We’re pleased to offer our custom-built Tax Summit designed with a singular goal – to help New Jersey’s tax professionals deliver the greatest tax compliance, quality and innovative strategies to their clients and companies. Choose among breakout sessions covering federal, state and business taxation, including up-to-the-minute updates, planning opportunities and technology solutions.
DESIGNED FOR
All CPAs and accounting professionals involved with tax preparation and planning for their company or their clients.
BENEFITS
Learn about recent and upcoming changes to tax law and tax planning opportunities.
HIGHLIGHTS
8-9:15 a.m.
One Big Beautiful Bill Update
Lauren Landolfi, CPA, MST - WilkinGuttenplan
Signed into law on July 4, the One Big Beautiful Bill Act (OBBBA) represents the most sweeping update to the federal tax code since the Tax Cuts and Jobs Act (TCJA). With permanent extensions and modifications to cornerstone provisions, the changes touch nearly every individual and business. From deductions and credits to income taxation, the ripple effects will shape planning strategies for years to come. This session cuts through the complexity, giving tax professionals a practical roadmap to the new rules, critical updates to watch and strategies you can put into practice immediately.
9:30-10:20 a.m.
Breakout Sessions
Tax Update for Individuals
Sean Breheney, CPA, MBA - SAX LLc
Hear an overview and discussion about the biggest and most impactful individual tax changes put in place by the OBBBA.
Federal and Corporate Tax Update
Ellen Martin, CPA - Grant Thornton
Gain insights into recent federal and corporate tax developments, including key legislative changes, IRS guidance and court rulings. Learn about compliance updates, planning opportunities and how the latest reforms impact business structures and reporting.
10:30-11:20 a.m.
Breakout Sessions
Planning for Retirement and Social Security
Leonard Witman, Esq. and Tara Sinha, Esq. - Witman Stadtmauer, P.A.
Review key changes under the SECURE Acts and proposed updates, the tax implications for retirement and estate planning, and strategies for coordinating Social Security benefits with other income sources. Also learn about planning opportunities available to individuals and small business owners to maximize long-term financial security.
International Tax Update
Timothy Evans, Forvis Mazars
Get up to date on global minimum tax rules, transfer pricing, foreign tax credits and cross-border compliance. Learn how recent IRS guidance and global reforms impact multinational businesses and discover planning opportunities to address international tax challenges.
11:30 a.m.-12:20 p.m.
Breakout Sessions
Estate Tax Planning
Yale Hauptman, Esq. - Hauptman & Hauptman, P.C.
Get the latest updates in elder law, estate planning and estate administration to effectively serve clients and answer their questions.
State Tax Nexus
Dan De Jong - KPMG
Explore recent developments in state tax nexus, including key rulings and legislative changes affecting income and sales tax obligations. Gain practical insights to help businesses stay compliant and reduce multistate tax exposure.
12:20-12:50 p.m.
Lunch Break
12:50 -1:40 p.m.
New Jersey Division of Taxation Update
Marita Sciarrotta, MPA - New Jersey Division of Taxation
Christina Quinones - New Jersey Division of TaxationGet key updates from the Division, including new program developments. The presentation will also cover the latest information on income tax, business taxes and property tax relief.
1:50-2:40 p.m.
IRS Update
Jill Maniacci, M.S., E.A. - Internal Revenue Service
This session will cover the Issue Management Resolution System (IMRS),payment options for taxpayers, new and enhanced Tax Pro Account features, and tools and resources to better serve clients.
2:45-4 p.m.
The Role of CPAs in IRS Tax Controversy Matters
E. Martin Davidoff - Davidoff Tax Law, LLC
IRS actions — from notices and deficiencies to liens and levies — pose serious risks for taxpayers. With the IRS using AI and automation, small errors can have big consequences. This session helps CPAs understand how to prevent issues, guide clients through IRS problems and know when to involve a tax controversy specialist. It also covers the full IRS enforcement process and key pitfalls to avoid.
Attendees will have access to to watch all conference sessions on demand for thirty days after the event concludes. On demand sessions do not qualify for CPE.TAKE THEIR WORD FOR IT…
Past attendees say:
- Every presenter was excellent - Ann
- The estate planning section was an excellent session, and I would be interested in attending more of these, perhaps even longer sessions. - Suha
- great idea learned a lot from different speakers time went quickly - Helene
- What great sessions. Enjoyed entire day. Great job. Maybe too many choices. NJCPA staff did a great job hosting event. - Robert
- This program was jam-packed with information. It probably could have been presented as a 2-day program allowing the speakers to spend more time on topics they felt required more time. - Barry
- Excellent program. Look forward to watching again when released next week. - John
- Program was timely. Presentations were concise and informative. All of the presenters and moderators were well prepared and knowledgeable.- Michael