Where
Greensboro Marriott Downtown
304 N. Greene Street
Greensboro, NC 27401
Driving Directions
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.learningmarket.org.
Topics/Speakers
- 2014 North Carolina State Income Tax Update, Keith A. Wood
- 2014 Federal Income Tax Update, Keith A. Wood
- 2014 Employee Benefits Update, J. Scott Dillon
- Overview of Fidiciuary Income Tax, Gregory S. Williams
- Responding to Summonses and Subpoenas for Client Documents, Michael J. Allen
- Potential Individual Liability for Claims in the Workplace, Kenneth R. Keller
- Considering Crowdfunding and Other Vehicles for Raising Capital in the Post-Jobs Act Era, Nicholas J. Bakatsias
- Fiduciary Accounting Principles, J. Aaron Bennett
- Overview of NC's Uniform Trust Code, J. Stanley Atwell
- Data Breach, HIPAA, HITECH and Other Relevant Issues, Norman F. Klick, Jr.
- Shareholder Disputes within Closely Held Entities, J. Patrick Haywood and Mark K. York
Questions? Please contact:
Kay Garrison
Carruthers & Roth, P.A.
Phone: 336-379-8651
E-mail: seminar@crlaw.com
2014 Business & Tax Seminar
Wednesday, December 3, 2014
Greensboro Marriott Downtown, Greensboro, NC
Carruthers & Roth, P.A. is pleased to announce our annual 2014 Business & Tax Seminar taking place on Wednesday, December 3, 2014. 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 2014 Business & Tax Seminar, attendees will be able to:
- Summarize the general principles of North Carolina’s Uniform Principal and Income Act, and the guidelines for allocating certain receipts and charges between trust principal and income.
- Identify the rules and mechanics of the income taxation of trusts and estates.
- Name key tax changes affecting IRA and qualified retirement plans and assess the practical implications for CPAs and their clients.
- Identify key federal and North Carolina state tax changes effective in 2014 and recognize new tax planning opportunities for individuals and businesses arising from recent tax legislation.
- Assess exposure for potential personal liability for claims in the workplace and apply best practices to avoid personal liability.
- Determine and prepare a response when the government issues a subpoena for personal information on clients and others.
- Analyze the legal implications of HIPAA, HITECH, North Carolina Identity Theft Protection Act, and other areas of privacy and protection.
- Identify standards of value and approaches peculiar to shareholder disputes of closely held business entities.
- Describe how North Carolina law has changed by reason of the State’s adoption of the Trust Code.
- Analyze the effects of the JOBS Act on the national and regional level and identify developing securities issues that may impact business clients.
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, November 27, 2014.
Register online, by phone or e-mail:
1. Click on the "Register Now" button below to complete the online registration form.
2. Call Kay Garrison at 336-379-8651.
3. E-mail Kay Garrison at seminar@crlaw.com.
Online Registration Form
Please click on the following button to complete the online registration form.
Payment Info
Early Bird Registration (before and on Oct. 31, 2014): $85.00 per person
Regular Registration (after Oct. 31, 2014): $95.00 per person
- You may pay online via paypal prior to the registration deadline of Thursday, November 27, 2014 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.