32nd Annual Professional Seminar

Monday, May 6, 2024 from 9:00am - 12:15pm at the DoubleTree by Hilton Asheville-Biltmore.

Thank you to everyone who attended and supported our 2024 Professional Seminar.

Christopher (Chris) N. Hewitt, J.D. Partner, Womble Bond Dickinson (US) LLP

Chris is a corporate & securities and private wealth lawyer, focusing his practice in the areas of generational wealth transfer planning, trust and estate administration and tax-exempt planning.

Chris provides clients with customized planning advice to assist with the generational transfer of wealth during lifetime and at death. His previous legal experience in a corporate transactional practice enables him to more effectively serve business owners and the challenges they face in transitioning assets to successive generations. Chris also assists clients in the creation of family limited liability companies to own and manage family assets. Additionally, he advises individual and corporate trustees on judicial and non-judicial modifications and decanting of irrevocable trust agreements when existing trust language has become impractical.

Chris also advises clients on the creation of tax-exempt entities and the subsequent administration of those entities. Chris advises existing tax-exempt clients on various issues, including their charitable solicitation license compliance programs.

Chris currently serves as a Director and the Vice Chair of the SECU Family House in Winston-Salem, and as a Co-Chair of the CLE Committee of the Estate Planning and Fiduciary Law Section of the North Carolina State Bar Association.

Chris actively speaks on legal development and trends within the trusts and estates practice.

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.