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In-Person Live | 23rd Annual North Carolina Tax Section Workshop

Are you ready to dive into the latest tax law updates and strategies to enhance your practice? Join us for an in-depth analysis and discussion of federal, state, and local tax laws, policies, procedures and practices.

In addition to key legal insights, attendees also explore technology options (including some you may already have!) for managing tasks and projects, and strategies for responding to stressful circumstances that we face as lawyers in our personal and professional lives.


  • Recent Federal Income Tax Developments
  • The Income Tax and Estate Tax Benefits for Encumbered Real Estate With Negative Capital Accounts Using the Preferred Partnership
  • Code Section 409A and You: Common Pitfalls and Traps for the Unwary
  • North Carolina State Tax Case Law Update
  • Current Trends in IRS Enforcement
  • A Most Taxing Profession: Navigating Stress in Your Practice and in Your Life
  • Multistate SALT Update
  • Tackling the To-Do List: Task and Project Management
  • Name, Image and Likeness (NIL) in College Sports: Current Developments and Tax Implications

In-Person Live
Friday–Sunday, May 24–26, 2024
Day 1: 8:00 AM–12:00 PM
Day 2: 8:00 AM–12:00 PM
Day 3: 8:00 AM–12:00 PM

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: $215 One Bedroom Scenic View Villa | $285 Two Bedroom Scenic View Villa | $325 Three Bedroom Scenic View Villa | $580 Two Bedroom Oceanview Villa
Reservations: Request reservation online or call 866.763.5056 (Ask for North Carolina Bar - Tax Section group rate, or booking number 20398.)
Hotel Cutoff Date: Wednesday, April 24, 2024
Group rates will be available two days before and after the event dates, based on availability. Reservations received after the cutoff date will only be filled on a space-and-rate available basis.


  • Judge Lucy Inman, Milberg Coleman Bryson Phillips Grossman, PLLC, Raleigh
  • Taylor Bracewell, Ogletree Deakins, Atlanta, GA
  • Cassady V. "Cass" Brewer, Georgia State University College of Law, Atlanta, GA
  • Jerome M. Hesch, Meltzer Lippe Goldstein & Breitstone LLP, Boca Raton, FL
  • Edward Thomas Lewis, III, Medical University of South Carolina, Charleston, SC
  • Micha Malouf, Schell Bray PLLC, Chapel Hill
  • Clint Massengill, EY, Hartford, CT
  • William W. "Bill" Nelson, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh
  • Catherine Sanders Reach, North Carolina Bar Association, Cary
  • Ronald D. Williams, NC Department of Justice - Revenue Division, Raleigh

NCBA Tax Section

  • Jordan L. Fieldstein, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh (Planner)
  • Kristin King, Schell Bray PLLC, Greensboro (Planner)

North Carolina: 9.00 MCLE Hours

1.00 Professional Well-Being
1.00 Technology Training


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.