Personalized, career-focused education on campus or online.
The workshops are designed for accounting professionals who
need continuing education credits to meet licensing requirements. By attending
a workshop you can:
Mark your calendars for one or all of our 2018 CPA workshops!
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 &
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
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
Professional Liability in Place of Ethics - Karen Frink WolfWhat is your no longer needed life insurance policy worth in today’s market? - Philip Harriman
Minimizing threats to post retirement peace of mind - Philip HarrimanEmployee 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 GerlachPartnership Tax Audit Rules - Patrick BradyThe 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.
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.
Check-in and Continental Breakfast: 7am - 8am
Workshop Program: 8am - 4pm
For more information, operational questions, and any issues, contact:
Associate Director of Partnerships and Special Programming
Find your place at our 474-acre campus on the shore of Sebago Lake. With more than 40 academic programs to choose from, and a robust extracurricular club and athletics environment, Saint Joseph’s home on the lake is the perfect place to prepare for your future.
Offering distance education for learners of all ages since 1976, Saint Joseph’s online programs include certificates, associate, bachelor’s, and master’s degrees—academic levels that suit your level.
Ready for the next step? Continue below to learn more about Saint Joseph’s campus programs, history, and extracurricular activities like student clubs and athletics.
Advance your career with our online programs—from certificates on up to master’s degrees. We have provided distance learning for 40 years, so you can count on our expertise to prepare you for your future.