NJSEA Dinner and Educational Seminar

Wednesday, July 12, 2017

4:30 - 6:00 p.m. - Board Meeting
6:00 - 6:30 p.m. - Dinner
6:30 - 7:00 p.m. - Board Installation
NAEA Director, Don Rosenberg, EA will update our members on NAEA activities and install the 2017/2018 NJSEA Board of Directors.
7:00 - 9:00 p.m. - Educational Seminar



Register Now!Registration Fee: $40 NJSEA & NAEA members/$60 after July 6.  $50 non-members and guests/$75 after July 6.  Includes dinner.

Early Bird Pricing Until Thursday, July 6, 2017

Wednesday July 12, 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
  Educating America
  Finance & Budget
  Government Relations
  Long Range Planning
  Membership
  Public Information
  Website
Unfinished Business
New Business
For the Good of the Order
Announcements
Adjournment
 

 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

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

 
Driving Directions 
9:

When

Wednesday July 12 2017 from 6:00 PM to 9:00 PM EDT

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TOPIC:  Ethics - OPR and Circular 230

Seminar Description:  This month's seminar will focus on  the ethical foundation of practice and will discuss the role of the Office of Professional Responsibility and our responsibilities under Circular 230.   

Learning Objectives:

  • Why do we study ethics?
  • What are the concepts of Deontology and Utilitarianism and how do they relate to tax practice?
  • What are the due diligence obligations of tax professionals?
  • How can we avoid and deal with potential conflicts of interest situations?
  • What are the Circular 230 considerations related to practitioner fees?
  • What are our other obligations under Circular 230?
  • What is the role of the OPR?

OUR FEATURED SPEAKER

Don Rosenberg, EA
 Don Rosenberg has been an enrolled agent for more than 20 years. His practice includes business and individual tax returns, business write-ups and taxpayer representation. He is an adjunct lecturer at CUNY's Hostos Community College in the Bronx, NY.

He has served NAEA as an NTPI Level 2 instructor for 10 years and has trained many NTPI Fellows. He has chaired the SSLA Leadership Academy Advisory Board and is past president of the NYSSEA. He is a Leadership Academy graduate, an NPTI Fellow, former chair of the NTPI Planning Committee and has served as a consultant to the Educating America Implementation Task Force and as a member of the Tax Prep Committee. He is currently serving as a Director on the NAEA Board.

His office, Donald Rosenberg & Associates, Inc. is located in Yorktown Height, NY.

CE Credits:  2 IRS CE  or 2 CPA CPE



Contact

Anthony Berlangieri, Secretary 

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