UNC Tax Summit 2022 | UNC Tax Center | 28 October 2022 | Rizzo Center, 150 Dubose Home Ln, Chapel Hill, NC 27517, USA

The UNC Tax Summit is a continuing education event for accountants and lawyers to earn CPE and CLE credits. Nine knowledgeable speakers will discuss local, state, and federal tax policy issues and their legal implications, in addition to a session devoted to professional responsibility/ethics. A networking lunch will be held at the historic DuBose House and a reception will take place after the event. Accountants will be able to earn 9.6 CPE credits and lawyers will be able to earn 8 CLE credits.

Participants will:
• Gain an awareness of recently enacted federal tax legislation and consider possible future tax policy developments.
• Gain awareness of recently enacted North Carolina income tax legislation and consider the effect of these changes on corporate entities, flow-through entitities or individual tax filers.
• Recognize how to efficiently incorporate retirement accounts into an estate plan and identify related challenges and opportunities.
• Gain awareness of recently proposed regulations intended to clarify certain changes under the Setting Every Community Up for Retirement Enhancement (SECURE) Act.
• Review recent history in state finances and examine state tax policy actions in response to strong collections, federal assistance, and a murky US economic outlook.
• Learn about the most significant statutory enactments, judicial decisions, IRS rulings, and Treasury regulations promulgated druing the last twelve months that affect general domestic income taxation, corporate taxation, partnership taxation, and tax procedure.
• Consider the extent to which legislative tax inducements should be administatively restricted by analyzing the IRS's recent administrative action effectively repealing certain tax benefits for small captive insurance companies and conservation contributions.

Who Should Attend: Accountants, Lawyers, Tax Practitioners, Tax Educators

2022 Speakers

Whitney Afonso
Associate Professor of Public Administration and Government, University of North Carolina

David Aughtry
Shareholder, Chamberlain, Hrdlicka, White, Williams, & Aughtry

Michael Boykin
Principal, PricewaterhouseCoopers

Jasper Cummings, Jr.
Tax Lawyer - Federal and International, Alston & Bird, LLP

Kathleen DeLaney Thomas
George R. Ward Term Professor of Law and Director of the UNC Tax Institute, UNC School of Law

Harley Duncan
Consultant, KPMG

Wells Hall, III
Partner, Nelson, Mullins, Riley & Scarborough, LLP

Courtney Knoll
Executive Director of UNC Tax Center and Associate Dean of the UNC Master of Accounting Program, UNC Kenan-Flagler Business School & UNC Tax Center

Bruce McGovern
Professor of Law and Director, Tax Clinic South Texas College of Law Houston, South Texas College of Law Houston

Candace Minjares
Attorney, Kennon Craver, PLLC

Storme Sixeas
Senior Manager, Tax Policy, Deloitte Tax LLP

2022 Sponsors

• UNC School of Law
• UNC Tax Center