12th Annual Maine TAX FORUM November 5 - 6, 2008 Augusta Civic…

12th Annual

Maine
TAX FORUM
 November 5 - 6, 2008
 Augusta Civic Center

     presented by:

Maine Revenue Services

Internal        Thomas
                     COLLEGE
Revenue
Service
              Make your reservations early.
                 Seating is limited.

Who Should Attend?
 Tax Professionals, Accountants, Enrolled Agents, CPAs, Tax Attorneys,
 Financial Planners and others who need to keep informed of changing
 and existing tax laws. CPE and CLE credits are available.

Location, Dates and Times
 Augusta Civic Center
 Wednesday, November 5, 8:30 am - 4:00 pm
 Thursday, November 6, 8:15 am - 4:00 pm

Professional Education Credits
 16 hours of CPE credits (including 1.75 hours of ethics)
                                or
 11.75 hours of CLE credits (including 1.5 hours of ethics)

Fee
 $55 per day for each registrant, includes tuition,
 refreshments, lunch and Forum materials. Payments are
 nonrefundable after October 6, 2008.

                  For information, call or write:

         Rose Jackson                       Heather Colfer
        (207) 626-8463                      (207) 626-8478
             email:                             email:
Rose-marie.T.Jackson@maine.gov         Heather.Colfer@maine.gov

                     Maine Revenue Services
                         P.O. Box 9100
                     Augusta, ME 04332-9100

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                 November 5: Income Tax
 7:45 REGISTRATION and COFFEE

 8:30   Welcome                         Hosts:
        Dennis M. Doiron, Director                    J. Peter Gilbert, CPA
        Income/Estate Tax Division                    Associate Professor of Accounting
        Maine Revenue Services                        Thomas College
        Joseph M. Wynne, Area Manager
        New England Small Business/Self Employed Division
        Internal Revenue Service

 8:45   Federal Income Tax Developments:                  Moderator - Henry G. Rinker, CPA,
                                                          Baker Newman & Noyes, Portland, ME
        Federal Business and Individual Income Tax Developments
        Christine B. Worthen, Esq.                    Robert B. Ravenelle, Esq.
        Eaton Peabody, Bangor, Maine                  Pierce Atwood LLP, Portland, Maine
        Andrew Smith, CPA                     Donna Ryan, CPA, JD
        Baker Newman & Noyes, Portland, Maine Baker Newman & Noyes, Portland, Maine
        Tabitha Lamontagne, CPA                     Martha Kinsel, CPA
        Berry Dunn McNeil & Parker, Portland, Maine Berry Dunn McNeil & Parker, Portland, Maine

10:15 BREAK

10:35   Federal Income Tax Developments, continued
12:00 LUNCH

 1:00   Maine Tax Developments
        Maine Economic/Revenue Picture                Maine Income & Property Tax Developments
        Catherine Reilly, State Economist             Peter Dufour, JD, CPA, MBA, Director
        State Planning Office                         Macdonald Page & Co LLC
        Augusta, Maine                                South Portland, Maine
        Maine Sales Tax Developments
        Peter B. Beaulieu, Director
        Maine Revenue Services
        Augusta, Maine

 2:10 BREAK

 2:30   The Ethical Tax Practitioner;                             This segment qualifies for
        The Uncertainty Principle                              professional responsibility credit
        Hon. Daniel E. Wathen, Chief Justice (Retired)
        Maine Supreme Judicial Court
        Of Counsel, Pierce Atwood LLP, Portland, Maine

4:00      CLOSE

4:00 Thomas College Reception - Stop by for hors d'oeuvres, visit with tax
     product vendors, and network with your professional colleagues.

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                   November 6 - Session I
7:45 REGISTRATION and COFFEE

8:15 SESSION I OPTIONS - Choose either Session I-A, Session I-B or Session I-C below

8:15   Practicum: Federal & State Individual Income Tax
                                                                                         I-A
       Return Preparation
       Federal Return Preparation
       Claire Theriault-Perkins, MST, CPA, CMA, CFM
       Professor of Accounting & Management Information Systems, University of Maine
       Augusta, Maine

       Maine Return Preparation
       Christina C. Ward, Tax Div. Asst. Director Sandra J. Lind, Tax Section Manager
       Maine Revenue Services                     Maine Revenue Services
       Augusta, Maine                             Augusta, Maine



8:15   U.S. Taxation of Foreign Nationals                                                I-B
       Paula Singer, Esq.
       CEO
       Windstar Technologies
       Norwood, MA



8:15   Case Law                                                                          I-C
       Recent Federal and State Tax Decisions
       Christine B. Worthen, Esq.               Scott Boak, Assistant Attorney General
       Eaton Peabody                            Attorney General's Office
       Bangor, Maine                            Augusta, Maine

       David W. Bertoni, Esq.
       Brann & Isaacson
       Lewiston, Maine




10:00 BREAK




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                   November 6 - Session II

