Skip to main content

Live Webcast | 22nd Annual North Carolina/South Carolina Tax Section Workshops

This item is expired.

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

Live Webcast
Friday–Sunday, May 26–28, 2023
Day 1: 8:25 AM–12:00 PM
Day 2: 8:25 AM–12:15 PM
Day 3: 8:25 AM–12:00 PM

Click here to view the full program agenda.


  • 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


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.