Agenda – TPI

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• 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

  TCJA Due Diligence Updates

  Shawn Savage

  IRS
• 8:55 AM - 9:45 AM

  TCJA  Update 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
• 4:30 PM

  Adjourn

  more info

  CE certificates will be mailed

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.