Agenda – TPI


2019 In-person event photo

Preliminary and Subject to Change Prior to the Event


  • 7:40 AM - 7:50 AM

    Opening Announcements & Remarks

    Tim Hobbs - Deputy District Director
    Small Business Administration Maine Office
  • 8:00 AM - 8:50 AM

    Form 1040 and 1065 Issues and Hot Topics

    This session will provide tax professionals with a working knowledge of issues and hot topics related to preparation of personal and partnership income tax returns.

    Adam Johnson CPA - Tax & Business Partner
    Marcum LLP
  • 9:00 AM - 9:50 AM

    2023 Maine Tax Update

    This session aims to review changes to 2022 tax forms, discuss recent tax legislation and tax planning strategies to consider before year end.

    Jeff Bragdon - Tax Section Manager
    Maine Revenue
  • 10:00 AM - 10:50 AM

    Discussion of 529 Plans and using HSAs as a Retirement Account

    Discussion of 529 Plans and some of the new rules (ABLE accounts, ability to roll to a Roth, etc.) as wellas using HSA’s as retirement accounts. 

    Josh Chase, CFP, CPFA
    BGA Retirement
  • 11:00 AM - 11:50 AM

    Working with the IRS in FY 2024

    This session will provide tax professionals with a general overview of how to interact with the IRS to obtain information and answers to questions.

    Stephen Connor - Senior Stakeholder Liaison
    IRS Communications & Liaison Division
  • 12:30 PM - 1:20 PM

    Discussion of Work Opportunity Tax Credits, Research and Development Tax Credits,and Employee Retention Tax Credits. 

    This session will provide an overview of two classic operational tax credits, the R&D Tax Credit and Work Opportunity Tax Credit (WOTC), and how businesses can claim them.   We will also discuss how businesses can still take advantage of the Employee Retention Credit (ERC).

    Adam Mathes - Vice President of Business Development
    EF Cost Recovery
    Ed Craig - Founder, Owner
    EF Cost Recovery
  • 1:30 PM - 2:20 PM

    Contributing Appreciated Property to a Partnership

    This session focuses on providing tax professionals with an overview of a 704 (c ) transaction and the implication surrounding the contribution of appreciated property.

    Eugene Syrovatkin - Senior Tax Manager
    Marcum LLP
  • 2:30 PM - 3:20 PM

    The IRS Taxpayer Advocate Service Updates for FY 2024

    To provide tax professionals with an update of the IRS Maine Taxpayer advocate priorities including providing examples of current situations.

    Mark Carrell - Local Taxpayer Advocate, Maine
    IRS Taxpayer Advocate Service
  • 3:30 PM - 4:30 PM


    This session will 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 McCormally - Special Counsel
    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.

Richard Butt – Certified Mentor – SCORE Maine
Bryce Morrison, Esq., Shareholder – Bernstein Shur
Christopher Stevenson, Esq. – Drummond Woodsum
Heather Popadak, Director; Income/Estate Tax Division – Maine Revenue Services
Stephen Connor, Senior Stakeholder Liaison – Internal Revenue Service
Jeff Hiatt, Director of New Business Development – MS Consultants
Joe Balchunas, Certified Mentor – SCORE Maine
John Hadwen, Tax Director – Albin Randall & Bennett
Justin Coffin, CFP, JD, LL.M. – Apollon New England
Larry LaPlante, Certified Mentor – SCORE Maine
Mike Santo, CPA – Senior Manager, WIPFLI
Nat Hussey, Esq. – Nat Hussey Law Office
Timothy Woodhouse, JD, CPA – Director, Aries Wealth Management
Lee Chick, CPA – Lee J Chick CPA LLC
Holly Gerard, Tax Section Manager – Maine Revenue

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