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Tuesday, May 3, 2022 Live Webcast

Update on New Jersey Business Alternative Income Tax (BAIT) (E2205264)

12:00 PM - 1:15 PM EDT


1.5 CPE Credits in TX


More than 16 states now have a pass-through entity tax (PTET) and six more states are under consideration. Learn what you need to know for your business or your clients in New Jersey, New York and Connecticut.


CPAs in public practice who advise flow-through entity clients as well as CPAs in industry who work for or manage partnerships, LLCs or S corporations


  • Obtain the most current information to advise your clients or company in making year-end decisions.
  • Receive practical examples and principal considerations to help you decide whether your client or company should make the election.
  • Learn how to advise your clients if they receive a refund. 


  • 2022 New Jersey PTET fundamentals
  • Key similarities and differences among the PTETs and the principal considerations in deciding whether to make the election
  • Real-life examples and case studies on the intricacies involved in analyzing whether PTET is advantageous for clients
  • Reporting PTET refunds








Alan Sobel

Alan D. Sobel, CPA, CGMA

Managing Principal New Jersey Offices

CliftonLarsonAllen LLP

Alan is the managing partner of SobelCo, where he is responsible for facilitating the strategic direction and the day-to-day management of the firm. He provides expertise on financial reporting, tax planning for businesses and high net worth individuals and strategic business planning. He has considerable experience with mergers and acquisitions and delivers added value working with clients on sourcing deals, negotiating and structuring transactions, financial and business due diligence and transaction financing. Alan is the 2020/21 president of the NJCPA. He developed the concept for the Pass-Through Business Alternative Income Tax Act and played the lead role in writing the legislation and making it fit within New Jersey’s tax structure. He is also a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA). He is the former chairman of the NJCPA Audit Committee and was a former vice president and trustee of the NJCPA and a past president of its Essex Chapter and has served on various committees. Alan was a former adjunct professor of taxation and frequently lectures.


$45.00 - Member

$65.00 - Nonmember

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