New Jersey Chapter Education
Inheritance & Estate Returns for Federal, NJ/NY/PA
The day will begin with federal topics. Kathryn Keane will present the final 1040 tax return for a decedent and a 1041 tax return for the income earned by their estate as well as how to split the income between the two returns accurately. She will go into greater detail on income in respect to the decedent and which return to report. In the afternoon, you can choose from breakout sessions focused on New Jersey with Lisa Handelman, Pennsylvania with Amy Gambler or New York with Kathryn Keane. View the full agenda
here.
Register Now!
Federal CPE: 4
State Hours: 4
Date & Time:
June 1, 2023
8:00 a.m. - 4:30 p.m.
Location:
The Grand Resort Hotel
915 Route 73
Mount Laurel, NJ 08054
856-372-1170
Fees:
| Early | Standard | |
|---|
| Member | $250 | $280 | |
| Non-Member | $300 | $330 | |
| | | |
Early pricing available until May 25, 2023
Lunch will be provided to all registrants.
Course materials will be emailed to all registrants by the chapter the week of the event.
Cancellation Policy:
Cancellations must be submitted to NATP by May 29, 2023, and are subject to a $10 fee.
| CPE Credits | Field of Study | | |
|---|
|
| 4 | Federal Tax Law Topic | | |
| 4 | State Tax Topic/Update | | | |
All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
Previous Events
| Famous NJ Tax Seminar | Jan. 2023 | Atlantic City |
| NJ NATP Annual Conference and Meeting | Oct. 2022 | Atlantic City |
| NJ Buying and Selling of a Tax and Accounting Practice | June 2022 | Multiple Locations |
| Famous NJ State Tax Seminar ODW | Jan. - Nov. 2022 | On Demand Webinar |
| NJ Taxation of Retirement Income ODW | Dec. 2021 - Nov. 2022 | On Demand Webinar |
| Famous NJ State Tax Seminar | Jan. 2022 | Webinar |
| NJ Taxation of Retirement Income | Dec. 2021 | Webinar |
| NJ Annual Conference and Meeting | Oct. 2021 | Atlantic City |
| NJ BAIT Webinar | Aug. 2021 | Webinar |
| NJ Health Insurance Mandate Ins and Outs | Jan. 2021 | Webinar |
| Famous NJ State Tax Seminar | Jan. 2021 | Webinar |
| NJ Properly Closing a NJ Business | Dec. 2020 | Webinar |
| NJ Annual Conference and Meeting | Oct. 2020 | Webinar |
| NJ Famous State Tax Seminar | Jan. 2020 | Iselin |
| Tax Considerations Buying-Selling Business | Dec. 2019 | Iselin |
Annual Conference & Meeting A Day
with Kathryn Keane, EA
| Oct. 2019 | Iselin |
| NJ Sales Tax: A Crash Course Webinar | Aug. 2019 | Webinar | |
Using Value Based Billing in
Your Practice & Maximizing Profits | June 2019 | Parsippany | |
| Cruising with New Jersey Chapter | May 2019 | Royal Caribbean | |
NJ & PA Berkheimer Update and
Navigating Federal Schedule E | May 2019 | Mount Laurel | |
| Small Business Workshop | Jan. 2019 | Multiple Locations | |
| Famous NJ State Tax Seminar | Jan. 2019 | Iselin | |
| New Tax Strategies for Retirees | Dec. 2018 | Iselin | |
| Annual Conference & Meeting | Oct. 2018 | Iselin | |
IRS, Cybersecurity and
Other Practice Issues | June 2018 | Iselin | |
The Definitive Tax Cuts &
Jobs Act Seminar | May 2018 | Mt. Laurel | |
| Famous NJ State Tax Seminar | Jan. 2018 | Iselin | |
| | | |
