141 people have already registered for this event.
James I. Dougherty Withers Bergman LLP, New Haven Marissa Dungey Withers Bergman LLP, Old Greenwich
James I. Dougherty and Marissa Dungey will provide an overview of recent developments that have occurred in federal and Connecticut tax law that impact Connecticut trust and estate practice. The presentation will begin with a review of cases that will cover topics such as when transfers are considered gifts for tax purposes, Section 2036 inclusion, problematic charitable deduction clauses, and valuations of closely held businesses. Next, the presenters will cover IRS regulatory projects, included final regulations for the deductibility of administration expenses, proposed regulations for estate tax closing letters, and other pending projects. Finally, the presentation will also summarize pending legislative proposals in Hartford and Washington to help practitioners easily respond to client questions of how these proposals might impact them.
1.0 CT Credit | 1.0 NY Credit