Agenda – MTF

Maine Tax Forum

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Keynote Speaker: 

MTF-Maurice-testimonial

Day One–Wednesday, November 4

  • 7:45 AM - 8:00 AM

    Announcements & Opening Remarks

    Rick Nadeau
    SCORE Maine
  • 8:00 AM - 8:50 AM

    State Income Tax Conformity and Sales Tax Issues

    Jonathan Block
    Pierce Atwood
    Olga Goldberg
    Pierce Atwood
  • 8:55 AM - 9:45 AM

    Cannabis / Section 280E

    Ted Kelleher
    Drummond Woodsum
    Karla Brannen
    Albin Randall & Bennett
  • 9:55 AM - 10:45 AM

    Keynote

    TBD
    TBD
  • 10:50 AM - 11:40 AM

    990 updates (non-profits)

    Margaret Von Lienen
    IRS
  • 12:40 PM - 1:30 PM

    Real EstateTax Issues

    Jeff Hiatt
    MS Consultants
    Dave Fabian
    MS Consultants
  • 1:35 PM - 2:25 PM

    State Income Taxation of Trusts

    Jere Doyle
    BNY Mellon
  • 2:35 PM - 3:25 PM

    Changes to Income Taxation of Trusts & Estates Under TCJA

    Jere Doyle
    BNY Mellon
  • 3:30 PM - 4:30 PM

    Ethics

    Sharyn Fisk
    IRS - Office of Professional Responsibility

Day Two–Thursday, November 5

  • 7:45 AM - 8:00 AM

    Announcements & Opening Remarks

    Rick Nadeau
    SCORE Maine
  • 8:00 AM - 8:50 AM

    COVID-19 and Related 2020 Tax Legislation

    Nelson Toner
    Bernstein Shur
    Matt Saldana
    Checkmate HCM
    Joshua Robinson
    Checkmate HCM
  • 8:55 AM - 9:45 AM

    Partnership / LLC Capital Account Issues

    Jim Cardoza
    Wipfli
  • 9:55 AM - 10:45 AM

    International Tax Issues Commonly Seen in Maine

    Bryce Morrison
    Bernstein Shur
  • 10:50 AM - 11:40 AM

    Data Security

    Maggie Romaniello
    IRS
  • 12:40 PM - 1:30 PM

    Secure Act / Retirement Financial Planning

    Rick Abbondanza
    Hopkinson & Abbondanza
    Lauren Brady
    Wipfli
  • 1:35 PM - 2:25 PM

    Tax Changes in 2020 and Beyond

    Susan Rogers
    Potomac Law
    Rick Abbondanza
    Hopkinson & Abbondanza
  • 2:35 PM - 3:25 PM

    IRS Collections from Practitioners’ Perspective

    Jim Wade
    James Wade Law
    Jerrod Oltmann
    J P Oltman
  • 3:30 PM - 4:30 PM

    Ethics / Professional Conduct Scenarios

    Justin Coffin
    UBS - Rockland Financail Group
    Timothy Woodhouse
    Aries Wealth Management

Online 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.

Larry Campbell, CPA
Justin Coffin, Financial Advisor – UBS Rockland Financial Group
Daniel Doiron, CPA,CVA, Principal – Albin Randall & Bennett
Jeff Hiatt, Director of New Business Development, MS Consultants
Annette Lease – Machias Savings Bank
Heather Popadak, Director of Income & Estate Tax Division – Maine Revenue Services
Susan Rogers, Esq., – Potomac Law Group
Michael Santo, CPA, MBA, MST – Wipfli Macpage
Shawn Savage, Senior Stakeholder Liaison, IRS
Christopher Stevenson, Esq. – Drummond Woodsum
Nelson Toner, Esq., Shareholder – Bernstein Shur Sawyer & Nelson
Timothy Woodhouse, JD, CPA – Aries Wealth Management

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