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Thursday, February 6, 2020 LiveAtlantic/Cape May Chapter

Tax Topics with Cooper Levenson (E2002059)

8:00 AM - 10:00 AM EST

Registration: 7:30 AM EST

Linwood Country Club

500 Shore Rd
Linwood , NJ 08221

2 CPE Credits in TX

OVERVIEW

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

BENEFITS

Earn 2 CPE credits in TX.

HIGHLIGHTS

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

“Happily Divorced” – What CPAs Should Know about Alternatives to Conventional Litigation
Cynthia N. Grob, Esq.

Estate Planning Pitfalls: Common Issues and the Solutions every CPA Needs in their Toolbox
Joseph C. Mahon, Esq., LL.M.

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 including the SECURE Act and the New Jersey Pass-Through Entity Business Alternative Income Tax Act which was signed by the Governor on January 13
Robert E. Salad, Esq., LL.M.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

Materials for this course will be distributed onsite.

INSTRUCTORS

Cynthia Grob

Cynthia N Grob, J.D.

Associate

Cooper Levenson, Attorneys At Law

Cynthia N. Grob, Esq. Partner Cynthia N. Grob, Esq. is a seasoned attorney who focuses her practice on family law. She believes that professional diplomacy, coupled with a well-prepared, aggressive representation, is the most effective way to reach a resolution in or out of the courtroom – where children’s lives and futures are often at stake. Born and raised in Morris County, New Jersey, Cynthia developed a passion for family law while working as a Youth Shelter Counselor for the County of Morris Department of Human Services. She also has served as a Counselor for the New Jersey Battered Woman’s Services.

While attending school at the Rutgers University School of Law in Camden, Cynthia volunteered for the Rutgers Law Camden Domestic Violence Project. Cynthia also serves on the Executive Board of Camp NoWorries, a summer camp for children with cancer and their siblings.

Joseph Mahon

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

Partner

Cooper Levenson, Attorneys At Law

Joseph Mahon is a partner in the firm’s 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.

Joe is rated AV Preeminent by Martindale Hubbell* in Estate Planning and Administration. He has been selected for inclusion on the New York “Super Lawyers**” list since 2012 in Estate Planning and Probate. This peer designation is awarded to only a select number of attorneys in each state. He was also named to the Best Lawyers in America*** list since 2017 in Trusts and Estates.

Robert Salad

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

Partner

Cooper Levenson, Attorneys At Law

Robert E. Salad, Esq., LL.M. Partner With a keen eye for detail, and a well-earned depth and breadth of experience, Robert E. Salad is at the forefront in business and tax law. Joining Cooper Levenson in 1984, he now serves as President of the firm, and Chairman of the Tax and Business practice group. He has been a partner since 1988. 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. He handles both business and personal matters for his clients with the utmost sensitivity and timeliness.

A sought-after lecturer, Rob is informative and entertaining. He brings extensive experience in areas involving commercial transactions, entity formation, estate planning, estate administration and litigation as well as those matters involving representation before federal, state and/or local taxing authorities. He represents a wide range of clients from public companies, closely held businesses and tax-exempt organizations.