Where
Greensboro Marriott Downtown
304 N. Greene Street
Greensboro, NC 27401
Driving Directions
Topics/Speakers*
Breaking Up Is Hard To Do (But It Might Be Easier with a Prenup), Greg Williams.
Distribution Planning for Retirement Benefits: The Legal and Tax Implications of Lifetime and Post-Death Qualified Plan and IRA Distributions, Aaron Bennett.
Is Your Estate Plan Prepared to Exit Your Business?, Chris Genheimer.
“We Will Take Care of That Later” - Legal Conflicts in Professional Associations That Could Have Been Avoided, Pat Haywood and Mark York.
2018 Federal Income Tax Update, Keith A. Wood.
Crowdfunding 101: An Update on the Current State of Crowdfunding and Other Capital Raising Options for Your Business Clients, Nick Bakatsias.
Using Technology to Better Serve Clients: 60 Tech Tips in 60 Minutes to Increase Efficiency and Decrease Costs, Guest Speakers – Damon & Melissa Duncan
And more!
*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
Director of Operations
Phone: 336-478-1141
E-mail: ekm@crlaw.com
2018 Business & Tax Seminar
Wednesday, December 5, 2018
Greensboro Marriott Downtown, Greensboro, NC
Carruthers & Roth, P.A. is pleased to announce our annual 2018 Business & Tax Seminar taking place on Wednesday, December 5, 2018. This full-day seminar, designed for CPAs, accounting and tax professionals, will focus on key issues, policies and requirements related to their profession.
Program Objectives
Upon completion of the 2018 Business & Tax Seminar, attendees will be able to:
- Determine that prenups address both divorce and death and identify the implications of entering into marriage without one.
- Summarize common terms and provisions of prenups, as well as common factors in assessing enforceability of prenups.
- Identify likely candidates for prenups, particularly business owners, high net worth individuals (particularly athletes and celebrities), and people with children from prior marriages.
- Identify key issues related to the income taxation of qualified retirement benefits and IRAs during lifetime and after death, including determining the timing and amount of required minimum distributions.
- Summarize measures that clients can take to manage the distribution of retirement benefits to beneficiaries in a tax efficient manner, while recognizing the need to consider a beneficiary’s age, experience, family, and financial circumstances.
- Outline recent cases where professional associations (accountants, lawyers, doctors, etc.) that resulted in litigation that could have been prevented by contract (operating agreement, partnership agreement, etc.).
- Maximize the use of technology in personal and professional lives through today’s best apps, software, cloud-based services, products, and websites.
- Apply technology to business to increase efficiency and decrease costs while maintaining ethical standards and quality service to clients.
- Assess issues involved in preparing a business for sale and identify what steps need to be taken to ensure the business owner’s estate plan is properly drafted to address the sale of the business.
- Discuss the latest legal developments of the #MeToo era and their implications for employers and identify related audit and investigation procedures that employers can implement to protect their businesses.
- Provide general guidance on the rules applicable to equity-based Crowdfunding, identify key recent developments in both federal and North Carolina Crowdfunding rules, and assess the likely impact of such developments on businesses seeking to raise capital through Crowdfunding campaigns.
- Identify federal income tax developments over the last year as they may impact your client's or employer's tax returns.
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 29, 2018.
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, 2018): $85.00 per person
Regular Registration (after Oct. 31, 2018): $95.00 per person
- You may pay online via paypal prior to the registration deadline of Thursday, November 29, 2018, 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 OR DEBIT CARD PAYMENTS AT THE DOOR.
Seminar Policies
For more information regarding administrative policies such as complaint, refund, and/or cancellation, please contact Erin Molinaro, Director of Operations, at 336-478-1141 or ekm@crlaw.com.