Attend the Multistate Tax Conference and meet the experts who will provide explanations of significant laws, regulations, and practical tips you need to minimize the tax burden of your company or clients.
DESIGNED FOR
CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.
BENEFITS
This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with a panel of expert speakers discussing multistate hot topics.
HIGHLIGHTS
Agenda
7:45-8:15am
Registration and Continental Breakfast
8:15-8:30am
Opening Remarks
Alan J. Preis, CPA – Alan J. Preis, CPA, PC
Debra M. Simon, CPA – DMSimon CPA, LLC
8:30-9:20am
New York State Tax Update
Mark S. Klein, Partner – HodgsonRuss LLP
Enjoy a fast-paced discussion of "hot" New York State tax developments, including the 2015-2016 Budget Bill. In addition to a review of new cases, legislation, and administrative rulings, this presentation will also discuss the State's extremely successful residency audit program and its impact on New Jersey residents.
9:20-10:10am
NJ Department of the Treasury/Division of Revenue and Treasury Technology Update
Roger Cohen, Assistant Treasurer for Tax Policy and Revenue Analysis for New Jersey
James J. Fruscione, Director – New Jersey Division of Revenue and Treasury Technology
Hear an update from Roger Cohen, Assistant Treasurer for Tax Policy and Revenue Analysis for New Jersey. Then get an update on the Division of Revenue’s Electronic Services Program. Topics to include GIT and Partnership systems, Corporate Business Tax E-File, General Tax Applications and Digital Registry and Related Services.
10:10-10:25am
Morning Break
10:25am-11:15am
Multistate Update
Jeffrey A. Friedman, Partner - Sutherland Asbill & Brennan LLP
Hear about the recent developments and decisions affecting practitioners and businesses with multistate transactions. Discuss the most current topics and the impact they'll have on you and your clients.
11:15am-12:05pm
Northeast Multistate Sales and Use Tax Trends
Daniel Thompson, CPA - Thompson Tax & Associates, LLC
Ever wonder what how state sales and use tax trends are affecting your business? Please join Dan Thompson, President and Founder of Thompson Tax & Associates, LLC, for an exciting one hour presentation discussing Multistate sales and use tax trends in the Northeast region. Discussion topics will include an overview of the current National SALT environment, local SALT tax issues pertaining to Northeast states, and Federal legislation efforts.
12:05-1:00pm
Lunch
1:00-2:15pm
NJ Division of Taxation Compliance and Enforcement Activity
Tom MacDonald, Cindy Kostak, Mariann Patricella, Al Schiavetti - New Jersey Division of Taxation
Members of the Division of Taxation will show you the insides of the collection process describing the billing cycle, vendor responsibilities, routine investigation work, responsible person findings, certificates of debt, levy action Seizure, Auction and Revenue Opportunity, their relationship with the vendor Pioneer Recovery will also be covered.
2:15-3:30pm
NJ State Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2015 affecting New Jersey Taxpayers. Find out what you need to know to prepare for busy season.
3:30-3:50pm
Break
3:50-4:40pm
NJ Trust & Estate
John L. Berger, Partner - Lowenstein Sandler
This session will review what you need to know about trusts and estates in New Jersey. Hear about the major legal and tax concepts and how to navigate these difficult and sometimes overwhelming rules and regulations.
COURSE LEVEL
Intermediate