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!
- September 21 (in Bangor, Maine, at the Hilton Garden Inn, 250 Haskell Rd.)
- September 27
September 21 (Bangor)
Pension and Retirement plan Topics – Dave Curylo
Maximizing the benefits of the New tax act – Herb Daroff
This presentation will focus on four specific areas of the New Tax Act: (a) how to deduct items that are no longer deductible; (b) how to create more than just one $10,000 State and Local Tax (SALT) deduction; (c) how to maximize the benefits of the 20% Qualified Business Income (QBI) deduction for pass through businesses; and (d) how to fund non-deductible expenses using fewer pre-tax dollars from other tax brackets lower than yours.
Herb Daroff is an attorney by education and a financial planner by profession. He is also on the adjunct faculty at Bentley University teach Risk Management in the Graduate Tax, Law, and Financial Planning Department, an elective for the M.S.T., the M.B.A., and the M.S. in Financial Planning. Herb started his career in financial planning in 1973 by developing manual systems for what became ERISA in 1974. He has a B.S. in Commerce & Engineering from Drexel University and a J.D. from Temple University, both in Philadelphia.
Analyzing the Commercial Loan Request and Financial Statement Requirements – Lucas Morris
This presentation will discuss the commercial lending process, the various financials that are requested during a commercial loan request, and the different motives behind these requests.
Lucas Morris has worked in banking for 14 years, primarily in the commercial lending arena, from underwriting to lending. He currently manages the Business Loan Underwriting Department at Machias Savings Bank, and has been there for a little less than two years. LinkedIn profile
Accounting Firm Follies: Ethics Tales – Bob Brown
What happens when not only an individual gets it wrong, but a whole department? What about a whole Accounting Firm? We will look at some of the more interesting cases in which a firm may have sacrificed its reputation for a short term or even a longer term gain. Was it worth it? How did it start out versus how it ended up? Could it have actually been prevented?
Bob Brown is the founding partner of The CPA Solution, LLC, a firm specializing in fraud prevention and detection, forensic accounting and fractional CFO services. Based in Bangor, Maine, the firm provides services from coast to coast to a diverse client base that includes business, government and nonprofit entities.
Bob has served as an adjunct instructor for Husson University and Thomas College. Bob is a former CFO and audit manager.
Corp Benefits Trends and Update – Scott Boucher and Scott Violette
Life Insurance: Like you have never looked at it before – Herb Daroff
No one should own life insurance. They should have it, but not own it. No one needs life insurance. They may want it. They just don’t want to pay for it. The key to understanding life insurance is understanding the difference between PRICE and COST. WHO should be the insured? WHAT products are best for each situation?
Retirement Readiness and the Bottom Line – David Curylo
We’ll discuss identifying the gravity of retirement circumstances, review the evolution of employee benefits, and lastly, how do we improve outcomes for the employer and employee.
David Curylo is a Financial Services Executive with extensive experience working in the sales, implementation and retention of the broad array of qualified plans such as defined contribution plans, defined benefit plans and non-qualified deferred compensation plans for corporations of all sizes. He provides financial advisors and their corporate clients with sophisticated solutions for complex challenges within the qualified plan marketplace. David is a member of the American Society of Pension Planners and Actuaries and the National Association of Plan Advisors. He is a Director for the Connecticut Chapter of The National Institute of Pension Administrators. He has completed the Accredited Investment Fiduciary (AIF®) course administered by fi360 as well as holds his Series 6 and Series 63 registrations with MML Investors Services, LLC.
Hilton Garden Inn Bangor
250 Haskell Road
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. – 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