NC State & Local Tax Conference

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.
 
This conference will also be available as a Live Streaming Webcast. Click here for registration
information.
 

Objective

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

Highlights

View the event brochure.

Who Should Attend

CPAs in public practice or industry who practice in tax

Required Knowledge

None

Advanced Prep

None

Event Speaker(s)

Mr. William Hunter Cook, CPA ( NCACPA, Morrisville, NC ), Susie Gibbons ( Poyner Spruill, LLP, Raleigh, NC ), Mr. Michael Arden Hannah ( NCACPA, Morrisville, NC ), Ms. Kathleen Marie Holston, CPA ( Cherry Bekaert LLP, Stallings, NC ), Mr. David Michael Hylton, CPA ( Carter, P.C., Charlotte, NC ), Mr. Cale Johnson ( NC Department of Revenue, Raleigh, NC ), Mr. William W. Nelson ( Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh, NC ), Mr. William W. Nelson ( Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh, NC ), Mr. Ronald Penny ( NC Department of Revenue, Raleigh, NC ), Mr. Robin E. Pipkin ( Poyner Spruill, LLP, Raleigh, NC ), Mr. Robin E. Pipkin ( Poyner Spruill, LLP, Raleigh, NC ), Mr. Jack Anthony Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ), Mr. Michael John Wenig, CPA, JD ( Tuggle Duggins, PA, High Point, NC ), Mr. Alan Woodard ( NC Department of Revenue, Charlotte, NC ), Mr. Alan Woodard ( NC Department of Revenue, Charlotte, NC ),

Additional Event Information

Accommodations
Grandover Resort & Conference Center
336-294-1800

Please use the following link to book in NCACPA's room block:
Click here to book your room.

Discounted Reservation Cut-off Date: November 5, 2018
Room Rate: $159 Single/Double

Onsite Information
Registration/Continental Breakfast: 7:15–8:00 am. Sessions begin at 8:00 am.

Download Your Materials Before You Arrive Onsite!
Conference materials will be distributed electronically to registrants 3 days in advance of the program. You may download your materials to a laptop, tablet, or e-reader, or print them. It’s up to you how you choose to view the materials. Printed materials will not be available on site. Downloading in advance is recommended.


Sessions

Wednesday, December 5, 2018 (8:05 am–9:00 am ET)

General #1: Legislative Update

Attendees will receive a North Carolina tax update from legislative staff at the General Assembly.

Field of Study: Specialized Knowledge

Wednesday, December 5, 2018 (9:10 am–9:35 am ET)

General #2: Department of Revenue
Mr. Ronald Penny ( NC Department of Revenue, Raleigh, NC ),

The NCDOR Update session will focus on the North Carolina Department of Revenue’s role in state government operations.

Field of Study: Specialized Knowledge

Wednesday, December 5, 2018 (9:45 am–11:00 am ET)

General #3: Wayfair Case Update
Mr. Jack Anthony Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

We are on the cusp of the greatest sales tax nexus change in history. States have continually become more aggressive, and now the Supreme Court of the US is involved. We have already seen significant changes across the country and more are expected. Learn how the South Dakota v. Wayfair case will directly affect tax in North Carolina.

Field of Study: Taxes

Wednesday, December 5, 2018 (11:15 am–12:05 pm ET)

1A: Department of Revenue (Examinations & Collections)
Mr. Cale Johnson ( NC Department of Revenue, Raleigh, NC ), Mr. Alan Woodard ( NC Department of Revenue, Charlotte, NC ), Mr. Alan Woodard ( NC Department of Revenue, Charlotte, NC ),

Join key staff members of our state’s DOR to hear an update of recent activities as well as their vision for the future of this department.

Field of Study: Specialized Knowledge

Wednesday, December 5, 2018 (11:15 am–12:05 pm ET)

1B: Multistate Tax Hot Issues
Ms. Kathleen Marie Holston, CPA ( Cherry Bekaert LLP, Stallings, NC ),

Dealing with multistate sales tax issues can be a challenge. This session will discuss how multistate tax applies and when businesses are required to comply with other state’s taxes. Attendees will walk away with the ability to recognize potential issues and opportunities relative to multistate sales tax.

