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Nelson Toner, Steve Gerlach & Andrew Wells Featured Speakers during Maine Tax Forum
DATE: 2-3 NOV 2022
TIME: See Agenda
LOCATION: Presented Virtually
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Join SCORE Maine for the Maine Tax Forum (MTF), a two-day program especially beneficial to experienced professionals providing tax advice to clients and assisting with more complex tax situations. Maine professionals engaged in tax, accounting and legal client service practices that are impacted by annual changes in the federal and state tax laws, will benefit from the in-depth presentations from experts with years of professional service practicing in Maine.
The Maine Tax Forum this year will cover the various COVID-19 programs and the Related 2022 Tax Legislation, and other subjects including Ethics, Federal & State updates, and new IRS initiatives. We expect all subjects will be approved for continuing education credits by the Maine Board of Accountancy and the Maine Board of Overseers of the Bar. Most subjects, including Ethics, will also be approved by the IRS for continuing education credit.
Attorney, Bryce Morrison is a member of the Advisory Team for the Maine Tax Forum. Attorneys Nelson Toner, Steve Gerlach & Andrew Wells will be featured speakers during the Forum, discussing S corporations and tax issues in LLC agreements and ESOP basics during their sessions. More information on each of their sessions is provided below.
S Corporation Issues & Insights
Nelson Toner – Shareholder, Bernstein Shur
This session will provide tax professionals with an overview of several tax topics about the qualifications to be an S corporation and the operations of an S corporation including several topics that the ABA tax section has asked the IRS to provide additional guidance.
ESOP Basics
Steve Gerlach – Shareholder, Bernstein Shur
This session will provide tax professionals with an understanding of what an ESOP is, how it works, what types of businesses qualify and the benefits to owners and employees.
Tax Issues In LLC Agreements
Andrew Wells – Attorney, Bernstein Shur
This session will provide tax professionals with an overview of the complex tax clauses in operating agreements.
For more information on the Maine Tax Forum, click HERE.