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Thursday, October 3, 2019 LinwoodAtlantic/Cape May Chapter

Tax Topics with Cooper Levenson (E1910429)

8:00 AM - 10:00 AM EDT

Registration: 7:30 AM EDT

Linwood Country Club

500 Shore Rd
Linwood, NJ 08221

2.0 CPE Credits in TX


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


Earn 2 CPE credits in TX.


This meeting will be moderated by Robert E. Salad, Esq. LL.M. Hear information on topics including:

Real Property Essentials for CPAs: Tenants in Common, Tenants by the Entirety, Joint Tenants with Rights of Survivorship
Michael L. Salad, Esq., LL.M

Modern Trust Design: What CPAs Need to Know
Joseph C. Mahon, Esq., LL.M.

The Nuts and Bolts of Probate Litigation
Steven D. Scherzer, Esq. and Erika-Leigh Kelley, 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.








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.


Erika-Leigh Kelley

Erika-Leigh Kelley, Esq.


Cooper Levenson, Attorneys At Law

Erika-Leigh Kelley, Esq. joined Cooper Levenson in 2001 as an associate in the Commercial Litigation practice group, to work on general Commercial Litigation matters including Administrative Law, Probate and General Equity. A graduate of Ursinus College (B.A. 1997) and Rutgers University School of Law – Camden (J.D. 2000), she served as an intern to the Honorable May Eva Colalillo of Camden County Superior Court in 1998 and 1999 (while working at the Rutgers Pro Bono Domestic Violence Center), and later as law clerk to the Honorable George L. Seltzer, Presiding Chancery - Vicinage 1. She was admitted to the bar in New Jersey and the United States District Court of New Jersey in 2000. Ms. Kelley is a member of the Atlantic, Cape May and Camden County Bar Associations.

Joseph Mahon

Joseph C. Mahon, J.D., LL.M.


Cooper Levenson, Attorneys At Law

Joseph C. Mahon is a partner in our Estate Planning & Administration Group. He has, for more than 25 years, advised clients on Estate Planning, Estate, Gift and Income Tax Planning, Generation Skipping Transfer Tax Planning, State Death Taxes, Family Office Services, Family Governance, Liquidity Events, Business Succession, Insurance, Lifetime Gifts, including Valuation Discounts, Grantor Trusts, Dynasty Trusts, Family Limited Partnerships, Intra-Family Loans, Grantor Retained Annuity Trusts, Private Annuities, Qualified Personal Residence Trusts, Crummey Trusts, Trust Terminations, Trustee Succession, Trust Protectors, Pre-Nuptial Agreements, Powers of Attorney, and Health Care Proxies. He also guides clients through trust and estate litigation and dispute resolution, including contested guardianships and other issues unique to non-U.S. persons and assets.

A graduate of University of Pennsylvania (B.A.), Rutgers University Law School – Newark (Juris Doctor) and New York University School of Law (LL.M., Taxation), Joe is admitted to practice in New Jersey, New York, and Pennsylvania.

Michael Salad

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


Cooper Levenson, Attorneys At Law

Michael L. Salad, Esq. is an associate in Cooper Levenson's Business and Tax practice group. He concentrates his practice on business transactions, tax and estate and business planning. Mr. Salad holds an LL.M. in Estate Planning and Elder Law. Prior to joining Cooper Levenson, Mr. Salad was a summer clerk at the firm in 2009 and 2010. He worked primarily within the tax law arena, concentrating on will drafting and estate planning. He also served as a legal intern to both the United States Attorney's Office Criminal Division for the District of Maryland and the Borgata Hotel, Casino & Spa. Mr. Salad earned his B.A. in Criminal Justice at The George Washington University, J.D. at Nova Southeastern University and LL.M. at Western New England University. He is admitted to practice in New Jersey, Florida, and Washington, D.C. Phone: (609) 572-7616 Email: Twitter @Michael_Salad3

Robert Salad

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


Cooper Levenson, Attorneys At Law

Robert E. Salad, Esq., LL.M. is President and Co-Chairman of the Tax and Commercial Law Department of Cooper Levenson. Mr. Salad's speciality encompasses almost all aspects of tax planning, specifically on matters involving the representation of businesses and their principal owners, including tax issues involving achieving business objectives as well as those tax issues which involve their personal lives. Mr. Salad is a frequent lecturer to both State and Local Bar Associations, as well as local CPA socities. He has extensive experience in areas involving commercial transactions, estate planning, estate administration and litigation, as well as those matters involving representation before federal, state and/or local taxing authorities. Mr. Salad received his B.A., Magna Cum Laude, from Fairleigh Dickinson University, his J.D., Magna Cum Laude, from Western New England Law School and his LL.M. in Taxation from New York University Law School. He was admitted to the NJ Bar and United States District Court, District of New Jersey, and the United States Tax Court. Phone: (609) 572-7777 Email: Twitter @EstateTaxLawCL

Steven Scherzer

Steven Scherzer, Esq.

Cooper Levenson, Attorneys At Law

Steven Scherzer, Esq. is a partner in the Atlantic City office of the law firm Cooper Levenson. He joined the firm in 1988 and limits his practice to Probate Law, Condominium Law, and Commercial Litigation. In Commercial Litigation, Steve handles real estate law, partnership and corporate law. In Probate Law, he takes care of contested probate actions, will contests, trustees and estates. His work in Condominium Law includes property, vendor and resident disputes. Currently, Steve represents one of the largest (725 units) high-end residential complexes of its type on the east coast.

A graduate of the University of Rochester (B.A., 1972), and Rutgers University School of Law - Camden (J.D., cum laude, 1975), he was admitted to the bar in Pennsylvania in 1975 and in New Jersey in 1976. Steve is a member of the Atlantic County, Cape May County and New Jersey State Bar Associations.


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