Make Tax Planning Great Again: 2025 Essentials for Accountants

Join Us for a Complimentary CPE Continuing Education Seminar

When:

Date: Thursday, April 24th, 2024
Appetizers & Networking: 6:00 – 6:30 PM
*CPE Seminar: 6:30 – 8:00 PM
Dinner: 8:00 PM

Where:

Akbar Restaurant
21 Cortlandt St #1, Edison, NJ 08837

Event Details

Join WilkinGuttenplan’s CPA Vinay Navani, Darko Naumoski, and Parag Patel, Esq. of Patel Law Offices for an insightful discussion on the key tax law changes for 2025. Additionally, Pranay Bhatia, CA, will provide valuable insights into Indian Taxation of U.S. Companies – Selling Goods & Services in India. This informative session is designed to equip tax professionals with practical strategies for navigating new compliance requirements and optimizing client outcomes.

*Attendees will be able to earn 1.5 hours of NJ CPE credits

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 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 violations, temporary restraining orders, criminal and ordinance offenses.

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 U.S.

Pranay Bhatia, CA, LLB, India
Pranay is a qualified Chartered Accountant as well as a Lawyer. He has been advising clients in relation to various aspects from Indian tax and regulatory perspective for more than 3 decades. He owns his own tax consulting firm, EFFIINEXT and provides key taxation services to its clients which are ranging from Individuals to Indian and Global MNC’s and PE and VC Funds. He advises clients in relation to their personal wealth succession planning aspects. He has advised clients on tax compliances and strategizing large tax litigations. He has also assisted in structuring transactions and setting up various funds. He has contributed a number of articles and has spoken on number of tax and regulatory aspects at various forums.

 

Sponsored by:

Registration

Register for Make Tax Planning Great Again: 2025 Essentials for Accountants