Federal Tax Institute of New England 2022 (FTINE2022)

Thursday, April 28, 2022

8:00 AM to 5:00 PM (Eastern Daylight Time)

Saint Clements Castle & Marina and Virtual

1931 Portland-Cobalt Rd, Portland, Connecticut, United States

Sponsorship and Exhibitor Opportunities

Online registration is available until April 28, 2022

Register

2022 FTINE square

Virtual attendee registration for FTINE 2022 is open.

Presented by the Estates and Probate Section and Tax Section

About the Program

Don't miss this premier event for the estate planning and tax communities. The day will kick-off with a networking breakfast followed by both plenary and break-out sessions.  National speakers will present on cutting-edge tax and estate planning issues. Register early as space is limited for this event.

View Session Tracks

Agenda

You Will Learn

  • About the basic steps involved in representing clients in preparing and filing offers in compromise
  • About installment agreement requests at the Connecticut and federal level
  • The basic steps involved in settling decedents’ estates
  • A better understanding of the intricacies of various current state tax issues
  • The Biden Administration’s legislative and administrative agenda and challenges with implementing it
  • Continued impact of COVID-19 and other pressures on tax administration and administrative guidance
  • Potential significance of the 2022 elections
  • About court decisions rendered and administrative guidance published by the Connecticut Department of Revenue Services (DRS) during the last 12 to 18 months

Who Should Attend

Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program—most notably those in the estate planning and tax communities.

Cost

(Includes breakfast, lunch, breaks, and electronic materials*)

In-person/hybrid pricing

Early (by 3/30)

Regular (3/31 – 4/15)

Late (4/16 – 4/24)
       

Member

$259

$279

$310
       

Law/Paralegal Student Member

$159

$179

$210
       

Non-Member

$409

$429

$460


The Connecticut Bar Association reserves the right to transfer any planned in-person or hybrid CLE program to a virtual-only webinar at its own discretion. Registrants will be notified in advance of the date of the program if such a change is made.

Speakers

Ron Aucutt_sm Ronald D. Aucutt
Bessemer Trust, Lakewood Ranch, FL

bedingfield_brad1 Brad Bedingfield
Hemenway & Barnes LLP, Boston, MA

G G Fox2 Glenn F. Fox
 Baker & McKenzie LLP, New York, NY

R A Malviya2 Raj A. Malviya
 Miller Johnson, Grand Rapids, MI

K Sherby1 Kathleen R. Sherby
Bryan Cave Leighton Paisner LLP, St. Louis, MO


Federal Tax Institute of New England 2022

Opening Plenary | 9:05 a.m. – 10:05 a.m.
Opening Plenary Session: Sustained and Strategic Diversity, Equity, and Inclusion for the Connecticut Legal Profession (2022FTINE-P1)

Concurrent Session 1 | 10:15 a.m. – 11:15 a.m.
Session 1A: Representing Clients in State and Federal Tax Collection Matters (2022FTINE-1A)

Session 1B: The Devil Is in the Details – New SECURE Act Proposed Regulations (2022FTINE-1B)

Session 1C: How to Probate an Estate (2022FTINE-1C)

Concurrent Session 2 | 11:25 a.m. – 12:25 p.m.
Session 2A: The Cutting Edges of Multistate Taxation: Pass-Through Entities, Digital Products, Domicile Update, and more (2022FTINE-2A)

Session 2B: Measure Twice, Cut Once – Revisiting Ethical Issues Commonly Encountered by the Trust & Estate Practitioner (2022FTINE-2B)

Session 2C: Will and Trust Drafting Essentials Part 1 (2022 FTINE-2C)

Afternoon Plenary Session | 1:35 p.m. – 2:35 p.m.
Afternoon Plenary Session: Washington Tax Update (2202FTINE-P2)

Concurrent Session 3 | 2:45 p.m. – 3:45 p.m.
Session 3A: 2021 Connecticut Legislative, Administrative and Judicial Tax Update (2022FTINE-3A)

Session 3B: Corporate Transparency Act (2022FTINE-3B)

Session 3C: Will and Trust Drafting Essentials Part 2 (2022FTINE-3C)

Closing Plenary Session | 3:55 p.m. – 4:55 p.m.
Closing Plenary Session: Charitable Planning (2022FTINE-P3)



CLE Credit

CT: 6.0 CLE Credits (4.0 General; 2.0 Ethics) or (5.0 General; 1.0 Ethics)**
NY: 7.0 CLE Credits (4.5 AOP; 1.0 D&I; 1.0 Ethics) or (6.0 AOP; 1.0 D&I)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be provided. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.

**CBA member attendees may earn all 12 of their MCLE credits by attending the six sessions on 4/28/2022 in-person or virtually, and reviewing the recorded content of the remaining six sessions through the CBA's Education Portal.


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Contact

Member Services Center
Email: msc@ctbar.org
Phone: (844)469-2221