, “Social Security Disability” on behalf of its founder, who had taken a position with the Social Security Administration’s Appeals Council. That professional group, now exceeding 3000 in its closed membership, is comprised of Administrative Law Judges, attorney and non-attorney appointed representatives, SSA medical and vocational experts, SSA staffers and adjudicators. It provides its members a robust forum and round-table opportunities for asking for, receiving and the sharing of SSD pertinent information and strategies for both newer and veteran practitioners.

In 2013, Mrs. Joy added law firm consulting to her legal services, for those firms with existing SSD departments as well as those seeking to add SSD representation to their own legal practice. She also implemented a CDR (Continuing Disability Review) administrative service for her former clients and other disability beneficiaries with CDR concerns.

Mrs. Joy lives and works in East Stroudsburg, Pennsylvania. She sits on the Appeals Committee of her residential community and volunteers for Pennsylvania’s e-mentor program for high school students statewide. She lives with her husband and two children.

Deirdre Wheatley-Liss

Deirdre R. Wheatley-Liss, J.D., LL.M.


Porzio Bromberg & Newman, P.C.

Ms. Wheatley-Liss counsels business owners on legal and structural issues related to start-up, financing, growth and exit strategy. As a tax attorney, she always keeps an eye on minimizing a business owner's "silent partner" – the IRS. By creating the most efficient organizational structures and contractual arrangements during the infancy and growth of a business she has helped clients keep hundreds of thousands of dollars in their pockets upon the sale of the mature business. To educate both the public and the legal community about issues relating to business ownerships, Ms. Wheatley-Liss is a frequent lecturer to professionals and the public on topics related to start-up, intellectual property, employee and independent contractor issues, wealth transfer, tax minimization, business succession planning and cybersecurity.


Free Event
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