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ETS141024 - 2014 Federal Tax Institute of New England CLE
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ETS141024 - 2014 Federal Tax Institute of New England CLE

A full-day, comprehensive educational event with national speakers presenting on cutting edge tax and estate planning issues. The day also features business-focused seminars addressing tax and legal issues faced in the life cycle of a business.

When: Friday, October 24, 2014
7:00 AM - 6:30 PM
Where: Hartford Downtown Marriott
200 Columbus Boulevard
Hartford, Connecticut  06103
United States
Contact: CBA Member Service Center

Online registration is closed.
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2014 Federal Tax Institute of New England
Presented by the CBA Estates and Probate Section and Tax Section

Platinum Sponsor

Don't miss this premiere 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 presented in a two-track format. The afternoon lunch features the presentation of the event's annual Achievement Award to Brad Gallant of Day Pitney LLP and the Washington, DC update from Ronald D. Aucutt of McGuireWoods LLP. The event comes to a conclusion with speakers and attendees mingling and networking with
colleagues over cocktails, appetizers, and light entertainment during the evening reception.  (Scroll down for schedule.)

Lunch Sponsor                                                  
Evening Reception Sponsor

National speakers will present on cutting edge tax and estate planning issues. The day also features business-focused seminars addressing tax and legal issues faced in the life cycle of a business.

Education Sponsors

Click "view sessions" found under "Registration Information" above for more information on the programs listed below. Each session will be listed and details can be viewed by clicking on the "Session Details" icon Description.

Agenda At-a-Glance

 7:00 a.m. Registration Opens

                  Networking Breakfast


8:35 a.m. Plenary Session:          Avoiding the Adverse Effect of Chapter 14 for Closely Held Business Interests

N. Todd Angkatavanich, Withers Bergman LLP, Greenwich
Jonathan Blattmachr,
Pioneer Wealth Partners LLC, New York, NY
Louis A. Mezzullo,
Withers Bergman LLP, Rancho Santa Fe, CA

10:15 a.m. Break

10:35 a.m. Concurrent Session A: Recent Significant Connecticut Probate Court Decisions
                                                             Estate Planning Session

 Brad Gallant, Day Pitney LLP, New Haven

 Rebecca A. Iannantuoni, Day Pitney LLP, New Haven

       Concurrent Session B: Tax issues in Forming a Business Entity
                                                 Business Session

 Richard G. Convicer, Convicer & Percy LLP, Glastonbury

 Louis A. Mezzullo, Withers Bergman LLP, Rancho Santa Fe, CA

11:35 a.m. Concurrent Session A: Managing Cyber-Risks: Are You, Your Firm, and Your Clients Cyber-safe?
                                                              Estate Planning Session

 Scott Brown, Stroz Friedberg, Boston, MA

 Suzanne Brown Walsh, Cummings & Lockwood LLC, West Hartford

       Concurrent Session B: Tax Aspects of Buying and Selling a Business—Selected Issues
                                                 Business Session

  Morris W. Banks, Pullman & Comley LLC, Hartford

  Diana S.C. Zeydel, Greenberg Traurig LLP, Miami, FL


12:25 p.m. - 1:15 p.m. Luncheon

 1:20 p.m. Plenary Session:           Washington, DC Update
                                                                Ronald D. Aucutt, McGuireWoods LLP, Tysons Corner, VA

 2:30 p.m. Concurrent Session A: Income and Estate Tax Planning for the Sensibly Aggressive
                                                             Estate Planning Session

 Steven M. Fast, Day Pitney LLP, West Hartford

 Laura Schuyler, Day Pitney LLP, West Hartford

       Concurrent Session B: What's Hot in Life Insurance?
                                                 Business Session 

 Lawrence Brody, Bryan Cave LLP, St. Louis, MO

 Gary L. Flotron, G. L. Flotron & Associates, St. Louis, MO

 3:30 p.m. Break

 3:45 p.m. Plenary Session:          Asset Protection Using Traditional Estate Planning Techniques
                                                          Duncan E. Osborne, Osborne Helman Knebel & Deleery LLP, Austin, TX


4:45 p.m. Closing Remarks


5:00 p.m. Evening Reception


CLE Credit: 6.5 Hours


Printable registration form

**Printed Course Materials Available for Purchase**

An option to receive a printed copy of the course materials for all nine seminars, is available on the registration page.  The charge is $60.  (As a stand alone product, the materials are $99 for members and $179 for non-members.)  There are over 250 pages of content.  Your course materials will be available at the event check-in.  You will also receive downloadable materials via an emailed link two days before the event.  Materials must be purchased before 10/10/14 to receive them at the event.


Bloomberg BNA

CentricPro Management Services, Inc.™
Empire Valuation Consultants LLC

InterActive Legal™
Merrill Lynch

Touchstone Advisors
Webster Private Bank

Interested in becoming a sponsor or exhibitor? Contact Jessica Pace at (860)612-2016 or for more information.

** CLE materials will be e-mailed to registrants 48 hours prior to the event for download. Please note that refunds will not be granted once course materials have been received.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. Financial hardship information available upon request.



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