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 the last session of the 2018 CPA workshops!
- September 27
Professional Liability in Place of Ethics – Karen Frink Wolf and Jonathan Dunitz
Avoiding ethical land mines can be complex, but ultimately a few simple rules guide CPA’s in day-to-day practice. This segment of the program will explore the various bodies that govern CPA’s and may impose discipline on a CPA in various situations–the AICPA, National Ass’n of State Boards of Accounting, state Boards of Accountancy, the SEC, and the Public Company Accounting Oversight Board. We will explore principles and rules regarding conflicts of interest, confidentiality, competency, objectivity and independence. We will use fact patterns and an interactive approach to discuss the overarching requirements to act in a manner to serve the public interest and to perform all professional responsive with the highest sense of integrity.
Karen Frink Wolf is Chair of the firm’s Professional Liability Practice Group at Verrill Dana Partners. She maintains a robust professional liability practice, serving as litigation counsel for accountants, attorneys, physicians, and other business and healthcare professionals. Further, Karen has represented accountants in trial and before ethics boards and ethics panels of professional associations. She prides herself in fully understanding the complex issues, meticulous analysis and preparation, and compassion for her clients navigating unfamiliar adversarial waters. In 2012, Karen was inducted as a Fellow of the American College of Trial Lawyers and currently serves as the Chairperson of the Federal Practice Section of the Maine State Bar Association. Previously, she has also served on several Rules committees and has been a member of the Federal Magistrate Merit Selection Panel. She is listed as one of the Top 100 attorneys in New England by SuperLawyers, is listed in five categories in Best Lawyers, is ranked in the top tier in Chambers and Partners Lawyers for Business, and is one of Benchmark’s Top 250 Women in Litigation nationally.
Jonathan Dunitz, is an attorney at Verrill Dana and is Co-Chair of the firm’s Breweries, Distilleries, & Wineries Group. He focuses his multi-faceted practice on professional liability, risk management, insurance coverage and litigation in a variety of industries, including financial services. Jonathan is the co-author of the recently published 5th edition of The Comprehensive Guide to Lost Profits and Other Commercial Damages, in addition to authoring multiple articles on financial and financial damages experts for the Maine Bar Journal, For the Defense, and Insights. He is also a frequent speaker on professional liability topics pertaining to accountants and other professionals in the financial services sector, including for the American Institute of Certified Public Accountants, Maine State Bar Association, and the National Association of Certified Valuators and Analysts.
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. – Steven Gerlach
In this session, Steve will update participants on recent regulatory developments in employee benefits including: association health plans, association retirement plans and Affordable Care Act enforcement. He will also discuss his recent work developing an ABLE account program for the State of Maine.
Steve Gerlach represents businesses, non-profit, and municipal employers, trade associations and policy think tanks in matters of ESOP transactions and fiduciary duties, executive compensation, employee benefits, the Affordable Care Act, tax and ERISA. For more information, please see Steve’s full bio at http://www.bernsteinshur.com/who/attorney-directory/steven-r-gerlach/.
Estate Planning & the New Tax Law: What CPAs Should Know Going into the Next Tax Season – Kurt Klebe and Alex Porter
While the new tax law affects every business and individual, this session will focus specifically on how it will impact estate planning in the upcoming tax season. Verrill Dana attorneys Kurt Klebe and Alex Porter will highlight changes to the estate, gift and generation skipping taxes, in addition to 529 plans, alimony/divorce, and capital gains/qualified dividends. Attendees will leave with a better understanding of how to navigate these significant changes.
Verrill Dana Partner Kurt Klebe served as the Chair of the firm’s Private Clients Group for more than 10 years. He focuses his practice in all aspects of estate planning, probate administration and trust administration as well as tax planning and charitable gift planning for individuals and nonprofit entities. He is a frequent speaker on estate planning, charitable and fiduciary topics, and served on the Maine Bar Association’s Uniform Trust Committee in its efforts to review and update Maine’s law governing trust administration. Kurt has been recognized as a Best Lawyer in America© in the practice of Trusts and Estates, in Chambers High Net Worth under Private Wealth Law, and has been elected as a Fellow of the American College of Trust and Estate Counsel.
As a member of Verrill Dana’s Private Clients & Fiduciary Services Group, Alex Porter focuses his practice on all aspects of estate and gift planning, trust administration, and probate. He counsels clients on wealth management and transfer strategies, tax planning, and charitable giving. Alex’s commitment to serving others and his passion for solving difficult problems grounds his work for clients. Even before going to law school, Alex engaged in complex problem solving on behalf of Maine people by working as a U.S. Senate staffer to fund large-scale transportation projects in the state.
South Dakota v. Wayfair, Inc. and the demise of the Physical Presence Test – Patrick Brady
On June 21, 2018, the US Supreme Court issued a decision in South Dakota v. Wayfair, Inc. that overruled the physical presence standard and opened the door for states to impose sales tax obligations on remote sellers. However, certain limitations on states’ ability to impose obligations on remote sellers still exist. In this presentation we will discuss the cases leading up to the South Dakota v. Wayfair, Inc. decision, the decision itself and the economic landscape that lead to the decision. Lastly – and perhaps most importantly – we will discuss what state legislatures have done in reaction to the South Dakota v. Wayfair, Inc. decision, the way in which many revenue services have felt emboldened by the decision and what practitioners can do in response to the decision.
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.
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.
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