Join Shipman & Goodwin tax attorneys for a four-part CLE webinar reviewing some of the more significant provisions of the Tax Cuts and Jobs Act.

Part 1: March 6, 2018, 12:00 PM – 1:00 PM EST
Speakers: Louis B. Schatz, David O. Bigger
The first session will review the new pass-through deduction that is available to partners and members of LLCs and partnerships, shareholders of S corporations, and sole proprietorships. This session will also discuss the impact the new Act has on choice of business entity.

Part 2: March 8, 2018, 12:00 PM – 1:00 PM EST
Speakers: Louis B. Schatz, Robert L. Day III
The second session will review changes affecting individual taxpayers.

Part 3: March 15, 2018, 12:00 PM – 1:00 PM EST
Speakers: Louis B. Schatz, David O. Bigger, Robert L. Day III
The third session will review changes affecting corporate and business taxpayers, including an overview of the international tax law changes.

Part 3: March 27, 2018, 12:00 PM – 1:00 PM EST
Speakers: Raymond J. Casella, Richard I. Cohen, Kelly Smith Hathorn
The fourth and final session will review changes in the pension, compensation, and fringe benefits areas as well as an overview of the provisions of the new Act affecting 501(c)(3) tax exempt organizations.

This CLE program has been approved in accordance with the requirements of the New York CLE Board for a maximum of 1.0 credit hour, of which 1.0 can be applied toward the Professional Practice requirement. This program is appropriate for both transitional and nontransitional attorneys.

Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approves or accredits CLE providers or activities. It is the opinion of this provider that this activity qualifies for up to one hour toward your annual CLE requirement in Connecticut, including zero hour(s) of ethics/professionalism.

Photo of Louis B. Schatz Louis B. Schatz

Louis Schatz serves as Chair of Shipman & Goodwin’s Tax and Employee Benefits Practice Group. From 2007 to 2017, Lou served on the firm’s seven-person Management Committee. 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 and State of Connecticut tax, partnership and limited liability company issues.

Photo of Richard I. Cohen Richard I. Cohen

Richard Cohen’s practice encompasses pensions and employee benefits, including tax-qualified retirement plans, 403(b) plans, nonqualified deferred compensation plans, SERPs, cafeteria plans, ERISA and COBRA compliance. Richard speaks on pension and employee benefit issues to business associations, such as the WEB Network of Benefits Professionals, client groups, and the Connecticut Bar Association.

Photo of Ray Casella Ray Casella

Ray practices in all areas of federal, state and local tax law. He has extensive experience representing tax-exempt organizations including schools, private foundations and public charities. Ray regularly deals with federal and state income tax issues, Connecticut sales and use tax issues, federal and state payroll tax issues, and private foundation excise taxes.

Photo of Kelly Smith Hathorn Kelly Smith Hathorn

Kelly Smith Hathorn advises public and private sector employers on a variety of employee benefits issues. Kelly has experience with qualified plan design, drafting, administration/compliance, and termination. She also has experience with non-qualified deferred compensation arrangements, including drafting and reviewing executive employment agreements and incentive plans for Code Section 409A compliance.

Photo of David O. Bigger David O. Bigger

David Bigger practices primarily in the areas of international, federal, state and local taxation, with particular emphasis on personal income tax, mergers and acquisitions, and matters involving the taxation of partnerships.  David has represented individuals and companies with regard to multi-state taxation issues, tax planning, reorganizations, enforcement and collection defense, and other federal and state tax controversies.

Photo of Robert L. Day, III Robert L. Day, III

Robert is a member of the Tax and Employee Benefits Practice Group and practices primarily in the areas of federal, state and local taxation.  Robert 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.