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Live Webcast | 21st Annual Tax Section Meeting

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Join us in person or by live webcast for an in-depth analysis and discussion of federal, state and local laws, policies, procedures and practices.

This program also includes a mental health/substance abuse session on the psychology of transition and a technology training hour dedicated to the risks and rewards of technology.


  • North Carolina State Tax Law Case Update
  • Psychology of Transitions
  • Defending Tax Clients Before the Office of Administrative Hearings and the NC Business Court
  • Fake News and the Tax Law
  • The Intersection of Income Tax and Estate Planning
  • Planning to Litigate: Where the Rubber Meets the Road, 2022 Edition
  • Anatomy of a Worker-Classification Dispute: Securing Section 20 Relief, Avoiding Employee Status, Recouping Fees and More
  • Benefits and Risks of Technology in Law Practice
  • Target or Waterfall: Partnership Allocations

Live Webcast
Friday-Sunday, May 27-29, 2022
Day 1: 8:25 AM–12:00 PM
Day 2: 8:25 AM–12:00 PM
Day 3: 8:25 AM–12:00 PM

Click here to view the full program agenda.


  • Judge Linda F. Nelson, North Carolina Office of Administrative Hearings, Raleigh
  • Christopher J. Denicolo, Gassman Crotty & Denicolo PA, Clearwater, FL
  • Marlon Fortineaux, RSM US LLP, Baltimore, MD
  • Justin LaMar, RSM US LLP, Baltimore, MD
  • Gregory P. McGuire, Nelson Mullins Scarborough & Riley, Raleigh
  • William L. Mills IV, Culp Elliott and Carpenter PLLC, Charlotte
  • Robynn E. Moraites, North Carolina Lawyers Assistance Program, Charlotte
  • John J. Nail, Chamberlain Hrdlicka White Williams & Aughtry, Atlanta, GA
  • Catherine Sanders Reach, North Carolina Bar Association, Cary
  • Hale E. Sheppard, Chamberlain Hrdlicka White Williams & Aughtry, Atlanta, GA
  • Kathleen D. Thomas, University of North Carolina, Chapel Hill
  • Ronald Williams, North Carolina Department of Revenue, Raleigh

NCBA Tax Section

  • Christopher E. Hannum, Culp Elliott and Carpenter PLLC, Charlotte (Planner)

North Carolina: 9.00 MCLE Hours

1.00 Ethics/Professional Responsibility
1.00 Substance Abuse/Mental Health
1.00 Technology Training


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 919.677.0561 for details.