Holiday Inn Clark - Newark Area
36 Valley RoadClark , NJ 07066
Many CPAs are contemplating providing beneficial ownership information (BOI) reporting services for their clients. Understand what’s involved. Then, engage in group analysis of the 2024 tax season.
CPAs and tax professionals in public practice
The Corporate Transparency Act (CTA) went into effect on Jan. 1, 2024, and the initial deadlines for BOI filings will begin to come due 90 days into 2024. The first portion of this program will cover:
Then, we’ll have an open forum discussion about the 2024 tax filing season:
Basic
Partner
Westfield Wealth Management, LLC
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.
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.
$60.00 - Member
$75.00 - Nonmember
$0.00 - Pass Holder
Note: Online pre-registration will close on April 23 at 7:30 AM.Registrations will be accepted at the door.
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