NC Society of Tax Professionals
Presents
2023 Carolinas Tax Professionals Conference
July 31--August 2, 2023
Hilton - Charlotte University Place
8629 J M Keynes Dr.
Charlotte, NC 28262
*Monday, July 31, 2023, 1:00 PM – 5:00 PM (4 hrs of CE)
Ethics Evening Session, 6:30 PM – 8:30 PM (2 hrs of CE)
*Tuesday, August 1, 2023, 8:00 AM – 5:00 PM (8 hrs of CE) [Lunch included]
*Wednesday, August 2, 2023, 8:00 AM – 12:15 PM (4 hrs of CE)
Offering In-Person or Virtual Attendance
Guaranteed in-person seating is limited to the first 200 registrations received by July 14,2023.
Virtual registration is unlimited.
*Early Registration Fee Until Friday, July 14, 2023:
*NC-STP Member fee- $350.00 *Non-Member fee - $475.00 (includes 2023 membership)
**Late Registration Fee After Friday, July 14, 2023:
**Effective July 15, 2023 Member and Non-Member fee - $525.00
18 hours of CPE is available.
Presenters in alphabetical order include:
Internal Revenue Service presenters, will join us live via virtual communications along with
Amy Wall, EA, MBA, an NTPI Fellow, will be with us in-person and
Beanna Whitlock, EA, CSA, and Executive Director of NCPE Fellowship, who will also be with us in-person.
Topics, listed alphabetically, will include:
1099-K Updates & Concerns (1 hr) Evette Davis & Robert Graham, IRS
Collections Updates & Where is Collections Headed? (1 hr) Robert Budde, IRS
Ethics-Judge, Jury and Executioner (2 hrs) Beanna Whitlock
Exam Updates & Where is Exam Headed? (1 hr) Wanda Griffin & Cyrstal Roberson, IRS
Divorce Taxation: Untying the Knot (2 hrs) Amy Wall
Education Credits & 529 Plans (1 hr) Amy Wall
Gifts and Estates (2 hrs) Beanna Whitlock
Secure Act 2.0-New Retirement Legislation (2 hrs) Beanna Whitlock
Short-Term Rentals Activities (2) Amy Wall
Taxpayer Advocate Updates 2023 (1 hr) Glyness Engwall, IRS
The Taxation of Prizes and Awards: Looking the Gift Horse in the Mouth (1 hr) Amy Wall
TIGTA Updates 2023 (1 hr) Sean Phelps, IRS
What you Need to Know About WISP's and IP PINS, Evette Davis & Robert Graham, IRS
No printed material will be distributed.
Access to electronic materials will be provided in late July to those with paid registrations.
Attendees will need to print and/or save as appropriate for their individual needs.
July 31--August 2, 2023
Hilton - Charlotte University Place
8629 J M Keynes Dr.
Charlotte, NC 28262
*Monday, July 31, 2023, 1:00 PM – 5:00 PM (4 hrs of CE)
Ethics Evening Session, 6:30 PM – 8:30 PM (2 hrs of CE)
*Tuesday, August 1, 2023, 8:00 AM – 5:00 PM (8 hrs of CE) [Lunch included]
*Wednesday, August 2, 2023, 8:00 AM – 12:15 PM (4 hrs of CE)
Offering In-Person or Virtual Attendance
Guaranteed in-person seating is limited to the first 200 registrations received by July 14,2023.
Virtual registration is unlimited.
*Early Registration Fee Until Friday, July 14, 2023:
*NC-STP Member fee- $350.00 *Non-Member fee - $475.00 (includes 2023 membership)
**Late Registration Fee After Friday, July 14, 2023:
**Effective July 15, 2023 Member and Non-Member fee - $525.00
18 hours of CPE is available.
Presenters in alphabetical order include:
Internal Revenue Service presenters, will join us live via virtual communications along with
Amy Wall, EA, MBA, an NTPI Fellow, will be with us in-person and
Beanna Whitlock, EA, CSA, and Executive Director of NCPE Fellowship, who will also be with us in-person.
Topics, listed alphabetically, will include:
1099-K Updates & Concerns (1 hr) Evette Davis & Robert Graham, IRS
Collections Updates & Where is Collections Headed? (1 hr) Robert Budde, IRS
Ethics-Judge, Jury and Executioner (2 hrs) Beanna Whitlock
Exam Updates & Where is Exam Headed? (1 hr) Wanda Griffin & Cyrstal Roberson, IRS
Divorce Taxation: Untying the Knot (2 hrs) Amy Wall
Education Credits & 529 Plans (1 hr) Amy Wall
Gifts and Estates (2 hrs) Beanna Whitlock
Secure Act 2.0-New Retirement Legislation (2 hrs) Beanna Whitlock
Short-Term Rentals Activities (2) Amy Wall
Taxpayer Advocate Updates 2023 (1 hr) Glyness Engwall, IRS
The Taxation of Prizes and Awards: Looking the Gift Horse in the Mouth (1 hr) Amy Wall
TIGTA Updates 2023 (1 hr) Sean Phelps, IRS
What you Need to Know About WISP's and IP PINS, Evette Davis & Robert Graham, IRS
No printed material will be distributed.
Access to electronic materials will be provided in late July to those with paid registrations.
Attendees will need to print and/or save as appropriate for their individual needs.
Conference Hotel Reservations
July 29 - August 3, 2022, the Hilton-Charlotte University Place will be offering a limited number of rooms at the discounted group rate of
$129 per night (plus taxes) until July 14 or depletion of room availability, whichever comes first. Don’t delay, make your room reservations today.
Access to Hilton group rate site is included at the link below. The group code is: NCTF
July 29 - August 3, 2022, the Hilton-Charlotte University Place will be offering a limited number of rooms at the discounted group rate of
$129 per night (plus taxes) until July 14 or depletion of room availability, whichever comes first. Don’t delay, make your room reservations today.
Access to Hilton group rate site is included at the link below. The group code is: NCTF