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!
- August 16
- September 21 (in Bangor, Maine, at the Hilton Garden Inn, 250 Haskell Rd.)
- September 27
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 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
Partnership Tax Audit Rules – Patrick Brady
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.
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