NJSEA Dinner & Educational Seminar

Wednesday, July 13, 2016                                                                                 

4:30 - 6:00 p.m. - Board Meeting
6:00 - 6:30 p.m. - Dinner
6:30 - 7:00 p.m. - Board Installation and NAEA update
7:00 - 9:00 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, July 7).  Includes buffet dinner.

Early Bird pricing until Thursday, July 7!

                      

Where

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

 
Driving Directions 

When

Wednesday July 13, 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 Report
Vice President's Report
Secretary's Report
Treasurer's Report
Immediate Past President's Report
President Emeritus' report

Committee Reports
    By-laws
    Education-Programs and Seminars
    Educating America
    Government Relations
    Membership
        Recruitment
        Retention
        Mentoring
    Nominating
    Public Relations
    Website

Unfinished business
New Business
For the Good of the Order
Announcements
Adjournment

Contact

Anthony Berlangieri, Secretary 

New Jersey Society of Enrolled Agents 
(973) 580-0706
aberlangieri@yahoo.com

 


Registration Fee: NJSEA & NAEA members ($40/$60 after Thursday, July 7); Non-members and guests ($50/$75 after Thursday, July 7).  Includes buffet dinner.

Early Bird pricing until Thursday,  July 7.

Register Now! 

 

 

 

TOPIC: Taxation of Trusts - Part II

 Meeting Description:
Are you seeing more clients who have trusts?  Are you confident in filling out a trust tax return? Join us for Part II of Taxation of Trusts which will focus on preparation of Form 1041.  There will be a brief review of Part I  which discussed the different types of trusts.


Learning objectives: 
  • Brief review of "Types of Trusts" covered in Part I
  • Form 1041 Filing Requirements 
  • Trust Income 
  • Trust Deductions 
  • Distributable Net Income 
  • Accounting Income 
  • Allocation of Income and Expenses for Accounting Income 
  • Tier 1 and 2 Distributions 
  • Tax Computation Schedule G
     
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

Richard Reedman, President of the NAEA will join us immediately after dinner, and before our educational seminar, to install the new NJSEA Board and give us an update on NAEA activities.