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Tax Law for the Non-Tax Lawyer: No Math Skills Required

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Date/Time
Date(s) - 03/13/2019
12:45 pm - 1:45 pm

Location
Hilton Garden Inn

Categories


Taxes are everywhere.  Though most people would prefer to avoid ever having to learn any tax rules, total ignorance is rarely a sound strategy, particularly for attorneys.  This program will provide a survey of various tax issues that a non-tax lawyer is likely to confront in his or her practice.

Topics of discussion will include (a) federal income taxes, including changes made by the 2017 tax act; (b) North Carolina income taxes, including recent updates; (c) gratuitous transfer taxes including estate, gift, and generation skipping transfer taxes; (d) audit considerations; (e) options for when a taxpayer cannot pay; (f) property taxes, including present use valuation; and (g) sales taxes, including the recent US Supreme Court decision in Wayfair concerning e-commerce across state lines.

Presenter Zac Lamb is certified by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate Law.  He counsels individuals on their estate plans and helps them put in place the legal documents to achieve those plans (such as Last Wills, Trust Agreements, Durable Powers of Attorney, Health Care Powers of Attorney and HIPAA Authorizations).  Zac also advises fiduciaries, such as estate Executors and Trustees, on administrative matters.

Zac’s practice also involves assisting closely-held business owners in various transactional matters and business succession planning.  He regularly advises clients on a broad range of business law matters, including the formation of new business and investment entities, stock purchase/sale transactions, asset purchase/sale transactions, and contract drafting and negotiation. In addition, Zac represents individuals and organizations in tax disputes involving the Internal Revenue Service, the North Carolina Department of Revenue, and local property taxing authorities.

Zac has written numerous articles and manuscripts and has presented multiple lectures to civic and community groups and at continuing legal education seminars concerning his fields of practice. He earned a LL.M., Taxation, The University of Florida School of Law, 2007; a J.D., with honors, The University of North Carolina School of Law, 2006; and a B.A., magna cum laude, Wake Forest University, 2003.

 

Bookings

Registrations are closed for this event.