​​​​​​​​​​​​​​​​​​​​​​​​​North Carolina Chapter Education

NC Chapter of NATP Conference & Annual Meeting

This event will host Beanna Whitlock, EA, and will offer the following education:

• Sale of Business
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  Attendees will be instructed on what the tax implications of the sale of a business and in doing so how they can protect themselves from the loss of clients.
• Depreciation
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  Tax professionals have come to rely on IRC 179 and Bonus Depreciation and hardly recall how to calculate depreciation. Tax professionals will know and understand the reasons behind depreciation and how they can maximize the use of depreciation to assist their clients.
• Taxation of Minister
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  Tax professionals will learn the hallmarks of parsonage allowance, election out of Social Security, and what to do if the ministry is not reporting correctly.
• IRS Representation
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  A bird's eye view of the Internal Revenue Service. How to contact the IRS and most importantly, how to solve the problem if our client has one. Learn what a tax pro can do to avoid problems and how they can become the "pro in the know'' when it comes to IRS.
• Ethics – Let's Autopsy a Tax Professional
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  Using the game of "Operation" we will learn what makes a tax professional. How we learn, become more proficient and finally how we best serve our clients. No pre-requisites.
• 2025 Legislation Tax Update
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  The Big Beautiful Bill – what is in it, what is not in it and beauty is in the eye of the beholder. Tax professionals will examine the Tax Act of 2026 and all implications for their taxpayer.
• America's Aging Taxpayers
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  Tax Professionals who have aging taxpayers need to be aware of the danger signs of working with taxpayers that may be physically and mentally challenged. They will learn the warning signs and how to protect themselves as they continue to serve America's Aging Taxpayers.
• Limited Liability Companies
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  The fastest growing form of business has perplexing and complicated issues. The tax professional will learn to peel back the layers of complexity to understand the LLC and what it can do for your clients business and peace of mind.
• Credits, Credits, Credits
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  A look at the Credits available to America's taxpayers. Almost a credit for anyone who does the requirement at the right time. Tax Professionals will learn to plan for and assist taxpayers to get the credits they qualify for and have the assurance they are correct in their presentations for credit.
• Ask Beanna?
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  Presentation of audience questions where all learn the answers to questions brought by attendees. From can I claim my dog as a dependent to what qualifies me for the EITC, just ask away. Beanna will respond to all questions, publicly or privately.
• OBBB Discussion
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  Participants are encouraged to share their thoughts and opinions on how the One Big Beautiful Bill will affect the upcoming tax season

Register for event

Register for event with guest meal

Date & Time: October 19-21, 2025 

October 19

• Attendee check-in: 6:30 p.m. ET
• Education: 7:00 p.m. - 8:00 p.m.

• Attendee check-in: 7:00 a.m.
• Education: 8:00 a.m. - 5:25 p.m.
• Annual Meeting: 3:10 p.m. - 3:45 p.m.

Location:

Embassy Suites Charlotte Concord Golf Resort, Kannapolis Classroom
5400 John Q. Hammons Dr. NW
Concord, NC 28027
888-838-6235
To reserve rooms, call and mention NC NATP Tax Update or book online. The room rate of $169/night (before tax & fees) expires Sept. 30.

Fees:

Early pricing ends Sept. 30, 2025.
Registration includes meals. Guest meals are available to purchase for a $90 fee and cover lunch Oct. 20 & 21. Guest meals must be purchased by Oct. 4. This purchase is non-refundable.
Electronic materials are also included. Links to access the material will be available after Oct. 14 to paid registrants via email and our chapter website.

Cancellation Policy:

Cancellations must be submitted to NATP by October 4, 2025, and are subject to a $100 fee.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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