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DTSTART;TZID=America/New_York:20200403T120000
DTEND;TZID=America/New_York:20200403T140000
DTSTAMP:20260605T212918
CREATED:20200229T072144Z
LAST-MODIFIED:20200306T055206Z
UID:11278-1585915200-1585922400@nc-cba.net
SUMMARY:Estate Planning 101s & Introduction of SECURE ACT
DESCRIPTION:Estate Planning 101s & Introduction of SECURE ACT\nIndividuals and Small business owners do need an estate plan or a business succession plan so that you can leave your hard-earned legacy wisely with the ones you loved\, but also able to attach necessary strings so that the estate will be administered in the way you like\, and with the values you cherished. Individuals also need to make sure they appoint a trust-worthy guardian for their children so that minors can be taken care of with the legacy without court’s involuntary interference. \nSmall business owners who has set up or thinking of setting up a retirement plans\, and individuals who nested their assets mostly in their retirement accounts\, e.g. IRAs\, 401Ks etc. may want to come and know the recent changes of the SECURE ACT\, and to understand how this recent rule changes will add tax benefits for your business\, and how it might burdensome your next generation’s tax liability by leaving an estate in your retirement accounts. \nEstate planning attorneys Fiona Wang and Financial Advisor Maria Litzinger will jointly present the above knowledge to you\, so that you are equipped with what you need to know about estate planning basics and the new rule change. \nTime: April 3rd\, 2020 (Friday); 12-2pm\nVenue: First Flight Venture Center\, Hutchinson Conference Room\nAddress: 2 Davis Dr.\, Durham NC\, 27703.\nLunch: Complimentary Pizza.\nFees: Non-members $5\, Members Free. \nSpeakers: \nMaria Litzinger\nBiography Introduction: As a financial advisor with Edward Jones\, I enjoy the opportunity to work with my clients on their financial goals. I bring a unique perspective to my practice as I was an Edward Jones client for over a decade prior to becoming a financial advisor. Through that experience\, I learned that having a financial advisor dedicated to your success is key to helping define your personal goals and keep you on track. \nIn my practice\, I focus on partnering with my clients to understand their financial goals\, customizing strategies to help achieve those goals and exceeding my clients’ service expectations. I have been recognized and awarded within Edward Jones for exceptional achievement. \nWhile originally from Pittsburgh\, PA\, Apex has been my home for 14 years now. I have the pleasure of being married to my wonderful husband\, Brian\, and we have two elementary school children who keep us very busy with their activities in and out of school. I enjoy traveling\, reading\, working out and spending time with family and friends. I am very involved with activities with the Apex Chamber of Commerce\, several local and national charities and my church. \nWork History\nEdward Jones\nJanuary 2018 – Present\nUnited Therapeutics\nSeptember 2013 – November 2017 \nEducation\nCarnegie Mellon University\nMasters \nSpeakers: \nFiona Wang\nFiona Wang is specialized in providing comprehensive and creative legal solutions for small business owners and real estate investors by offering detail-oriented and relationship based legal services. We strived to provide wise estate planning options to our business and real estate clients so that they can leave their legacy wisely and with their mind at peace\, and we serve individuals and families to make sure their loved ones are being taken care of. \nFiona Wang is a licensed attorney in New York and North Carolina. She is graduated from Renmin University of China\, with bachelors and masters of law degree\, and obtained a Juris Doctor degree from University of Missouri School of Law. Fiona Wang lives in Cary with her husband and two daughters. \n 
URL:https://nc-cba.net/event/estate-planning-101s-introduction-of-secure-act/
LOCATION:Hutchinson Conference Room\, First Flight Venture Center\, 2 Davis Dr.\, Durham\, NC\, 27709\, United States
CATEGORIES:NCCBA Pay Event
ORGANIZER;CN="NCCBA":MAILTO:info@nc-cba.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20180213T180000
DTEND;TZID=UTC:20180213T203000
DTSTAMP:20260605T212918
CREATED:20180129T082911Z
LAST-MODIFIED:20180203T085206Z
UID:5661-1518544800-1518553800@nc-cba.net
SUMMARY:New Tax Reform Impacts on Small Businesses and Taxation for New Immigrants and Foreign Real Estate Investors
