Agenda – Prelim


Day 1

Keynote Speaker:

Stephen E. Shay is a Senior Lecturer at Harvard Law School.

Before joining the Harvard Law School faculty as a Professor of Practice in 2011, Mr. Shay was Deputy Assistant Secretary for International Tax Affairs in the United States Department of the Treasury. Prior to re-joining the Treasury Department in 2009, Mr. Shay was a tax partner for 22 years with Ropes & Gray, LLP. Mr. Shay served in the Office of International Tax Counsel at the Department of the Treasury, including as International Tax Counsel, from 1982 to 1987, during which Mr. Shay actively participated in the development and enactment of international provisions in the Tax Reform Act of 1986.


MTF-Maurice-testimonialPreliminary topics include:

  • Corporate International Tax Issues
  • Ethics
  • Grantor Trusts
  • Individual Income Tax – Marijuana Issues
  • Corporate Income Tax

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

  • Elder Tax Law
  • Tax Apportionment – Market-Based Nexus

Day 2

Preliminary topics include:

  • Ethics: Practice Management – Cyber Liabilities
  • IRS Audit Practices
  • Estate Planning
  • Private Foundations
  • Individual Tax Updates

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
Annette M. Lease, CTFA
Stuart Lyons, CPA, MST, MBA, Principal – Baker Newman Noyes
Christopher Stevenson, Attorney – Drummond Woodsum Law
Nelson A. Toner, Attorney, Shareholder – Bernstein Shur
Timothy W. Woodhouse, CPA, Attorney – Cribstone Capital Management

© 2017 SCORE Maine. All rights reserved.