About the Event

The UNC Tax Summit is a continuing education event for accountants and lawyers to earn CPE and CLE credits. Nine knowledgeable speakers will discuss local, state, and federal tax policy issues and their legal implications, in addition to a session devoted to professional responsibility/ethics. A networking lunch will be held at the historic DuBose House and a reception will take place after the event. Accountants will be able to earn 9.6 CPE credits and lawyers will be able to earn 8 CLE credits.

Participants will:

  • Gain an awareness of recently enacted federal tax legislation and consider possible future tax policy developments.
  • Gain awareness of recently enacted North Carolina income tax legislation and consider the effect of these changes on corporate entities, flow-through entitities or individual tax filers.
  • Recognize how to efficiently incorporate retirement accounts into an estate plan and identify related challenges and opportunities.
  • Gain awareness of recently proposed regulations intended to clarify certain changes under the Setting Every Community Up for Retirement Enhancement (SECURE) Act.
  • Review recent history in state finances and examine state tax policy actions in response to strong collections, federal assistance, and a murky US economic outlook.
  • Learn about the most significant statutory enactments, judicial decisions, IRS rulings, and Treasury regulations promulgated druing the last twelve months that affect general domestic income taxation, corporate taxation, partnership taxation, and tax procedure.
  • Consider the extent to which legislative tax inducements should be administatively restricted by analyzing the IRS's recent administrative action effectively repealing certain tax benefits for small captive insurance companies and conservation contributions.

Program Level: Basic

Program Prerequisite: None

Advance Preparation: None

Field of Study: General, Taxes, Ethics

Who Should Attend: Accountants, Lawyers, Tax Practitioners, Tax Educators

Delivery Method: Group Live

After participating in the Group Live UNC Tax Summit CPE & CLE Event you will comprehend, gain awareness, and consider the implications of the recent federal and state tax policy developments and professional responsibility standards.

To be awarded full credit hours, you must be present, registering your attendance using the Aventri app.

REGISTER TODAY - Regular pricing ($299.00) for non-government participants starts September 16th. 

Speaker Presentations can be found on the UNC Tax Center website. Click on the following link: UNC Tax Center Tax Summit Webpage


Confirmed Speakers

We have gathered together some of the most highly respected professionals in the tax and legal industry to discuss the legal implications of tax policy in today's ever-changing environment. Our esteemed speakers are:


The UNC Tax Center and the UNC School of Law are the proud sponsors of the UNC Tax Summit.

The UNC School of Law is a registered sponsor of CLE through the North Carolina State Bar.

The UNC Tax Summit program has been developed in accordance to the National Association of State Boards of Accountancy (NASBA) standards and requirements.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org



Reserve your spot today! Click below to register for the UNC Tax Summit on Friday, October 28, 2022 at the Rizzo Center in Chapel Hill, NC.