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Tax Essentials for Independent Schools

Sponsored by Shipman & Goodwin LLP

March 29, 2012
9:30 AM - 12:00 PM EST

Speakers: Coleman H. Casey, Alan E. Lieberman, Raymond J. Casella

March 29, 2012
9:30 AM - 12:00 PM EST

Cheshire Academy -  Richardson Lecture Hall in the John J White Science and Technology Building

Attorneys from Shipman & Goodwin’s Tax Practice Group have teamed up with CAIS to present this complimentary workshop to discuss a variety of tax issues that affect independent schools.

Topics include:

  • Proper use of Connecticut sales tax exemption forms and the penalties that may arise from inappropriate use of such forms
  • Municipal property tax exemption available to private schools, and how it can be impacted by employee housing and summer sport camps
  • Misclassification of workers as independent contractors, penalties and the new IRS voluntary disclosure program
  • UBTI – Unrelated business taxable income
  • Form 990 Compliance
  • Tuition remission programs – how to follow the IRS tax rules
  • Raffles
  • Compensation setting procedures for the Head of a school and for other disqualified persons, and how to avoid the taxes on excess benefit transactions

Who Should Attend?

This seminar is designed for business managers and HR professionals.


  • Moderator: Coleman Casey, Attorney, Shipman & Goodwin
  • Alan Lieberman, Attorney, Shipman & Goodwin
  • Ray Casella, Attorney, Shipman & Goodwin
  • Todd Doyle, Attorney, Shipman & Goodwin
  • John Toscano, CPA, J.H. Cohn
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