Agenda – MTF

Maine Tax Forum

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Keynote Speaker: 


Nina OlsonNina E. Olson, the National Taxpayer Advocate (NTA), is the voice of
the taxpayer within the IRS and before Congress. She leads the Taxpayer Advocate Service (TAS), an independent organization inside the IRS that helps taxpayers resolve problems and works for systemic change to mitigate problems experienced by groups of taxpayers. Tax Analysts recently honored Nina Olson as one of ten Outstanding Women in Tax for 2016. This recognition reflects Nina Olson’s influence on the work of legislators, tax administrators and tax professionals across the globe.

printDay One–Wednesday, November 2                            Click Icon to Print >

7:00 AM Registration & coffee
7:45-8:00 Opening Remarks Ron Dillon
8:00-8:50 Keynote Speaker
Taxpayer Advocate Services
Nina Olson
National Taxpayer Advocate
8:55-9:45 Maximizing Depreciation with Cost Segregation Jeff Hiatt
Director New Business Development, M S Consultants, LLC
 9:45-10:00  Break
10:00-10:50 Differences Between IRAs and Qualified Employer Plan Accounts Richard A. Carriuolo, CFP
VP & Director of Wealth Mgt, R.M. Davis, Inc.
Timothy W. Woodhouse,CPA,JD
Senior Vice President, Acadia Trust, N.A.
10:55-11:45 Like Kind Exchanges Under IRS Code Section 1031 S. Andrew Smith, CPA
Baker Newman Noyes
11:45-12:30  LUNCH
12:35-1:25 Breakout Session
A: Rendering Services in Canada – Overview of Canadian Tax Implications
Stuart Lyons, CPA,MST,MBA
Baker Newman Noyes
Cristina Morera, EA
Senior Manager, Baker Newman Noyes
12:35-1:25 Breakout Session
B: ACA Update for Large Employers
Christopher G. Stevenson, Esq.
Attorney, Drummond Woodsum
1:30-2:20 Breakout Session
A: Tax Exempt Organizations – Federal and State Issues
Leonard Cole, Esq.
Attorney at Law, Cole Nonprofits Law, LLC
1:30-2:20 Breakout Session
B: Selected Issues in Taxation of Natural Resources
Lee Chick, CPA
2:20-2:35 Break
2:35-3:25 Individual Tax Planning 2016/2017 Sarah Desormiers, JD, CPA
President, Integrated Tax Consultants
3:30-4:20 Corporate Income Tax Topics

Nelson Toner, Esq
Bernstein Shur, Counselors at Law


Day Two–Thursday, November 3

7:00 AM Registration & coffee
7:45-7:55 Opening Remarks Rick Nadeau
7:55-8:45 Ethics
Circular 230 and Prior Year Indiscretions
Kelley Young, Esq
Troubh Heisler
Cory Vargo, Tax Manager

8:50-9:40 Ethics
Risk Management in Tax Engagements
John Raspante, CPA & Senior VP
North American Liability Insurance Agency
9:40-9:55 Break
9:55-10:45 Choosing and Funding a Retirement Plan for Your Business Josh Chase, CFP & Financial Advisor
Lebel Harriman
Rene Morin, CPA, CEBS
Downeast Pension Services
10:50-11:40 Income Taxation of Trusts and Estates – Fundamentals Jere Doyle, Senior VP
BNY Wealth Management
11:40-12:25 LUNCH
12:25-1:15 Tax-related Identity Theft Shawn Savage, Senior Stakeholder Liason
Internal Revenue Service
Andy Grover, CPA, CFE
Bangor Savings Bank
1:20-2:10 Tax Advantages of ESOPs: Succession Planning Joan McCabe
ADS Benefits
Ed Feibel, Counsel
Eaton Peabody
Leslie Hallock, Senior Counsel
Eaton Peabody
2:10-2:25 Break
2:25-3:15 New Partnership Audit Rules  Chris McLoon, Attorney
Drummond Woodsum
3:20-4:10 State Law Updates as Related to Federal Law
Jonathan Block, Esq.
Partner, Pierce Atwood LLP

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, Esq.
Daniel Doiron, CPA,CVA Principal – Albin Randall & Bennett
Annette M. Lease, CTFA, VP Bangor Wealth Management – Bangor Savings Bank
Christopher Stevenson, Esq. – Drummond Woodsum
Nelson Toner, Esq., Shareholder – Bernstein Shur Sawyer & Nelson
Timothy Woodhouse, JD, CPA, Senior Vice President, Director of Trust Services – Acadia Trust, N. A.

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