Cummings & Lockwood

Daniel P. Fitzgerald, Principal in Cummings & Lockwood’s Private Clients Group, to Speak at CTCPA’s Federal Tax Conference

Home Email Page View as PDF Print Page

November 24, 2021

Daniel P. Fitzgerald, a Principal in Cummings & Lockwood’s Private Clients Group, will be giving a presentation at the Connecticut Society of CPA’s Live Stream Federal Tax Conference on Wednesday, December 1, 2021, from 10:20 a.m. - 11:20 a.m.  

After a brief scare, the potential changes to the federal estate and gift tax system seem to be off the table.  As a result, the presentation will cover the Grantor Trust rules which were targeted by the legislation and how to determine if a trust is a Grantor Trust.

For more information, Dan can be reached at (203) 863-6511 or dfitzgerald@cl-law.com.

Click here for a link to the conference agenda