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An Interactive Discussion on Tax and Planning Considerations Throughout the Business Life Cycle

Abstract:

An interactive discussion with the audience about certain legal and tax planning considerations at various stages of the life cycle for closely-held businesses.   We’ll take a pragmatic look at both the initial planning and issues that may arise later.  The speakers have great respect for the experiences of all chapter members and hope you’ll attend in person and participate by sharing your “real life” stories and insights gained.


Applied for 2 hrs: NC CIE, CFP, NC CPE, NC CLE
Program will be in person at Starmount Forest Country Club AND in Winston-Salem at Roberts, Lawson & Associates, 511 Shepherd St. Suite 101-A AND on Zoom

Read and heed your registration confirmation for Zoom info.

Note: we will be trying some new tech to make the Zoom experience more interactive and encourage networking. Please come early.


0730 Breakfast served
0745 Announcements
0800 Program begins
0850 Break
0900 Program continues
1000 Program ends
Breakfast reservations are required. Breakfast is very expensive; we ask that you be diligent in honoring your reservation.


Speakers
:

Laura Teter,  CPA,CRPC

Laura Teter is a Certified Public Accountant and Chartered Retirement Planning Counselor with 30 years’ experience in the financial services industry.  Prior to that she was with a “Big Four” public accounting firm.

 

Laura specializes in retirement, business succession and estate planning for business owners, as well as key employee reward and retention programs.  Her focus is in helping owners of large, closely-held general construction firms make better use of the working capital they must retain for surety bonds to address these important issues.



Kristin King, JD

Kristin King is Special Counsel in Schell Bray PLLC’s business practice group. Kristin’s practice covers a diverse range of tax and business matters across a broad spectrum of business and investment industries. She advises individuals, partnerships, LLCs, S-corporations, C-corporations, and other business and investment entities on tax-efficient structuring of their ongoing business or investment operations and on transactions including acquisitions, dispositions, reorganizations and debt and equity restructurings. Clients include tech entrepreneurs, manufacturers, US sales agents, investment fund managers, real estate developers, services-focused companies, family investment companies and tax-exempt organizations. Kristin advises both domestic and cross-border business concerns.

Kristin also works with companies on employee compensation matters including the structuring and implementation of equity incentive plans and non-qualified deferred compensation arrangements.

Kristin also has significant experience with private client matters. She advises high net worth individuals, their family offices and their enterprises on federal, state and local income tax, transfer tax and other legal matters, and has particular expertise in the international tax aspects of these matters. She frequently advises trustees, beneficiaries, and grantors on cross-border trust operations. Kristin counsels individuals regarding US tax residency and global taxation considerations, pre-immigration and post-residency tax planning, and the tax implications of relinquishing US citizenship or green cards. Kristin ushers US investors through the tangled maze of foreign asset information reporting and has had to learn way more about FATCA than she wanted to.

Before moving to North Carolina in 2016, Kristin lived and practiced in New York City. She spent several years in the transactional tax department of a large international law firm and then practiced for 15 years at a boutique law firm focused on domestic and cross-border taxation.

Kristin lives with her husband, two teenage children and an ever-growing number of pets in Summerfield on what would be a farm if she had any animals in her barn besides bats and could grow anything other than poison ivy.









When:
Tuesday, February 15, 2022, 7:45 AM until 10:00 AM
Where:
Starmount Forest Country Club (And ZOOM And W-S)
1 Sam Snead Dr
Greensboro, NC  27410

Additional Info:
Event Contact(s):
Gregg Schlaudecker
Category:
Membership Meetings
Registration is required
Payment In Full In Advance Only
No Fee
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$50.00
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