State Tax 360° Conference (IN-PERSON)
8.00 Credits
Member Price $289.00
Price will increase by $35 after 11/3
Non-Member Price $414.00
Price will increase by $35 after 11/3
Overview
*IMPORTANT: This is the in-person option for the State Tax 360° Conference.
State Tax 360° is the educational and networking experience for tax professionals in Connecticut! In this fresh approach, local experts in state taxation will discuss the latest topics and answer your questions. Participants will then have a series of local resources to turn to when that sticky tax issue arises. State Tax 360° is a great opportunity to learn about high-level topics, network with other professionals, and bring additional value to your clients.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Tuesday, November 10
General Session
- 2026 Connecticut Legislative, Administrative, and Judicial Tax Update
Speaker: David O. Bigger - Partner, Shipman & Goodwin LLP
In its 2026 regular session, the Connecticut General Assembly made a number of changes to the statutes that affect Connecticut taxes. This session will summarize the significant changes resulting from tax legislation enacted, court decisions rendered, and administrative guidance published by the Connecticut Department of Revenue Services from July 1, 2025 through June 30, 2026.
This session is available to registrants only.
General Session
- AI in Connecticut: Legislative Developments and Practical Implications
Speaker: Chris Davis - Senior Vice President, Public Policy at CBIA
• What changed during the legislative session
• How to prepare for regulations and guidance
• How the new rules affect employers, CPA firms, and businesses
• Compliance timelines
• Preparing clients for AI regulation
This session is available to registrants only.
General Session
- Connecticut’s Pass-Through Entity Tax: Current Issues and Practical Guidance
Speaker: Chrystal Hale - Tax Unit Manager at the Connecticut Department of Revenue Services
Speaker: Tony Switajewski - State and Local Tax Principal at CLA (CliftonLarsonAllen LLP)
An in-depth look into Connecticut’s elective passthrough entity tax. The session will cover the nuances of calculating the tax, address the sourcing of income and modifications, discuss how the PET interfaces with the composite tax, explain Connecticut’s treatment of S corporation reorganizations, and provide an illustrative example tying this all together.
Ample time will be available to answer questions.
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- DRS Update
Speaker: Mark D. Boughton - Commissioner of the Connecticut Department of Revenue Services
Speaker: John Biello - Deputy Commissioner, Connecticut Department of Revenue Services
Speaker: Louis Bucari - First Assistant Commissioner and General Counsel, Connecticut Department of Revenue Services
Session details coming soon
This session is available to registrants only.
General Session
- Residency Rules, Second Homes, and State Tax Implications
Speaker: Timothy P. Noonan - Partner, Hodgson Russ LLP
As high-net-worth individuals split time across multiple states, second-home ownership is drawing sharper scrutiny from state and local tax authorities, creating a variety of state property tax and income tax issues. This session unpacks the latest enforcement trends and legislative developments in these areas, including:
• New York's newly enacted Pied-à-Terre Tax, a surcharge on New York City homes that do not serve as a primary residence, and what it means for Connecticut owners of New York City second homes.
• Rhode Island's stepped-up enforcement of its non-owner-occupied property tax classification and surcharge, and practical steps Connecticut clients with Rhode Island vacation or investment property should take to avoid unexpected reclassification and penalties.
• Evolving New York residency audit trends affecting Connecticut domiciliaries with New York ties, and how these developments interact with the Connecticut resident credit for taxes paid to other qualifying jurisdictions, including planning considerations to avoid double taxation or credit mismatches.
This session is available to registrants only.
General Session
- SaaS, Software and Sales Tax: What You Need to Know
Speaker: Christopher Buno - State and Local Tax Technical Director at CLA
Session will cover the background on sales tax considerations for sellers and purchasers of software and recent legislation including:
1. How do states tax software and ancillary service sales like modifications and implementation of the software?
a. Distinction between canned software and custom software
b. Considerations when purchasing a service that provides you access to a software
2. Sourcing of software sales including multiple points of use exemptions
3. Recent legislative developments (e.g., California and Colorado)
This session is available to registrants only.
Non-Member Price $414.00
Member Price $289.00