Agenda – TPI
|7:00 AM||Registration & coffee|
|8:00-8:50||Protect Your Clients; Protect Yourself
||Shawn Savage, Senior Stakeholder Liason
Internal Revenue Service
|8:55-9:45||Ethics||Justin Coffin, Esq.|
|Kelley Young, Esq.
|10:00-10:50||Individual Tax Planning||Sarah Desormiers, JD, CPA
President, Integrated Tax Consultants
|10:55-11:45||Sole Proprietorships; Partnerships; S Corporations||Sno Barry, CPA
|Justin Morren, Senior Tax Specialist
|12:30-1:20||Funding a Retirement Plan for Your Small Business||Josh Chase, CFP & Financial Advisor
|1:25-2:15||Estate Planning for the Business – Succession & Exit Plans||Portland & Augusta
Robert Danielson, Esq.
Law Office of Robert Danielson
Jeff Jones, Esq. & Rebecca Sargent, Esq.
Jones, Kuriloff & Sargent
|2:30-3:20||Affordable Care Act’s Impact on Small Businesses||Joel Allumbaugh, President & CEO
The Allumbaugh Agency
|3:25-4:15||MRS Updates as Related to Federal Law||Sandra Lind
Maine Revenue Services
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.