CPA Workshops

  • Stay tuned for more information about our upcoming CPA workshops for 2017!

    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 2017 CPA workshops!

    May 18

    • Terminating the Employment Relationship - Tawny Alvarez
      In most cases the relationship between an employer and employee starts off great! The employee is happy to join the team and the employer is happy to have the help.  The tricky part comes when it begins to become clear that the relationship is not going to work and termination of the relationship is imminent.  This interactive presentation will focus on best practices in minimizing risks associated with ending the employment relationship.  There are a multitude of ways that employers can be honest and allow the employee to traverse the termination process with dignity.  That dignity, will in many instances decrease the exposure the employer has for a future lawsuit alleging unfair employment practices.

      Tawny Alvarez is a Labor and Employment Attorney at Verrill Dana LLP. She focuses on advising/representing employers on all aspects of the employment relationship—from hiring to firing and everything in between. She believes that a one-size-fits-all approach does not work for all employers and understands her client’s needs and goals while advising and in litigating claims.

    • Income Tax Consequences in Estate Planning - Herbert Daroff
      This seminar will cover:
      1. The biggest assets in your estate is likely not your house, and this asset's basis doesn't step-up
      2. Paying non-deductible expenses in a lower tax bracket 
      3. Capital gains benefits may be more important than estate tax savings 

      Herbert Daroff is an attorney and financial advisor. He heads up Estate and Business Planning for Baystate Financial in Boston. Daroff is also on the faculty at Bentley University. His creativity, experience, and resourcefulness enable him to work well with clients and their professional advisory team in order to implement responsive solutions for financial objectives.

    • Private Foundations and Donor Advised Funds - Justin Coffin
      Philanthropy is a great tool for tax and legacy planning, and perhaps more importantly, an opportunity for both clients and practitioners to make a valuable impact on their communities and issues of emotional and social importance. While there are many ways to make such an impact, Foundations and DAFs are very powerful options. We will discuss some of the basics regarding the structure and utility of each, where they might be most applicable in the planning process and unique opportunities to maximize the tax efficiency of these alternatives in the context of larger planning goals. We will also briefly address the financial aspects of these vehicles and some ways to invest the assets to align with clients overall mission and evolving opportunities to see the results of philanthropy through impact investing and program related investments.

      Justin Coffin is a Financial Advisor at UBS Financial Services in Portland, Maine. Drawing on his experience in the legal and accounting fields, he focuses on comprehensive planning with clients, including retirement, business transition and philanthropy. 

    • Tax Implications of Business Entity - Christopher Stevenson
      The choice of whether to form a business as a C Corporation, an S Corporation or a Limited Liability Company has significant impact on the amount of tax incurred upon the formation of the business, during the business’s years of operation, and upon its liquidation.  This seminar is designed to help explain the significance of structuring a business as either a C Corporation, and S Corporation or a Limited Liability Company in order to provide the advisors all the information they need in order arrive at a fully informed decision regarding entity selection.  The topics covered will be explained in plain language, using practical, real life examples.  At the end of the presentation the attendee will have a practical analytical framework to use in determining which business entity is best for the most common business models, including real estate ventures, service businesses, businesses that own significant depreciable assets, and businesses with aspirations of becoming publicly traded.

      Christopher Stevenson is an attorney and certified public accountant with the law firm of Drummond Woodsum, where he focuses his practice on tax law, employee benefits and ERISA compliance. Mr. Stevenson advises businesses on tax aspects of mergers and acquisitions, executive compensation, qualified and nonqualified stock option plans, health benefit plans, 401(k) and other tax qualified retirement plans. He represents clients before the IRS and state taxing authorities.

    • The Affordable Care and Other Health Insurance Topics - Christopher Stevenson
      Despite recent efforts, the ACA is still the law of the land and still presents employers with significant obligations with respect to their health plans. This seminar will focus on the most important aspects of the ACA that employers need to be aware of including the so-called “Play or Pay” penalties, the “Cadillac Tax,” Form 1095 Reporting, as well other recent developments. 

    • Ethics - Kate and Jason Rayne
      Kate and Jason will discuss the ethical considerations involved in the areas of tax compliance and representing clients in front of the IRS and state taxing agencies.

      Kate Rayne advises businesses and individuals on matters pertaining to business and estate planning, with particular focus on the tax consequences of any plan or transaction. Before founding Lanman Rayne in 2011, Kate worked in tax accounting, assisting clients with tax preparation and tax planning. Kate has firsthand experience growing a business, and enjoys working with other businesses on the legal and tax aspects of starting, growing, and transitioning.
      Jason Rayne joined Lanman Rayne in 2014 and focuses his practice on tax resolution work. He assists clients who are out of compliance or who have complex tax disputes, as well as working with clients through audits and appeals. He also works with businesses through the start-up phase or a business transaction, all with an eye towards the tax implications.

    August 17
    September 14
    September 22 (will be held in Bangor)

    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: $149
    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