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Westchester-Connecticut Region Luncheon Series
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The IFA USA Westchester-Connecticut Region Luncheon series will consist of nine meetings held at the elegant Hyatt Regency Greenwich, from 12 Noon to 2 PM on the second Thursday of each month from October 2018 through June 2019. Thus, the dates are: October 11, 2018, November 8, 2018, December 13, 2018, January 10, 2019, February 14, 2019, March 14, 2019, April 11, 2019, May 9, 2019, and June 13, 2019.

2/14/2019
When: Thursday, October 11, 2018
12:00 PM
Where: Hyatt Regency Greenwich
1800 E Putnam Ave
Old Greenwich, Connecticut  06870
United States
Contact: IFA USA
866-298-9464

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Registration Form

Solicitation Letter

bio_robert_day_iii.pdf

bio_louis_schatz.pdf

The next meeting of the International Fiscal Association, USA Branch, Westchester County, NY/Connecticut Region Luncheon Series will be Thursday, February 14, 2019.   The topic of the February 14th meeting will be "2018 Connecticut Tax Updates" as explained below.  Our speakers will be tax attorneys Louis Schatz and Robert Day III, both with Shipman & Goodwin LLP. 

During 2018 Connecticut generated significant tax legislation, largely in reaction to the federal Tax Cuts and Jobs Act of 2017. Like many states with an income tax, Connecticut sought to counteract the new federal income tax limitation on the ability of individuals to take an itemized deduction for certain state and local taxes. The General Assembly enacted a new tax on pass-through businesses, such as Subchapter S corporations and limited liability companies, and other entities taxed as partnerships for federal income tax purposes. The Legislature also authorized each Connecticut municipality to establish a community support organization that can accept charitable contributions for the benefit of the municipality and be the basis for a credit against the municipality’s property tax. The efficacy of these attempts at federal tax relief may be limited based upon current and future federal and state guidance. In addition, Connecticut, together with other states, instituted a lawsuit challenging the new federal limitation on the deduction of state and local taxes.  Louis and Robert will summarize the Connecticut tax legislation enacted, court decisions rendered and administrative guidance published by the Connecticut Department of Revenue Services during 2018.

Louis Schatz serves as Chair of Shipman & Goodwin’s Tax and Employee Benefits Practice Group. He is the past Chair of the Tax Section of the Connecticut Bar Association. Lou practices in the areas of federal and State of Connecticut tax with attention to the representation of closely held businesses organized as limited liability companies, partnerships and S corporations; real estate joint ventures; and the representation of taxpayers involved in federal and Connecticut tax controversies (at the audit, appellate and court levels). He is a frequent lecturer on federal andState of Connecticut tax, partnership and limited liability company issues. 

Robert Day III is a member of Shipman & Goodwin’s Tax and Employee Benefits Practice Group and practices primarily in the areas of federal, state and local taxation. He regularly counsels a wide variety of taxpayers including individuals, manufacturers, insurers, media companies, financial institutions, hedge funds, and asset management funds. He also has experience representing these clients in tax controversies before the Connecticut Department of Revenue Services and other taxing authorities.

Both Louis’ and Robert’s impressive BIOs are attached.   Please come out for their useful and timely presentation.

As usual, the meeting will be held at the elegant Hyatt Regency Greenwich from 12 Noon to 2 PM.  After this meeting, the remaining dates of the 2018-2019 Luncheon Series will be: March 14, 2019, April 11, 2019, May 9, 2019, and June 13, 2019. The cost for attending individual meetings is $50.    

At each meeting we will have a technical presentation on a tax topic of current interest and review recent events. A three-course lunch will be served. Participants will be entitled to CPE and CLE credits.  We are not currently registered with the IRS Tax Return Preparer CE program as attorneys and CPAs in good standing are exempt.  

Each meeting also offers you an excellent opportunity to make contacts and stay abreast of all the latest international tax developments. We urge you to join now, come to every meeting to expand your network and technical expertise, and take advantage of our low fees.  


Financial Hardship Policy
Scholarships are available in the event of financial hardship. An individual wishing to obtain a scholarship should apply in writing at least 2 weeks in advance of the program date, explaining the circumstances of such person's financial hardship. The amount of the scholarship generally depends on salary as follows:

Unemployed – Full Scholarship; Income up to $15,000 – 75% discount;
Income $15,000–$30,000 – 50% discount; Income above $30,000 – no discoun
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