1423 Tilton Road, Northfield, NJ 08225                                                                                                                                                                                                                      
609-380-4918
HURRY - EARLY PRICE ENDS SOON !!

Seminar

On October 30, 2019

19-14 2019 Federal State Tax Workshop (TPI) - 10/30/19 Georgian Court University

$165 for Member / Early Bird Fee $150 before October 30
$165 for Non Member / Early Bird Fee $150 before October 30    Become Member

New Jersey commercial tax preparers are invited to the Tax Practitioner Institute sponsored by the New Jersey Association of Public Accountants (NJAPA), Internal Revenue Service, the New Jersey Division of Taxation, and cooperating colleges/universities. It is geared toward the intermediate and advanced tax preparer and no pre-requisite is required. The materials will be available online and food will be provided at the seminar including evaluations.

The topics to be presented by Internal Revenue Service are as follows:

  • IRS Income Tax Update & TCJA, Data Breach and more

The topics to be presented by State of New Jersey Division of Taxation are as follows:

  • NJ Income Tax Update and Recent Tax Law Changes, New Jersey Property Relief, and more. 

Registration desk will open at 8:00 am. The session begins promptly at 8:30 am, with breaks and lunch, and concludes at 4:30 pm. Eight (8) CPE credits will be issued in Taxation and six (6) CE for EA's and those in the Annual Filing Season Program (AFSP), to those who complete the session. The pre-registration fee for commercial tax preparers is $150 ($35 for full time Students, ID required, no certificate issued). Those who register at the door will be required to pay a $165 fee. In order to qualify for the lower remittances, payments must be received no later than one week before the scheduled seminar. There will be no refunds. 

TAS Problem Solving Day

The Taxpayer Advocate Service (TAS) will be available to assist practicioners in person with client tax problems they have not been able to resolve with the IRS. TAS will be present at each of 2019 Annual Federal State Tax Workshops. See more details here

FEES

Fee $150 - Pre Registration

Fee at the Door - $165

CO-SPONSORS:
NEW JERSEY ASSOCIATION OF PUBLIC ACCOUNTANTS
INTERNAL REVENUE SERVICE - STAKEHOLDER LIAISON
NEW JERSEY DIVISION OF TAXATION - TAXATION UNIVERSITY

2019 AFSTW Registration Form

2019 AFSTW Material

PLEASE NOTE - If you are planning to take notes at the seminar, please bring necessary materials. Pens and writing pads are not provided this year

  1. 2019 AFSTW Tax Updates
  2. 2019 NTF Backup Withholding / Employment Tax Implications
  3. 2019 NTF Tax Forum - 199A and OZ
  4. Dealing with Disasters From an Individual Tax Persepctive
  5. Tax Security 2.0 - A "Taxes-Security-Together" Checklist

Start: October 30, 2019 08:30 am
End: October 30, 2019 04:30 pm
Course Objective To update Federal and State Tax Law.
CPE Hours 8/6
IRS Program Number C0FYB-U-00178-19-I
Level Basic
Prerequisites 1 year tax preparation experience
Field of Study Federal Tax Law Update

Georgian Court University
The Casino, 900 Lakewood Avenue
Lakewood, NJ 08701
Phone
(732) 919-1380
Website
Visit Venue Website

Organized By: Co-Sponsors: NJAPA, IRS and NJ Division of Taxation
Address:

US,
Phone:
Email:
Website:
Glenn Gizzi

Glenn has worked for the Internal Revenue Service for 30 years. He began in Taxpayer Service in 1989 as a Taxpayer Service Specialist until becoming a Revenue Agent in 1994. During his 11 years as an Agent, Glenn worked in the Examination Problem Resolution Unit as a caseworker, a cooperating Agent for Criminal Investigations and was a Taxpayer Advocate at the model walk-in office in Edison. Glenn is also a certified instructor for the IRS and has spent 4 years training the new incoming Revenue Agents from 2001 to 2005. Additionally, Glenn worked in the former Taxpayer Education & Communication division during its standup in 2001 before it was realigned into the Communications, Liaison and Disclosure division which is now Communication & Stakeholder Outreach. His current assignments include the Annual Federal State Tax Workshop, North & South Jersey Working Together and American Payroll Association. Glenn is currently assigned to the Edison, NJ office at 100 Dey Place and can be reached by phone at 732-777-7269 or by email at Glenn.J.Gizzi@irs.gov. Glenn is a graduate of Rutgers College, Rutgers University with a degree in Anthropology and is a volunteer Emergency Medical Technician for over 22 years. Senior Stakeholder Liaison Stakeholder Liaison Field Communication and Stakeholder Outreach (CSO)

