
DECEMBER 7, 2022 • VIRTUAL CONFERENCE 
Conference Schedule
The NC State & Local Tax Conference is designed for CPAs in public practice or those in industry who practice in tax. This conference covers ways to best serve your clients in the state of North Carolina, the dynamic and changing environment of tax reform, critical topics in state and local taxation, new tax laws, and more!
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Tuesday, December 7
= Speakers with this icon next to their session will be speaking virtually
8:00–9:00 am
General Session

Jack Schmoll, CPA
Schmoll CPA PLLC
NC Individual Income Tax
More information coming soon!
More about Jack
Jack Schmoll, CPA
Schmoll CPA PLLC
Jack Schmoll has spent his entire 28-year career in state and local taxation. He worked nine years with the Washington State Department of Revenue and has work 19 years in public accounting. He works extensively with other accounting firms, helping them provide the state and local tax expertise their clients need. He enjoys working with North Carolina issues, but works regularly on multistate tax issues as well. Jack is a regular presenter for the NCACPA and other organizations and also provides state and local tax education directly to CPA firms and businesses.
9:10–10:10 am
Concurrent Sessions

William P. Young
North Carolina Department of Revenue
1A: NC Pass Through Entity Tax Election
More information coming soon!
More about William
William P. Young
North Carolina Department of Revenue
William Young is the Assistant Director of the Personal Taxes Division and has been with the NC Department of Revenue since 2011. He has served as an Administrative Officer, Agency Legal Specialist, manager of the Bankruptcy Unit, and manager of the Individual Income Tax Section of the Technical Services Group. He has a bachelor of science in financial economics, a bachelor’s degree in music, and a minor in mathematics. He earned his Juris Doctor from Washington and Lee University, where he was the Managing Editor of the Law Review.
1B: Compliance with Unclaimed Property Regulations
More information coming soon!

Laquanda Brown
Department of the State Treasurer
More about Laquanda
C Brown
Department of the State Treasurer
Laquanda is a Compliance Auditor with the North Carolina Department of State Treasurer’s Unclaimed Property Division. Her role is to assist holders in being compliant with NC’s Unclaimed Property laws and requirements for reporting and returning properties to the rightful owners. Laquanda joined the Unclaimed Property Division in June 2022.

Brian Tennie
Department of the State Treasurer
More about Brian
Brian Tennie
Department of the State Treasurer
Brian is a Compliance Auditor with the North Carolina Department of the State Treasurer’s Unclaimed Property Division His role is to assist holders in being compliant with NC’s Unclaimed Property laws and requirements for reporting and returning properties to the rightful owners. Brian joined the Unclaimed Property Division in May 2021.
10:15–11:05 am
Concurrent Sessions

Jack Schmoll, CPA
Schmoll CPA PLLC
2A: NC Sales Tax (Basic)
More information coming soon!
More about Jack
Jack Schmoll, CPA
Schmoll CPA PLLC
Jack Schmoll has spent his entire 28-year career in state and local taxation. He worked nine years with the Washington State Department of Revenue and has work 19 years in public accounting. He works extensively with other accounting firms, helping them provide the state and local tax expertise their clients need. He enjoys working with North Carolina issues, but works regularly on multistate tax issues as well. Jack is a regular presenter for the NCACPA and other organizations and also provides state and local tax education directly to CPA firms and businesses.

James Hamilton Turner, Jr., CPA
Turner Business Appraisers Inc.
2B: Property Tax
More information coming soon!
More about James
James Hamilton Turner, Jr., CPA
Turner Business Appraisers Inc.
Jim is the founder and President of Turner Business Appraisers a valuation firm that specializes in: Business Valuation, Equipment Appraisals and Ad Valorem Tax Valuation. He has made frequent regional and international presentations on a variety of valuation topics including: 1. The ABC’s of Business Valuation 2. SBA Business Valuations 3. Tips for Valuing & Selling businesses amidst COVID-19 He has also testified as a valuation expert in District Court, Superior Court, and at the North Carolina Property Tax Commission. Jim is a member of the North Carolina Association of CPA’s, National Association of Valuators & Analysts, American Society of Appraisers, and the NEBB Institute Jim and his wife Sandra have two energetic boys–Isaac and Noah. They enjoy hiking, giving away bags of hope, and playing Uno at home in Metro Charlotte, N.C.
11:30 am–12:30 pm
Concurrent Sessions

TBA
3A: NC Individual Tax (Basic)
More information coming soon!

