This program provides expert instruction on a wide range of tax controversy and tax planning topics.

Sessions cover topics including:

• Basis planning
• Small business succession
• Technology
• International taxation
• Market-based sourcing

INCLUDED SESSIONS (Also available for individual purchase)

• The New Geometry of Estate Planning: Horizontal and Vertical Planning for Tax Basis Adjustments
• Effective Succession Planning Strategies for the Owner of the Family Business
• Collaboration Tools for Lawyers
• Overview of the Tax Cuts and Jobs Act's Impact on International Structures
• The Growing Importance of Market-Based Sourcing

SPEAKERS

• John H. Griffing, Griffing Leazer PLLC, Gastonia
• Paul M. Hattenhauer, Culp Elliott & Carpenter PLLC, Charlotte
• Jerome M. Hesch, Jeffrey M. Verdon Law Group LLP, Miami, FL
• Matthew Laney, Elliott Davis, Charlotte
• Emily H. Leazer, Griffing Leazer PLLC, Gastonia
• William L. "Bill" Mills IV, Culp Elliott & Carpenter PLLC, Charlotte
• Jason G. Sullivan, Dixon Hughes Goodman LLP, Charlotte

PRODUCED
June 1, 2020

PLANNED BY
NCBA Tax Section

• Nicholas J. Bakatsias, Carruthers & Roth PA, Greensboro (Planner)
• Robert J. "Bob" Gallagher, Carolina Tax, Trusts & Estates, Southern Pines (Planner)

APPROVED CREDIT
North Carolina: 5.00 MCLE/CPE Hours

PROGRAM PRICING
See pricing below. Discounts may be available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 800.228.3402 for details.