Elevate Your Tax Expertise—Join Our Program for Enrolled Agents and Tax Preparers!
Join us for our first seminar tailored specifically for enrolled agents and tax professionals. Whether you choose to attend in person or virtually, this event promises to deliver valuable insights and updates on the latest tax regulations and best practices. Enhance your expertise and stay ahead in the ever-evolving field of taxation. Included with your registration is a 2-hour On Demand course that meets the Enrolled Agent Ethics course requirement.
Secure your spot today (in-person seating is limited!) and be part of a community dedicated to excellence in tax preparation! Seats are limited!
[In-Person]
Members: $200
Non-Members: $250
[Virtual]
Members $200
Non-Members $250
Special Pricing for NC Society of Enrolled Agents Members: $200
What’s in It for You?
✔ Comprehensive Education: Learning and topics covering critical topics you need to stay current and competitive. For $200/$250:
 | CPAs earn up to 7 hours of CPE |
 | Enrolled agents earn up to 5 hours of CE |
✔ Bonus Ethics Course: Registration includes a 2-hour On Demand Ethics course, approved by the IRS, that satisfies the Enrolled Agent Ethics requirement. Even better, this course remains active until April 30, 2025, allowing you to meet your 2025 ethics requirement if you already met your 2024 requirement!
✔ Flexible Attendance: Choose between in-person or virtual participation to fit your schedule and preferences.
✔ Unbeatable Value: For $200 (or $250 for non-members), you’ll meet your ethics requirement AND gain 5 hours of CE for enrolled agents or 7 hours of CPE for CPAs. This is the perfect package for those looking to fulfill their year-end requirements.
HOTEL ROOM BLOCK
Need a place to stay? NCACPA is pleased to have a room block at the Grandover Resort & Spa in Greensboro.
Room and rates are based on each hotel’s availability. Our block rate is $234+/night.
The hotel cutoff date is November 18, 2024.
IRS Approved 2-Hour On Demand Ethics Program
Included with your registration for the Enrolled Agent and Tax Preparer Program, you receive access to a bonus 2-hour On Demand Ethics course—approved by the IRS and specifically designed to satisfy the Enrolled Agent Ethics requirement.
This course is not only an excellent way to fulfill your 2024 ethics requirement, but also stays active until April 30, 2025, giving you the flexibility to use it for either 2024 or 2025 requirement if needed.
It’s a great way to stay compliant without any extra cost or hassle!
Garrett Wasny, MA, CMC, CITP/FIBP
Ethics—IRS Behavioral Insights for Accountants
Discover how the IRS leverages human psychology and social norms to enhance compliance, build trust, and streamline taxpayer interactions. Learn about the agency’s use of behavioral techniques like public identity, voluntary compliance strategies, and nudges to influence behavior. This session will provide valuable insights for practitioners and enrolled agents aiming to improve their engagements with the IRS by understanding the psychological drivers behind its actions and decisions.
Join us to gain a fresh perspective on IRS operations!
Learn More About Garrett
Garrett Wasny, MA, CMC, CITP/FIBP
Garrett Wasny, MA, CMC, CITP/FIBP is an award-winning artificial intelligence (AI) skills advisor to accountants worldwide.
Since 1995, Garrett has delivered thousands of presentations on Internet strategy to hundreds of leading accounting institutes, industry associations, Fortune 500 companies, small and medium-sized enterprises, business schools and other legal, medical, engineering, pro sports and executive education organizations.
Garrett’s writing credits include four books, dozens of e-books and hundreds of articles on online business for scores of leading business publishers, syndicates and magazines including McGraw Hill, John Wiley and Sons, Knight Ridder, the Financial Post, Journal of Commerce and World Trade.
He’s also won numerous awards for his writing, speaking and web design.
Garrett’s academic credentials include a Bachelor of Arts with Honours (BA Hons) degree and a Master of Arts (MA) degree. His professional accreditations include Certified Management Consultant (CMC), Certified International Trade Professional (CITP) and FITP (FITT International Business Professional).
Garrett is trusted by the most respected governing bodies for accounting and business today. In the United States, his webinars are approved by NASBA (National Association of State Boards of Accountancy). In Canada, his in-person seminars are approved by the Chartered Professional Accountants (CPA) Canada provincial institutes.
