NJSEA Dinner and Educational Seminar

Wednesday, May 10, 2017

4:30 PM to 6:00 PM - Board Meeting
6:00 PM to 6:30 PM - Dinner
6:30 PM to 8:30 PM - Educational Seminar

 

Register Now!Registration Fee: $40 NJSEA & NAEA members/$60 after May 4;  $50 non-members and guests/$75 after May 4.  Includes dinner.

Early Bird Pricing Until Thursday, May 4, 2017

Refund Policy:  Credit for a future meeting if attendee notifies NJSEA prior to event.
No credit/refund if attendee does not notify NJSEA in advance.

Where

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


 
Driving Directions 
 

When

Wednesday May 10, 2017 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

Add to Calendar 

 

 

 


TOPIC: Federal and New Jersey Estate Tax Update

Seminar Description

Learn about the latest tax law changes affecting federal and New Jersey estate planning and administration. Get insight into what may be on the horizon for this important segment of tax law. 

Learning Objectives

  • Understand current developments with respect to federal and New Jersey estate planning and administration
  • Review the current federal and state estate and gift tax laws
  • Learn about the proposed changes by the incumbent executive and legislative branches of government and the implications of such changes

OUR FEATURED SPEAKER

Bruce E. Mantell, Mantell & Prince, P.C.

Bruce E. Mantell is a shareholder in the law firm of Mantell & Prince, P.C. in Murray Hill, 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 is the recipient of the 2004 Distinguished Service Award for his many years of dedication and contributions to the field of continuing legal education as a lecturer for the New Jersey Institute of Continuing Legal Education (ICLE).  He is the recipient of the 2017 Award for Outstanding Contribution to the Taxation Law Section of the New Jersey State Bar Association.   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 both Tax and Trusts & Estates in New Jersey Super Lawyers, published by New Jersey Monthly Magazine.  Furthermore, he has been honored by being named as one of the Top 100 Lawyers in New Jersey.  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).

CE Credits:  2 IRS CE  or 2 CFP® CE or 2 CPA CPE


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Contact

Anthony Berlangieri, Secretary 

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