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Thursday, July 12, 2018 LiveAtlantic/Cape May Chapter

Tax Topics with Cooper Levenson (E1807029)

8:15 AM - 12:15 PM EDT

Registration: 7:30 AM EDT

Linwood Country Club

500 Shore Rd
Linwood , NJ 08221

4.0 CPE Credits in TX

OVERVIEW

Don't miss this annual summer update. Hear from the attorneys at Cooper Levenson as they discuss issues that affect CPAs on both the state and national levels.

BENEFITS

Earn 4 CPE credits in TX.

HIGHLIGHTS

Tax Topics with Cooper Levenson
Moderated by Robert E. Salad, Esq., LL.M.

Who Needs Asset Protection? Spoiler Alert: Everyone
Jarad K. Stiles, Esq., LL.M.

Hidden Figures (Not The Movie): Finding and Protecting Assets
Thomas W. Raftery III

Flip That House? Buying and Selling Real Estate in Light of New Tax Laws
Michael L. Salad, Esq., LL.M.

Essentials for Maximizing the Value of a Business: Valuation, Selling Assets v. Stock and More
Art Korth, Esq. LL.M.

What CPAs Need to Know about the Opportunities in Opportunity Zones: incentives, tax deferment, capital gain treatment, census tracts & more
Nicholas F. Talvacchia, Esq.

Green Rush: What CPAs Need to Know about the Future of Cannabis in New Jersey
Jill T. Ojserkis, Esq., LL.M.  and Brittany A. Bonetti, Esq.

Recent IRS Rulings and Pronouncements from the United States and New Jersey Tax Courts, as well as Legislative and Regulatory Changes in the Tax Law
Robert E. Salad, Esq., LL.M.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

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

INSTRUCTORS

Brittany Bonetti

Brittany A. Bonetti, Esq.

Associate

Cooper Levenson, Attorneys At Law

Brittany A. Bonetti, based in Atlantic City, is a member of Cooper Levenson's Healthcare, Cyber Law, and Cannabis Law Practice Groups.

Brittany assists hospitals and health systems, medical staffs, individual physicians and physician groups in business and regulatory legal matters of all types, including HIPAA and HITECH compliance. Her background includes preparation and negotiation of a variety of health related agreements including business associate, physician/mid-level employment and shareholders agreements; advice regarding Stark, Fraud and Abuse, Anti-Kickback and state regulatory concerns related to specific arrangements; and preparation of Medical Staff Bylaws . In the cyber law sector, Brittany provides counsel on privacy and security concerns.

Before joining Cooper Levenson, Brittany was an associate with Capehart Scatchard, where she focused her practice on healthcare law. Brittany served as a law clerk to the Honorable Eugene J. McCaffrey, Jr., P.J.Cv., in the Superior Court of New Jersey in Woodbury, N.J. During law school, Brittany held legal internships with the Children’s Hospital of Philadelphia, the Medical Society of New Jersey, and Cooper University Hospital.

Brittany graduated from George Washington University, Magna Cum Laude with a Bachelor of Arts in 2010. She received her Master’s degree in Public Health from the Rutgers School of Public Health with a concentration in Health Systems and Policy. She was awarded the ABA-BNA Award for Excellence in the Study of Health Law when she graduated from the Rutgers School of Law, Camden with a Juris Doctor. She is admitted to practice in New Jersey and Pennsylvania.

Arthur Korth

Arthur Korth, Esq., LL.M.

Cooper Levenson, Attorneys At Law

Arthur Korth, Esq. has been an associate with Cooper Levenson since 1988. He concentrates his practice in Taxation Law, Estate Planning and Estate Administration, working with clients on creating estate plans and drafting Wills, trusts and related estate planning and administration. Most recently, he has been involved in Estate Litigation cases as an expert in the law of taxation and estate administration. A graduate of Princeton University (A.B., 1978), Rutgers University School of Law - Camden (J.D., 1981) and New York University (LL.M. in Taxation, 1983), Mr. Korth was admitted to the bar in Pennsylvania, New Jersey, and the United States District Court, District of New Jersey in 1981, and the United States Tax Court in 1985. He is currently President of the Atlantic City Chapter of Business Network International, and is a member of the New Jersey State Bar Association sections of Taxation, Real Property and Probate. Phone: (609) 572-7348 Email: akorth@cooperlevenson.com

Jill Ojserkis

Jill T. Ojserkis, Esq.

