WCNTAX26: NC Tax Forum (Virtual)

Online

# of CPE Credits

8

Description

To best serve clients in the state of North Carolina requires staying ahead of the dynamic and changing environment of tax reform. This conference covers the most critical topics in North Carolina state and local taxation, as well as updated information on new tax laws.) 

Objective

Participants will be able to discuss important topics related to North Carolina state and local taxation, including updated information on new tax laws and tax law changes.

Advanced Preparation

None

Required Knowledge

None

Who Should Attend

CPAs and other accounting and finance professionals who practice in tax and want to enhance their skills and knowledge.

Credit Types

    CPE

Event Speaker(s)

Angela Altice

Angela Altice

NC Department of Revenue

, Robert Broome

Robert Broome

Vice President of Advocacy & Outreach
NCACPA

As part of the executive leadership team at NCACPA, Robert is responsible for external operations of the Association. He leads multiple teams to drive the advocacy, outreach, and engagement strategies that advance NCACPA’s mission and elevate the value and influence of the CPA brand.

Robert has extensive experience as a lobbyist, fundraiser, and chief staff executive for professional associations. A native of Tennessee, he worked in Nashville and Atlanta before moving to Raleigh in 2013. He earned his Certified Association Executive credential in 2020.

 , Chelsie Cornelius

Chelsie Cornelius

 , Jeremy Migliara

Jeremy Migliara

Managing Member
Apricus Business Consulting, Inc.

, Donna Powell

Donna Powell

Personal Tax Director
NC Department of Revenue

, Jack Schmoll

Jack Schmoll

Schmoll CPA PLLC

, Jim Turner

Jim Turner

CPA, CVA, CMEA, President
Turner Business Solutions

, Keith Wood

Keith Wood

Attorney at Law, Director
Carruthers & Roth, PA

Keith Wood, CPA, is an attorney with Carruthers & Roth, PA, in Greensboro, NC. Keith’s practice areas include tax planning and representation of clients before the Internal Revenue Service and North Carolina Department of Revenue, corporate law, business transactions and estate planning.

Keith is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate law. Keith previously served as Chair of the Tax Section Council of the North Carolina Bar Association.

Keith is a frequent speaker for the NCACPA and is a former member of its Board of Directors.

Keith previously served as Chair of the Tax Section Council of the North Carolina Bar Association.

 , Alan Woodard

Alan Woodard

Assistant Secretary Tax Enforcement and Compliance
NC Department of Revenue

, William Young

William Young

Income Tax Division
North Carolina Department of Revenue

GS1: The Anatomy of a NC Tax Case From Start to Finish
Keith Wood

Keith Wood

Attorney at Law, Director
Carruthers & Roth, PA

Keith Wood, CPA, is an attorney with Carruthers & Roth, PA, in Greensboro, NC. Keith’s practice areas include tax planning and representation of clients before the Internal Revenue Service and North Carolina Department of Revenue, corporate law, business transactions and estate planning.

Keith is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate law. Keith previously served as Chair of the Tax Section Council of the North Carolina Bar Association.

Keith is a frequent speaker for the NCACPA and is a former member of its Board of Directors.

Keith previously served as Chair of the Tax Section Council of the North Carolina Bar Association.

This presentation will examine the progression of a North Carolina tax dispute, from an adverse determination by the North Carolina Department of Revenue through the North Carolina Office of Administrative Hearings in Wake County and, ultimately, to the North Carolina Business Court.
The discussion will explore these challenges through two real-life cases our firm has handled over the past few years. One case involved a tax refund dispute and the interpretation and application of statute of limitation rules.
The other was a sales tax case involving purported taxable transfers of tangible personal property between commonly controlled, affiliated related parties.
We will examine and revisit our law firm’s experiences handling these two very different cases.
  • CPE – Taxes: 1.2
GS2: NC Individual Tax Update
Donna Powell

Donna Powell

Personal Tax Director
NC Department of Revenue

, William Young

William Young

Income Tax Division
North Carolina Department of Revenue

Coming Soon!

