Beneficial Ownership Information Reporting | 2024 Tax Season Debrief (E2404069)

P. Jeffrey Christakos, CPA/PFS, CFP®, CLU, AIF® is a partner at Westfield Wealth Management (RIA firm) and Christakos & Co., PC (CPA firm). He is a Term Professor at Seton Hall University where he teaches accounting and wealth management. He was also the Department Chair and Specialist Professor of Accounting at Monmouth University where his teaching focus was personal finance and tax. At NJCPA, he is an active member of several committees, including the Content Advisory Board, Federal Taxation Interest Group and the Nonprofit Interest Group.

Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. Parag 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. He was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. Parag 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.