2014 Tax Conference

November 13, 2014



Gold Sponsor

McGuire Woods Consulting Co Sponsor Logo

Silver Sponsor

Duke Energy
Smith Anderson

Bronze Sponsor

Food Lion

TicketsNon Member Ticket $249.00  | Member Ticket $179.00 | Cornerstone Member Ticket $149.00

When: Thursday, November 13, 2014 | 9:00 a.m. – 2:30 p.m.

Where: Embassy Suites Charlotte-Concord Golf Resort & Spa | 5400 John Q. Hammons Dr NW, Concord, NC 28027

What: The 2013 legislative session brought tax reform that dramatically improved North Carolina’s competitiveness regionally and nationally. It was the first comprehensive reform of North Carolina’s tax code since the 1930’s. While it reduced corporate and personal income tax rates and provided real improvement for North Carolina’s job creators, both small and large, there is still much work to be done. The North Carolina Chamber’s 7th annual Tax Conference will provide up-to-date information on federal and state tax legislation, as well as high-level discussion on national trends, revenue forecasts and more. Find out answers to questions like:

  • How will changes in state and federal tax laws affect my business?
  • What tax changes are pending in Raleigh and Washington?
  • What tax changes are needed in North Carolina to keep and create jobs and grow our state’s economy?

9:00 am Opening Remarks/Welcome – Housekeeping items
Lew Ebert, NC Chamber, President and CEO

9:15 am NC Revenue Forecast for 2014-2015 Fiscal Year – Fiscal Research Division
Dr. Barry Boardman, Economist, Fiscal Research Division, NC General Assembly

9:45 am NC Legislative Highlights – Tax Law Changes from the 2014 Legislative Session
Ms. Cindy Avrette, Staff Attorney, NC General Assembly

10:15 am BREAK

10:30 am Competitive Issues: Onshore Captives
Ms. Sarah Zinzer Stubbs, Principal, Johnson-Lambert LLP

11:15 am A Look Ahead – Reform 2.0
Senator Bob Rucho, NC General Assembly
Rep. Bill Brawley, NC General Assembly
11copy   609copy

12:00 pm Lunch

12:45 pm Economic Development – What Else Do We Need?
Mr. Dan Gerlach, President, Golden Leaf

1:15 pm Key Issues for Manufacturing – Single Sales Factor Apportionment, Franchise Tax Simplification and Reform
Mr. Bill Nelson, Partner, Smith Anderson

2:00 pm Tax Planning Strategies
Caroline Van Hook, CPA, Shareholder, Elliott-Davis

2:30 pm Closing Remarks
Lew Ebert

***CLE: Attendees are eligible to receive 4.25 CLE credit hours towards the general requirement.

***CPE: The North Carolina Chamber is not a registered Continuing Professional Education (CPE) sponsor with the NC State Board of CPA Examiners. CPAs may claim credit for courses offered by sponsors not registered with the Board. However, each CPA must exercise judgment in selecting courses and claiming credit for only those courses that contribute to the CPA’s professional competence and meet the standards found in 21 NCAC 08G. 0400.

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