May 27, 2020 - FPA of NJ Webinar Series
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5/27/2020
When: Wednesday, May 27, 2020
9 to 10 AM
Where: Zoom
United States

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Date: Wednesday, May 27, 2020

  

Time:  9:00 - 10:00 AM

Topic: CARES Act:  The Next Steps

 

Credit Information:
Applying for 1 CFP® CE.  

The CFP Board communicates approved credit to NJ Insurance for CFPs.

We provide certificates of attendance for self submission for other certifications, however no others are pre-approved.

   

Program Description:  

This will be a panel discussion on administering CARES Act stimulus programs, focusing on issues of small business loans & grants, retirement plan loans & distributions, and stimulus checks.  Guidance will be provided to support planners in managing client issues and questions in these areas.

 

This will be a question driven program, designed to help planners avoid the landmines and pitfalls associated with these issues.

 

Moderators: –   Mr. David Haas and Steven Bernknopf

  

Featured Speakers: 

 

Edward P. Rigby, CPA, MST
Partner, Prager Metis CPAs

 

Edward Rigby is a Partner in the Tax Services Department of Prager Metis, a member of Prager Metis International Group. He has over 25 years of experience as a tax professional.

 

In his position as Tax Partner, Ed acts as a lead tax consultant and strategist to the firm’s clients.  His responsibilities include directing, motivating, and managing firm tax department personnel, directing the business relationships with clients, and leading the firm’s business development initiatives.

 

Edward has been recognized as being a trusted advisor to business executives in the pharmaceutical, manufacturing, financial services, real estate development, global art and fashion industries.  His areas of expertise include providing advice on mergers and acquisitions, international tax structuring and tax benefits for business investment, and research and development.  He has also successfully negotiated financially impactful tax rulings with IRS and State taxing authorities.  Ed’s clients not only benefit from tax savings resulting from sophisticated tax planning, but are also able to avoid problems associated with non-compliance with the ever increasing complexity of federal tax law and regulations.

 

Ed has authored numerous articles on behalf of the New Jersey Society of CPAs covering topics such as Opportunity Zone tax benefits, Section 199A deductions, and interest expense limitation rules.  He has served as guest speaker at Monmouth University’s Real Estate Graduate program and presented tax-related education and training to law firms, bankers, and internal professional staff.

 

Robbin E. Caruso, CPA, CGMA

Partner, Prager Metis CPAs

 

Robbin E. Caruso is a Partner in the Tax Department of Prager Metis CPAs, a member of Prager Metis International Group. Robbin has been practicing in the accounting industry for over 25 years.

 

Robbin specializes in complex tax work, and is integrally involved with individual, fiduciary, and business tax planning and compliance, as well as assisting clients in handling various federal and state tax controversy resolution matters such as installment agreements, offers in compromise and tax audits. She also oversees accounting and financial planning matters for her high-net-worth clients.

Robbin’s passion for her work shows through her dedication to both clients and staff.  She makes herself available when needed and has developed close relationships with her clients over the years. This has enabled her to provide more effective, efficient, and personalized guidance and to obtain optimal results for her clients. She is also a regular contributor to the firm’s newsletter and has been interviewed for numerous tax articles by industry publications. Robbin has spoken at continuing professional education seminars conducted for the benefit of her peers and frequently provides training to staff and clients.

 

Robbin is currently on the finance committee of the Canyon Creek Condominium Association. She has served on various boards and finance committees over the years, including: on the board of trustees and as chairperson of the finance committee at Pine Brook Jewish Center for over 4 years. She was also an adjunct professor at Kean University from 1993 through 2001. Courses she taught include principles, intermediate and advanced accounting, auditing, personal finance, and computer accounting systems and procedures.  She has been back to Kean as guest speaker over the years.

 

When she is not assisting her clients, Robbin is active with a number of non-profit organizations including Rotary International, Inc., the Leukemia and Lymphoma Society, There Goes My Hero, Make A Smile Foundation, and numerous others. She also enjoys hand-built pottery and other creative arts. Prior to joining Prager Metis, Robbin was a Managing Partner at E. Martin Davidoff & Associates, which combined with Prager Metis in November of 2018.

Frank P. Turner
Interpeak Consulting, LLC

Frank P. Turner is a corporate restructuring and turnaround professional advising closely held businesses experiencing financial and operational difficulties. Mr. Turner is well versed in creditor settlement discussions either out-of-court or through bankruptcy. During his 30 years on Wall Street, Mr. Turner restructured/renegotiated in excess of $12 billion in corporate debt.

 

Mr. Turner is a Certified Turnaround Professional, and is a member of the Turnaround Management Association, the Association of Insolvency and Restructuring Advisors and the American Bankrupt Institute.

Registration Fees:  Free

 

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