  • CPE – Taxes: 1.5
GS3: Legislative Hot Topics and NC DOR Updates
Angela Altice

Angela Altice

NC Department of Revenue

, Robert Broome

Robert Broome

Vice President of Advocacy & Outreach
NCACPA

As part of the executive leadership team at NCACPA, Robert is responsible for external operations of the Association. He leads multiple teams to drive the advocacy, outreach, and engagement strategies that advance NCACPA’s mission and elevate the value and influence of the CPA brand.

Robert has extensive experience as a lobbyist, fundraiser, and chief staff executive for professional associations. A native of Tennessee, he worked in Nashville and Atlanta before moving to Raleigh in 2013. He earned his Certified Association Executive credential in 2020.

 , Donna Powell

Donna Powell

Personal Tax Director
NC Department of Revenue

, Alan Woodard

Alan Woodard

Assistant Secretary Tax Enforcement and Compliance
NC Department of Revenue

Coming Soon!

  • CPE – Taxes: 1.7
GS4: NC Sales Tax Review & Update (2026)
Jack Schmoll

Jack Schmoll

Schmoll CPA PLLC

This session will provide North Carolina CPAs with a timely and practical update on sales and use tax developments and a refresher on some of the more complex issues. The session will focus on legislative changes, complex issues, and taxpayer pain points. Attendees will leave with actionable insights to support clients and organizations in navigating the evolving tax landscape. 
 
Upon completion of this session, participants will be able to:
1. Identify recent North Carolina sales and use tax legislative developments.
2: Recognize complex sales tax considerations involving repair, maintenance, installation, bundled transactions, software, and leases.
3: Identify common sales and use tax compliance and audit challenges affecting taxpayers.
  • CPE – Taxes: 1.3
GS5: NC Property Tax: Expect the Unexpected
Chelsie Cornelius

Chelsie Cornelius

 , Jim Turner

Jim Turner

CPA, CVA, CMEA, President
Turner Business Solutions

Legislation, listings, loopholes, and lots of surprises! North Carolina’s property tax landscape is keeping everyone on their toes. With a flurry of legislative activity and increasingly complex reporting issues, just when you think you have property tax figured out, something new comes along. This session goes beyond the basics to explore legislative developments, address common reporting pitfalls, and shed light on issues that often create confusion. Through candid conversations with property tax professionals, you’ll gain valuable insights into what to watch for, how to avoid costly mistakes, and how to better guide your clients through the unexpected.

  • CPE – Taxes: 1.3
GS6: State and Local Tax Trends to Watch
Jeremy Migliara

Jeremy Migliara

Managing Member
Apricus Business Consulting, Inc.

This session provides tax professionals with a clear, practical overview of the most significant recent developments in state and local taxation, with a focus on how evolving rules affect compliance, planning, and advisory work. As states continue to refine their approaches to OBBBA conformity, economic nexus, marketplace facilitator obligations, apportionment methodologies, and sourcing rules, staying current is essential for accurate guidance and risk mitigation. The lecture highlights key legislative updates and trends that are reshaping the SALT landscape, including state conformity, limitations on the applicability of Public Law 86-272, enactment of “millionaire taxes,” elimination of individual income taxes, and emerging sales tax trends in digital goods and services.
Participants will gain insight into how states are responding to revenue pressures, adopting new conformity standards, and expanding tax bases and audit activity—particularly in areas such as remote work, multistate service delivery, and digital goods and services. Real‑world examples illustrate how small regulatory adjustments can create meaningful exposure for multistate businesses, and how proactive planning can reduce administrative burdens.
By the end of the session, attendees will be better equipped to navigate the accelerating pace of SALT changes, anticipate areas of heightened scrutiny, and deliver informed, forward‑looking advice in a rapidly shifting regulatory environment.
  • CPE – Taxes: 1.2
Event Level:Update
Event Code:0cd3d5ade34c-CR
External ID:WCNTAX26
Event Vendor:NCACPA
Fields of Study:CPE, CPE - Taxes
Other fields:

Registration Fees

Registration Type Price
WCNTAX26: Member Registration Mem $430
WCNTAX26: Non-Member Registration NM $630
WCNTAX26: Other State Registration OthSt $430
CPE Sponsors LogoThe 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/.

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