18th Annual Maine Tax Forum 

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HOST:  SCORE MAINE is hosting the 18th Annual Maine Tax Forum, previously organized and hosted by Maine Revenue Services and SCORE last year. SCORE is committed to delivering the same high-quality program that participants have grown accustomed to for the past seventeen years.  SCORE Maine also hosts the Maine Tax Practitioner Institute. 

WHEN & WHERE:  This two-day forum will be held on Wednesday, November 5 and Thursday, November 6, 2014 at the Augusta Civic Center. Adequate seating for the 2014 Maine Tax Forum will be available by using rectangular tables in the Auditorium only.

FEE:  $95 for each registrant per day or $170 for the two-day session.  The fee includes tuition, refreshments, a full lunch and CE certificates.  Payments are non refundable after November 1, 2014.

REGISTRATION: On-line registration is encouraged.  Registration will be available starting August 1, 2014 and will close on November 4, 2014.  Click on the "Register Now" button at the bottom of this page.

Keynote  Address:  Karen Hawkins, Director of IRS Office of Professional Responsibility 

Who Should Attend?

• Tax Professionals
• Accountants
• Enrolled Agents
• CPA's
• Tax Attorneys
• Financial Planners
• Others who need to be informed of both existing tax laws and changes this year

 

Daily AGENDA:

November 5, 2014

7:00 Registration & Coffee

7:45 - 8:00  Welcome & Announcements

8:00 - 8:50  Partnership Basis Issues

8:55 - 9:45  Keynote Speaker - Ethics

9:45 - 10:00  Break

10:00 - 10:50  Ethics Panel

10:55 - 11:45  Federal Case Law

11:45  - 11:50 Bangor Savings Bank

11:50 - 12:45  Lunch Break

12:45 - 1:35  Retirement Accounts - Tax Implications for Individuals & Businesses

1:40 - 2:30  Maine State Tax Law Developments

2:30 - 2:45  Break

2:45 - 3:35  Federal Estate Tax

3:40 - 4:30  IRS Foreign Disclosure Program

 

November 6, 2014

7:00  Registration & Coffee

7:45  Welcome & Announcements

8:00 - 8:50  Tangible Property Regulations

8:55 - 9:45  Schedule E - Rental Real Estae Primer

9:45 - 10:00  Break

10:00 - 10:50  Defense of Marriage Act (DOMA)

10:55 - 11:45  Net Investment Income Tax

11:45 - 11:50  Bangor Savings Bank

11:50 - 12:50  Lunch

12:50 - 2:30  Affordable Care Act

2:30 - 2:45  Break

2:45 - 3:35  Maine State Tax Updates

3:40 - 4:05  Maine Board of Tax Appeals

 4:05 - 4:30 IRS Communications & Stakeholder Outreach

 

CONTINUING EDUCATION CREDITS:

• CPE and CLE credits are available.  The number of approved credits is in process of being determined.

• CPAs - The Maine Board of Accountancy does not pre-approve Continuing Education credits. Historically, the Maine Tax Forum sessions have been recognized; 16 sessions are offered this year.   Click here to review the Board of Accountancy rules.   

• ATTORNEYS – The Maine Overseers of the Bar Continuing Education Application for CLE, has been approved for 2014 at 13.34 total credits, including 1.67 Ethics credits.

• ENROLLED AGENTS AND TAX PREPARERS – The Maine Tax Forum is an IRS approved Continuing Education Provider.  The IRS has approved 2 credits for Ethics, 5 credits for Federal Tax Law and 5 credits for Federal Tax Updates.  On July 1, 2014, the IRS launched the new Annual Filing Season Program, ("AFSP"). This voluntary program applies to non-exempt tax preparers only.  When all requirements are met with regard to AFSP, a Record of Completion will be issued to the tax return preparer by the IRS.  The requirements for 2014 include a prorated amount of approved continuing education for non-exempt & non-credentialed preparers.

 

If you have questions about registration, CE credits or other matters, please call SCORE Maine at (207) 622-8376 or e-mail us at info@scoremaine.org .

Please register now by selecting the link below.

Register Now!