Agenda – TPI

TPI-Brewer-withtestimonial-960x320px

Register now

7:30 AM - 7:45 AM
VIRTUAL SESSION SIGN-IN

7:45 AM - 8:00 AM
Opening Announcements & Remarks

Rick Nadeau
SCORE Maine
8:00 AM - 8:50 AM
Data Security

Shawn Savage
IRS
8:55 AM - 9:45 AM
TCJA Udate and Section 199A (QBI deduction)

Justin Freeman
BBSC
9:45 AM - 9:55 AM
Break

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
11:40 AM - 12:40 PM
Lunch Break

12:40 PM - 1:40 PM
Ethics

D. Kelley Young
Troubh Heisler
1:45 PM - 2:35 PM
COVID-19 and Related 2020 Tax Legislation

Sarah Newell
Eaton Peabody
Justin Freeman
BBSC
2:35 PM - 2:45 PM
Break

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
Law Library Expert - TBD
4:30 PM
Adjourn

CE certificates will be mailed

On-line registration is encouraged.

Register now

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