NJSEA Dinner & Educational Seminar

Wednesday, May 11, 2016                                                                                 

4:30 - 6:00 p.m. - Board Meeting

6:00 - 6:30 p.m. - Dinner

6:30 - 8:30 p.m. - Educational Seminar

                                                                                          

Register Now!Registration Fee: NJSEA & NAEA members ($40/$60 after Thursday, May 5); Non-members and guests ($50/$75 after Thursday, May 5).  Includes buffet dinner.

Early Bird pricing until Thursday, May 5!

                      

Where

Crowne Plaza Hotel (Monroe) 
390 Forsgate Drive
(Exit 8A off the NJ Turnpike)
Monroe Township, NJ 08831  

 
Driving Directions 

When

Wednesday May 11, 2016 from 6:00 PM to 8:30 PM EDT

Don't Miss!

NJSEA Board Meeting

4:30 pm - 6:00 pm

(All Members Welcome)

 

Agenda:
 
Call to Order
Roll Call
Welcome to Members and Guests
President's Remarks 
Secretary's Report
Treasurer's Report 
Committee Reports
Bylaws Committee Report
Education Committee Report
Government Relations Committee Report
Membership Committee Report
Nominating Committee Report
Public Relations Committee Report
Website Report
New Business
Good of the Order
Vice President's Report
Past President's Report
President Emeritus' Report
Announcements
Adjournment

 

Contact

Joni Cappuccio, Secretary 

New Jersey Society of Enrolled Agents 
(215) 736-9455 
jcappuccionjsea@aol.com

 


Registration Fee: NJSEA & NAEA members ($40/$60 after Thursday,May 5); Non-members and guests ($50/$75 after Thursday, May 5).  Includes buffet dinner.

Early Bird pricing until Thursday, May 5.

Register Now! 

 

 

 

TOPIC: Taxation of Trusts
 
Meeting Description:
Are you seeing more clients who have trusts, are setting up trusts or who are beneficiaries of trusts? Learn about the different types of trusts, their purpose, and their tax implications including Inter-vivos and testamentary trusts, revocable and irrevocable trusts, and the many types of special purpose trusts.

Learning objectives:

    Types of Trusts (Simple, Complex, Grantor and Others)
    Trust Accounting Income, Distributable Net Income, Taxable Income
    Trust Income
    Deductions Available to Fiduciaries
    Misc Deductions Subject to 2% Floor
    Distributions
 
OUR FEATURED SPEAKER
 
Pat Rufolo, Esq.
Pasquale J. Rufolo is the founding member of the law firm of Rufolo & Stein, LLC, and practices in the areas of tax, trusts and estates, and business planning.
Mr. Rufolo's corporate tax practice includes representing owners of closely-
held corporations, partnerships, and limited liability companies.  He advises clients regarding the federal income tax laws relating to formation (including the preparation and negotiation of operating agreements, shareholders' agreements, etc.), liquidations and other corporate restructuring, executive compensation, withholding tax issues, and various tax accounting issues.  He has also handled numerous cases involving the drafting and negotiating of asset and stock purchase agreements, non-competition agreements, as well as employment and confidentiality agreements. Prior to attending law school,
Mr. Rufolo was an accountant working at a number of certified public accounting firms and serving as controller of an "Inc. 500" company. 
Mr. Rufolo serves as an Adjunct Professor at Seton Hall University School of Law, where he has taught Federal Income Taxation, Wealth Transfer Tax, Partnership Taxation, and Business Planning.  In addition, Mr. Rufolo has served as an Adjunct Professor in the Graduate Tax Program at Fairleigh Dickenson University in Madison, New Jersey, where he taught various tax related courses. 
 
CE Credits:  2 IRS CE, 2 CFP CE,  2 CPA CPE