Field of Study: Taxes

Wednesday, December 5, 2018 (11:15 am–12:05 pm ET)

1C: NC Sales & Use Tax 101
Mr. Michael John Wenig, CPA, JD ( Tuggle Duggins, PA, High Point, NC ),

Gain a practical understanding of the basics and the recent changes in North Carolina sales and use taxes by focusing on what use tax is, what is taxable, and which local jurisdiction is affected by that tax. This session will also cover tangible personal property, software, lodging, exemptions, and services.

Field of Study: Taxes

Wednesday, December 5, 2018 (1:00 pm–1:50 pm ET)

2A: RMI Issues Update
Mr. Jack Anthony Schmoll, CPA ( Schmoll CPA PLLC, Charlotte, NC ),

There have been a number of changes related to sales and use tax and what services are subject to sales and use tax in North Carolina. After major changes took effect in March 2016, many were concerned with the complicated rules. The session will focus on interpreting the statute and Department of Revenue directives to minimize potential exposure.

Field of Study: Taxes

Wednesday, December 5, 2018 (1:00 pm–1:50 pm ET)

2B: Import/Export: How CPAs Can Help Their Clients

Coming soon

Wednesday, December 5, 2018 (1:00 pm–1:50 pm ET)

2C: Corporate Tax 101
Mr. Michael Arden Hannah ( NCACPA, Morrisville, NC ),

Coming soon

Field of Study: Taxes

Wednesday, December 5, 2018 (2:00 pm–2:50 pm ET)

3A: NC Individual Income Tax 101
Mr. David Michael Hylton, CPA ( Carter, P.C., Charlotte, NC ),

Master the basics of North Carolina individual income tax! David Hylton will discuss the primary differences between federal and NC individual taxation including analysis of the D-400 Schedule S (Supplemental Schedule). This session is designed for entry-level staff or experienced CPAs new to the state.  

Field of Study: Taxes

Wednesday, December 5, 2018 (2:00 pm–2:50 pm ET)

3B: Tax Issues Involving Remote Employees
Susie Gibbons ( Poyner Spruill, LLP, Raleigh, NC ), Mr. Robin E. Pipkin ( Poyner Spruill, LLP, Raleigh, NC ), Mr. Robin E. Pipkin ( Poyner Spruill, LLP, Raleigh, NC ),

Over the past decade, telecommuting has exponentially increased amongst full-time salaried employees. In the interest of attracting or retaining top talent, many companies are willing to explore working with skilled individuals across state lines. What are the North Carolina tax implications for companies with remote workers both in and out of state? What documentation is needed to meet “best practices” and reduce risks that can arise out of telecommuting arrangements? This session will cover top issues for companies with remote employees.  

Field of Study: Taxes

Wednesday, December 5, 2018 (2:00 pm–2:50 pm ET)

3C: 2018 Professional Ethics & Conduct, Part 1
Mr. William Hunter Cook, CPA ( NCACPA, Morrisville, NC ),

This course by Hunter Cook is offered in a group-study format where participants and the discussion leader have opportunities to interact and discuss ethical issues facing the profession. North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult to apply. The North Carolina Professional Ethics and Conduct rules will be specifically examined, clarifying how they are applicable to all CPAs. Standards of ethical conduct are not only examined for those CPAs in public practice, but also for CPAs working in industry, government, and education throughout North Carolina. You will examine current trends in ethical behavior, social networking, and fraud. Real-life case studies supplied by North Carolina CPAs that examine those ethical dilemmas most prevalent in the workplace will be discussed.
 

Note—This course fulfills the State Board’s annual two-hour ethics CPE requirement. The two-hour ethics course is required for annual license renewal for North Carolina CPAs and does not qualify one to obtain an original or reciprocal certificate (the Accountancy Law course required for certification and reciprocity is an eight-hour program that is also offered by NCACPA , and it satisfies this requirement). If you have questions, please contact the NC State Board of CPA Examiners. The vendor has identified this course as satisfying the 80-hour requirement for Yellow Book. It is up to the individual to determine if this course meets the 24-hour Yellow Book requirement. If you have a question, please contact the GAO at (202) 512-9535. sence in an organization—the one you are currently with—or your competition.

