James R. Brockway

Partner | New Haven

Email James
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+1 203 974 0309
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Secretary Iris Naderi

Email Iris
+1 203 974 0354
 

Insight

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16 April 2020 | Article

Private client considerations: CARES Act expands taxpayers' ability to utilize net operating losses and excess business losses
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8 April 2020 | Article

Private client considerations: expanded tax deductions for your interest expense payments with the CARES Act
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6 April 2020 | Article

Private client considerations: benefits to small businesses from the CARES Act
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11 February 2020 | Article

What you need to know about the final QOZ regulations
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16 November 2018 | Article

Window of opportunity with opportunity zones: top 10 takeaways
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12 June 2018 | Article

Wayfair, you got what states need

External publications

  • 'Private client considerations: CARES Act expands taxpayers' ability to utilize net operating losses and excess business losses,' Withers Insight - April 16, 2020, co-author

  • 'Private client considerations: Benefits to small businesses from the CARES Act,' Withers Insight - April 6, 2020, co-author

  • 'What You Need to Know About The Final QOZ Regulations,' Tax Notes - February 10, 2020, author

  • 'Clearing up confusion with opportunity zone investments,' GlobeSt.com - February 25, 2019, quoted

  • 'Practitioners expect lenience on opportunity fund death benefits,' Tax Notes - November 27, 2018, quoted

  • 'Window of opportunity with opportunity zones: Top 10 takeaways,' __ Bloomberg BNA - November 15, 2018, co-author

  • 'GOP's retirement savings plan may sink under hefty costs,' Law360 - August 16, 2018, quoted

  • '4 Tips for estates to cope without miscellaneous deductions,' Law360 - August 2, 2018

  • 'IRS likely to trounce 199A trust planning strategy,' Tax Notes - July 23, 2018, quoted

  • 'Wayfair decision may level playing field on taxes for retailers,' Accounting Today / Tax Pro Today - July 2, 2018, quoted

  • 'Wayfair, you got what states need,' - June 12, 2018, co-author

  • 'Opportunity zones: An innovative investment vehicle created by the Tax Cuts and Jobs Act,' Accounting Today - June 6, 2018, co-author

  • 'Insight: Opportunity zones, an innovative investment vehicle created by the Tax Cuts and Jobs Act,' Bloomberg BNA - June 4, 2018, co-author

  • 'US changes to corporate taxation likely to have significant impact on international operations,' Withersworldwide.com - May 1, 2018, co-author

  • 'Axing deadwood tax regs of little use to businesses,' __ Law360 - February 15, 2018, quoted

  • 'The "new" alternative minimum tax,' Withersworldwide.com - February 13, 2018, co-author

  • 'Single family office operations 2018: Recent case law and coordination with legislative developments,' __ Withersworldwide.com - February 12, 2018, co-author

  • 'How the new federal and New York estate tax exemption could affect your estate plan,' - January 2018, co-author

  • 'How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,' - January 2018, co-author

  • 'US tax reform - Single family offices and considerations for 2018,' - January 17, 2018, co-author

  • '5 things to do before Jan. 1 to lower your tax bill,' Washington Post - December 22, 2017, quoted

  • '15 tips for year-end planning in light of the GOP tax bill,' Withersworldwide.com - December 21, 2017, co-author

  • 'Effect of proposed US tax bill on family offices and investment vehicles,' Global Tax Weekly - November 30, 2017, co-author

  • 'Update: Effect of proposed US House and Senate tax bills on family offices and investment vehicles,' Withersworldwide.com - November 22, 2017, co-author

  • 'New Year's resolutions - Revising partnership agreements as new audit rules take effect January 1, 2018,' Withersworldwide.com - November 22, 2017, co-author

  • 'Effect of proposed US tax bill on family offices and investment vehicles,' Withersworldwide.com - November 7, 2017, co-author

  • 'Regulatory crackdown may open up tax loopholes,' Law360 - October 6, 2017, quoted

  • 'Gaps in Trump-GOP tax plan hint at loss of current,' Law360 - October 4, 2017, quoted

  • 'Trump's tax plan explained', WealthManagement.com - September 2017, co-author

  • 'Tax Court holds that non-US persons are not subject to tax on gain from the sale of a US partnership interest which is engaged in a US business under certain circumstances', Withersworldwide.com - August 2017, co-author

  • 'Will James Comey Firing Hobble Trump's Economic Agenda?' CBS News - May 2017, quoted

  • 'Understanding Connecticut's Income Tax on Stock Options', Withersworldwide.com and Law360 - February 2017, co-author

  • 'Charity May Be Answer to Looming Deferred Compensation Deadline', Tax Notes - 10 January 2017, quoted

  • 'One-Year Countdown on Offshore Funds Begins', Accounting Today -3 January 2017, quoted

  • 'Stock Buys By Fidelity Customers Surge as Investors Spot Bargains', Investors Business Daily - 11 November 2016, quoted

  • 'Mark-to-Market Freezes- Freeze Planning in an Estate Tax Free Environment', LISI Estate Planning Newsletters - November 2016, co-author

  • Business Development Strategies from Top Rainmakers', Expert Webcast - September 2016, panelist

  • 'Investor Control Doctrine Invalidates Tax Benefits of Private Placement Life Insurance Policy', withersworldwide.com - September 2015, co-author

  • 'The Private Insurance Company', ITPA Journal - March 2014

  • 'Coming Ashore - Planning for Year 2017 Offshore Deferred Compensation Arrangements: Using CLATs, PPLI and Preferred Partnerships and Consideration of the Charitable Partial Interest Rules', ACTEC Law Journal - Spring/Fall 2013, co-author

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