You don't want to miss this.

Jun 12

NJSEA Annual Meeting, State of NJ Update, Tax Professional's Role in Estates & Trusts

Please join us for an evening of hybrid education and the NJSEA Annual Meeting.
If you plan on attending a variety of events, please make sure to add your tickets to your cart. Thank you.

APA Hotel
120 Wood Avenue South, Iselin, NJ 08830
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Virtual location

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Jun 12, 2024 03:00pm - Jun 12, 2024 09:00pm

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$0.00 - $90.00

NJSEA Annual Meeting 

State of NJ Update and Problem Solving

and

Tax Professional's Role in Estates & Trusts

___________ 

 

As required by Article 6.03 of the Society's bylaws, this notice serves as the President's Call to the Annual Meeting of the New Jersey Society of Enrolled Agents.

 

Wednesday, June 12, 2024

3 PM - 9 PM


This evening's events will take place as follows:

3 PM - 5 PM - State of NJ Update and Problem Solving (Free) - In-person Only

5 PM - 6 PM - Annual Meeting (Free) - Hybrid

5:30 PM - 9 PM - Dinner and Tax Professional's Role in Estates & Trusts - Hybrid


APA Hotel, 120 Wood Avenue South, Iselin, NJ 08830 - In-person

or Via Zoom meeting


Speaker: Christina Quinones

State of NJ Update & Problem Solving

3 PM - 5 PM

 

Description: 

A compact update from the state of NJ followed by in-person case resolution.  

Bring your hardest cases for the State of NJ to get on-the-spot assistance from state employees.

 

Instructor:

Christina Quinones, NJ Division of Taxation Office of the Taxpayer Advocate 

Christina started with the Division in 2007 in the Customer Service Call

Center. During her 8 years in the Division's Customer Service Center, she gained a vast knowledge of all taxes and programs administered by the Division. She assisted not only the taxpayers of New Jersey during her time in the Customer Service Center but also the practitioners and business community through the Practitioner Hotline. Christina joined Taxation University in 2015 where she became a strong part of our employee training program and continued to assist the practitioners and business communities by providing valuable tax information through seminars and education. In April 2020, Christina moved to the Office of Legislative Analysis to assist in navigating the legislation that impacts the Division. As of the spring of 2023, Christina is the newest addition to the Office of the Taxpayer Advocate.

 

Christina has served on various projects over the course of her career including the planning and implementation of the Division's first-ever New Hire Boot Camp training program in 2017, the Integrated Tax System training plan implementation, and most recently the ANCHOR Program advertising and outreach campaign.

 

Christina's tax knowledge, customer service experience, and project management skill set is a strong asset to the Division of Taxation.

 

Christina is a loving mother of three and an avid baker. 

 

NO IRS CE or CFP Credits for this portion.

5 PM - 6 PM

The Annual Meeting agenda is as follows:

 

Call to Order

Roll Call

Members in attendance?

Quorum present?

Reading and Approval of the Minutes

Officer Reports

President's Report

Vice President's Report

Secretary's Report

Treasurer's Report – Notification of Dues Increase

Immediate Past President's Report

Committee Reports

Nominating – Members Vote

By-Laws – Members Vote

Education

Finance & Budget

Government Relations

Long Range Planning

Membership

Unfinished Business

New Business

For the Good of the Order

Announcements

Adjournment


Click on the following to Download:


Annual Meeting Agenda


NJSEA Annual Meeting Minutes from June 14, 2023


NJSEA Nominations Committee Report


Proposed By-Law Changes


Member Votes


Instructor: Andrew P. Van Hook

Instructor: Joseph Honer

Tax Professional's Role

in Estates & Trusts

6 PM - 9 PM

Members: $60

Non-Members: $90

 

Description: 

The presentation will be on issues related to the fiduciary responsibility, the decedent's final returns, the NJ Inheritance Tax return, the federal estate tax return (and prior gift tax returns), and the fiduciary income tax return.

 

Instructors:

Andrew P. Van Hook, CPA, EA, MST, NTPI Fellow

Andrew Van Hook holds a Bachelor of Science Degree in Accounting from Rowan University and a Master of Science in Taxation (with Highest Honors) from Goldey-Beacom College in Wilmington, DE. He is licensed as a Certified Public Accountant and enrolled to represent taxpayers before the Internal Revenue Service in all 50 States. After completing a three-year program, Andrew was recently admitted as a Fellow of the National Tax Practice Institute. As a member of the American Institute of Certified Public Accountants, New Jersey Society of Public Accountants, National Association of Enrolled Agents, and others, Andrew stays actively engaged in the profession. Andrew is also a partner in a South Jersey-based CPA firm where he specializes in tax controversy and taxation of entities and individuals with complex tax situations.


At Rowan, Andrew teaches courses in financial accounting as well as taxation. He is also involved in planning for the Accounting & Finance Expo and the Volunteer Income Tax Assistance (VITA) program.


Joseph Honer, JD, LL.M.

Loyola University of Maryland with a degree in accounting and a specialization in finance for my undergraduate degree. Then, I attended Rutgers University Camden for my Juris Doctorate and finally Villanova University for my L.L.M. in taxation.


On a professional level, I have worked as an auditor for the Department of Defense and as a forensic accountant for the Department of Justice. Currently, I run my own tax and business planning business and am the managing partner in a rental real estate partnership.


On a personal note, I am a die-hard Philadelphia sports fan, which means I am used to being constantly let down.


3 IRS CE and CFP Credits for this portion.