Becoming familiar with CTPF governing statute, administrative policies and fund operations to provide appropriate context for guidance, Advising the Board and staff regarding amendments to the Internal Revenue Code and new and proposed regulations applicable to CTPF, Advising the Fund on IRC compliance issues and regulations affecting the Fund’s qualified plan status, Providing assistance to the Fund in reviewing, drafting, and/or revising Fund policies where needed to comply with tax laws, rules, and regulations, Assisting the Fund with IRS tax return filings and IRS tax filing related issues, Advising the Fund on IRC issues and payroll deductions relating to the Fund’s employees, Advising the Fund on IRC issues, tax deductions, and rollover issues relating to the Fund’s members, Providing assistance to the Fund in reviewing and analyzing non-standard and foreign tax issues, Advising the Fund regarding investment-related tax exposure.
