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In-Person Live | 22nd Annual North Carolina/South Carolina Tax Section Workshops

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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, "Getting By With a Little Help From Our Friends," as well as an ethics session and technology training.


  • The Passthrough Entity Tax: How Is It Working, Rules and Planning Ideas
  • Global Mobility and Compensation Reporting
  • Getting By With a Little Help From Our Friends
  • AI, Predictive Analytics and the Tax Code
  • Corporate Tax Updates
  • Opportunity Zones, Tax Benefits, Early Criticisms, and IRS Attacks on Funds and Investors
  • Planning With SLATS – A Useful and Flexible Planning Tool (If Properly Implemented)
  • It's a Pass-Through! It's a Corporation! It's an "S" Corporation! But Is It Always "Super"? – Real-World Implications, Complications and Stories of Donning the "S"
  • Why Cybersecurity Programs Fail
  • The Client-Centered Firm

In-Person Live
Friday–Sunday, May 26–28, 2023
Day 1: 8:00 AM–12:00 PM
Day 2: 8:00 AM–12:15 PM
Day 3: 8:00 AM–12:00 PM

Click here to view the full program agenda.

Kiawah Island Golf Resort, 1 Sanctuary Beach Drive, Kiawah Island, SC

Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and rooms may sell out.

Kiawah Island Golf Resort, 1 Sanctuary Beach Drive, Kiawah Island, SC
Nightly Rates:

  • Scenic View Villas: $205 One–bedroom | $273 Two–bedroom | $309 Three–bedroom
  • Ocean View Villas: $555 Two–bedroom

Reservations: Click here or call 866.763.5056 (Ask for NCBA Tax Section Program group rate or booking number 19562.)
Hotel Cutoff Date: Thursday, April 27, 2023

Room blocks with the resort are limited and can sell out. Alternative accommodations can be made through various online sites such as VRBO or Airbnb for properties on or near Kiawah Island.


  • Mark Burnette, LBMC Advisory Services, Nashville, TN
  • Christopher J. Denicolo, Gassman Crotty & Denicolo PA, Clearwater, FL
  • Candace A. Hoffman, North Carolina Lawyers Assistance Program, Raleigh
  • R. Milton Howell III, DMJPS PLLC, Greensboro
  • Kristin King, Schell Bray PLLC, Greensboro
  • Reginald Mombrun, North Carolina Central University School of Law, Durham
  • Catherine Sanders Reach, North Carolina Bar Association, Cary
  • Ronii Rizzo, BDO United States, Charlotte
  • Hale E. Sheppard, Chamberlain Hrdlicka White Williams & Aughtry, Atlanta, GA
  • Kathleen D. Thomas, University of North Carolina, Chapel Hill

NCBA Tax Section

  • Stacey A. Brady, Schell Bray PLLC, Greensboro (Planner)
  • Christopher E. "Chris" Hannum, Culp Elliott & Carpenter PLLC, Charlotte (Planner)

North Carolina: 9.00 MCLE Hours

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


Individuals experiencing COVID-19 symptoms, or within a COVID-19 quarantine/isolation period (as defined by the CDC at the time of the event) should not attend NCBA/NCBF events in person. Should a registrant for an in-person CLE event begin to experience COVID-19 symptoms or fall within a COVID-19 quarantine/isolation period, they will be provided with a digital registration upon request.

Masks remain optional at NCBA/NCBF in-person events, and we encourage all attendees to use good health and safety practices. The NCBA/NCBF does not provide notification of potential exposure following in-person events.

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.