Jack Schmoll, CPA
Schmoll CPA PLLC
3B: NC Sales Tax – (Advanced)
More information coming soon!
More about Jack
Jack Schmoll, CPA
Schmoll CPA PLLC
Jack Schmoll has spent his entire 28-year career in state and local taxation. He worked nine years with the Washington State Department of Revenue and has work 19 years in public accounting. He works extensively with other accounting firms, helping them provide the state and local tax expertise their clients need. He enjoys working with North Carolina issues, but works regularly on multistate tax issues as well. Jack is a regular presenter for the NCACPA and other organizations and also provides state and local tax education directly to CPA firms and businesses.
1:00–1:50 pm
Concurrent Sessions

Stuart Bryan Lockerbie, CPA
Lockerbie Tax, LLC
4A: NC Corporate Income and Franchise Tax Overview
More information coming soon!
More about Stuart
Stuart Bryan Lockerbie, CPA
Lockerbie Tax, LLC
Over his career, Stu’s client base has primarily consisted of Fortune 500 companies in various industries including manufacturing, financial services, transportation and retail. Stu also has significant experience working with closely held companies and flow-through entities. In total, Stu has over 33 years of experience in public accounting, nearly all of which have been focused in the state and local tax area. He has assisted his clients with a variety of issues including controversy, mergers and acquisitions and planning in all areas of multistate taxation, but his main focus has been on income/franchise and sales/use tax consulting. Stu’s experience includes working directly with both the North Carolina Department of Revenue and South Carolina Department of Revenue to assist PwC’s clients with resolving issues. Stu has a Bachelor of Science from Purdue University and is a CPA in both Indiana and North Carolina. Stu has been a guest speaker for the University of North Carolina – Charlotte, Tax Executive Institute, North & South Carolina CPA Society, Bank Tax Management Forum, Indiana Banker’s Association, Financial Institution’s Tax Association – Midwest, Council on State Taxation, SEATA, and the North Carolina Chamber of Commerce

Jeana Parker, JD, MBA
KPMG, LLP
4B: State Tax Research
More information coming soon!
More about Jeana
Jeana Parker, JD, MBA
KPMG, LLP
Jeana is a Managing Director in KPMG’s State and Local Tax practice based in Raleigh, North Carolina. She concentrates her time on state income and franchise tax consulting engagements, including teaming with KPMG’s Mergers & Acquisitions Tax practice performing tax due diligence, structuring, and modeling on both buy side and sell-side transactions for corporate strategic and private equity clients across the United States. Additionally, Jeana has extensive experience assisting clients in designing and implementing state tax planning, including business restructuring and legal entity rationalization, as well as, assisting clients with various state tax controversy issues. Jeana also serves as KPMG’s State Tax Resource Network expert for South Carolina income and franchise tax matters.
2:00–2:50 pm
Concurrent Sessions

Kathleen Marie Holston, CPA
Websterrogers, LLP
5A: Income Tax Sourcing (NC & Multi)
More information coming soon!
More about Kathleen
Kathleen Marie Holston, CPA
Websterrogers, LLP
Kathleen M. Holston, CPA, CMI is the state tax practice leader for Webster Rogers, LLP, working from the firm’s Myrtle Beach, South Carolina office. Kathleen has over 30 years’ experience in State & Local Tax, including income, franchise, sales, use and property tax for businesses of all sizes and types. Kathleen also heads the advanced sales tax school at the Institute for Professionals in Taxation (IPT). She is a member of the NCACPA and SCACPA, and recipient of IPT’s 2021 Distinguished Service Award.

Jeffrey Thomas Hendrickson
Martin Marietta Materials Inc.
5B: Sales Tax Audit Best Practices
More information coming soon!
More about Jeffrey
Jeffrey Thomas Hendrickson
Martin Marietta Materials Inc.
More information coming soon!
3:00–4:05 pm
General Session

Robert Joseph Broome, CAE
NCACPA Director of Advocacy
State Tax Advocacy: Panel
More information coming soon!
More about Robert
Robert Joseph Broome, CAE
NCACPA Director of Advocacy
Robert works with our members to develop, implement, and communicate NCACPA’s advocacy agenda to legislators and regulators. He serves as staff liaison to the Advocacy Advisory Council and Taxation Committee. Robert has extensive experience as a lobbyist, PAC fundraiser, and grassroots manager for trade associations. A native of Tennessee, he worked in Nashville and Atlanta before moving to Raleigh in 2013. He earned his Certified Association Executive credential in 2020.

NCACPA is a NASBA-approved sponsor of continuing education.
For complete program information (course registration, learning objectives, instructional delivery methods, CPE, field of study, prerequisites, program knowledge, level, advance preparation, program description, and speaker information), please visit the event links above.
The North Carolina Association of Certified Public Accountants 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. 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/.
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.