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Carruthers & Roth, P.A. is pleased to announce that our annual 2026 Business & Tax Seminar will be held on Wednesday, December 2, 2026. This year's seminar will be held at a new location: The Conference Center at GTCC, conveniently located off I-40 on NC-68 (Lynwood Smith Expressway).
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 relevant to attendees' work and areas of practice.
A light breakfast and buffet lunch will be provided during the seminar, followed by a reception immediately afterward.
Agenda
Click here to download the full 2026 Business & Tax Seminar agenda in PDF format.
Recommended CPE Credit This program offers a total of 8 hours of CPE credit in Business Law, Taxes, and Information Technology.
Learning Objectives Upon completion of the 2026 Business & Tax Seminar, attendees will be able to:
Heading for the Exit: Succession Planning for Small Business Owners
- Explore and discuss the various challenges and considerations related to succession/exit planning that all small business owners will inevitably face, including initial threshold considerations related to selecting the right type of successor and structure, early planning strategies and preparations, deal structures and “nuts and bolts,” and ultimately execution.
Famous Estates, Familiar Problems – A Hollywood Saga on Celebrity Estate Planning Disasters
- Identify common mistakes and oversights when preparing estate plans, and gain a better understanding of the tax, business and asset management implications of those mistakes and oversights.
- Learn how to avoid such mistakes and oversights in the future and how to address them in the decedent’s estate.
Anatomy of a North Carolina Tax Case: From Audit to Business Court (and Beyond)
- Provide general guidance on the rules and procedures applicable to contested tax disputes with the NCDOR.
- Apply the general guidance to two specific case examples handled by C&R over the last few years.
- Highlight and discuss the practical challenges of tax disputes with the NCDOR compared with tax disputes with the IRS.
Cyber Readiness in the Age of Emerging Technology
- Explain cybersecurity readiness and how evolving threats have expanded responsibility beyond IT to organizational leadership.
- Assess an organization’s readiness by identifying gaps in security controls, third-party oversight, and incident response and recovery capabilities.
- Develop a risk-based cybersecurity roadmap that prioritizes business impact and defines actions, owners, and resources for the first 90 days.
Current Issues in NIL and Tips for Practitioners
- Identify and discuss developing issues in name, image, and likeness (NIL) licensing and revenue sharing in college athletics, with a focus on current trends in contracting, the legislative outlook, and tips for practitioners working with institutions, athletes, or outside businesses.
Beyond the Piggy Bank: Big Decisions When Gifting to Young Beneficiaries
- Distinguish among popular methods for gifting to minors, including UTMA accounts, 2503(c) trusts, 529 plan accounts, and Trump accounts, while recognizing planning opportunities for donors looking to balance tax savings, asset protection, and flexibility.
Use It or Lose It: Navigating North Carolina’s Present-Use Value Program
- Identify the key eligibility and compliance requirements of North Carolina’s Present-Use Value Program, including the agricultural, horticultural, and forestry classifications.
- Recognize common issues that can result in the loss of PUV status and the imposition of rollback taxes.
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 the 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 professionals, tax advisors, and other professionals experienced in the tax field.
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 25, 2026. 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. |