Event Schedule
Morning vs. Afternoon Content: The NCACPA Enrolled Agent Tax Preparer Program is structured to meet different continuing education requirements. Morning sessions are designed to fulfill both IRS and NASBA CPE requirements, providing comprehensive coverage that satisfies the needs of Enrolled Agents for IRS recognition.
Afternoon sessions, on the other hand, meet only NASBA CPE requirements, focusing on general professional development.
Scott Scarano, EA
“Enrolled Agents Rock”
More information coming soon!
*Does not qualify for CPE or IRS Continuing Education.
Learn More About Scott
Scott Scarano, EA
More information coming soon!
GS1: Automate Your Tax Practice: Boost Efficiency and Maximize Productivity
In today’s fast-paced world, tax professionals are increasingly turning to automation to streamline workflows, reduce errors, and free up time for higher-value tasks. This session is designed to help you identify the key tools and technologies that can transform your practice, from automating data entry and document management to leveraging client communication systems and integrated software solutions. Join us to learn how to implement these tools, enhance your client experience, and scale your tax practice with ease. Whether you’re new to automation or looking to expand your tech toolkit, this course offers actionable strategies to take your efficiency to the next level.
Session Objectives:
- The What and Why of Automation: Participants will understand what automation means in the tax industry, learn about the importance of automation, and explore current trends in the industry.
- Deciding What to Automate: Participants will consider workflow, cost-benefit analysis, and ROI while prioritizing steps in the automation process.
- Tools and Implementation: Participants will consider what systems can be automated, software platforms with built-in automations and integrations, and task automation tools that can be plugged into existing systems.
Field of Study: Tax
= This session qualifies for IRS Continuing Education.
= This session qualifies for CPE.
Sabrina Parris, CPA
Learn More About Sabrina
Sabrina Parris is the owner of Honeycomb State Tax Strategies, a firm dedicated to assisting tax professionals and their clients navigate complex multistate tax issues. With a profound commitment to the accounting field, Sabrina is particularly passionate about enhancing the accounting pipeline and supporting women in maintaining their careers in public accounting. Her expertise and innovative approaches have made her a sought-after voice in the industry, leading to features on innovative podcasts such as Accounting High and Entrepreneur Exchange, and in notable publications such as Bloomberg Tax. Sabrina’s contributions to the field are driven by her dedication to providing solutions and fostering a more inclusive and dynamic accounting profession.
Sabrina is an active member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Scott Scarano, EA
Learn More About Scott
Speaker information coming soon!
John Sapp, CPA
Drake Software
GS2: The State of Tax: Navigating AI, Privacy, and Legislative Changes
In this insightful session we will address the latest developments in tax law and regulation. The presentation will cover crucial topics such as the impact of artificial intelligence (AI), privacy considerations, the Corporate Transparency Act, and recent tax changes in Washington, DC.
Session Objectives:
- Discuss the role of AI in shaping modern tax processes and compliance.
- Explore the implications of privacy regulations on tax practices and strategies.
- Examine the key provisions of the Corporate Transparency Act and its impact on corporate tax reporting and transparency.
- Review recent tax changes enacted in Washington, DC, and their implications for businesses and taxpayers.
Field of Study: Tax
Learn More About John
John Sapp has served in a key role at Drake Software since 1995, including chief financial officer, chief revenue officer, and vice president of the Sales, Marketing, and Education divisions. Today, he is Vice President, Brand Ambassador and Business Development, helping shape the future and growth of one of the largest professional tax software companies in the nation.
John holds a Bachelor of Science in Accounting from Oral Roberts University and an Executive MBA from the University of Tennessee, and he has been a certified public accountant since 1987. As a CPA, John has considerable experience in public and private accounting for the technology industry.
= This session qualifies for IRS Continuing Education.
= This session qualifies for CPE.
Matt Hunt, CPA
ABGI-USA
GS3: What is Section 174 and the New Rules on Amortization Requirements
Join Matt in this session where he will cover the essential IRS information required for filing and amending refunds related to the Chief Council Memorandum 202114101F. He will also discuss the proposed changes to Form 6765 and share audit-ready strategies to ensure compliance and preparedness. This session will equip you with the necessary knowledge and tools to navigate these complex areas effectively.
Session highlights:
- What essential information does the IRS require? What information must be included when filing and amending for refunds, specifically related to the Chief Council Memorandum 202114101F.
- What will the proposed changes to the Form 6765 look like?
- What are some audit ready strategies you can employ as a CPA and business owner?
