About the Event

The UNC Tax Summit is a continuing education event for accountants and lawyers to earn 8.4 CPE and/or 7 CLE credits. The event will take place at the Friday Conference Center located in Chapel Hill, NC.  Twelve knowledgeable speakers will discuss local, state, and federal tax policy issues and their legal implications, in addition to a session devoted to professional conduct in business communications.

Our keynote speaker will be the Internal Revenue Service Commissioner and UNC Alumnus, Danny Werfel. Additional confirmed speakers include: Nita Asher, Ellen Balfrey, Richard Blumenreich, David Brunori, Scott Dyreng, Gary Hecimovich, James Holmes, Rohit Kumar, Bruce McGovern, Deanne Morton, and Kevin Stults.

A networking reception will take place after the event.

Participants will:

  • Gain awareness of recently enacted federal tax legislation and consider possible future tax policy developments.
  • Learn about Inflation Reduction Act Tax Incentives from industry, academic, private, and policy experts.
  • Learn about the most significant statutory enactments, judicial decisions, IRS rulings, and Treasury regulations promulgated during the last twelve months that affect general domestic income taxation, corporate taxation, partnership taxation, and tax procedure.

Program Level: Basic

Program Prerequisite: None

Advance Preparation: None

Field of Study: General, Taxes, Ethics

Who Should Attend: Accountants, Lawyers, Tax Practitioners, Tax Educators

Delivery Method: Group Live

After participating in the Group Live UNC Tax Summit CPE & CLE Event you will comprehend, gain awareness, and consider the implications of the recently federal and state tax policy developments and professional responsibility standards.


$399 for non-government employees

$199 for government and academic employees

The UNC Tax Center is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. certified CPE Sponsor. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

The UNC School of Law is a registered sponsor of CLE through the North Carolina State Bar. The 2023 UNC Tax Summit agenda is approved by the North Carolina State Bar.



Confirmed Speakers

We have gathered together some of the most highly respected professionals in the tax and legal industry to discuss the legal implications of tax policy in today's ever-changing environment. Our esteemed speakers and panelists are:

Tar Heel Tax Sponsors

We are very grateful to our Tar Heel Tax Sponsors for their support!


Early Bird Pricing ($299 for non-government employees) ends Friday, September 29th.