Agenda – MTF

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Keynote Speaker: 

Day One–Wednesday, November 4

• 7:30 AM - 7:45 AM

  VIRTUAL SESSION SIGN-IN

• 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
• 9:45 AM - 9:55 AM

  Break

• 9:55 AM - 10:45 AM

  Keynote

  TBD

  TBD
• 10:50 AM - 11:40 AM

  990 updates (non-profits)

  Margaret Von Lienen

  IRS
• 11:40 AM - 12:40 PM

  LUNCH BREAK

• 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
• 2:25 PM - 2:35 PM

  BREAK

• 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

• 7:30 AM - 7:45 AM

  VIRTUAL SESSION SIGN-IN

• 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
• 9:45 AM - 9:55 AM

  Break

• 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
• 11:40 AM - 12:40 PM

  Lunch break

• 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
• 2:25 PM - 2:35 PM

  BREAK

• 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.

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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.