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advocacy community education
32
M
embers-Only Programs
Committee and Interest Group Meetings
If you're interested in joining a committee or interest group, come to any of
the open meetings to judge the benefits for yourself. To join a group today,
visit www.cscpa.org and click "Committees and Interest Groups" under
"Members."
Register:
Contact Phyllis Roche at phyllisr@cscpa.org or 860-258-0216.
Tuesday, September 13, 2011
Trust, Estate, and Gift Taxation Committee
Speaker: Donna Roseman David, CPA,
Senior Gift Planning Officer,
Hartford Foundation for Public Giving
Topic: Impact of Interest Rates and How It Affects
Charitable Vehicles
Most everyone knows that the ups and downs of interest
rates impact the price of your home, the value of your
investments, and the cost of borrowing money. But interest
rates also play a role in charitable planning. In this session,
we'll review various planned giving methods and explore
which techniques work in which interest rate environments.
Location: The CSCPA Education Center, Rocky Hill
Time: 8:30 a.m.
Tuesday, October 18, 2011
Trust, Estate, and Gift Taxation Committee
Speaker: George B. Bickford,
Attorney, Law Offices of George B. Bickford, LLC
Topic: Eldercare Plans with Respect to Title 19
Location: The CSCPA Education Center, Rocky Hill
Time: 8:30 a.m.
Wednesday, October 19, 2011
Federal Income Taxation Committee
Speaker: Chris Bard, National Leader, R&D Tax Services;
Chairman, Global R&D Center of Excellence, BDO USA, LLP
Topic: R&D Credits: Overview and Developments
Participants will learn about identifying, calculating, docu-
menting, and supporting on exam federal and Connecticut
R&D tax credits. Please note: Some businesses with gross
income less than $70 million may be eligible for refundable
credits equal to 65 percent of the value of their R&D credits.
Location: The CSCPA Education Center, Rocky Hill
Time: 8:30 a.m.
Wednesday, October 26, 2011
Not-for-Profit Organizations Committee
Speaker: Ronald J. Bossio, Senior Project Manager, FASB
Topic: Recognition Principles for Contributions and
Update on Not-for-Profit Advisory Committee Activities
The primary objective of this session is to give participants
an opportunity to discuss the principles that underline the
standards for recognition of contributions and the reasons
behind certain accommodations (e.g., contributed services
and permanent collections). Bossio also discusses impor-
tant distinctions that are crucial to effective implementation,
such as between (a) intentions to give and promises to give
and (b) unconditional promises and conditional promises,
and the current initiatives and activities of the Not-for-Profit
Advisory Committee to revisit and improve financial report-
ing by not-for-profit organizations.
Location: The CSCPA Education Center, Rocky Hill
Time: 8:30 a.m.
Wednesday, January 11, 2012
Not-for-Profit Organizations Committee
Speaker: Raymond J. Casella,
Attorney, Shipman & Goodwin, LLP
Topic: IRS Update: Developments and Changes
That Will Affect Not-for-Profit Organizations
Location: The CSCPA Education Center, Rocky Hill
Time: 8:30 a.m.
Wednesday, January 18, 2012
Trust, Estate, and Gift Taxation Committee
Speaker: John J. Palmeri, CPA, LL.M,
Attorney, Principal, John J. Palmeri Attorney at Law, LLC
Topic: Power of Attorney
Location: The CSCPA Education Center, Rocky Hill
Time: 8:30 a.m.