Course Description

These popular and well-attended courses continue to be a hit year after year! The Intermediate session will concentrate on individual and tax compliance issues and will be helpful if you have been a practitioner for as little as two years or for more. The Advanced section will emphasize business taxation. In both sessions, you will benefit from an effective combination of lecture, example problems, discussion, and questions. The two-day format of these courses will give you ample opportunity to explore topics.

Take a look at our online brochure.

Why You Should Attend

The NC State University 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. The NC State University 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.

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
  • Access to the online version of the National Income Tax Workbook
  • 2020 Federal Tax Handbook
  • A tote bag
  • 2020 Tax Tips

Attend and You Will Learn / Expected Outcome

Expected Outcomes

After completing these courses, you will be able to:
  • Identify federal and state tax law updates for the coming year
  • Effectively and accurately complete business and individual tax returns
  • Communicate to clients how life changes may affect their tax situation
  • Answer the tax questions and resolve the tax problems that arise in everyday business and personal transactions
  • Recognize the legal tax deductions and exemptions businesses

Notes / 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 hour of tax education for NC tax changes for a total of 16 hours.

About your Instructors:


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

Curtis Lee
Accountant in Raleigh, NC with over 30 years of experience, specializing in small businesses and individuals. He is accredited by the Accreditation Council
for Accountancy and Taxation, and is a member of both the NC Society of Accountants and the National Society of Accountants.

Michelle Sosnowski, CPA
Accountant with over 25 years of experience in both national and local CPA firms located in Michigan, Texas, Ohio and North Carolina. She specializes in small business accounting and tax as well as individual income tax preparation and planning. Michelle is also a Certified QuickBooks Pro Advisor. She is certified by the North Carolina State Board of CPA Examiners

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.



Lillian Glover Young, CPA
Accountant with over 30 years of experience with the NC State Income Tax Schools. She has her own tax practice in Charlotte, NC.

Andrew Kromer, CPA
Accountant and owner for twenty two years of a tax practice in Charlotte that assists individuals and their businesses.


Due to overwhelming demand in some locations, you are strongly encouraged to register in advance. Because of space limitations, walk-ins cannot be accepted if the location is sold out in advance. Please call 919.515.2261 to inquire about space availability if you have not pre-registered.

Per IRS requirements, the registrant must remain in the class they selected for the duration of the program. Attending one day in one location and the second day in another location will be unacceptable.


Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.