• Christine Cassidy, owner of local Hilton Head Island firm Cassidy CPA, attended the 37th annual New York University Institute on State & Local Taxation Conference Dec. 17-18 in New York City.

The conference hosted luminaries and experts from many states discussing major tax reforms and questions affecting state and local taxation.

Cassidy learned about important taxation changes anticipated at local and state level for the 2018 tax season. Many states, including South Carolina, are unclear as to the changes caused by the Tax Cuts and Jobs Act (TCJA) or if they want to conform. Additionally, the U.S. Supreme Court’s decision on South Dakota vs. Wayfair has vastly changed sales and income tax laws for all states.

Practitioners’ and professional organizations are requesting the state returns be given a due date much later than the federal returns but nothing has been decided. Until all of this is resolved, tax software companies cannot write the software to reflect the final decisions.

Cassidy has been a practicing accounting on Hilton Head Island since 1996 and founded her own firm in 2000. For more information, visit CassidyCPA.net.

  • The Elite Referrals Bluffton-based chapter of Business Networking International (BNI) will hold a Visitors’ Day from 5:30 to 7:30 p.m. Jan. 16 at the Roasting Room, located above The Corner Perk at 1297 May River Road in Bluffton. The event is free and open to the public.

Complimentary hors d’oeuvres and drinks will be served.

BNI is an international networking organization specializing in business referrals among members. BNI offers a way for businesses to experience growth by maximizing their marketing efforts through word of mouth.

The meeting is open to all, but space is limited. Call 843-508-3009 or sign up at bit.ly/VisitorsDayJan16 to reserve spot, or email Shonna White, chapter president, at admin@lowcountrymaidservices.com. For more information about BNI, visit bni.com.

  • Berkeley Hall Club has been listed among the Top Platinum Clubs of America for 2019-2020 by Club Leaders Forum.

The most highly respected acknowledgement bestowed in the private club industry, the private golf club community was listed at No. 54 among the nation’s top private clubs.

Platinum Clubs of America represents the upper 5 percent of America’s Top Private Clubs of Excellence, of which only a small number of clubs qualify for consideration. Berkeley Hall Club is among only 150 top private country clubs across the nation, elected by peers, to earn this honor.

Qualification is based on seven selection criteria benchmarks: Universal recognition, excellence in amenities and facilities, caliber of staff and professional service levels, quality of membership, governance and prudent fiscal management, adapting to changing times and overall experience.

Berkeley Hall Club also holds the distinction as a Distinguished Club, awarded in recognition of Berkeley Hall’s superb level of member experience, attained by only the finest clubs in the world.

To learn more about Berkeley Hall, visit BerkeleyHallClub.com.

  • Turbeville Insurance Agency has been named to the 2018 Grant Thornton South Carolina 100 (SC100), which ranks the state’s largest private companies by revenue. The complete list was released in the December issue of ASCEND, the magazine of the South Carolina Chamber of Commerce.

Turbeville Insurance Agency has five office locations in the state including Beaufort, Bluffton, Charleston, Columbia and Lexington.

Jennifer Sokolowski of WestView Investment Advisors has passed the Certified Financial Planner examination after completing the college-level financial planning coursework.

The achievement is part of becoming a certified financial planner. The six-hour exam is administered three times a year, and the latest exam had a pass rate of only 61 percent.

WestView Investment Advisors is a fee-only advisory firm helping young professionals, small business owners and retirees with their planning and investment needs.

Tracy Cochran has joined Century 21 Diamond Realty as a Realtor and sales associate.

Originally from New Hampshire, Cochran has lived in Sun City for six years. She has 16 years’ experience in multi-level marketing and 17 years as a real estate agent-broker and notary signing agent.

Cochran may be contacted at 843-606-0190, cent21suncity@gmail.com, or century21suncity.com.