Agenda – TPI


2019 In-person event photo


  • 7:50 AM - 8:00 AM

    Opening Announcements & Remarks

    Tim Hobbs - Deputy District Director
  • 8:00 AM - 8:50 AM

    Form 1040 Topics

    Provide tax professionals with a review and update on Form 1040. Emphasis will be on areas of the Form 1040 that cause confusion, expiring provisions and updates.

    Sharanya Rajendran - Assistant Manager
  • 8:55 AM - 9:45 AM

    Credits For Families With Children

    Learn to differentiate between tax credits and deductions, refundable and non refundable, child tax credit, dependent care credit including preparer due diligence requirements

    Sharanya Rajendran - Assistant Manager
  • 9:45 AM - 9:55 AM


  • 9:55 AM - 10:45 AM

    2022 Maine Tax Update

    Review changes to 2022 tax forms, discuss recent tax legislation, pending tax legislation, tax planning strategies to consider before year end

    Jeff Bragdon
    Maine Revenue Service
  • 10:50 AM - 11:40 AM

    Preparation of Form 1041

    Provide tax professionals with a working knowledge of applicable tax laws and preparation of fiduciary income tax returns.

    Sharanya Rajendran - Assistant Manager
  • 12:40 PM - 1:40 PM

    Income Tax Considerations for Your Deceased Client

    Learning objectives:

    • Be familiar with basic procedures and best practices upon death of a client
    • Identify the tax compliance responsibilities of the person in charge of an estate
    • Understand the special allocations required for preparation of the final individual income tax returns
    • Identify compliance issues unique to estate income tax returns


    Kelly Pelletier, Principal - Tax Senior Manager, JD CPA
    Baker Newman Noyes
  • 1:45 PM - 2:35 PM

    Schedule C Topics

    Gain an understanding of specific Schedule C topics including: Self-employed health insurance deduction, home office deduction, business use of vehicles, and qualified business income deduction. 

    Jim Cardosi, CPA - Senior Manager
  • 2:45 PM - 3:35 PM

    Due Diligence Form 1040 and Updates

    Provide tax professionals with the specific due diligence requirements when preparing returns claiming various tax credits and head of household filing status.

    Stephen Connor - Senior Stakeholder Liaison
    IRS Communications & Liaison Division
  • 3:40 PM - 4:40 PM

    Circular 230: Practicing ‘Inside the Lines’ throughout the Tax Engagement Lifecycle

    Provide tax professionals with the basics of the IRS Office of Professional Responsibility, who is subject to Circular 230, what it means and how practitioners might be penalized.

    Timothy J. McCormally – Acting Director
    IRS Office of Professional Responsibility



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.

Steve Robinson, Certified Mentor – SCORE Maine
Annette Lease, SVP, Sr. Financial Planning Officer – Machias Savings Bank
Bryce Morrison, Esq., Shareholder – Bernstein Shur
Christopher Stevenson, Esq. – Drummond Woodsum
Heather Popadak, Director; Income/Estate Tax Division – Maine Revenue Services
Jeff Hiatt, Director of New Business Development, MS Consultants
Joe Balchunas, Certified Mentor – SCORE Maine
John Hadwen, Tax Director 0 Albin Randall & Bennett
Justin Coffin, CFP, JD, LL.M. – Apollon New England
Larry LaPlante, Certified Mentor – SCORE Maine
Mike Santo, CPA – Senior Tax Manager, WIPFLI
Nat Hussey, Esq. – Nat Hussey Law Office
Rick Garcia, EA – RG Tax Accounting & Resolution
Susan Rogers, JD, LL.M. in Tax – Partner, Potomac Law Group
Timothy Woodhouse, JD, CPA – Director, Aries Wealth Management

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