Agenda – TPI


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7:00 AM Registration & coffee
7:45-8:00 Opening Remarks
8:00-8:50 Ethical Challenges for Todays Practitioner John Raspante, CPA, MST, CDFA Director of Risk Management
CPA Protector Plan
8:55-9:45 IRS Updates Shawn Savage, Senior Stakeholder Liaison
Internal Revenue Service
9:45-10:00  Break
10:00-10:50 Retirement Savings & Distribution Planning for a Form 1040 Augusta & Brewer
Steve Scott, Partner
Retirement Solution Group
Christie Cheng, Principal
Retirement Solution Group
10:55-11:45 Buying & Selling Pass-Through Entities Sno Barry, CPA, MST, Principal
Berry Dunn
Justin Morren, Senior Tax Specialist
Berry Dunn
11:45-12:30  LUNCH
 12:30-1:20 Employment Issues James Wade, Attorney
Law Office of James D Wade
 1:25-2:15 Private Foundations, Donor Advised Funds and Impact Investing Justin Coffin, Financial Advisor 
UBS Rockland Financial Group
 2:15-2:30  Break
 2:30-3:20 Beneficiary & Estate Issues Brewer
Jeff Jones, Esq.
Jones, Kuriloff & Sargent
Augusta & Portland
Robert Danielson, Esq.
Law Offices of Robert E. Danielson
 3:25-4:15 MRS 2017 Income/Estate Tax Updates Sandra Lind, Tax Section Manager
Maine Revenue Services
 4:15-4:30 Hand Out CE Certificates

On-line registration is encouraged. Register now
If you plan to pay by check, please download the registration form, and mail it along 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 S. Coffin, 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


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