Cooper Levenson, Attorneys At Law

Jill T. Ojserkis, Esq. is a partner in the Atlantic City office of Cooper Levenson. As the Chair of the Healthcare Law Practice Group, she maintains a general healthcare practice on behalf of institutional clients such as hospitals, health systems, medical staffs and ancillary providers. She also represents individual licensed providers and practice groups.

Ms. Ojserkis's client list includes hospitals, health care systems, Medical Staffs, physicians and physician groups, ambulatory surgery facilities, diagnostic imaging centers and ambulatory care facilities. She guides clients through the rapidly-changing landscape of healthcare with the necessary elements of vigilant oversight and open lines of client communication. In addition, her strong background in healthcare and her decades-long relationships within the industry make her more than an advisor to clients – she is relied upon as a trusted team member.

Ms. Ojserkis is a graduate of Boston University (B.A. 1981), the Delaware Law School (Juris Doctor 1984), and the University of Miami (LL.M. Estate Planning 1985). She is admitted to the Bar in New Jersey, Pennsylvania, and the U.S. Tax Court.

Thomas Raftery

Thomas W. Raftery

Managing Partner

Falcon Consulting Group

Thomas W. Raftery III is the founder and the Managing Partner of The Falcon Consulting Group, International, LLC. Mr. Raftery brings a unique blend of private and public sector experiences to Falcon. Mr. Raftery has a B.A. in Economics from Dickinson College and a M.B.A from Drexel University with a concentration in Accounting. Mr. Raftery is an financial professional and a Certified Fraud Examiner (CFE).

Mr. Raftery is an executive level professional with expertise and success in numerous cross-functional areas, including project management, budget development and implementation, white collar investigations, policy development and implementation, internal and external audits and corporate ethics and compliance. Mr. Raftery is experienced, in the public and private sectors, in the establishment of procedures and policies to deter fraud, waste, corruption, and abuse. He is a professional with domestic and international experience in financial and performance audits, interview and investigative techniques, investigations, evidence collection and analysis, trial testimony, and report preparation.

Mr. Raftery recently served as the first appointed Inspector General for the Delaware River Port Authority and the Port Authority Transit Corp (“Authority”). As Inspector General, he was the independent watchdog for this bi-state Authority operating four bridges, a 164 member police department, a river ferry, a high speed transit line, and real estate holdings. With reporting responsibility to the Chairman and Vice Chairman, Audit Committee, and Chairman and Vice Chairman, Board of Commissioners, Mr. Raftery has significant board and audit committee experience. He interfaced with the Audit Committee, the Board of Commissioners, Governors’ offices, as well as law enforcement and regulatory agencies. As the Authority’s first Inspector General, Mr. Raftery oversaw the development of the Office of the Inspector General from its initiation. Mr. Raftery managed a department charged with conducting investigations of violations of law and Authority policies, the execution and coordination of internal and external audits, and operation of the Whistleblower hotline. He established procedures and policies to deter fraud, waste, abuse, and corruption. Mr. Raftery also issued reports of findings and made recommendations to Audit Committee, Board of Commissioners, management and the public for policy changes and operational improvements. He was responsible for ensuring compliance with reforms, policies and procedures, as well as state and federal laws and regulations. He developed and enforced the Ethics Policy for Authority and was responsible for evaluating and managing risk to Authority.

Mr. Raftery has 23 years of federal law enforcement experience. Mr. Raftery served as a Special Agent with the Federal Bureau of Investigation (FBI) from 1988 through June, 2010. Mr. Raftery also served as a Special Agent with the Special Inspector General for Afghanistan Reconstruction (SIGAR) from 2010 to 2011 and was deployed in Afghanistan. Mr. Raftery is an expert in white collar crime matters including public corruption, money laundering, Anti-Trust, fraud, as well as terrorism. Mr. Raftery has significant experience in the Foreign Corrupt Practices Act (FCPA). He has spoken on public corruption matters to various law enforcement agencies. He is also an expert in the recruitment, development, operation, and tasking of Human Intelligence (HUMINT) resources. Mr. Raftery developed HUMINT training for law enforcement personnel on domestic and international levels. Mr. Raftery is experienced with security protocols and assessments in high threat environments.

