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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

Tuesday–Wednesday, August 6–7, 2024 (Original Program Date: May 24–26, 2024)
Day 1: 8:55 AM–4:00 PM
Day 2: 8:55 AM–12:20 PM

View the full program agenda.


  • 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


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.