2 CE Topics:  Taxation of Capital Gains Inside Trusts & Tax Update 2014

 

7:30 a.m.-8:00 a.m.    Breakfast Buffet
8:00 a.m.                     Business Announcements          
8:15 a.m.-9:05 a.m.    Presentation

Topic 1:  Taxation of Capital Gains Inside Trusts

 Historically, having a trust's capital gains taxed to the beneficiaries has been a challenge.  With the recent increase to the long-term capital gain rate (i.e., the addition of a top bracket of 20%) and the advent of the 3.8% surtax, there will be a renewed focus on that challenge.  This presentation explores several ways this can be achieved.

 Speaker:  John Goldsbury is the Managing Director and Wealth Strategist for U.S. Trust.  John provides financial and tax planning expertise to clients of U.S. Trust.  He is one of approximately 50 Wealth Strategists nationwide providing expertise, and he supports the North Carolina markets. He is also one of five members of the National Wealth Strategies Group, established to provide expertise on a national level to U.S. Trust.  Prior to joining NationsBank in 1996, John was a tax attorney in private practice in Portland, Maine for eleven years, ending as a partner at Jensen Baird Gardner & Henry.  He specialized in tax planning and litigation, including income tax, estate tax and gift tax, retirement planning, succession planning for closely-held businesses and option planning for executives.  He was co-chair of the Taxation Section of the Maine Bar Association.

This has been approved for one hour Life/Prometric, CPE, and CFP and CLE.

**To be followed by an additional free hour of CE from

9:15 a.m.-10:15 a.m.:

Topic 2:  2014 Tax Updates  

 Join us to hear 2014 Tax Updates from R. Milton Howell, III, CPA, CSEP.  As if the tax laws are not complex enough!  Milton Howell will walk us through the myriad of changes and updates now facing business and individuals for 2014, both on a federal level and a state level.  He will review foreign account holdings and the required filings for foreign accounts, business depreciation rules, tax credits, making donations directly from your IRA to your charity of choice, Obama Care, the new NC tax rates and much more.

Speaker:  Milton is a tax partner with Davenport, Marvin, Joyce & Co., LLP in Greensboro, NC.  He has practiced primarily in tax matters that closely-held businesses and their owners face day to day.  Milton regularly writes and reviews articles in local, regional and national publications on tax matters and spends significant time monitoring current tax issues and legislation.  His speaking engagements include the Southern Federal Tax Institute, the North Carolina Association of CPAs, and many other venues and organizations.  He is a Past-Chair of the Tax Committee of the North Carolina Association of CPAs, and a Past-Chair of the Tax Executive Committee of CPAmerica International.  

This has been approved for one hour of Life/Prometric, CFP and CPE and applied for one hour of CLE.

Both courses are FREE to members.  Guests are free the first visit if they are eligible for membership.  There is a fee of $35 for breakfast and CE if it is the second visit.

Registration Deadline:  November 14, 2014

Register Now!