NJSEA HALF DAY EDUCATIONAL AND
PRACTICE MANAGEMENT SEMINAR
THIS PROGRAM IS NOW HYBRID!
Wednesday, May 10th 2023
9 AM - 10 AM Registration
10 AM - 12 PM - Tax Season Recap Panel
12 PM - 1 PM - Lunch
1 PM - 3 PM - Practice Management
CLICK HERE to Register for the In-Person Program
If you wish to Register for the Virtual Option, please use the link at the bottom of this page.
Register Now!Registration Fees:
NJSEA & NAEA members: $79.00*
Non Members: $99.00*
Virtual Attendees: $99.00
*Includes a Buffet Lunch.
For special dietary needs, please contact
Chris Mahler at info@njsea.org or
(609) 903-1477.
Add to Calendar
For special dietary needs, please contact
Chris Mahler at info@njsea.org or
(609) 903-1477.
TOPIC: 2022 Tax Season Recap
Seminar Description:
In this seminar, two panels of our own NJSEA tax experts will share technical tax challenges they faced and resolved during filing season. They will also lead a directed discussion where attendees will be able share their own tax challenges.
Learning Objectives:
- Challenges of TCJA
- Child Tax Credit, Kiddie Tax
- State and local taxes and AMT
- Calculating Mortgage Interest deduction
- Maximizing qualified business income deductions
- REIT dividends & PTPs & QBI
- Grey areas of Specified Service Businesses
- Depreciation changes
- Business Losses under the new law
- Rentals & QBI
- Explaining the tax changes to your clients
- Who did well, who didn't?
- and more...
Ask the panel tax questions which may have arisen in your own tax work and improve your knowledge, skills and abilities to handle difficult tax issues.
OUR FEATURED PANELISTS:
Jo-Ann Weiner, EA
William Neetz , EA
Edward Ryan, EA
CE Credits: 2 IRS CE or 2 CFP® CE or 2 CPA CPE
TOPIC: Practice Management
For the Tax Professional
Brief discussions on the following topics:
- Introduction and starting out on your own.
- Engagement letters and organizers
- The paperless office
- Cyber Security and Gramm Leach Bliley requirements
- Business E&O, Cyber and General Insurance coverage
- Staff Hiring, Firing and Retention
- Office Routines and Controls
- Topics to be covered- Continued
- Handling Blunders, Errors, and Typos
- Tax Research
- How to handle difficult clients
- How to double your fees
- Marketing through social media
- How to safeguard your business
- How to exit your practice
Practice Management Speaker:
Kenneth Portera, EA
Contact
Christine Mahler, NJSEA Administrator
New Jersey Society of Enrolled Agents
(609) 903-1477
info@njsea.org