Description

This intermediate-level short course, will concentrate on individual and compliance tax issues. The session will be especially helpful if you are a practitioner with as little as two (2) years of experience. You will benefit from an effective combination of lecture, example problems, discussion, and questions.

The two-day format of this course will give you many opportunities to explore topics. The only prerequisite for this course is a familiarity with business and/or individual tax concerns.

IRS Program # (in-person) 4552U-T-00061-26-I; 4552U-U-00054-26-I; 4552U-E-00065-26-I
IRS Program # (virtual): 4552U-T-00060-26-O; 4552U-U-00053-26-O; 4552U-E-00064-26-O

Course Notes

Why You Should Attend

NC State University’s Office of Professional Development is registered with the North Carolina State Board of CPA Examiners as a sponsor of continuing professional education. The Intermediate and Advanced Income Tax Schools have been accepted by the CFP Board for continuing education credit. The two hours of ethics offered in the Intermediate and Advanced Income Tax Schools qualify for the annual two-hour CPE ethics requirement of the NC State Board of CPA Examiners. NC State University’s Office of Professional Development is registered as a National CPE Sponsor (Registry ID Number 129372) for the National Association of State Boards of Accountancy (NASBA).

Who Should Attend

Accountants, CPAs, bookkeepers, enrolled agents, financial planners and anyone involved in tax preparation

Additional Information

Hours reported to the IRS by PTIN: 2 hours of Ethics, 3 hours of New Tax Law and 10 hours of Tax Law Education, for a total of 15 hours.

CPAs and CFPs can report an additional one hour of tax education for NC tax changes for a total of 16 hours.

Attend and You Will Receive

• A Certificate of Completion that denotes:
  • 10 hours of Federal Tax Law
  • 3 hours of Federal Tax Update
  • 2 hours of Regulatory Ethics
  • 1 hour of NC Tax Update (per IRS, cannot apply for PTIN reporting)
• National Income Tax Workbook*
• Online access to the National Income Tax Workbook archives
• 2026 Federal Tax Handbook*
• 2026 “Tax Tips”

About Your Instructors

Ernest R. Carraway Jr., J.D.
Lecturer – NC State Masters of Accounting Program in the Poole College of Management.

James P. Upton, III, EA
James P. Upton, III of Seagrove, NC is president of Upton Accounting Inc., a family firm that has been in operation for over 40 years, serving farmers, small businesses and individuals. James is a  graduate of Gardner Webb University with a B.S. in accounting and a Master of Accountancy with a concentration in taxation. James has been Enrolled to Practice before the Internal Revenue Service since 2006. James has taught tax and accounting classes in various settings for over 10 years. James is an active member of the North Carolina Society of Accountants, serving as president 2017-2018.
 

Per IRS requirements, you must be present and attentive in the class you selected for the duration of the program. 

* Registration must be received by Oct. 1 to ensure you receive your books by the class start date.

*By registering for this course, you will be subscribed to our newsletter and other communications to receive updates and resources about future courses. You can unsubscribe at any time.