Christina Quinones

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. Prior to joining Taxation University Tina was a Practitioner Hotline agent. She provided expert assistance to the tax professional and business community. Tina’s tax knowledge and customer service experience is a strong asset to the Taxation University Team. Tina is a loving mother of three and an avid baker. Taxpayer Service Representative New Jersey Division of Taxation Taxation University (609) 292-1132 Taxation.university@treas.nj.gov

D. Alexis Reid

Alexis is a Taxpayer Service Representative in the Taxation University Branch. She provides instruction for all tax types, computer science, and teaches personal and professional development skills in areas such as leadership and team building. As with all team members she also creates and edits our training materials. Alexis’s vast tax knowledge, presenting history, and cheerful disposition make her a sought after and often requested public speaker. Alexis started with the Division’s Customer Service Center in 2001. She has since worked with the Customer Service Training Department, has served as the team leader of Taxation’s Outreach Unit, and has served as the administrator and trainer of the Division’s internal training department. Alexis provides various courses and workshops to the public on taxes and programs administrated by the Division of Taxation. Her knowledge of New Jersey tax responsibilities and her experience with Internal Training has given her the opportunity to assist Division employees, New Jersey residents, small businesses, and tax professionals. Alexis is happily married, enjoys traveling and is a singer. Taxpayer Service Representative New Jersey Division of Taxation Taxation University (609) 633-6015 Outreach.Tax@treas.nj.gov

Abra M. Watson

Abra has been with the Division for eighteen years and has been an instructor since 2008. She schedules and takes the lead on training our Customer Service Center employees. She also teaches classes for our Division wide training program and provides instruction and information at public events all over New Jersey and beyond. Her background in customer service, her extensive tax knowledge, and enthusiasm for public speaking make her an irreplaceable member of our team. In her spare time, Abra loves singing, acting, and writing poetry. She is an accomplished community theater singer and actress. Taxpayer Service Representative New Jersey Division of Taxation Taxation University (609) 633-6015 Outreach.Tax@treas.nj.gov

Tilesha McCall

Tilesha provides training to Division employees and educates the public on all taxes and property tax relief programs administered by the State. She also instructs courses on professional development, leadership and team building skills. She began her career with the Division's Customer Service Call Center where she received extensive training. After a few years and wanting to fulfill her love for teaching, she joined Taxation University Team. She's happily married and a mother of two. She's also the Creative Arts Director at her church and loves to travel. Let's just say she keeps busy. Taxpayer Service Representative New Jersey Division of Taxation Taxation University (609) 292-1132 Taxation.university@treas.nj.gov

Lisa Handelman

Lisa recently celebrated her 9 year anniversary with the Division. Throughout this time, she has gained extensive experience as an Auditor in the Inheritance and Estate Tax Branch. Lisa's various roles include auditing, special projects, interacting with and aiding the public with Inheritance and Estate Tax issues, and assisting in the department as needed. Prior to her employment with the State of New Jersey, Lisa was an accountant in the private sector. Her knowledge and comfort with both the private and public sector have played an integral part in her success with Taxation. Lisa received her BA from the University of Michigan and her MBA from Rutgers University. New Jersey Division of Taxation Transfer Inheritance and Estate Tax Branch 609-292-5033 Lisa.handelman@treas.nj.gov

William J Dorman

William has been an auditor with the New Jersey Division of Taxation, Inheritance and Estate Tax Branch since 2006. His vast knowledge of Inheritance and Estate Tax has put him in a multitude of different roles including Help Desk Coordinator, Public Speaker, In-house Trainer, and Professional and Financial Sector Trainer. In addition he is also part of the information section of the Inheritance & Estate Tax Branch. William came to the Division after 20+ years in private industry with experience in MIS, Operations, and as a Controller. William has a BA from Rutgers University, New Brunswick and a MBA from Monmouth University, West Long Branch, NJ. His Education is in Accounting, Management, and Marketing. William is very involved in his community holding positions with several different organizations including, Planning Team manager on the Planning Group of NJ-TF1 Urban Search and Rescue Team, Firefighter, Extrication Specialist, & Chaplain for Silverton Volunteer Fire Co., and Technical Rescue Specialist for the Toms River Technical Rescue Task Force. He is a loving Husband, Father, and Grandfather.

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