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Tuesday, November 15, 2022 In-personPassaic County Chapter

Federal and State Tax Update (E2211019)

8:30 AM - 12:30 PM EDT

Registration: 8:00 AM EDT

Brownstone House

351 W. Broadway
Paterson , NJ 07522

4 CPE Credits in TX

OVERVIEW

This session will go over the basic rules of Social Security planning and specific filing strategies to maximize eligible benefits.

DESIGNED FOR

  • CPAs and accountants in public practice who advise clients on retirement planning
  • CPAs and accountants who are planning for their own retirement

BENEFITS

  • You will receive a better understanding of Social Security benefits, including spousal, survivor, child, divorce.
  • Gain strategies unique to business owners and high-net-worth individuals. Find your “Social Security Sweet Spot” (your optimal filing strategy).
  • Discover how to maximize eligible Social Security benefits so that filers do not leave any money on the table.

HIGHLIGHTS

  • An understanding of the basic rules governing Social Security
  • A review of the spousal, survivor, child, divorce and other important rules
  • Specific strategies available to maximize eligible Social Security benefits
  • Strategies to minimize the taxation of Social Security benefits

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Sarah Journick

Sarah Journick, CPA

Senior State and Local Tax Associate

BDO USA, LLP

Sarah is a Senior Associate in BDO’s State and Local Tax practice. She assists the firm’s clients with a variety of multistate tax compliance matters, with a specialty in issues concerning New Jersey and New York corporate income tax. ​Sarah is regularly involved in review of the firm’s clients state and local tax filing requirements for the purpose of minimizing multi-jurisdictional tax liabilities and exposure. These tax filings include types such as income/franchise, gross receipts and sales/use. She has experience in in the state registration and withdraw process along with experience in administrative correspondence for related tax assessments. ​Prior to joining BDO, Sarah worked in the State and Local Tax group at a large public accounting firm.​

Nicholas Montorio

Nicholas Montorio, J.D., LL.M.

Managing Director

BDO USA, LLP

Nicholas is a Managing Director in BDO’s State and Local Tax practice. He advises the firm’s clients on a variety of multistate tax matters involving direct and indirect taxation, with a specialty in issues involving New York’s corporate tax reform and real estate transactions.

Nicholas also represents clients in multistate SALT audit controversies regarding all income and excise tax matters, including the NYC Unincorporated Business Tax.

As a member of BDO’s transaction advisory services team, Nicholas advises the firm’s acquisitive clients on the SALT implications of mergers and acquisitions, including income/franchise taxes, sales and use taxes and real property transfer taxes. He provides multistate state tax advice to clients on formation and complex business transactions, including distributions, property acquisitions and dispositions, liquidations and reorganizations.

Prior to joining BDO, Nicholas worked in the transaction tax group at a big four, and the tax practice of a law firm in New York City.

Gary Prince

Gary A. Prince, CPA, J.D., LL.M.

Mantell, Prince & Reynolds, P.C.

Gary A. Prince, Jr. is a Shareholder of the law firm Mantell, Prince & Reynolds, P.C. located in New Providence, New Jersey.  The Firm was established in 1991 and currently consists of nine attorneys and various support staff.  Gary received his J.D from Seton Hall University School of Law (cum laude) and his Master of Laws in Taxation from New York University School of Law.  Gary is also a Certified Public Accountant.  Gary is a member of the Somerset and Union County Bar Associations, the New Jersey Bar Association (including the Taxation Section and the Probate and Trust Section), the New Jersey Society of Certified Public Accountants and he is a Fellow of the American College of Trust and Estate Counsel.  Gary is listed under the category Tax in The Best Lawyers in America, published by Woodward/White, Inc..  He is also listed under the category of Tax and Estate Planning and Probate in New Jersey Super Lawyers, published by New Jersey Monthly Magazine.  Gary is a frequent lecturer and author on tax, business, estate and trust and fiduciary litigation topics.

The Firm practice extends to major areas of law relating to tax and business planning, estate planning, estate administration, estate and trust litigation, corporate transactions and family representation in connection with general legal matters.  Due to the nature of the practice, the Firm routinely serves as general counsel to individuals, families and businesses working as an integral part of a team of advisors to provide the highest level of legal and tax advice. 

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

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