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Monday, December 5, 2022 Live Webcast

Update on the Pass-Through Entity Tax for Multiple States (E2212504)

11:00 AM - 12:40 PM EST
webcast

ON24

2.0 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

  • 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. 

HIGHLIGHTS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Karen Henderson

Karen L. Henderson, CPA

Tax Partner

Citrin Cooperman & Company, LLP

Karen L. Henderson, CPA is a Partner at Citrin Cooperman. She gained a depth of experience while working with clients in the public accounting sector, as well as in private industry, where her familiarity with strategic cash flow plans and other financial analysis added value for the companies she served. This combination of public-private perspectives enables her to provide critical insights for both the firm’s corporate clients and the individual taxpayers. Prior to joining Citrin cooperman, Karen was with SobelCo.

While serving in decision-making roles in accounting and tax firms across New Jersey, Karen developed a unique technical expertise for working with multi-state and start-up income tax returns and large, consolidated, corporate income tax returns as well as supervising and reviewing federal and state income tax returns and managing unclaimed property projects and tax exempt determinations and issues.

Over the years Karen has established a strong reputation in the community for delivering excellent client service. It is this key attribute that enabled Karen to assume a leadership role at the firm where she is having a positive impact on the professional staff and on the clients. A frequent speaker in the state, Karen has been asked to draw on her extensive experience to address critical tax topics for business leaders in manufacturing, healthcare, real estate, nonprofits and foundations.

Elizabeth Pascal

Elizabeth Pascal, J.D.

Partner

Hodgson Russ LLP

Liz concentrates her practice in tax law with a focus on New York State, New York City, and multistate tax issues. She assists individual and business clients with New York State and New York City audits, including residency, sales tax, unincorporated business tax, commercial rent tax, and corporate tax audits. Liz has also helped many clients successfully navigate New York State’s voluntary disclosure process. She works with each client to determine the optimal strategy to resolve tax issues, whether negotiation through the audit process, litigation, or tax planning.

Prior to joining Hodgson Russ, Liz served as an intern for U.S. District Judge William Skretny in the Western District of New York. Before entering law school, she was a professor of comparative politics and has taught at Connecticut College, Wesleyan University, and University at Buffalo.

Alan Sobel

Alan D. Sobel, CPA, CGMA

Managing Member

SobelCo

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.

PRICING

$59.00 - Member

$79.00 - Nonmember

Pre-Registration Closed

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