New Jersey Chapter Education
NJ Chapter Event at Taxposium
We're excited to invite NJ chapter members to our chapter event on July 22! Whether you're coming to network or just have fun, we'd love to have you as our guest! We will meet at a TBD location for some networking. From there, we'll take a 7:30 p.m. bus to the Neon Boneyard Museum - where all the old Vegas signs go to die. The tour is approximately 45 minutes. There will be much to see and many photos to take. After everyone has enjoyed their visit, the bus will return to Caesars. Please
RSVP (taylortaxnj@gmail.com) by July 21 to let us know you are attending! As we get closer to the event, more information will be posted in the Taxposium app or just ask any of the NJ directors!
Date & Time:
July 22, 2025
7:00 p.m. - 9:45 p.m. PT
Location:
Meet at: TBD
Bus to: The Neon Boneyard Museum
NJ Chapter Annual Meeting and Seminar
This event will offer the following education:
- Preparer Due Diligence
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This course will cover the types of preparer penalties; the four due diligence requirements on Form 8867; the paid preparer's due diligence checklist (line by line); compute the credits knowledge record retention; the consequences of NOT meeting the due diligence requirements; bulletproof your office and procedures. Presented by Jason Daughtry, EA.
- Representing Preparers in Due Diligence Audits
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This course will cover the return preparer program; how preparers are selected for due diligence audits; preparer compliance program; preparer contact and discipline; due diligence visits appeals; managing the preparer's expectations; collecting fees. Presented by Jason Daughtry, EA.
- Uncomplicating Tax: Using AI to Simplify Tax Topics for Clients
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This course helps tax professionals learn to leverage AI for more effective communication with clents. Participants will explore AI-driven tools to translate tax topics and provide valuable insights to clients in terms they can understand. These fundamentals will help your practice serve your clients more efficiently. Presented by Brad D. Messner, MBA, EA.
- Designs and Blueprints: AI for Efficient Tax Research
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This course teaches tax professionals how to leverage AI for more effective and comprehensive tax research. Participants will explore AI-driven tools that quickly analyze and summarize tax regulations, rulings, and case law, saving time and enhancing accuracy. Learn how to use AI to stay current with ever-changing tax laws, generate insightful reports and summaries, and provide clients with well-founded advice. Presented by Brad D. Messner, MBA, EA.
Register Now!
Date & Time:
October 21, 2025
Attendee Check-In: 7:30 a.m. ET
Education: 8:00 a.m. - 4:40 p.m.
Annual Meeting: 11:40 a.m. - 12:10 p.m.
Location:
APA Hotel Woodbridge
120 Wood Avenue South
Iselin, NJ 08830
732-494-6200
Fees:
| Early | Standard | |
|---|
| Member | $265 | $295 | |
| Non-Member | $315 | $350 | |
| | | |
Early pricing ends Sept. 21, 2025.
Registration includes lunch. Electronic materials are also included.
Cancellation Policy:
Cancellations must be submitted to NATP by Oct. 17, 2025.
| Credits/Hours | Field of Study | | |
|---|
| 4 | Federal Tax Law Topic | | |
| 4 | Ethics | | |
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 State Tax Seminar
| Jan. 2025 | Iselin
|
Using AI in Your Tax Practice
| Dec. 2024 | Woodbridge
|
NJ Tax Forum Get Together
| Oct. 2024 | Washington, D.C.
|
NJ Annual Meeting and Seminar 2024
| Sept. 2024 | Atlantic City
|
New Jersey's 35th Anniversary Party
| Sept. 2024 | Atlantic City
|
Business Formation and Registration in New Jersey
| Aug. 2024 | Webinar
|
Member Meet Up
| July 2024 | Orlando, FL
|
Non-Profits: Types, Formation and Tax Returns Simulcast
| June 2024 | Toms River & Hasbrouck Heights
|
| Famous NJ State Tax Seminar | Jan. 2024 | Iselin
|
| Due Diligence and Preparer Audits | Dec. 2023 | Iselin
|
| New Jersey Annual Meeting and Seminar | Sept. 2023 | Iselin
|
| NJ Tax Forum Get Together | Sept. 2023 | Baltimore
|
| Income and Estate Tax Treatment of Trusts | August 2023 | Mount Laurel & Tinton Falls
|
| NJ Meets the Ghosts of San Antonio | July 2023 | San Antonio, TX
|
| Inheritance & Estate Returns for Federal, NJ/NY/PA | May 2023 | Mount Laurel |
| 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 | |
| | | |
