7:00-7:50am
Registration, Exhibitors and Breakfast
7:50-8:00am
Welcome and Opening Remarks
Anna Christakos, CPA - Union County Chapter President
Kait Zech, CPA - Union County Chapter Vice President
8:00-9:00am
Estate & Gift Tax Update
Brian D. Reynolds, J.D., LL.M. - Mantell, Prince & Reynolds, P.C.
Examine the fundamentals of estate planning and get updates on tax law changes in this informative session.
9:00-10:00am
Federal Tax Update
Bruce Mantell, CPA, J.D., LL.M. - Mantell, Prince & Reynolds P.C.
Hear updated information on individual and business related provisions from the Tax Cuts and Jobs Act.
10:00-10:15am
Coffee Break and Exhibitors
10:15-11:15am
Section 199A Tips
Parag Patel, Esq. - Patel Law Offices
Take a deep dive into the new Section 199A qualified business income deduction and hear tips for filing during this tax season.
11:15am-12:15pm
State Tax Update
Sandy Weinberg, CPA - PKF O'Connor Davies
Examine the updates to recent New Jersey tax law changes and touch upon other multi-state issues.
12:15-12:30pm
Coffee Break and Exhibitors (Sponsor Drawings)
12:30-1:30pm
Liability in Tax Engagements
John Raspante, CPA, MST, CDFA - CPA Protector Plan
This session will explore liabilities for the CPA in tax engagements and engagement letters for tax preparation.