Agenda – TPI


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  • 7:45 AM - 8:00 AM

    Opening Announcements & Remarks

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

    TCJA Due Diligence Updates

    Shawn Savage
  • 8:55 AM - 9:45 AM

    TCJA  Update and Section 199A (QBI deduction)

    Justin Freeman
  • 9:45 AM - 9:55 AM


  • 9:55 AM - 10:45 AM

    MRS Update

    Jeffrey Bragdon
    Maine Revenue Service
    Bryan Lumbra
    Maine Revenue Service
  • 10:50 AM - 11:40 AM

    Entity Selection

    Kaitlyn Bernhardt
    Rudman Winchell
  • 12:40 PM - 1:40 PM


    D. Kelley Young
    Troubh Heisler
  • 1:45 PM - 2:35 PM

    COVID-19 and Related 2020 Tax Legislation


    Sarah Newell
    Eaton Peabody
    Justin Freeman
  • 2:45 PM - 3:35 PM

    Secure Act

    Parke Burmeister
    Drummond Woodsum
  • 3:40 PM - 4:30 PM

    Research Topic

    Justin Coffin
    UBS - Rockland Financial Group

On-line registration is encouraged.

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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.

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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