Join us 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.

INCLUDED SESSIONS (Also available for individual purchase)

• 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

SPEAKERS

• Mark Burnette, LBMC Advisory Services, Nashville, TN
• Christopher J. Denicolo, Gassman Crotty & Denicolo PA, Clearwater, FL
• R. Milton Howell III, DMJPS PLLC, Greensboro
• Kristin King, Schell Bray PLLC, Greensboro
• Reginald Mombrun, North Carolina Central University School of Law, Durham
• Robynn E. Moraites, North Carolina Lawyer Assistance Program (NCLAP), Charlotte
• 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

PRODUCED
May 26–28, 2023

PLANNED BY
NCBA Tax Section

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

APPROVED CREDIT
North Carolina: 9.00 MCLE 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 919.677.0561 for details.

Access to the program and content expires ninety (90) days from the date of purchase.