Wednesday, December 6, 2017 from 8:30 AM to 5:00 PM EST
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Greensboro Marriott Downtown
304 N. Greene Street
Greensboro, NC 27401

Driving Directions


  • Employment Law and Benefit Update, Scott Dillon & Ken Keller.
  • Estate Planning: Like Fire Insurance – Ensuring the Best in the Event of the Worst, Greg Williams.   
  • Padlocking the Piggy Bank: 529 Plans, UTMA, and 2503(c) Trust Options, Aaron Bennett.
  • What You Need to Know About Millennials, Special Guest Speaker, Larry Diana. 
  • The CPA’s Role in Business Litigation: Legal Duties and Practical Considerations,  Pat Haywood & Mark York
  • Buyer & Seller Beware: Navigating Business Purchase Agreements, Mike Allen & Nick Bakatsias
  • Bouncing Your Last Check:  Does Death Really Put an End to Your Debts?, Chris Genheimer
  • 2017 Federal Income Tax Update, Keith A. Wood

*Topics and speakers are subject to change. 

Unfair & Deceptive Trade Practices
CPE Sponsor Registration



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

2017 Business & Tax Seminar

Wednesday, December 6, 2017
Greensboro Marriott Downtown, Greensboro, NC  

Carruthers & Roth, P.A.  is pleased to announce our annual 2017 Business & Tax Seminar taking place on Wednesday, December 6, 2017.  This full-day seminar, designed for CPAs, accounting and tax professionals, will focus on key issues, policies and requirements related to their profession. 


Upon completion of the 2017 Business & Tax Seminar, attendees will be able to:

  • Summarize recent developments in employment law, including Industrial Commission assessments for failure to maintain workers compensation insurance coverage; the NC Employee Fair Classification Act; use of the new I-9 form; Department of Labor enforcement of E-Verify obligations; “Misconduct” as construed by the Division of Employment Security for purposes of disqualification for unemployment benefits; and application of the FMLA and ADA to employee leave issues.
  • Assess issues and options facing small employers in providing health insurance benefits to employees, including the new Qualified Small Employer Health Reimbursement Arrangement.
  • Identify and address various tax and non-tax issues, many of which are often overlooked, that need to be addressed in an estate plan.
  • Distinguish between popular methods for gifting to minors, including UTMA accounts, 2503(c) trusts, and 529 plan accounts.
  • Identify the important estate planning benefits of education trusts and 529 Plans, while recognizing planning opportunities for donors looking to balance tax savings, asset protection, and flexibility.
  • Summarize the key characteristics of the generations along with some historical events that helped to shape the behavior of each group.
  • Implement methods to mentor and train different generations so retention and productivity can be maximized in the workplace.
  • Recognize your legal and practical duties related to pre-litigation communications with third parties regarding former clients and former employers.
  • Recognize your legal duties and practical considerations in responding to requests for production of documents for litigation involving former clients, former employers, current clients and current employer.
  • Prepare and give deposition and trial testimony for litigation involving former clients, former employers, current clients and current employer.
  • Assess which documents or information may be protected from disclosure during the litigation process.
  • Identify important tax and non-tax issues in business acquisition agreements, including key representations and warranties, indemnity provisions, restrictive covenants, and purchase price allocation provisions, and discuss ways to protect your client’s rights and interests in those agreements from both the buyer’s and seller’s perspectives.
  • Identifying the issues associated with administering the decedent’s debits and creditor claims.
  • Identify federal 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 30, 2017. 

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. 

Register Now!

Payment Info

Early Bird Registration (on or before Oct. 31, 2017): $85.00 per person 
Regular Registration (after Oct. 31, 2017): $95.00 per person

  1. You may pay online via paypal prior to the registration deadline of Thursday, November 30, 2017, The charge will show up as "PAYPAL*CARRUTHERS" on your bank or credit card statement. 
  2. 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).


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