When

Wednesday, December 4, 2019 from 8:30 AM to 5:00 PM EST
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Where

Greensboro Marriott Downtown
304 N. Greene Street
Greensboro, NC 27401

 
Driving Directions

Topics/Speakers*

Step Up To The Plate: Income Tax Basis Planning on a (Relatively) New Playing Field, Greg Williams.   

Estate Administration - Navigating the Pitfalls and Brick Walls of Probate, Aaron Bennett.

Recent Developments in Professional Liability and Regulatory Compliance, Trisha Barfield and Robert Young. 

M&A Transactions – Observations and Recommendations to Sellers, Scott Dillon, Kenny Greene and Chris Genheimer. 

Game of Zones: Taking Advantage of the New Qualified Opportunity Zone Regime, Nick Bakatsias and Chris Genheimer.

Managing Risk in the Face of a Slowing Economy, Chris Vaughn.

2019 Federal Income Tax Update, Keith A. Wood.

And more! Full agenda coming soon.

 *Topics and speakers are subject to change

CPE Sponsor Registration

 

Carruthers & Roth, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:   www.nasbaregistry.org. 

Questions? Please contact:

Erin Molinaro
Director of Operations
Phone: 336-478-1141
E-mail: ekm@crlaw.com

2019 Business & Tax Seminar

Wednesday, December 4, 2019
Greensboro Marriott Downtown, Greensboro, NC  

Carruthers & Roth, P.A.  is pleased to announce our annual 2019 Business & Tax Seminar taking place on Wednesday, December 4, 2019.  This full-day seminar, designed for CPAs, accounting and tax professionals, will focus on key issues, policies and requirements related to their profession. 

Learning Objectives

  • State the vast changes that have occurred across the US regarding sales tax collection requirements.
  • Explain how sales tax structures apply to various products and services.
  • Identify areas of concern from a sales and use tax nexus and taxability perspective.
  • Determine situations where income tax basis planning may be available and implement methods and mechanisms for engaging in such planning.
  • Provide guidance on key issues involved in administering a decedent’s estate, including procedural requirements, post-mortem income tax planning, retirement benefit distributions, asset transfer considerations, and addressing estate claims and debts.
  • Summarize recent developments in laws and regulations applicable to accounting professionals including amendments to the North Carolina Identity Theft Protection Act and other cybersecurity issues, recent decisions of the NC State Board of Certified Public Accountant Examiners, and recent enforcement of workers compensation laws by the North Carolina Industrial Commission.     
  • Identify key issues, trends, experiences, and important considerations facing a client selling his or her business in a large M&A transaction.
  • Analyze indemnities and guaranties and the triggers, scope and timing of liability in various types of loan, lease and purchase and sale transactions.
  • Describe the new rules, regulations and mechanics applicable to Qualified Opportunity Zones (“QOZs”).
  • Explain how to structure Qualified Opportunity Funds that satisfy the IRS requirements in order to realize the potential tax benefits of investing in QOZs.
  • Assess the impact the QOZ regime will likely have on spurring economic development in distressed communities.
  • Identify federal income tax developments over the last year as they may impact your client's or employer's tax returns.

Recommended CPE Credit

8 CPE credits in Accounting, Taxes and Business Law fields of study.
 

Who Should Attend

Certified Public Accountants (CPAs), accounting and tax professionals. 

Additional Information

Prerequisite(s): Those professionals experienced in the tax field. 
Advanced Preparation: No advanced preparation is required. 

Program Level: Intermediate.
Instructional Method: "Group-Live" offering. 

Registration Information

The registration deadline is Thursday, November 28, 2019. 

Register online, by phone or e-mail:

1. Click on the "Register Now" button below to complete the online registration form. 
2. Call Erin Molinaro at 336-478-1141.  
3. E-mail Erin Molinaro at ekm@crlaw.com. 

Online Registration Form

Please click on the following button to complete the online registration form. 

Register Now!

Payment Info

Early Bird Registration (on or before Oct. 31, 2019): $85.00 per person 
Regular Registration (after Oct. 31, 2019): $95.00 per person

  1. You may pay online via PayPal prior to the registration deadline of Thursday, November 28, 2019. The charge will show up as "PAYPAL*CARRUTHERS" on your bank or credit card statement. 
  2. You may also pay by check/cash at the door or send it in by mail. (Address: Carruthers & Roth, P.A., Attn: Kay Garrison, P.O. Box 540, Greensboro, NC 27402).

PLEASE NOTE THAT WE WILL NOT BE ABLE TO ACCEPT CREDIT OR DEBIT CARD PAYMENTS AT THE DOOR.

Seminar Policies

For more information regarding administrative policies such as complaint, refund, and/or cancellation, please contact Erin Molinaro, Director of Operations, at 336-478-1141 or ekm@crlaw.com.