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Saturday, December 9, 2023 In-personMiddlesex/Somerset Chapter, Union County Chapter, Mercer Chapter

Annual Tax Seminar (E2312829)

8:00 AM - 3:30 PM EST

Registration: 7:30 AM EST

Pines Manor

2085 State Highway 27
Edison , NJ 08817

7 CPE Credits in TX

OVERVIEW

This seminar will cover developments and current issues in individual, business and income taxation and include specific focus on trust and estate taxes.

DESIGNED FOR

CPAs and accountants who are involved in preparing tax returns

BENEFITS

Equip yourself with trust and estate tax planning strategies and stay abreast of current issues

HIGHLIGHTS

  • General update in individual and business taxation
  • Federal estate, gift and generation-skipping transfer tax update
  • “Setting Every Community Up for Retirement Enhancement (SECURE) Act”, including recent treasury regulations
  • New Jersey inheritance tax
  • Properly structuring an estate plan with a will and/or revocable trust, including issues with a CPA serving as an executor or trustee
  • How to advise clients to avoid the pitfalls of family litigation regarding tax and estate matters
  • Properly advising corporate clients regarding entity agreements, including related income tax concerns
  • Life insurance issues, including the use of irrevocable life insurance trusts

COURSE LEVEL

Basic

ADVANCE PREPARATION

Please help us in supporting Toys for Tots by donating a children’s gift at the event. Each gift donated will be worth 1 raffle ticket towards a $50 electronic Amazon gift card. Raffle tickets will also be available for purchase with all proceeds benefiting Toys for Tots.

INSTRUCTORS

Nicole DeRosa

Nicole M. DeRosa, CPA, MAcc

Partner

Wiss & Company, LLP

Nicole M. DeRosa is a tax partner with Wiss in Florham Park, NJ and has more than 15 years of public accounting experience, specializing in taxation for closely held businesses and individuals. In addition to working with clients in an array of industries, she was also an adjunct professor at Raritan Valley Community College, where she taught Tax Accounting for Individuals for four years.

Ms. DeRosa is a member of the New Jersey Society of Certified Public Accountants and is active on the Content Advisory Board and Federal Taxation Interest Group; she is currently a member of the Board of Trustees. In 2019, she was awarded the “Women to Watch” Ovation Award, which applauds the growth and success of female members for their leadership, potential, contributions, and commitment to fostering the success of their colleagues. In 2022, she was awarded the “Impact” Ovation Award, which recognizes those who exhibit exemplary efforts and stellar achievement in advancing the interests and needs of New Jersey’s accounting profession through active engagement, leadership, and advocacy. Ms. DeRosa was also named to the 2022 edition of the NJ BIZ Power 50 List for the third year in a row; this list accounts for the most influential men and women in the accounting profession that helps to keep the states’ business on track. In Nicole’s spare time, she enjoys staying active at the gym, volunteering at the local animal shelter, and is active in various charitable organizations, such as St. Jude.

Ms. DeRosa is a graduate of Fairleigh Dickinson University, with degrees in accountancy and a Master of Science in Accountancy.

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

$175.00 - Member

$225.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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