| 2025 Business & Tax Seminar
Wednesday, December 3, 2025 Greensboro Marriott Downtown, Greensboro, NC
Carruthers & Roth, P.A. is pleased to announce that our annual 2025 Business & Tax Seminar will be held on Wednesday, December 3, 2025.
This year’s seminar will be an in-person event (no virtual option) designed for CPAs, accounting professionals, and tax advisors. The program will focus on key issues, policies, and developments impacting the profession.
This program offers a total of 8 hours of CPE credit: 7 hours in Information Technology, Taxes, Business Law, and Specialized Knowledge and Applications, and 1 hour in Behavioral Ethics.
Agenda Click here to download the full 2025 Business & Tax Seminar agenda in PDF format.
Recommended CPE Credit This program offers a total of 8 hours of CPE credit: 7 hours in Information Technology, Taxes, Business Law, and Specialized Knowledge and Applications, and 1 hour in Behavioral Ethics.
Please note: This program is not approved for CLE ethics credit.
Learning Objectives Upon completion of the 2025 Business & Tax Seminar, attendees will be able to:
From Twilight to Transfer: Navigating Pre- and Post-Mortem Estate and Tax Strategies
- Define key pre- and post-mortem planning techniques used in estate and tax strategies.
- Identify opportunities to optimize asset transfers to beneficiaries through effective pre-mortem planning.
- Apply post-mortem tax elections to protect estates, trusts, and closely held businesses from unintended tax consequences.
- Evaluate how recent developments in estate and income tax law influence transfer-planning decisions.
AI Applications and Risks
- Describe the fundamentals of how Artificial Intelligence tools function.
- Identify examples of AI use cases relevant to professional and business environments.
- Distinguish between leading AI platforms and their practical applications.
- Recognize major security, privacy, and ethical risks associated with AI in professional practice.
- Demonstrate at least three practical ways AI can be implemented to improve productivity or efficiency.
Exit Strategy Essentials: Mergers, Acquisitions, and Mild Anxiety – A CPA’s Guide to Business Sales
- Identify the primary legal and tax considerations involved in selling a business.
- Analyze the stages of a typical business-sale transaction from initial planning through closing.
- Assess valuation, due-diligence, and risk-allocation issues relevant to business owners.
- Apply practical strategies to guide clients through a sale while mitigating anxiety and transactional pitfalls.
Providing Expert Witness Services
- Analyze the professional responsibilities and ethical obligations involved in serving as an expert witness.
- Apply strategies to effectively communicate and testify as an expert.
- Identify accepted methodologies for calculating and documenting economic damages.
- Evaluate the challenges of maintaining objectivity while providing expert analysis in litigation.
Bruises, Bottles, and Balance Sheets: A Candid Look at Ethics in Real Lives of CPAs
- Recognize ethical dilemmas that arise in personal and professional settings.
- Analyze real-world case studies to identify best practices in ethical decision-making.
- Differentiate between professional codes of conduct and moral judgment in challenging scenarios.
- Demonstrate strategies for balancing ethical responsibilities with client and business pressures.
The Land of OZ – Are Opportunity Zones the Yellow Brick Road?
- Identify what Qualified Opportunity Zones are and how they function.
- Explain how Opportunity Zone tax treatment can serve as an investment and tax-planning strategy.
- Evaluate the impact of recent legislation on Opportunity Zone projects and investors.
- Apply Opportunity Zone provisions to identify potential benefits and compliance requirements for clients.
Death, Taxes, and Litigation: The Holy Trinity of Misery
- Identify common sources of disputes in estate and tax matters.
- Analyze the role accountants play in estate and fiduciary litigation.
- Apply forensic accounting and evidentiary techniques to resolve complex financial disputes.
- Evaluate strategies for collaborating effectively with counsel during estate-related litigation.
Federal Income Tax Update
- Identify significant federal income tax developments affecting individuals and corporations.
- Compare recent IRS rulings, regulations, and court decisions to prior guidance.
- Evaluate practical implications of recent tax changes on client planning and compliance.
- Apply insights from recent disputes and rulings to minimize client exposure in future filings.
Who Should Attend Certified Public Accountants (CPAs), accounting and tax professionals.
Additional Information Prerequisite(s): Those professionals experienced in the tax field. Advanced Preparation: No advanced preparation is required. Program Level: Intermediate. Instructional Method: "Group-live" offering.
Registration Details The registration deadline is Wednesday, November 26, 2025. Register online, by phone or e-mail: 1. Click on the "Register Now" button below to complete the online registration form. 2. Call Sophie Marboah at 336-478-1197. 3. Email Sophie Marboah at sam@crlaw.com.
Online Registration Form Please click on the "Register Now" button to complete the online registration form. |
