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Saturday, December 3, 2016 LiveUnion County Chapter

Annual Tax Seminar (E1612809)

8:00 AM - 1:30 PM EST

Registration: 7:00 AM EST

Galloping Hill Golf Course

3 Golf Drive
Kenilworth , NJ 07033

6 CPE Credits in TX

OVERVIEW

This year’s fast-paced Annual Tax Seminar will update you on the most important compliance and planning issues, including major trends in case and regulatory law.

BENEFITS

Earn 6 CPE credits in Taxation.

HIGHLIGHTS

7:00-8:00am
Welcome, Exhibitors and Breakfast

8:00-9:00am
Deciphering a New Foreign Alphabet: FATCA, IGA, PFIC, OVDP, CFC
Parag P. Patel, Esq. - Patel Law Offices
With the IRS aggressively targeting taxpayers with unreported foreign assets, tax professionals must identify the pitfalls of the new world of global financial transparency and learn the benefits of foreign reporting. We will learn of the detailed rules of foreign asset disclosure: who needs to file and accounts that must be reported, and the potential liability of the taxpayer and tax preparer. We will identify best practices for compliance and discuss the benefits and pitfalls of the IRS’ new Streamline Disclosure program and Offshore Voluntary Disclosure Program for noncompliant taxpayers. Experienced tax attorney Parag Patel has handled over one hundred disclosures for clients.

9:00-10:00am
New Jersey Tax Law and Case Update
Susan A. Feeney, Esq. - McCarter & English Attorneys at Law
Do you represent individuals or businesses paying taxes in New Jersey? Get prepared for all the intricacies of the New Jersey state tax system. Discussion topics include nexus (Sales and corporate tax), sales and use tax, gross income tax, corporation/business tax, and New Jersey administrative procedure.

10:00-10:15am
Coffee Break and Exhibitors

10:15-11:15am
Affordable Care Act
Perry Koplik - PF Compass
The Affordable Care Act (ACA) is of immense importance to millions of individuals and millions of businesses and their owners. Discuss the key issues and planning strategies that tax practitioners need to know in order to advise their clients regarding this legislation.

11:15am-12:15pm
Federal / New Jersey Gift and Estate Tax Update
Brian D. Reynolds, J.D., LL.M. - Mantell, Prince & Reynolds, P.C.
While the estate and gift tax have been greatly relaxed, many clients will still require estate planning services in 2016, now that the tax environment has stabilized. Examine the fundamentals of estate planning.

12:15-12:30pm
Coffee Break and Exhibitors (Sponsor Drawings)

12:30-1:30pm
Federal Tax Update
Bruce E. Mantell, CPA, J.D., LL.M. - Mantell, Prince & Reynolds, P.C.
The Protecting Americans Against Tax Hikes Act of 2015 made some of the former so-called 'tax extenders' permanent, further extended others, and changed the substance of several. In addition, 2015 saw major changes to Social Security file-and-suspend strategies, and the Affordable Care Act tax compliance provisions continued to confound many employers.

COURSE LEVEL

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$15 late fee after 12/1. Season Pass holders must register for each event.

INSTRUCTORS

Susan Feeney

Susan A. Feeney, Esq.

Partner

McCarter & English Attorneys at Law

Susan A. Feeney, Esq., is a partner with the law firm of McCarter & English. Ms. Feeney's practice concentrates in the areas of state taxation and local property taxation. She is admitted to the Bars of the states of New Jersey and New York and is a member of the Essex County, New Jersey and American Bar associations and a fellow of the American Bar Foundation. Additionally, Ms. Feeney is a member of the Sales and Use Tax Review Commission of the State of New Jersey. She lectures frequently on the subject of state taxes and local property taxes to civic and professional groups and is an adjunct professor at Fairleigh Dickinson University in the master’s of taxation program.

Ms. Feeney graduated summa cum laude from Fordham Law School and holds an undergraduate degree from Seton Hall University. She has considerable experience in litigating tax appeal cases involving office complexes, hotel, data centers, golf course properties and manufacturing facilities. Ms. Feeney’s expertise in New Jersey sales and use tax law frequently provides planning strategies for clients in the sales and use tax areas.

Perry Koplik

Perry Koplik

PF Compass

Perry Koplik has over 30 years of extensive experience in the estate planning and employee benefits industry. His diverse background enables him to help his clients pursue their long-term financial goals through comprehensive financial and estate planning. Mr. Koplik is presently the Principal at PF Compass which specializes in employer guidance and benefit solutions.In addition, Mr. Koplik is a frequent lecturer for business and professional organizations regarding Healthcare reform. Mr. Koplik enjoys classical music, and going to the ballet. He also enjoys going to hockey, baseball, and football games.With his wife, Debra, Mr. Koplik resides in Hillsborough, New Jersey.

Bruce Mantell

Bruce E. Mantell, CPA, J.D., LL.M.

Partner

Mantell, Prince & Reynolds, P.C.

Bruce E. Mantell is a Shareholder in the law firm of Mantell Prince & Reynolds, P.C. in New Providence, New Jersey.  The firm limits its practice to tax and business planning, estate planning, estate administration and trust and estate litigation, mergers and acquisitions, tax controversy matters, ERISA and serving as expert and expert witness in tax and trust and estate related litigation.

He is a member of the Essex and Union County Bar Associations, the New Jersey State Bar Association, its Taxation Section (where he is a Past Chair and a member of the Executive Council) and its Probate and Trust Section, and has served as a Member on both the Ad Hoc Committee on Multidisciplinary Practices, and the New Jersey Supreme Court Committee on the Skills and Methods Course.  He is also a Member of the American Bar Association and its Taxation Section.  In addition, Mr. Mantell is a Member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, and he is a Fellow of the American College of Trust and Estate Counsel.  He is a former member of both the Board of Directors of the New Jersey Institute for Continuing Legal Education and the Board of Directors of The New Jersey Lawyer Newspaper.   He has been listed under two categories, namely, Tax and Trusts & Estates, in The Best Lawyers in America, published by Woodward/White, Inc., since 2001.  He is also listed, since 2005, under the categories of Tax and Trusts & Estates in New Jersey Super Lawyers, published by New Jersey Monthly Magazine.    Mr. Mantell is a frequent lecturer and author on tax, business, estate and pension related subjects for professional associations.  

Mr. Mantell received his B.S. from Lehigh University (1969), his J.D. from Rutgers University School of Law (1973), and his LL.M. in Taxation from New York University School of Law (1977).

Parag Patel

Parag P. Patel, J.D., LL.M. (Tax)

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.

Brian Reynolds

Brian D. Reynolds, J.D., LL.M.

Mantell, Prince & Reynolds, P.C.

Brian D. Reynolds, Esq., a shareholder with Mantell, Prince & Reynolds, P.C., focuses his practice on matters relating to tax and estate planning; business and succession planning for entrepreneurs, professionals and closely held businesses; the administration of estates and trusts; estate and trust litigation; taxpayer representation in connection with federal and state tax controversies; charitable planning; and a broad range of personal legal matters. Mr. Reynolds is a member of the Union County Bar Association and a frequent lecturer for several organizations, including the New Jersey Society of Certified Public Accountants, the New Jersey State Bar Association and the New Jersey State Bar Foundation. He graduated cum laude from York College of Pennsylvania with a bachelor’s degree. He received his juris doctor from New York University School of Law and his master’s from New York University School of Law. Mr. Reynolds is admitted to practice law in both New Jersey and New York. In 2011, Mr. Reynolds was chosen for the New Jersey Law Journal’s 40 Under 40, which recognizes the top 40 attorneys in the State of New Jersey who are under the age of 40.

PRICING

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form