CPA Workshops

  • Stay tuned for more information about our upcoming CPA workshops for 2018!

    The workshops are designed for accounting professionals who need continuing education credits to meet licensing requirements. By attending a workshop you can:

    • Earn 8 hours of continuing professional education (CPE) hours, including one hour of ethics
    • Stay up to date on current tax laws, accounting issues, and ethics matters.
    • Learn more about how our Master of Accountancy degree program can benefit you or members of your organization
  • Topics & Presenters

    Mark your calendars for one or all of our 2018 CPA workshops!

      • May 17
      • August 16
      • September 21 (in Bangor, Maine, at the Hilton Garden Inn, 250 Haskell Rd.)
      • September 27

      May 17 

      Ethics- TBD

      Estate Planning For Unusual Assets, which encompasses digital assets, firearms, children of the new biology and wine - Richard Ploss

      Hiring 101 – What can I say/should I say from the moment I place an advertisement till the moment I make an offer - Tawny Alvarez & Joanna Bowers

      Data Security - Elek Miller

      Ownership/Key Employee succession planning - Philip Harriman

      20% Qualified Business Income tax deduction that is available under the new tax law for non-corporate taxpayers - Christopher Stevenson

      August 16


      The top 10 list...Social Security Retirement Benefits - Tom Wright

      Retirement plans and plan design along with latest trends in the retirement world - Rene Morin

      Contracts and the Employment Relationship: Discussion of limitations on nondisclosure agreements; confidentiality agreements; noncompetes; and separation agreement  - Tawny Alvarez & Joanna Bowers

      The general use of FSAs, HRAs and HSAs for employers with a focus on some of the pitfalls/challenges for small closely held companies such as Sub-Chapter S, LLC. and include info on new QSEHRA – qualified small employer HRA – for those who do not sponsor a group health plan - Susan Shadwell Dublin

      September 27

      Professional Liability in Place of Ethics - Karen Frink Wolf

      What is your no longer needed life insurance policy worth in today’s market? - Philip Harriman

      Minimizing threats to post retirement peace of mind - Philip Harriman

      Employee Benefits Update, including benefits issues in the new tax law, as well as ACA employer mandate enforcement. I can also cover the new ABLE accounts (tax-advantaged savings for disabled individuals) that will be coming to Maine shortly - Steven Gerlach

      Partnership Tax Audit Rules - Patrick Brady
      The tax audit rules for partnerships and multiple-member LLC’s changed effective January 1, 2018. The new tax audit rules require the partnership or the multiple-member LLC to select a “partnership representative” to deal with the taxing authority with regard to the audit. Also, the tax audit rules require the partnership or the multiple-member LLC to add a provision to the partnership or LLC operating agreement to address the requirements, elections, and administration of the new tax audit rules. This topic will discuss the streamlined audit and collection process when the tax return of a partnership or multi-member LLC is reviewed by the IRS and the consequences of disregarding the new rules. 

      Patrick Brady is a corporate associate at Bernstein Shur and is licensed to practice law in Maine, New Hampshire and Massachusetts. Patrick represents for-profit and non-profit entities in various business matters including formation, mergers & acquisitions, discrete corporate governance issues, tax structuring and tax controversies. Prior to joining Bernstein Shur, Patrick was a tax staff member at a regional accounting firm and a corporate associate at a New Hampshire based law firm.

      New tax law, focusing on how it affects estate planning specifically, through changes to the estate, gift and generation skipping taxes, as well as changes to 529 plans, alimony/divorce, capital gains/qualified dividends and so on - Kurt Klebe and Alex Porter

      Be sure to check back for a detailed schedule of topics to be covered in each future workshop. All workshops will be held on our campus in Standish, Maine, unless otherwise noted.

    • Registration & Schedule Details

      Our CPA workshops take place on our college campus in the Viola George Auditorium, unless otherwise noted. Saint Joseph's College is located on Sebago Lake in Standish, 18 miles north of Portland. The workshop cost will include continental breakfast, lunch, breaks, parking, and workshop materials. 

      Cost: $159
      Check-in and Continental Breakfast: 7am - 8am
      Workshop Program: 8am - 4pm  

        For more information, operational questions, and any issues, contact:

        Stephanie Briggs
        Associate Director of Partnerships and Special Programming