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Foreign Account Tax Compliance Act (FATCA)/
Report of Foreign Bank and Financial Accounts (FBAR)
Thursday, April 23
Speaker: David J. Buckley, Esq., Rogin Nassau
3 for 1: Qualified Plan DOL Audits, Capital Market
Update, and Latest Strategies in Hybrid Plan Design
Friday, March 20
Speakers: Rodger Metzger, CFA and Timothy Ryor,
FSPA, FCA, and Richard Sych, FSA, MAAA, Hooker
& Holcombe, and David Tooley, CPC, QPA,
Vanguard Institutional
Business Law Update
Friday, April 17
Speaker: Joseph E. Fournier, Esq.,
Fournier Legal Services
Easton CONNection
Easton Public Library, Easton
8:30 - 10:30 a.m. CPE Credits: 2
Register at www.ctcpas.org/MemberMeetings.
Questions? Contact Phyllis Roche at phyllisr@ctcpas.org.
>> Members-Only Meetings
The Friday Focus for
Members in Industry
CTCPA Education Center, Rocky Hill
8:30 - 10:30 a.m. CPE Credits: 2
Technology Breakfast
Roundtables
CPE credit not available.
Wednesday, March 18
Riverdale Diner, Shelton 8:00 a.m.
Thursday, April 16
New York Pickle Deli, Rocky Hill 8:00 a.m.
Thursday, May 21
Cristy's Luncheonette, Westbrook 8:00 a.m.
Attend a
committee
meeting.
Join the
conversation.
C
TCPA technical committees offer fantastic op-
portunities to discuss timely topics with peers
who share your areas of interest and expertise, all
while building your network and often earning free CPE.
View upcoming meetings and reserve your space at
www.ctcpas.org/MemberMeetings.
Federal Income Taxation Committee
Tuesday, May 5 8:30 a.m.
CTCPA Education Center, Rocky Hill
Tangible Property Regulation
Speaker: Crystal Germanese, CPA, BlumShapiro
Trust, Estate, and Gift Taxation Committee
Wednesday, May 6 8:30 a.m.
CTCPA Education Center, Rocky Hill
Estate Planning with Retirement Benefits
Speaker: Barbara Taylor, J.D., Reid & Riege
Not-for-Profit Organizations Committee
Thursday, May 7 8:30 a.m.
CTCPA Education Center, Rocky Hill
Connecticut Department of Children
and Families' Budget Issues
Speaker: Jack Horak, J.D., Reid & Riege
State Taxation Committee
Friday, May 8 8:30 a.m.
CTCPA Education Center, Rocky Hill
Tax360 Conference Planning
Get expert advice from members of the Technology
Committee in a fun, relaxed atmosphere. No registration
necessary. Members purchase their own breakfasts.
Valuation, Forensic, and
Litigation Support Group Dinners
CTCPA Education Center, Rocky Hill
Wine and Mingling: 5:00 - 6:00 p.m.
Dinner and Program: 6:00 - 7:30 p.m.
Fraud Update: A Bank's Perspective
Tuesday, May 5
Speaker: Kim Syrop, Webster Bank Fraud Mitigation
and Loss Management Unit
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