1423 Tilton Road, Northfield, NJ 08225                                                                                                                                                                                                                      


On November 14, 2018

18-25 SJW 11/14/18 Discussion of the New Tax Act (TCJA) & Social Security Planning Strategies

$ for Member
$ for Non Member     Become Member

Overview of presentation:

- Tax Reforms


  1. Brackets
  2. SALT
  3. Section 199

- Estate

- Reform 2.0


Start: November 14, 2018 06:00 pm
End: November 14, 2018 08:00 pm
Course Objective To learn & ask questions on the New Tax Act as well as other relative topics
CPE Hours 2/2
IRS Program Number C0FYB-U-00167-18-I
Level Basic
Prerequisites 1 year tax preparation experience
Field of Study Taxes

Audubon, NJ

Audubon, NJ
Not Available
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Organized By: NJAPA
NJAPA has always been dedicated to increasing and maintaining a high standard of proficiency and integrity among its members; cultivating a spirit of professional cooperation among its members; and establishing good will and understanding between the public and the membership.
Address: 1423 Tilton Road, Unit 1
US, 08225
Phone: 609-380-4918
Email: nj_apa@comcast.net
Website: http://njapa.info
Stephen D. Leightman

Stephen joined the securities industry in 1977. Before joining RBC Wealth Management, he was with three other investment firms where he served as a financial consultant, branch manager, national sales manager, and vice president of investments. Stephen has lectured locally and nationally on various investment topics and has appeared in several periodicals including The Wall Street Journal and The New York Times as well as local and national television. Prior to his financial career, Stephen was headmaster at a private high school in Washington, D.C. His participation in local and state Lions Clubs, the Philadelphia Estate Planning Council, and his position on the executive committee of the National Board of Directors of the Prader Willi Syndrome Association are important components of his commitment to community service. Steve and his wife, Michele, reside in Cherry Hill. They have three daughters. stephen.leightman@rbc.com 856-840-6650

Mark J. Evans

Mark joined the securities industry in 1994. He is a graduate of Clemson University where he earned a Bachelor of Science degree in finance and subsequently passed the Uniform CPA Examination in the State of New Jersey. He also earned the Accredited Wealth manager designation through the Estate and Wealth Strategies Institute of Michigan State University. Prior to joining the securities industry, he owned and managed a successful local CPA firm and served as treasurer and chief financial officer of a large privately held company. He is member of the American Institute of Certified Public Accountants, the Philadelphia Estate Planning Council, and has also served as finance chairperson for the Upper Deerfield Township Board of Education for over 20 years. Mark and his wife, Kathy, reside in Upper Deerfiled Township. They have a son and a daughter. mark.j.evans@rbc.com 856-840-6651

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