Qualified Small Business Stock Planning
& the Corporate Transparency Act Update
Thursday, February 1, 2024
Royal Albert Palace:
1050 King Georges Post Road,
Fords, NJ 08863
Join Us for a Complimentary CPE Continuing Education Seminar on Qualified Small Business Stock Planning & the Corporate Transparency Act Update
Join WilkinGuttenplan’s CPAs Vinay Navani and Darko Naumoski, along with Parag Patel, Esq of Patel Law Offices, as they discuss the benefits, eligibility, and strategy of Qualified Small Business Stock Planning using Section 1202, and the Corporate Transparency Act update (CTA).
Topics to be Discussed:
Corporate Transparency Act
- Who needs to file Beneficial Ownership Information reports (BOI), and who is exempt?
- What information must be reported to FinCEN about a company’s beneficial owners?
- What is the process, and how to be prepared for the requirements?
Section 1202 Qualified Small Business Stock (QSBS)
- Who is eligible?
- Strategies for planning QSBS investments
- Potential risks and pitfalls
- What is QSBS and the tax benefits?
*Attendees will be able to earn 1.5 hours of NJ CPE credits
Vinay Navani, CPA, CGMA, MBA, MS
Vinay Navani, a Shareholder at WilkinGuttenplan, joined the firm in 1998. His client roster includes emerging and established businesses in the life sciences, software, manufacturing industries, and other closely held businesses and business owners. He provides income tax planning assistance focusing on a business’s “formation to exit” life cycle. The “formation to exit” includes capitalization, choice of entity, retirement planning, charitable giving strategies, coordination with tax examinations, business sales, and post-sale planning for the business owners.
Darko Naumoski, CPA
Darko Naumoski, a Principal at WilkinGuttenplan, joined the firm in 2017 and specializes in international taxation and planning strategies. Darko’s tax practice is consumed by international tax matters, including U.S. tax aspects of international business, such as foreign businesses working in the U.S. and U.S. businesses working abroad. Darko assists mid-market, multinational clients in creating and implementing tax structures that are operationally practical to minimize worldwide tax. For foreign-based businesses, Darko and his team are often the first points of contact to steer clients through the different hurdles, giving them peace of mind that their businesses are tax-compliant in the US.
Parag Patel, Esq.
Mr. Patel is a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. Mr. Patel has received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. Mr. Patel is the Chairman of the Tax Law Committee of the American Bar Association’s GP Solo and Small Firm Division. Mr. Patel is a member of the New Jersey State, New York State, Florida, and American Bar Associations. Mr. Patel has offices in New Jersey, New York, and Florida. Mr. Patel also serves as Municipal Court Judge for Westfield Township and Edison Township Municipal Courts, with jurisdiction of vehicular.
Event Hosted By: