Agenda – MTF

Maine Tax Forum

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Keynote Speaker: 

Stephen ShayStephen 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.


Day One–Wednesday, November 1                                                                                                      Click Icon to Print >print

7:00 AM Registration & coffee
7:45-8:00 Opening Remarks Rick Nadeau – SCORE
8:00-8:50 Keynote Speaker
Corporate International Tax Issues
Stephen Shay, Senior Lecturer on Law
Harvard Law School
8:55-9:45 Ethics Kelley Young, Attorney 
Troubh Heisler
 9:45-9:55  Break
9:55-10:45 Breakout Session 1
A: Doing Business in Canada
Breakout Session 1
B: Management Alignment: Driving Execution and Higher Performance Teams
May not be eligible for CE credit
Stuart Lyons, CPA, MST, MBA
Baker Newman Noyes
John D. Ela, CEO
Ela Management Group, LLC
10:50-11:40 Grantor Trusts Jere Doyle, Senior VP
BNY Mellon Wealth Management
11:45-12:45  LUNCH
12:45-1:35 Breakout Session 2
A: Estate Planning – Non Taxable Estate
Kenleigh Nicoletta, Esq.
Brann & Isaacson
12:45-1:35 Breakout Session 2
B: State Nexus & Tax Apportionment
Jonathan Block, Attorney, Partner
Pierce Atwood LLP
1:40-2:30 Taxation of Legal Marijuana
Marijuana Legalization In Maine
Peter Dufour, CPA, JD, MBA
Dufour Tax Group LLC
Edward (Ted) Kelleher, Attorney
Drummond Woodsum Law
2:30-2:40 Break
2:40-3:30 Minimization of Taxes in Real Estate Transactions Christopher Stevenson, Attorney
Drummond Woodsum Law
Jeffrey Hiatt
MS Consultants, LLC
3:35-4:25 Corporate Income Tax – Current Topics

Nelson Toner, Esq
Bernstein Shur, Counselors at Law


Day Two–Thursday, November 2

7:00 AM Registration & coffee
7:45-8:00 Opening Remarks Rick Nadeau – SCORE
8:00-8:50 Practice Management: How to Create a Culture of Privacy & Security Within Your Organization
Robert Ferrini, Program Manager
McGowan Pro
8:55-9:45 IRS Audit Practices: Face-to-Face Field Exams Mary Beth Murphy, Commissioner, Internal Revenue Service Small Business/Self-Employed Division
Internal Revenue Service
9:45-9:55 Break
9:55-10:45 Private Foundations Katherine Holbrook Biotti, Senior Managing Director
Jeffrey D. Haskell, J.D., LL.M.
Foundation Source
Justin Coffin, Financial Advisor
UBS Rockland Financial Group
10:50-11:40 Where are we with the ACA – Repeal or Status Quo? William Enck, CPA, CPC, APA – Principal

Roger Prince, Senior Manager, JD, APA

11:45-12:45 LUNCH
12:45-1:35 Lost in Translation: From the Partnership Agreement to the Tax Return Christopher McLoon, Attorney
Drummond Woodsum Law
Cory Vargo, CPA, MST, Tax Manager
Macpage LLC
1:40-2:30 Common Mistakes in the Administration of IRAs
Retirement Plan Updates
Timothy Woodhouse, CPA, JD
Cribstone Capital Management
Rene Morin, CPA, CEBS, President
Downeast Pension Services
2:30-2:40 Break
2:40-3:30 Special Needs Planning: The Right Tool for the Job  Jane Skelton, Attorney
Maine Elder Law Firm
3:35-4:25 Individual Tax Updates
Jeffrey Hicklin, CPA
Dawson, Smith, Purvis & Bassett, P.A.

On-line registration is encouraged. Register now
If you plan to pay by check, please download the Registration Form and mail back with your check.

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 Coffin, Financial Advisor – UBS Rockland Financial Group
Daniel Doiron, CPA,CVA, Principal – Albin Randall & Bennett
Annette M. Lease, CTFA
Stuart Lyons, CPA, MST, MBA – Baker Newman Noyes
Christopher Stevenson, Esq. – Drummond Woodsum
Nelson Toner, Esq., Shareholder – Bernstein Shur Sawyer & Nelson
Timothy Woodhouse, CPA, Attorney – Cribstone Capital Management

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