BRC Financial Symposium - Triangle
Past, Present, and Future of Midtown
By John Kane, CEO, Kane Company
John Kane founded Kane Realty Corporation in 1978. Today as its Chairman and CEO, John has led an organization that has developed sustainable mixed-use communities, regional malls, neighborhood and community centers, office buildings and health centers. He shares an exciting story of positive development in Raleigh’s Midtown district.
9:00-9:50 a.m.
Economic Influences on Business Planning-Where Are we in the Cycle? What is ahead?
By Michael L. Walden, Ph.D., North Carolina State University
Dr. Walden will present his current analysis and outlook for the economy-national, state, and local. Topics covered will include production and job growth, trends in inflation and interest rates, impacts of the world economy, and emerging trends that will determine the structure of the economy in the decades ahead.
10:00-10:50 a.m.
Efficiencies and Trends in Financial Departments of Privately Held Companies
By Courtney Coker, CPA, Senior Manager, Bernard Robinson & Company
Does the thought of preparing for year end and your upcoming audit or financial service seem daunting or overwhelming? This presentation will cover several of the most efficient and effective ways to be prepared for your CPA and will also touch on some of the trends we are seeing in financial departments.
11:00-11:50 a.m.
Tax Updates
By Tim Hooks, CPA, Partner, Bernard Robinson & Company
Tim Hooks will review current year federal and NC law changes, including new Affordable Care Act required forms, bonus depreication and section 179 limits, and sun-setting of credits/deductions.
12:00-12:50 p.m.
LUNCH
1:00-1:50 p.m.
Who is the NCACPA?
By Sharon Bryson, M.Ed., COO, North Carolina Association of CPAs
Responsible for overall NCACPA operations, including oversight relating to the Communications, Finance & Administration, and Professional Development Departments, Sharon Bryson shares an inside look at the NCACPA's work.
2:00-2:50 p.m
Fraud Update
By Kyle Corum, CPA, CFE, Senior Manager,
and Casey Cox, CPA, IT Support Specialist,
Bernard Robinson & Company
3:00-3:50 p.m.
IRS Audits-Minimizing Risk and Best Preparation
By Genie Petrangeli, CPA, Senior Manager,
and Ashley Khan, CPA, Senior Manager,
Bernard Robinson & Company
Do you own a rental property that generates losses on a continuous basis? Are you a self-employed individual who has a large amount of business expenses in proportion to your income? Do you have a bank account in a foreign country and you’re unsure of the requirements to report it to the IRS? Join us to discuss these tax scenarios and others which may raise a red flag with the IRS and cause you to be a target of an IRS tax audit. Ashley Khan and Genie Petrangeli will present the latest “hot” topics on the IRS’s radar for audits, describe the various types of audits and what to expect during the audit process.
4:00-4:50 p.m
Opportunities and Challenges within Our Thriving County
By Jim Hartmann, County Manager, Wake County Government
Jim Hartmann, as County Manager, is responsible for the administration of all County departments and agencies under the guidance of the Board of Commissioners and for maintaining effective relationships with community partners and other government agencies. He will share more about his work within Wake County.
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Continuing Professional Education Information:
Bernard Robinson & Company 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
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.
For questions or concerns regarding Continuing Professional Education, course content, delivery, timeliness or accuracy of CPE, refund, complaint and/or program cancellation policies for this event, contact Sarah Turner at sturner@brccpa.com or 336.232.4422.
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