Michael Salad

Michael L. Salad, Esq., LL.M.

Partner

Cooper Levenson, Attorneys At Law

Michael L. Salad, Esq., LL.M. is a partner in the firm. He concentrates his practice on business transactions, tax matters, probate administration and estate and business planning. Michael holds an LL.M. in Estate Planning and Elder Law.

Michael began his career at Cooper Levenson as a summer clerk in 2009 and 2010. He worked primarily within the tax law arena, concentrating on will drafting and estate and asset protection planning as well as preparing and structuring shareholder agreements, limited liability company operating agreements and partnership agreements. In addition, Michael handles general corporate matters as well as mergers and acquisitions involving corporations, partnerships and limited liability companies. Michael regularly travels between Florida and New Jersey and assists clients from the Northeast who are seeking to change their residency.

Michael has been named to the New Jersey Super Lawyers Rising Stars list for 2016-present, as an Estate Planning and Probate attorney. Michael was recognized as a 2019 "Top 40 under 40" by the AC Weekly Magazine and Atlantic City Jaycees. Twitter @Michael_Salad3

Robert Salad

Robert E. Salad, Esq., LL.M.

Partner

Cooper Levenson, Attorneys At Law

Robert E. Salad, Esq., LL.M.: Rob is the president of Cooper Levenson Attorneys at Law and has been a partner since 1988. He is also the chair of the Tax and Business Practice Group. Rob's areas of expertise encompass almost all aspects of tax and business planning and transactions. More specifically, he focuses on matters involving the representation of businesses, including healthcare providers. He helps them to achieve business objectives, and also provides advice with respect to income tax issues. Rob has handled significant mergers and acquisitions since the mid-1980s. He is a sought-after lecturer. Rob is a graduate of Fairleigh Dickinson (B.A., magna cum laude, 1980), Western New England Law School (J.D. magna cum laude, 1983), and New York University (LL.M. in Taxation, 1984).

Jarad Stiles

Jarad K. Stiles, Esq., LL.M.

Associate Attorney

Cooper Levenson, Attorneys At Law

Whether it's drafting opinion letters of business succession plans, or successfully appealing assessments by the New Jersey Tax Division, Jarad K. Stiles, Esq., LL.M. puts his extensive experience in tax law to work.

As a member of the Tax and Estate Practice Group at Cooper Levenson, Jarad works on estate and corporate tax planning, administration and tax litigation, and related matters. He's based in the firm's Atlantic City and Cherry Hill offices.

Previously, Jarad worked with a Millville, N.J. firm, where he created a new practice group specializing in trusts and estates, asset protection, tax controversy, special needs planning and elder law. Among his major accomplishments was gaining guardianship for a client with approximately $2.2 million in dispute. He also resolved tax compliance issues to maintain a foundation's 501 (c)(3) status, and advised clients on comprehensive estate and asset protection plans limiting state, local and federal tax liability.

Jarad holds a J.D./LL.M. degree in Taxation from the Washington University School of Law, St. Louis, Mo. He earned a B.B.A. degree in Finance and a B.A. degree in Government from the College of William and Mary in Williamsburg, Va. He is admitted to practice law in New Jersey and New York.

Nicholas Talvacchia

Nicholas F. Talvacchia, Esq.

Partner

Cooper Levenson, Attorneys At Law

Nicholas F. Talvacchia, Esq., a partner in Cooper Levenson, serves as Chair of the firm's Land Use practice group. Nick assists clients in negotiating agreements for tax redevelopment incentives with the New Jersey Economic Development Authority (EDA), the Casino Reinvestment Development Authority (CRDA) and local governments. Some of his recent approvals include: $38.4 million in Economic Redevelopment and Growth (ERG) incentives for an entertainment complex; $33 million in Grow New Jersey tax credits for a call center; $261 million tax incentives for a resort hotel; $5.2 million tax incentives for restaurant/retail complex; and $4.8 million tax incentives for a retail and health club facility. Nick can be reached at 609.572.7544 or ntalvacchia@cooperlevenson.com

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