NJSEA All Day Educational Seminar
Monday, November 12, 2018
8:00 a.m. - 8:30 a.m. - Continental Breakfast and Registration
8:30 a.m. - 12:00 p.m. - Educational Seminar
12:00 p.m - 1:00 p.m. - Lunch
1:00 p.m. - 4:30 p.m. - Educational Seminar
Register Now!Registration Fee: $195 NJSEA & NAEA members; ($210 after November 8th)
$250 non-members and guests;
($265 after November 8).
Includes buffet lunch and two refreshment breaks*
Early Bird Pricing until Thursday, November 8th
TOPICS 
- Section 199A - QBI Deduction (4 CE)
The most talked about section of the TCJA, this session will take a deep dive into the code section and regulations issued in August of 2018. Issues discussed include what income qualifies for the deduciton, limitations on specified services industries, phase-in of W2 and asset testing. Guidance on treatment of real estate activities will be explained. The difference in allowed deductions across different entity types will be explained. This session will conclude with comprehensive examples as well as entity selection under TCJA.
- TCJA Update (2 CE)
- Foul-ups, Bleeps and Blunders with Self-directed IRAs (2 CE)
The internet and program promoters can lead unwary taxpayers down a perilous path. While a self-directed IRA is legal and can often make sense in a taxpayer’s overall tax and financial plan, it is too easy to make a misstep through a prohibited transaction, which makes the entire IRA taxable, in some cases years before detection (See Peek v. Commissioner for an extreme case).
OUR FEATURED SPEAKERS
John Sheeley, EA, Founder
Chester, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.
John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and nonresident alien entrepreneurs and entertainers living and working in the United States. The Firm prepares the occasional cannabis industry and crypto currency tax return.
John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com
CE Credits: 8 IRS CE or 8 CFP® CE or 8 CPA CPE
Contact
Jenny Breedy, Secretary
New Jersey Society of Enrolled Agents
(732) 448-0753