Where
Greensboro Marriott Downtown
304 N. Greene Street
Greensboro, NC 27401
Driving Directions
Topics/Speakers
- 2015 North Carolina State Income Tax Update, Keith A. Wood
- 2015 Federal Income Tax Update, Keith A. Wood
- Estate Planning for the Modern Age, J. Aaron Bennett
- Deferred Compensation Plans: Four Common Pitfalls, J. Scott Dillon
- Managing Risk and Client Expectations through Engagement Letters and Other Means, Michael J. Allen
- What CPAs Need to Know About Crowdfunding, Nicholas J. Bakatsias
- Irrecovable Trust Reboot: Bringing a Fresh Script to an Old Show, Gregory W. Williams
- The Unintended Consequences of Transferring Real Estate, Elizabeth J. Zook
- Nuts and Bolts of Personal Guaranties, J. Patrick Haywood & Mark K. York
- Cybersecurity: Threats, Solutions & Protections, Robert N. Young with guest speakers: Stephen Cox, Securis Central Carolina and William Thacker, Craft Insurance.
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.
Questions? Please contact:
Kay Garrison
Carruthers & Roth, P.A.
Phone: 336-379-8651
E-mail: seminar@crlaw.com
2015 Business & Tax Seminar
Wednesday, December 2, 2015
Greensboro Marriott Downtown, Greensboro, NC
Carruthers & Roth, P.A. is pleased to announce our annual 2015 Business & Tax Seminar taking place on Wednesday, December 2, 2015. 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 2015 Business & Tax Seminar, attendees will be able to:
- Recognize the changing landscape of estate planning as a result of modern family dynamics and recent legislative developments.
- Identify common problems encountered in non-qualified deferred compensation plans: failure to comply with DOL reporting requirements, coverage of non-qualifying participants, failure to recognize when 409A applies, and misapplication of special FICA wage withholding rules.
- Summarize the uses, benefits and limitations of and on modifying and decanting irrevocable trusts.
- Recognize and avoid the unintended consequences of transferring real estate: notifying insurance companies, potential reduced value taxation, retaining title insurance and limiting warranties of title.
- Identify key federal and North Carolina state tax changes effective in 2015 and recognize new tax planning opportunities for individuals and businesses arising from recent tax legislation.
- Name the various types of crowdfunding vehicles that may impact efforts to raise capital. Summarize the regulatory rules applicable to crowdfunding and analyze the tax reporting implications associated with crowdfunding.
- Summarize current statutory and regulatory obligations for businesses regarding the safeguarding of customer and employee personal information.
- Assess cybersecurity information threats and mitigate cybersecurity risks by implementing best practices to protect the privacy and confidentiality of data.
- Identify the obligations of the lender, borrower, and guarantor in personal guaranties and understand claims and defenses when the borrower defaults on the debt.
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 26, 2015.
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 (on or before Oct. 30, 2015): $85.00 per person
Regular Registration (after Oct. 30, 2015): $95.00 per person
- You may pay online via paypal prior to the registration deadline of Thursday, November 26, 2015 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.