Agenda – Prelim


Day 1 & 2

Keynote Speaker: Stephen Whitlock – IRS Office of Professional Responsibility

MTF-Maurice-testimonialPreliminary topics include:

  • TCJA – General Provisions for Individuals
  • TCJA – Corporations, Businesses & Tax Accounting
  • Current Issues in Tax Ethics & Professional Responsibility
  • New Partnership Audit Rules
  • Qualified Business Income Deductions (199A) – 2 parts
  • Corporate Tax Case Updates
  • Choice of Entity in a New Tax Landscape
  • Depreciation and Asset Expensing under TCJA
  • 401(k) and Retirement Issues
  • State Tax Changes in Maine
  • Estate Planning after TCJA
  • Data Protection

Breakout Sessions – More details to come, but preliminary topics include:

  • U.S. International Tax Provisions of TCJA
  • Risk Management for Tax Praxtices
  • Keeping Small Non-profits Out of Trouble
  • How to Add Value and Retain Clients

Maine Tax Workshops Advisory Team

We greatly appreciate the assistance of the Maine Tax Workshops Advisory Team in planning this agenda.  Their experience with the chosen topics was a great resource for the SCORE planning team.

Justin S. Coffin, Attorney, Financial Advisor, UBS Rockland Financial Group
Daniel P. Doiron, CPA, Principal – Albin Randall & Bennett
Jeff Hiatt, Director of New Business Development, MS Consultants
Stuart Lyons, CPA, MST, MBA, Principal – Baker Newman Noyes
Shawn Savage, Senior Stakeholder Liaison, IRS
Christopher Stevenson, Attorney – Drummond Woodsum Law
Nelson A. Toner, Attorney, Shareholder – Bernstein Shur
Jim Wade, Attorney, The Law Office of J. Wade
Timothy W. Woodhouse, CPA, Attorney – Cribstone Capital Management

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