*In order to satisfy the annual 2-hour ethics requirement, you must attend both sessions 3C and 4C. 

Field of Study: Regulatory Ethics

Wednesday, December 5, 2018 (3:00 pm–3:50 pm ET)

4A: Remote Seller Nexus After Wayfair
Mr. William W. Nelson ( Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh, NC ), Mr. William W. Nelson ( Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh, NC ),

In light of this summer’s Supreme Court ruling in South Dakota v. Wayfair, the NCDOR is requiring some out-of-state sellers to collect sales and use tax beginning November 1. This session will review existing North Carolina laws, related to remote seller nexus, as well as new impacts of the Wayfair case on collecting and remitting taxes within the state.

Field of Study: Taxes

Wednesday, December 5, 2018 (3:00 pm–3:50 pm ET)

4B: Panel: Federal Tax Changes

The Tax Cuts and Jobs Act of 2017 made several notable changes to individual income tax, but what are the effects of these federal changes in regards to North Carolina? Just in time for tax season, hear from a panel of state tax experts on the most significant things you need to know.

Field of Study: Taxes

Wednesday, December 5, 2018 (3:00 pm–3:50 pm ET)

4C: 2018 Professional Ethics & Conduct, Part 2
Mr. William Hunter Cook, CPA ( NCACPA, Morrisville, NC ),

This course by Hunter Cook is offered in a group-study format where participants and the discussion leader have opportunities to interact and discuss ethical issues facing the profession. North Carolina Professional Ethics and Conduct rules are just one subsection of the set of rules and standards governing North Carolina CPAs. However, the importance of professional ethics merits an in-depth study, because making the right decision every time is hard! Without a solid ethical base, the rules are difficult to apply. The North Carolina Professional Ethics and Conduct rules will be specifically examined, clarifying how they are applicable to all CPAs. Standards of ethical conduct are not only examined for those CPAs in public practice, but also for CPAs working in industry, government, and education throughout North Carolina. You will examine current trends in ethical behavior, social networking, and fraud. Real-life case studies supplied by North Carolina CPAs that examine those ethical dilemmas most prevalent in the workplace will be discussed.
 

Note—This course fulfills the State Board’s annual two-hour ethics CPE requirement. The two-hour ethics course is required for annual license renewal for North Carolina CPAs and does not qualify one to obtain an original or reciprocal certificate (the Accountancy Law course required for certification and reciprocity is an eight-hour program that is also offered by NCACPA , and it satisfies this requirement). If you have questions, please contact the NC State Board of CPA Examiners. The vendor has identified this course as satisfying the 80-hour requirement for Yellow Book. It is up to the individual to determine if this course meets the 24-hour Yellow Book requirement. If you have a question, please contact the GAO at (202) 512-9535. sence in an organization—the one you are currently with—or your competition.

*In order to satisfy the annual 2-hour ethics requirement, you must attend both sessions 3C & 4C. 

Field of Study: Regulatory Ethics

Wednesday, December 5, 2018 (4:05 pm–4:55 pm ET)

General #4: Economic Update

This session will cover the present economic conditions in the United States and North Carolina. Participants will gain an understanding of the employment situation, consumer spending and income growth, the housing sector, and the outlook for economic growth.

Field of Study: Economics


Share This Event

Event Vendor:NCACPA
Field of Study:Economics, Regulatory Ethics, Specialized Knowledge, Taxes, Various
Level: Update

Event Type:Conference
Event Code:TAX18

Registration Fees

Early Bird Rate expires November 21, 2018

TAX18: North Carolina State and Local Tax Conference Registration Early Bird Regular
NCACPA Member $255.00 $305.00
Non-Member $355.00 $405.00
Partner/Affiliate-NC Bar Association Member $255.00 $305.00