6: 

NJSEA Dinner and Educational Seminar (Note: New Location!)

Wednesday, September 12, 2018

   3:30   p.m. -   5:00 p.m. -   Board Meeting (All Members Welcome)

   6:00   p.m. -   6:15 p.m. -   Buffet Dinner & Installation

   6:15  p.m. -   8:00  p.m.  -  Educational Seminar                                                                                      

Register Now!Registration Fee:

 NJSEA & NAEA members;

Early Bird September 7th:  $55

After September 7th: $65

Non Members: 

Early Bird September 7th:   $80

After September 7th: $90

 

 Includes buffet dinner.

Early Bird Pricing until Friday, September 7, 2018

 

Where

APA Hotel Woodbridge (NEW LOCATION!)
120 Wood Avenue South
Iselin, NJ 08830


 
Driving Directions 

When  

Wednesday, September 12th, 2018 6:00 pm - 8:00 pm

Board Meeting: 3:30 PM to 5:00 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
 
Committee Reports
  By-Laws 
  Education 
  Educating America
  Finance & Budget
  Government Relations
  Long Range Planning
  Membership
  Public Information
  Website 
  Mentoring
 
Unfinished Business
New Business
For the Good of the Order
Announcements
Adjournment 

 

 

For special dietary needs, please contact
Jenny Breedy at secretary@njsea.org  or 
(732) 448-0753


    Add to Calendar 

 

 

 

TOPIC:  Ethics - OPR and Circular 230

Course Description:

Seminar Description: 

This 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

Please Note Our New Location:
APA Hotel Woodbridge
120 Wood Avenue South
Islein, NJ 08830

Contact

Jenny Breedy, Secretary 

New Jersey Society of Enrolled Agents
(732) 448-0753
secretary@njsea.org