2026 Federal Tax Institute of New England (FTINE2026)

Thursday, November 5, 2026

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

Saint Clements Castle and Marina

1931 Portland-Cobalt Rd., Portland

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Presented by the Estates and Probate and Tax Sections

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About the Program

Don't miss this premier event for estate planning and tax attorneys. 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. This year's program includes a track for estates and probate and tax paralegals and young lawyers. 

You Will Learn 

  • About cutting edge topics in tax and estates and probate law 

Who Should Attend 

Attorneys and paralegals practicing in the areas of tax and estates and probate. 

Cost 

Member  Type Early Bird: 
Ends 8/31		 Regular:
Ends 10/19  		 Late:
Begins 10/20 
Student*  $99 $99 $99
Member $319 $349 $379
 Paralegal $175
 $199  $229
Non-member  $409 $439   $469

*Law student registrations may be subsidized by the Tax Section and the Estates and Probate Section reducing the cost to the law student. Law students please email cle@ctbar.org for more information.

Please log into your account to receive CBA member pricing.

Financial hardship information is available upon request.

2026 FTINE Organizers

Luke Tashjian, Cohen and Wolf PC, Westport 
Deborah J. Tedford, Tedford Law Firm PC, Mystic


Speakers

Keri Brown Keri Brown
 Baker & Botts, Houston, TX

Beth-Brunalli-Headshot Beth A. Brunalli
Davidson, Dawson & Clark LLP, New Canaan

Louis Bucari1 Louis P. Bucari
 Connecticut Department of Revenue, Hartford

Daniel Chavez Daniel Chavez
 Hodgson Russ LLP, New York, NY

Allison Clapp1 Allison R. Clapp
 Stewart Plant & Blumenthal LLC, Baltimore, MD

Brittany Cook1 Brittany Cook
 Alti-Global, Wilmington, DE

cox_alexander1 Alexander R. Cox
Troutman Pepper Locke LLP, Hartford

Amanda DArcy Amanda D'Arcy
 M&T Bank, Wilmington, DE

Day Robert Robert L. Day III
 Green & Sklarz LLC, New Haven

Marissa-Dungey1 Marissa Dungey
 Dungey and Dougherty PLLC, Greenwich

Capture1 Clifford R. Ennico
Law Offices of Clifford R. Ennico, Fairfield

 
Carl Fiore1 Carl C. Fiore
 Andersen, New York, NY

Howard-Potter1 Erica Howard-Potter
 Pryor Cushman LLP, New York, NY

leichsenringryan1 Ryan V. Leichsenring
 Day Pitney LLP, Hartford

Brendon Levesque1 Brendon P. Levesque
 Taylor & Levesque LLC, Moodus

Travis maurer Travis G. Maurer
 Young Conaway Stargatt & Taylor LLP, Wilmington, DE

mullenchristopher1 Christopher Mullen
 Day Pitney LLP, Parsippany, NJ

Ray Prather1 Raymond Prather
 Prather Ebner Wilson LLP, Chicago, IL

BSK1 Beth Shapiro Kaufman
Lowenstein Sandler LLP, Washington, DC

Jeff Sklarz Jeffrey M. Sklarz
Green & Sklarz LLC, New Haven

Rachael Spina1 Rachael E. Spina
 Cohen and Wolf PC, Westport

Luke Tashjian Luke T. Tashjian
Cohen and Wolf PC, Westport

deb-tedford_sq Deborah J. Tedford
 Tedford Law Firm PC, Mystic

Eitan Ulmer1 Eitan Ulmer
Finn Dixon & Herling LLP, Stamford

Joseph Wiener1 Joseph Wiener
 RSM US LLP, New York, NY

karen-yates1 Karen E. Yates
 Charles Russell Speechlys US LLP, New Haven


2026 Federal Tax Institute of New England (FTINE2026)

Introduction, Opening Plenary: 9:00 a.m. - 10:05 a.m.
Introduction

The Economic Substance Doctrine: Navigating Recent Court Decisions (2026FTINE-OP)

Concurrent Seminars 1: 10:15 a.m. - 11:15 a.m.
Striving for Inclusion for Income Tax Savings: Basis Step-Up Planning for Trust Beneficiaries (2026FTINE-1A)

Estate Planning for Modern Families (2026FTINE-1B)

Navigating Equity Compensation (2026FTINE-1C)

Concurrent Seminars 2: 11:25 a.m. - 12:25 p.m.
Determining Domicile: How Taxing Authorities Evaluate Domicile for Income and Estate Tax Purposes (2026FTINE-2A)

Trust Modifications and Unexpected Consequences (2026FTINE-2B)

Exit Planning for Closely Held Businesses and Their Owners (2026FTINE-2C)

Lunch, Afternoon Plenary: 12:35 p.m. -2:35 p.m.
Lunch and Awards

Washington Update - Pending and Potential Administrative and Legislative Changes (2026FTINE-AP)

Concurrent Seminars 3: 2:45 p.m. - 3:45 p.m.
State Taxation of Remote Workers (2026FTINE-3A)

Monsters in the CLoset: Issues that Keep Fiduciaries Awake at Night (2026FTINE-3B)

Cybersecurity (2026FTINE-3C)

Closing Plenary, Closing Remarks: 3:55 p.m. - 5:00 p.m.
Trust Distribution Standards: Smooth Sailing into the Ascertainable Standard Safe Harbor (2026FTINE-CP)

Closing Remarks



CLE Credit

CT: 6.0 CLE Credits (6.0 General) / (5.5 General; 0.5 Ethics) / (5.0 General; 1.0 Ethics)
NY: 6.0 CLE Credits (6.0 AOP) / (5.5 AOP; 0.5 Ethics) / (5.0 AOP; 1.0 Cybersecurity Ethics)
6.0 Paralegal CE Credits (6.0 General) / (5.5 General; 0.5 Ethics) / (5.0 General; 1.0 Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits. 

Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml. 

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.




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Contact

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