Save the Date for the 2017 Federal Tax Institute of New England!
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When
Friday, November 10
Where
Saint Clements Castle
1931 Portland-Cobalt Rd
Portland, CT 06480
Contact
Member Service Center
msc@ctbar.org
(844)469-2221
About the Program
This full-day premier educational event features national speakers presenting on cutting edge tax and estate planning issues. Learn about the future of estate planning, as well as significant tax issues faced by today's business. Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program
The day will kick-off with a networking breakfast followed by both plenary and break-out sessions presented in a two-track format. Don't miss out on this unique opportunity for the estate planning and tax communities.
Seminar Schedule
8:00 a.m. – 8:55 a.m Registration 8:55 a.m. – 9:00 a.m. Introduction 9:00 a.m. – 10:00 a.m. Morning Plenary Session Session Title TBD Jonathan Blattmachr, Pioneer Wealth Partner LLC, New York, NY 10:00 a.m. – 10:20 a.m. Break 10:20 a.m. – 11:20 a.m. Concurrent Sessions 1 A. Freezes N. Todd Angkatavanich, Withers Bergman LLP, New Haven S. Stacy Eastland, Goldman Sachs & Co., Houston, TX Carlyn S. McCaffrey, McDermott Wil & Emery LLP, New York, NY B. The New Connecticut LLC Act TBD 11:20 a.m. – 11:30 a.m. Break 11:30 a.m. – 12:30 p.m. Concurrent Session 2 A. Charitable Presentation Barbara Taylor, Reid and Reige PC, Hartford TBD B. The Purchase, Sale, and Redemption of the LLC Interests Morris W. Banks, Pullman & Comley LLC, Hartford Michael Spiro, Finn Dixon & Herling, Stamford Dan M. Smolnik, Smolnik Law Offices, Hamden 12:30 p.m. – 12:40 p.m. Break 12:40 p.m. – 1:25 p.m. Lunch 1:25 p.m. – 2:25 p.m. Luncheon Plenary Session Capital Developments Ronald D. Aucutt, McGuireWoods LLP, Tysons, VA 2:25 p.m. – 2:35 p.m. Break 2:35 p.m. – 3:35 p.m. Concurrent Session 3 A. Reprise of ACTEC presentation on Elder Law and Tax Issues K. Bradoc “Brad” Gallant, Day Pitney LLP, New Haven Deborah J. Tedford, Tedford Law Firm PC, Mystic Diana S.C. Zeydel, Greenberg Traurig LLP, Miami FL TBD B. Session Title TBD 3:35 p.m. – 3:45 p.m. Break 3:45 p.m. – 4:45 p.m. Afternoon Plenary Session Ethics of a Tax Practice Commissioner Kevin B. Sullivan, Department of Revenue Services, Hartford Peter S. Jongbloed, United States Attorney’s Office, New Haven Lisa E. Perkins, Green & Sklarz LLC, Hartford
Early Bird Registration Begins September 4th!
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View the Full CBA Fall CLE Schedule.
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Connecticut Bar Association | 30 Bank Street | New Britain, CT 06051
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