DESCRIPTION:Notice: Due to many audience for this topic are Chinese-Speaking only members\, this speech will use Chinese. Sorry for the inconvenience for those English-speaking only members. 本次讲座全程将由中文进行。\n\n\n新税改对中小企业的税务影响及新移民，外国房产投资人的税务须知\n演讲人：张岩  CPA 注册会计师\n \n此次讲座就大家关心的话题最新税改方案对我们每个人的影响，Passthrough 公司的税务好处，怎样应用20% Deduction，用实例税率讲解LLC、S-Corp、Corp的选择；并略谈新移民登陆前财产规划的重要性，及登陆后的资产申报的几个方面；也会提及外国公民在美投资房产的税务规定及做为房产经纪人税务的责任与注意事项；并就自住房有出租年度卖房时间及免税额计算提示，避免多交增值税。 \n本次讲座将包含以下几个方面：\n1、最新税改方案对我们每个人的影响。\n2、Passthrough 公司的税务好处\,怎样应用20% Deduction。\n3、用实例税率讲解LLC，S-Corp，Corp\,的选择。\n4、略谈新移民登陆前财产规划的重要性，及登陆后的资产申报的几个方面。\n5、外国公民在美投资房产的税务规定及做为房产经纪人税务的责任与注意事项。\n6、自住房有出租年度卖房时间及免税额计算提示，避免多交增值税。 \n时间：02月13日下午6:00pm–8:30pm\n \n地点： 6 Davis Dr. Durham\, NC 27709  Alexandria Real Estate Campus \n \n张岩注册会计师于2002年以GPA 满分的成绩毕业于NCSU Master of Accounting 并于同年一次性考过注册会计师考试，善于专研税法，分别在联想，红帽集团，国际部从事上市报表， Global税务财务整合\, 担任全球Oracle财务税务，Intercompany 科目项目负责人（ Global Financial\, Intercompany Team Lead）. \n张岩注册会计师于2009成立自己的会计师事务所。15年从业经验的注册会计师\, 提供专业的财务税务服务包括个人及中小企业税务咨询以及税务申报。 美国公民海外收入申报及多州报税。 新移民税务咨询规划及税务申报。 中小企业公司成立及全套财务税务服务。 跨国企业全套财务税务服务。 \nNew Tax Reform Impacts on Small Businesses and Taxation for New Immigrants and Foreign Real Estate Investors\nPresenter: Yan Zhang\, CPA \nThis seminar will cover the following:\n1. Trump Tax Scenarios Impacts\n2. New Tax Regime on Pass-Through: 20% Deduction\n3. Compare Proprietorship vs S corp vs C corp-Winners/Losers\n4. New Immigrants Tax Planning and Reporting\n5. Foreign Properties Investors Tax Regulation and liability of the Real Property Manager\n6. Principal Residence Sales-How to Calculate Nonquanlified-Rental Periods \n\n\n\n\n\n\n\n\nYan Zhang CPA PLLC\nYan Zhang CPA\nYan Zhang CPA PLLC\, is a Certified Public Accountant and consulting firm established in 2009. YZ is With 15 Years CPA experiences.\nPassed all sections of the Uniform CPA Examination at first sitting\, 5/2002. Active CPA\nNorth Carolina State University\, Raleigh\, NC Master of Accounting\, (7/2001—7/2002) GPA: 4.0/4.0\n10 years experiences working at Lenovo and Red Hat Inc as External Reporting\, Accounting Tax consolidation\, Global team lead on different Audit\, Accounting\, Tax，COA Projects.\n2007/08 Yan Zhang was selected as one of the six Inaugural the Lenovo Finance Leadership Development Program (FLDP) \nYan Zhang CPA PLLC They provide the highest quality and accounting\, tax consultation\, business management\, business valuation and entrepreneurial business services to public and private companies\, and high net-worth individuals. \n\n\n\n\n\n\n\nLink: https://www.nc-cba.org/event/20180213-tax-reform-impacts\nWhen: Feb 13th (Tuesday) 6:00pm-8:30pm\nWhere: 6 Davis Dr. Durham\, NC 27709 Alexandria Real Estate Campus\nDue to the limited space at the venue\, the registration is required and only the first 50 registrants will be granted this time. Light pizza and water will be provided.\nRegistration Fee: All NCCBA/CCCC/CAFA members $5 for pizza\, others $10($5 registration fee + $5 pizza).\nFor CAFA members\, please type in your CAFA member ID to receive the discounted rate.\nFor CCCC members\, please specify the company name you register through CCCC to receive the discounted rate.\n\n\n\n\n\n\n\nLanguage: Chinese\nOrganiser: NCCBA\, CCCC\, CAFA
URL:https://nc-cba.net/event/20180213-tax-reform-impacts/
LOCATION:Alexandria Real Estate Campus\, 6 Davis Dr.\, Durham\, 27709\, United States
CATEGORIES:NCCBA Pay Event
ORGANIZER;CN="NCCBA":MAILTO:info@nc-cba.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20180202T120000
DTEND;TZID=America/New_York:20180202T133000
DTSTAMP:20260605T212918
CREATED:20180105T051119Z
LAST-MODIFIED:20180128T212509Z
UID:5588-1517572800-1517578200@nc-cba.net
SUMMARY:Legal Issues in the Life Cycle of a Business (Note: Address changed)
DESCRIPTION:Notice: Please note the venue has been changed. \nEvent Venue: (The address has been changed to) 6 Davis Dr. Durham\, NC 27709    Alexandria Real Estate Campus (former The Hamner Institutes for Health Sciences)\n\n\n\nLegal Issues in the Life Cycle of a Business\nPresenter: Michael E. Slipsky \nIn this presentation\, five major topics that relate to the life cycle of a typical start-up business will be discussed:  Entity Formation; Early-Stage Capital Raising; Employee Issues; Business Contract Issues; and Mergers & Acquisitions. \nFirst\, the topic about various kinds of limited liability entities that a business owner may select and why conducting business through a limited liability entity is an important means of protecting the owner’s personal assets will be addressed. Also\, the questions such as where to form the entity and how professional licensing laws can impact entity formation\, governance and ownership will be addressed. \nSecond\, the discussion of capital raising will introduce basic principles of securities law compliance and how early-stage companies typically address them. Also\, a summary overview of a typical private securities offering will be provided. \nThird\, although employee issues could easily be the topic of an entire presentation\,  a high-level discussion of some employment-related issues that frequently arise for early-stage companies will be provided.  