Save the Date for the 2017 Federal Tax Institute of New England!
Friday, November 10

Saint Clements Castle
1931 Portland-Cobalt Rd
Portland, CT 06480

Member Service Center

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
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
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

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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