Timely, accurate, relevant, thorough, and understandable are just a few words participants associate with Don Farmer Tax Education year after year.
These programs will review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. We will emphasize tax developments that affect 2024 tax return preparation and 2024 tax planning for individuals, corporations, and non-corporate businesses.
The program format is designed to update CPAs with various levels of experience.
We are excited to offer an exciting line-up of programs developed by Don Farmer Tax Education, including two ALL-NEW courses!
NEW! Don Farmer’s 2024 Retirement Plan Playbook: A Game-Changer for Advising Your Small Business Clients
November 26 | CPE Credit: 2 hours
Content Developer & Speaker: George Koutelieris
This isn’t your average tax course—this is the ultimate guide to retirement planning strategies. Join us as we break down the playbook for selecting the best retirement plans for small businesses. With a mix of humor, real-world examples, and expert insights, you’ll learn how to help your clients score big on tax savings and secure their future. We’ll dive into the latest moves from the SECURE Act 2.0 (signed into law Dec. 29, 2022), including the new Roth SIMPLE and SEP IRA provisions that are changing the game for the 2024 tax year.
NEW! Don Farmer’s 2024 Top 10 IRS Tax Resolution Strategies
January 8, 2025 | CPE Credit: 2 hours
Content Developer & Speaker: Vaughan Long
Get ready to count down the top 10 options for IRS tax resolution, ranked in priority order to guide your representation planning. Wondering where Offer In Compromise, Installment Agreements, Uncollectable Status, and Innocent Spouse Relief stack up? We will tackle penalty abatement, collection through ACS vs. Revenue Officer, and when to choose one over the other. As a bonus, we’ll introduce you to the IRS Power of Attorney upload tool — when to use it and the pitfalls to watch out for (spoiler alert: there are a few!).
Federal Tax Update
Wednesday, December 4, 2024 | 8:30 AM
Grandover Resort & Spa, a Wyndham Grand Hotel | Greensboro, NC
Early Bird Cutoff Date: 11/21/2024
Speaker: Don Farmer
Monday, December 16, 2024 | 8:30 AM
Embassy Suites by Hilton Charlotte Concord Golf Resort & Spa | Charlotte, NC
Early Bird Cutoff Date: 12/2/2024
Speaker: Don Farmer
Corporate Tax Update
Thursday, December 12, 2024 | 8:30 AM
Sheraton Imperial Hotel Raleigh-Durham Airport at Research Triangle Park | Durham, NC
Early Bird Cutoff Date: 11/28/2024
Speaker: Bill Harden
Friday, January 10, 2025 | 8:30 AM
Embassy Suites by Hilton Greensboro Airport | Greensboro, NC
Early Bird Cutoff Date: 12/27/2024
Speaker: Bill Harden
Individual Tax Update
Wednesday, December 11, 2024 | 8:30 AM
Sheraton Imperial Hotel Raleigh-Durham Airport at Research Triangle Park | Durham, NC
Early Bird Cutoff Date: 11/27/2024
Speaker: Bill Harden
Thursday, January 9, 2025 | 8:30 AM
Embassy Suites by Hilton Greensboro Airport | Greensboro, NC
Early Bird Cutoff Date: 12/26/2024
Speaker: Bill Harden
Pricing
Early Bird Pricing is available up until 2 weeks before each event, at which time prices will increase. The member rate is available to members of NCACPA and other state CPA societies. Please contact NCACPA Experience Support for information regarding membership.
Policies & Information
Event Information
Method of Presentation: Lecture
Level of Knowledge: Update
Advanced Preparation: None
Requisite Knowledge: At least one year of tax experience is suggested.
Field of Study: Taxation
CLE Credits: The programs have been submitted for approval under the mandatory CLE regulations promulgated by the Board of Continuing Legal Education of the NC State Bar. NCACPA is not an accredited CLE sponsor. The event registration fee does not include filing for CLE credit; each attendee seeking CLE credit must file independently to the NC State Bar.
DON FARMER MONTHLY NEWSLETTER
Over 40 years, Don Farmer Tax Education has built a stellar reputation as the go-to national authority on federal, corporate, and individual income tac, known for delivering engaging taxation seminars on pressing tax matters.
In addition to 8-hour seminars, Don Farmer Tax Education produces a monthly federal tax e-newsletter packed with insights, tips, and time reminders delivered straight to your inbox.