These include the concept of at-will employment\, the enforceability (or lack thereof) of covenants not-to-compete\, and incentive compensation plans. \nFourth\, once a business is up and running\, it will frequently need to enter into contracts with its customers\, vendors\, service providers\, landlords and joint venture partners.  A number of issues that arise in the course of negotiating these kinds of business contracts will be discussed\, including appropriate risk allocation provisions\, anti-assignment and change-of-control clauses\, personal guarantees and the potential importance of so-called “boilerplate” provisions. \nFinally\, what is oftentimes the end of a successful business’ life cycle—the sale of the business to an acquirer in an M&A transaction will be discussed.  Topics to be discussed include common transaction and financial structures\, a summary of a typical M&A acquisition agreement\, an overview of the M&A process\, and certain post-transaction issues. \n\nMichael E. Slipsky\n \nBio: Mike is an attorney in the Business Organizations group and has practiced with the firm since 2005. Mike focuses his practice on mergers and acquisitions for companies across a broad range of industries. He represents buyers and sellers in mergers\, acquisitions\, and divestitures. He also counsels clients on a variety of privacy and information security matters\, including HIPAA compliance and data breach prevention and responses. Additionally\, Mike advises clients on a broad range of corporate and securities matters\, including corporate reorganizations and restructurings\, commercial contracts\, corporate governance\, the formation and maintenance of business entities\, and securities offerings. Prior to joining the firm\, Mike practiced with Dechert LLP in its Philadelphia office. \n\n  \n  \nRepresentative Experience \n\nRepresented seller in a strategic investment in a mortgage lending company\nRepresented buyer in a $142.5 million equity purchase of a building products company\nRepresented seller in an $18.5 million asset sale and equity rollover of a strategic communications agency\nRepresented buyer in the acquisition of a North American Soccer League franchise\nRepresented pharmaceutical company in a worldwide license to a global pharmaceutical company of a biomarker for the risk of Alzheimer’s Disease\nRepresented a vaccine developer in a Series B Preferred Stock Offering\nRepresented seller in a $110 million strategic acquisition of a consumer electronics company\nRepresented seller in a $21 million asset sale of a sporting goods manufacturer\nRepresented seller in a $5.8 million asset sale of an industrial machinery and equipment wholesaler\nRepresented seller in a $29.6 million strategic acquisition of a medical practice\nRepresented a multi-national corporation in a $750 million private placement and exchange offer of corporate debt\n\n\nRepresented borrower in a $8.25 million mezzanine debt financing transaction of a global footwear supplier\nRepresented a venture capital fund as purchaser in a series of emerging technology-related strategic investments totaling in excess of $20 million\nRepresented a biopharmaceutical company as purchaser in a $160 million strategic acquisition\nReview\, draft and negotiate various agreements\, including\, among others\, consulting agreements\, fractional ownership agreements for corporate aircraft\, limited liability company operating agreements\, shareholder agreements and stock and asset purchase agreements\n\nPublications \nRecent Development\, Flagging Accommodated Testing on the LSAT and MCAT: Necessary Protections of the Academic Standards of the Legal and Medical Communities\, 82 N.C.L. Rev. 811 (2004)\nCorporate Board “Best Practices” Post Disney\, Atlantic In-House Monthly\, October 2005 \nPrior Legal Experience \nPrior to joining Poyner Spruill\, Mike was an Associate with Dechert LLP in Philadelphia from 2004 to 2005. \n\n  \n\n  \n301 Fayetteville St.\, Suite 1900\, Raleigh\, NC 27601 \ne: mslipsky@poynerspruill.com | t:  919.783.2851 | f:  919.783.1075 | w: www.poynerspruill.com \n\n\n\n\n\n\n\n\n\n  \n  \nEvent Registration Fee: \nMembers: $5 for pizza. Please login and make reservation by ordering/purchasing a $5 “Member-Only Ticket” below. \nNon-members (including Mailing List Only members):$10( $5 registration fee + $5 pizza). Please order/purchase a $10 “Non-Member Paid Ticket” below through our shopping cart. \nMeal (Pizza) is included for participant with ticket. \n Registration: You can get your ticket by clicking Confirm RSVP button on the event page \nLink: https://www.nc-cba.org/event/20180202-legal-issues-life-cycle-business/ \nLanguage: English
URL:https://nc-cba.net/event/20180202-legal-issues-life-cycle-business/
LOCATION:Alexandria Real Estate Campus (former The Hamner Institutes for Health Sciences)\, 6 Davis Dr\, Durham\, NC\, 27709\, United States
CATEGORIES:NCCBA Pay Event
ORGANIZER;CN="NCCBA":MAILTO:info@nc-cba.org
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