Agenda – TPI


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Day One                                                                          Click Icon to Print >print

7:00 AM Registration & coffee
7:45-8:00 Opening Remarks
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.
Troubh Heisler
9:45-10:00  Break
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
Berry Dunn
Justin Morren, Senior Tax Specialist
Berry Dunn
11:45-12:30  LUNCH
 12:30-1:20 Funding a Retirement Plan for Your Small Business Josh Chase, CFP & Financial Advisor
Lebel Harriman
 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
 2:15-2:30  Break
 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

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 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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