Where
Greensboro Marriott Downtown
304 N. Greene Street
Greensboro, NC 27401
Driving Directions
Topics/Speakers*
- 2016 North Carolina State Tax Update, Keith A. Wood
- 2016 Federal Income Tax Update, Keith A. Wood
- Basis Consistency, Recent FLP Cases and Other Selected Topics in Transfer Tax, Estate and Trust Administration, J. Aaron Bennett & Christopher W. Genheimer
- New FLSA Overtime Rules and Other Employee Benefit Developments, J. Scott Dillon & Kenneth R. Keller
- Identifying and Protecting Your Client's Internal and External Business Relationships, Michael J. Allen & Nicholas J. Bakatsias
- Celebrity Estate Planning Disasters: Lessons from the Lifestyles of the Rich and Famous, Gregory S. Williams
- Navigating the NC Unfair and Deceptive Trade Practices Act, J. Patrick Haywood & Mark K. York
- Purchase Agreements and Leases: A Framework for Review & Analysis, Christopher J. Vaughn
*Topics and speakers are subject to change.
Carruthers & Roth, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Questions? Please contact:
Erin Molinaro
Marketing Director
Phone: 336-478-1141
E-mail: ekm@crlaw.com
2016 Business & Tax Seminar
Wednesday, December 7, 2016
Greensboro Marriott Downtown, Greensboro, NC
Carruthers & Roth, P.A. is pleased to announce our annual 2016 Business & Tax Seminar taking place on Wednesday, December 7, 2016. This full-day seminar, designed for CPAs, accounting and tax professionals, will focus on key issues, policies and requirements related to their profession.
Objectives
Upon completion of the 2016 Business & Tax Seminar, attendees will be able to:
- Assess the impact of mischaracterized independent contractors on Affordable Care Act compliance and penalties.
- Identify the changes and effects of the Department of Labor’s Final Rule (effective December 1, 2016) that expands overtime eligibility by raising the dollar threshold for qualification for White Collar Overtime Exemption.
- Summarize the “white collar” exemption for executive, administrative, and professional personnel.
- Distinguish between the “duties” tests and “salary” tests necessary to qualify for the “white collar” exemptions from the overtime requirements of the Fair Labor Standards Act.
- Identify key North Carolina state tax changes effective in 2016 and 2017 and recognize new tax planning opportunities for individuals and businesses arising from tax legislation.
- Identify federal tax developments over the last year and numerous tax issues and provisions impacting your client's or employer's tax returns.
- Recognize the critical relationships typically encountered during a business’s enterprise life cycle and identify ways to protect your client’s rights and interests in those relationships.
- Identify key issues associated with the new basis consistency rules under Treasury Regulation 6035, drafting and planning considerations in light of the Holiday and Purdue FLP cases, and address the net investment income tax’s impact on trust administration.
- Summarize recent changes in the areas of transfer tax, estate and trust administration.
- Recognize problem areas in the estate planning and administration context by reviewing illustrations of problems and pitfalls in celebrity plans (or lack thereof).
- Summarize the North Carolina Unfair and Deceptive Trade Practices Act (“UDTPA”) and apply the three part-test for a Prima Facie Unfair and Deceptive Trade Practices Act (“UDTPA”) claim.
- Provide general guidance on measures that clients can take to avoid Unfair and Deceptive Trade Practices Act (“UDTPA”) claims.
- Provide a general framework for the analysis of purchase agreements and leases with a focus on risk management including analysis of specific types of provisions that affect transaction risks.
Recommended CPE Credit
8 CPE credits in Accounting, Taxes and Business Law fields of study.
Who Should Attend
Certified Public Accountants (CPAs), accounting and tax professionals.
Additional Information
Prerequisite(s): Those professionals experienced in the tax field.
Advanced Preparation: No advanced preparation is required.
Program Level: Intermediate.
Instructional Method: "Group-Live" offering.
Registration Information
The registration deadline is Thursday, December 1, 2016.
Register online, by phone or e-mail:
1. Click on the "Register Now" button below to complete the online registration form.
2. Call Erin Molinaro at 336-478-1141.
3. E-mail Erin Molinaro at ekm@crlaw.com.
Online Registration Form
Please click on the following button to complete the online registration form.
Payment Info
Early Bird Registration (on or before Oct. 31, 2016): $85.00 per person
Regular Registration (after Oct. 31, 2016): $95.00 per person
- You may pay online via paypal prior to the registration deadline of Thursday, December 1, 2016, The charge will show up as "PAYPAL*CARRUTHERS" on your bank or credit card statement.
- You may also pay by check/cash at the door or send it in by mail. (Address: Carruthers & Roth, P.A., Attn: Kay Garrison, P.O. Box 540, Greensboro, NC 27402).
Please note that we will not be able to accept credit card payments at the door.
Seminar Policies
For more information regarding administrative policies such as complaint, refund, and/or cancellation, please contact Erin Molinaro, Marketing Director, at 336-478-1141 or ekm@crlaw.com.