10:20 SESSION II OPTIONS - Choose either Session II-A, Session II-B or Session II-C below

10:20   Practicum, continued:
                                                                                         II-A
        Federal Return Preparation
        Claire Theriault-Perkins, MST, CPA, CMA, CFM
        Professor of Accounting & Management Information Systems, University of Maine
        Augusta, Maine

        Maine Return Preparation
        Christina C. Ward, Tax Div. Asst. Director Sandra J. Lind, Tax Section Manager
        Maine Revenue Services                     Maine Revenue Services
        Augusta, Maine                             Augusta, Maine



10:20   Estate/Trust/Fiduciary Taxation                                                  II-B
        Current Issues in the Preparation of Federal and Maine Fiduciary Returns
        Karen Hart, CPA, MST                     Elizabeth High, Esq.
        Macdonald Page & Company LLC             LeBlanc & Young
        South Portland, Maine                    Portland, Maine



10:20   IRS Initiatives                                                                  II-C
        Treasury Inspector General for Tax Administration (TIGTA): Promoting
        Integrity in the Administration of Internal Revenue Laws
        Stephen Quartino, Special Agent
        Division
        Internal Revenue Service
        1st Time Schedule C Filers: Basic Tips for Your New Business Clients
        Shawn S. Savage, Sr. Stakeholder Liaison Mary Hanson, Sr. Stakeholder Liaison
        Small Business/Self Employed Div.        Small Business/Self Employed Div.
        Internal Revenue Service                 Internal Revenue Service



12:00   LUNCH




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        November 6 - General Session

               AFTERNOON GENERAL ASSEMBLY
                       Main Auditorium

1:00   Keynote Speaker
       Reinventing Maine's Economy
       Peter G. Vigue, Chairman, President & CEO of
       "The Cianbro Companies"

2:15 BREAK


2:30   Paperless Tax Office/E-File Requirements
       MRS Electronic Filing and Payment Opportunities
       EFT and Rule 102                                  Electronic Filing and Rule 104
       Robert English, Tax Section Manager               Judith K. Whitten, Director
       Matthew S. Pettengill, Accounting                 Return Processing and Quality Assurance Div.
       Return Processing Center                          Maine Revenue Services
       Maine Revenue Services

       IRS e-Services: First Step to Success
       Mary Hanson, Senior Stakeholder Liaison           Shawn Savage, Senior Stakeholder Liaison
       Small Business/Self Employed Div.                 Small Business/Self Employed Div.
       Internal Revenue Service                          Internal Revenue Service

       The Paperless Tax Office
       Richard L. Morin, CPA, Tax Manager
       Perry Fitts Boulette & Fitton, CPA's , P.A.
       Oakland, Maine

4:00 CLOSE




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          2008 MAINE TAX FORUM REGISTRATION FORM
You may also download a registration form at www.maine.gov/revenue
Reasonable accommodations will be made for attendees with disabilities. Please notify us as
far in advance of the forum date as possible to request any special accommodations.


 Last Name                               First                                 Middle Initial


 Email Address                           Agency/Company Name


 Address


 City                                    State          Zip             Work Phone Number
        Contact information will be shared with tax product vendors attending the forum.
        Check here if you do not want us to share your name, address or email information.
Please indicate the session(s) you plan to attend:
     Day 1                         Day 2 Breakout Sessions:
  Federal/State Tax                    Session I           Session II      Afternoon General
   Developments                      (choose one)        (choose one)           Session
                                              I-A              II-A
                                              I-B             II-B
                                              I-C             II-C

Attendance Fee
             $55.00 One day (per participant)

             $110.00 Two day (per participant)


Professional Education Credits
             Check here if you would like a CPE certificate

             Check here if you would like a CLE certificate


Payment Information (check one box)
             Credit Card (circle one below)                   Check enclosed                    P

             MasterCard | VISA | Discover

Credit Card Account #:    ___________________________________

Expiration Date: _________________             Signature: ___________________________

Registration and payment is due by October 6, 2008. Please make checks
payable to: Treasurer, State of Maine. Mail to: Maine Revenue Services,
P.O. Box 9100, Augusta, ME 04332-9100. For additional registrations,
copy this form.

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       2008 Highlights
  A variety of tax product vendors will be
  on-site at this year's forum.

November 5
  Reception hosted by Thomas College
  from 4:00pm - 6:00pm. Please stop
  by for hors d'oeuvres, visit with tax
  product vendors, and network with your
  professional colleagues.
  Ethics: Hon. Daniel E. Wathen, Chief Justice
  (Retired)

November 6
  Choice of 6 concurrent breakout
  sessions.
  Practicum - This session includes a walk
  through of hypothetical federal and state
  tax returns with common obstacles that
  slow you down.
  Latest Initiatives from the Internal
  Revenue Service
  Keynote Speaker: Peter G. Vigue,
  Chairman, President & CEO of "The Cianbro
  Companies"



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