CPE Sessions

State and Local Tax Update

Presented by: Keith Wood, Carruthers and Roth, LLP

This session reviews recent North Carolina tax developments, including significant court decisions, rulings, statutory and regulatory developments involving individual income taxes, corporate income and franchise taxes, sales and use taxes, and tax administration.

Field of study: Taxes (1 CPE credit)

Professional Issues Update from the State Board Perspective

Presented by: Robert Brooks, Executive Director, and David Nance, North Carolina State Board of CPA Examiners

This session will provide the attendee with a snapshot of issues facing the Board in its mission to protect the public through the examination, licensing and regulation of CPAs.

Field of study: Accounting (1 CPE credit)

Federal Tax Update

Presented by: Addison Maille, Smith Leonard CPAs

An overview of recent taxation developments for individuals and business entities including C corporations, S corporations, partnerships and limited liability companies; the Affordable Care Act; and other tax planning considerations for businesses and business owners.

Field of study: Taxes (1 CPE credit)

Improving Communication Skills for Accountants

Presented by: Cindy Conn, Elon University

Participants will learn practical ways to become better communicators.

Field of study: Communications (1 CPE credit)

Case Studies in Managerial Accounting

Presented by: Scott Williams, Gilliam Coble and Moser

Using a case study approach, discussions will illustrate techniques for planning cash flow and managing profitability.

Field of study: Management Advisory Services (1 CPE credit)

Professional Ethics and Conduct

Presented by: Bryan Starnes, Meridian Senior Living

This course is offered in a group-study format where participants and the discussion leader have opportunities to interact and discuss ethical issues facing the profession.  The North Carolina Professional Ethics and Conduct rules will be specifically examined. Standards of ethical conduct will be discussed for CPAs in public practice, industry, government and education in North Carolina. Topics discussed include independence, CPE requirements, acts discreditable to the profession and AICPA ethical guidelines.

This course fulfills the State Board’s annual two-hour ethics CPE requirement. The two-hour ethics course is required for annual license renewal for North Carolina CPAs and does not qualify one to obtain an original or reciprocal certificate. In order to receive credit for the two-hour requirement, you must attend both sessions, Part I and Part II. 

Field of study: Regulatory Ethics (2 CPE credits)

Economic Update

Presented by: Mark Kurt, Elon University

An overview of recent economic developments and their implications.

Field of study: Economics (1 CPE credit)