2018 Seminar Schedule

National speakers will present on cutting edge tax and estate planning issues. The seminars will address the future of estate planning, as well as significant tax issues faced by today’s businesses. Practitioners of all levels and in a wide variety of practice settings will find relevant content and training at this program.

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8:00 a.m.  Registration
8:55 a.m.  Introduction
Jonathan M. Shapiro
, Shapiro Law Offices LLC, Middletown
Deborah Tedford
, Tedford Law Firm PC, Mystic

9:00 a.m. Opening Plenary – Creditor Protection Considerations and Strategies for the Estate Planner
Alan Gassman
, Gassman Crotty & Denicolo PA, Clearwater, FL

10:00 a.m.    Break
10:20 a.m.  Concurrent Sessions 1
1A. Elder Financial Abuse: The Crime of the Twenty First Century
Keith Bradoc “Brad” Galant
, Day Pitney, New Haven
Kristen M. Lewis
, Smith Gambrell & Russell LLP, Atlanta, GA
Mary F. Radford
, Georgia State University College of Law, Atlanta, GA

1B. Qualified Opportunity Funds
Stephen A. Baxley
, Bessemer Trust, New York, NY

11:20 a.m. Break
11:30 a.m. Concurrent Sessions 2
2A.  Taming Tax Planning for Trusts – and Owning It

Steven M. Fast
, Day Pitney LLP, West Hartford
Edward F. Kzranowski, Day Pitney LLP, West Hartford

2B. The Qualified Business Income Deduction and Choice of Entity
Daniel L. Gottfried
, Hinkley Allen, Hartford
Michael P. Spiro
, Finn Dixon & Herling, Stamford

12:30 p.m.   Break
12:40 p.m.  Lunch
1:25 p.m.   Luncheon Plenary Session – Capitol Update
Ronald D. Aucutt, McGuireWoods LLP, Tysons, VA

2:25 p.m.   Break
2:35 p.m.  Concurrent Sessions 3
3A. Estate Planning and Tax Issues Raised by Bitcoin and other Cryptocurrencies
Suzanne Brown Walsh
, Murtha Cullina LLP, Hartford

3B. Using Portability in Today’s World
T. Randolf Harris
, McLaughlin & Stern, NYU (Adjunct Professor), New York, NY
Barbra A. Sloan
, McLaughlin & Stern, NYU (Adjunct Professor), New York, NY

3:35 p.m. 
  Break
3:45 p.m.  Afternoon Plenary – Tax Ethics Panel
Scott D. Jackson
, State of Connectiuct Department of Revenue Services, Hartford
David E. Novick
, United States Attorney’s Office District of Connecticut, New Haven
Lisa E. Perkins, Univresity of Connecticut School of Law, Green & Sklarz LLC, Hartford
Luke T. Tashjian, Whitman Breed Abbott & Morgan LLC, Greenwich
Cecil J. Thomas, Greater Hartford Legal Aid, Hartford