Wells Fargo Bank, N.A., is proud to Host the 45th Annual NTCHBA Conference!

This year’s conference will provide an opportunity for individuals within the corporate fiduciary, trust, and estate industries to come together for important educational topics essential to closely-held asset management and give attendees the opportunity to network with colleagues from across the country.  We hope you will join us in Asheville, North Carolina! 


The conference will cover many of the topics we deal with in the management of closely held business assets.  A partial list of topics includes:

  • New Developments in S Corp Valuation
  • P&I Accounting for Closely-Held Business Investments
  • Energy Markets
  • State and Local Tax Considerations for Closely Held Businesses
  • Private Company M&A Update 

Additional program information, topic discussions and more will be available on the NTCHBA website as it becomes available. 

Requests for refunds must be submitted in writing. Registration fees will be refunded if written notice is received no later than August 15, less any fees incurred by the NTCHBA due to said cancellation. There will be no refunds after this date. Extenuating circumstances may be considered on an individual basis at the discretion of the Board. Substitutions are permitted without added cost or penalty at any time prior to the start of the conference.

Please Note: Attendance at the NTCHBA conference is limited to persons for whom the management of closely held business assets in a fiduciary capacity is a principal business activity as well as professionals such as business appraisers, attorneys, accountants, and other professional advisors who support the management of such assets. Attendance is limited to the first 75 registrants. Registration fees include conference attendance, meals, special events, and 3 nights hotel. Registration fees do not include travel expenses and incidental costs.