Registration is now open! Tickets are $110 until April 30, 2024.
CFWNC's 32nd Annual Professional Seminar will provide an update regarding income tax, estate and gift tax and generation-skipping tax. In addition, the program will discuss potential future tax law changes in light of the automatic sunset in 2025 and proposed changes to applicable rules advanced in recent years. We will then delve into the Corporate Transparency Act and the associated FinCEN rules regarding the enforcement of the Corporate Transparency Act.
This discussion will be both technical and practical with an eye towards the broad application of the law and its impact on clients. Finally, the presentation will conclude with various planning opportunities, both charitable and non-charitable, that clients may utilize in light of the uncertain tax rules.
Date: Monday, May 6, 2024
Location: DoubleTree by Hilton Asheville-Biltmore, 115 Hendersonville Rd, Asheville, NC 28803
8:00am - 9:00am Registration and Breakfast Buffet
9:00am - 12:15pm Seminar
Continuing education credit is approved or pending approval for the following:
- NC State Bar, Board of Continuing Legal Education (CLE) – Approved for 3.0 hours CLE (General).
- Certified Financial Planner Board of Standards (CFP) - Approved for 3.5 hours. Sponsor ID #3367; Program ID 323785
- NC Department of Insurance (11 NCAC 06A.0809) (ICEC) - Approved for 3.0 hours NC Insurance. Provider # S16187 Course ID: 219528
- Certified Trust and Financial Advisor (CTFA) - ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Planning for Tax Changes and the Corporate Transparency Act has been approved for 3.75 CTFA credits. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com
- CFRE International (CFRE) - Approved for 3.0 points. Full participation in Planning for Tax Changes and the Corporate Transparency Act is applicable for 3.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
- NC State Board of CPA Examiners (CPE) is available for self-reported credits. For NC licensed CPAs, this course is intended to meet the requirements of 21 NCAC 08G .0400.
Thank you to our 2024 Sponsors
Thank you to everyone who attended and supported our 2023 Professional Seminar.