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Friday, November 18, 2022 In-personEssex Chapter

Annual Tax Seminar (E2211719)

8:30 AM - 1:30 PM EDT

Registration: 7:30 AM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

5 CPE Credits in TX

OVERVIEW

The Essex Chapter is proud to hold its Annual Tax Seminar — live and in-person. Hear updates on all areas of taxation before the chaos of tax season ensues.

 

DESIGNED FOR

All CPAs and tax professionals

BENEFITS

Together with industry experts, explore the latest developments in state, federal and business taxation.

HIGHLIGHTS

7:30 - 8:30 a.m. — Registration, Breakfast & Exhibitors

8:30 - 9:30 a.m. — Estate and Gift Tax Update 

Brian D. Reynolds, Esq. — Mantell, Prince & Reynolds, P.C.

  • Estate and gift tax 
  • New Jersey inheritance tax 
  • Post-mortem planning

9:30-10:20 a.m. — Federal Tax Update 

Gary A. Prince, Jr., Esq. — Mantell, Prince & Reynolds, P.C. 

  •  SECURE Act and retirement planning 
  • New tax regulations  

11:00 a.m.-12:15 p.m. — Tax Controversy / Foreign Income and Asset Reporting  

Parag P. Patel, Esq. Patel Law Offices 

  • Tax collection  
  • Penalty developments  
  • New voluntary disclosure programs  
  • Latest IRS audit campaign initiatives 
  • Foreign asset reporting 
  • Compliance and disclosures 

 

12:15-1:30 p.m. — New Jersey Tax Update 

New Jersey Division of Taxation speaker to be announced  

  • State income tax  
  • Property tax relief  
  • Business tax and Business Alternative Income Tax (BAIT) 
  • ANCHOR program 
  • Property tax 

 

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

The Essex Chapter will be collecting canned goods and other food items to be contributed to the Human Needs Food Pantry in Montclair. Contributions the day of the event are greatly appreciated.

This program is NOT part of Essex Chapter's Season Pass.

INSTRUCTORS

Michael Kovacs

Michael Kovacs

Taxpayer Service Representative

NJ Division of Taxation

Mike has been with the Division since 2003. He started his career as a Customer Service Call Center agent before moving to the Trenton Regional Information Center where he provided direct assistance to the public. He has been with Taxation University since 2013. His customer service background has given him a well-rounded knowledge in all tax types. He recently took a primary role in representing the Division at our Small Business Workshops where he conducts presentations on New Jersey Income and Business Taxes.

Parag Patel

Parag P. Patel, J.D., LL.M. (Tax)

Tax Attorney

Parag P. Patel, Esq.

Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Parag was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. He is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Parag also serves as a part-time municipal court judge for Edison Township. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

Solange Pimentel

Solange Pimentel

Taxpayer Service Representative

New Jersey Division of Taxation

Solange provides training for Division employees and educates the public on personal and business taxes, and property tax relief programs. She began her career with the Division as a Call Center Agent in 2006 receiving extensive training in all New Jersey taxes. Solange is bilingual and staffed the Division’s Spanish speaking line before it was discontinued. Solange’s outgoing personality coupled with her extensive customer service skills and tax knowledge add great value to the Taxation University Team. Solange is a happily married woman and mother of two. She’s involved in her Church and enjoys nature and spending quality time with family and friends.

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. 

Brian Reynolds

Brian D. Reynolds, J.D., LL.M.

Mantell, Prince & Reynolds, P.C.

Brian D. Reynolds, Esq., a shareholder with Mantell, Prince & Reynolds, P.C., focuses his practice on matters relating to tax and estate planning; business and succession planning for entrepreneurs, professionals and closely held businesses; the administration of estates and trusts; estate and trust litigation; taxpayer representation in connection with federal and state tax controversies; charitable planning; and a broad range of personal legal matters. Mr. Reynolds is a member of the Union County Bar Association and a frequent lecturer for several organizations, including the New Jersey Society of Certified Public Accountants, the New Jersey State Bar Association and the New Jersey State Bar Foundation. He graduated cum laude from York College of Pennsylvania with a bachelor’s degree. He received his juris doctor from New York University School of Law and his master’s from New York University School of Law. Mr. Reynolds is admitted to practice law in both New Jersey and New York. In 2011, Mr. Reynolds was chosen for the New Jersey Law Journal’s 40 Under 40, which recognizes the top 40 attorneys in the State of New Jersey who are under the age of 40.

PRICING

$99.00 - Member

$125.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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