Field of Study: Tax
Learn More About Matt
As ABGi’s National Director of CPA Relationships and Alliances, Matt leads a team responsible for partnering with CPA firms across the country to identify clients that can utilize various specialty tax incentives. Matt works with hundreds of CPA firms across the country and led the firm’s response to Section 174 amortization and its technical implications for ABGi clients. He teaches CPE classes relating to the R&D tax credit, 179D deduction, Section 174 amortization, and has presented on the Future of Tax Incentives. Matt has also spoken at Morgan Lewis’ Research & Development Tax Credit Symposium. Matt has over 20 years in the accounting industry, starting at Grant Thornton, and after leaving, built, and led Internal Audit Departments in both publicly traded and private organizations with revenues ranging from $3 billion to $125 billion. Matt is a CPA and CFE and earned his BS in Finance and Accounting from Indiana University and his MBA in Financial Management and Control from DePaul University.
= This session qualifies for IRS Continuing Education.
= This session qualifies for CPE.
LUNCH
Opportunity to network
GS4: DOR Updates
Join us for a session that provides the latest updates and changes within the North Carolina Department of Revenue (NCDOR). We will cover recent legislative changes, including new tax laws and regulations, and discuss technology enhancements with updates on new systems and tools for tax processing. The session will also highlight new compliance programs and enforcement strategies, improvements in taxpayer services and support, and outline future projects and initiatives.
Field of Study: Tax
= This session qualifies for CPE only.
Panel Speakers
Donna Powell
North Carolina Department of Revenue
Learn More About Donna
Donna Powell
North Carolina Department of Revenue
Donna Powell, CPA, is the Director of the Personal Taxes Division of the North Carolina Department of Revenue. Her primary duty as Director of the Division is the administration of the individual income tax laws of this State. She also advises taxpayers, accountants, lawyers, and other tax professionals on questions regarding the application and interpretation of North Carolina income tax laws. In addition, Donna represents the Department before the North Carolina General Assembly’s Revenue Laws Study Committee, the House Finance Committee, and the Senate Finance Committee.
Donna began working with the Department of Revenue in July 1988 as an auditor in the Corporate Income Tax Division. She received her B.S. (cum laude) and her MBA from Meredith College. In October 2011, Donna completed the North Carolina Certified Public Manager’s Program.
Richard Gilbert
North Carolina Department of Revenue
Learn More About Richard
Richard Gilbert
North Carolina Department of Revenue
Richard Gilbert is Director of the Examination Division. The Examination Division maintains oversight responsibility for the audit of every tax schedule administered by the Agency with the exception of the unauthorized substance tax schedule. He joined the Department in 1994. He also spent four years with the Missouri Department of Revenue as a field auditor in their Chicago office. He received his Bachelors of Business Administration Degree from North Carolina Central University.
Cale Johnson
North Carolina Department of Revenue
Learn More About Cale
Cale Johnson
North Carolina Department of Revenue
Cale Johnson is currently the Director of the Taxpayer Assistance & Collection Division for the Department of Revenue. He has worked for the Department since 1998 and has served in his current position since 2015. Prior to that, he held a number of leadership positions primarily related to the area of tax compliance. He is originally from Morganton, NC, but has lived in the triangle area since 2005. He obtained a Bachelor’s Degree in Business Administration from Western Carolina University in 1996 and a Master’s Degree in Public Administration from Appalachian State University in 2003.
Andrew Furuseth
North Carolina Department of Revenue
GS5: DOR Sales Tax Updates
Hear firsthand from the DOR about current sales tax rates in North Carolina, taxable goods and services, and recent changes to include any new legislation, rate adjustments, and exemptions. Also to be discussed will be compliance and reporting requirements, common errors, and audit procedures. Online resources and contact information will be provided for further support. The session will conclude with a Q&A segment for any questions.
Field of Study: Tax
Learn More About Andrew
Andrew Furuseth
North Carolina Department of Revenue
Andrew is the Director of the Sales and Use Tax Division of the North Carolina Department of Revenue. He leads a team that issues technical guidance and reviews protests of audits. Prior to his current role, Andrew served as Assistant General Counsel with the Department of Revenue and Assistant Attorney General in the Revenue Section of the North Carolina Department of Justice. Andrew attended North Carolina State University and The University of North Carolina School of Law.
= This session qualifies for CPE only.
