Description
Join NCACPA’s Financial Planning Network and David Bardin on Tuesday, February 24 from 12:00 – 1:00 pm via Zoom for an informative (non-CPE) event exploring how proactive tax planning can help preserve wealth in an evolving tax environment. Attendees will gain insight into key individual tax law changes expected for 2026 and learn how thoughtful planning can create meaningful opportunities to reduce tax exposure and support long-term financial goals.
Topics to be covered include:
- Notable tax law changes for individuals under the OBBBA
- Viewing Tax Through a New Lens
- Stigma surrounding taxes
- Harsh reality when it comes to taxes
- The need for (and power of) diligent tax planning
- Roth Conversions
- Charitable Giving
The Zoom access link will be provided in the confirmation email. *This is a non-CPE event
To register: Please sign up online or contact Solutions Support at [email protected] or 800-469-1352 using event code SN002025.
Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.
Speaker Information:
David Bardin, CPA: David is a licensed certified public accountant with nearly two decades of experience. David oversees Strathmore Capital’s tax preparation and in-depth planning services. David is a lifelong North Carolinian and has called Charlotte home for the past eighteen years. Prior to joining Strathmore Capital Advisors, David spent some time with a public accounting firm in uptown Charlotte before transitioning into the world of corporate tax. Most recently, he was the Vice President of Tax at BWX Technologies, Inc., located in Charlotte’s Ballantyne area. David holds a BS in Business Administration and a Master of Accounting degree, both from the Kenan Flagler Business School at UNC-Chapel Hill. David resides in the Providence Plantation neighborhood of south Charlotte with his wife, two children, and goldendoodle. Aside from enjoying the chaos inherently associated with having two young and active kids, David loves to spend time visiting and hiking/camping in the mountains of western North Carolina.
Registration Fees
| Registration | Type | Price |
|---|---|---|
| SN002025 Member Registration | SN002025 MEM | $ |
| SN002025 Non-Member Registration | SN002025 NM | $5 |
The North Carolina Association of Certified Public Accountants 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/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.