New Hampshire waterfall photo by Peter Randall

CPE Course

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32nd Annual NHSCPA/NH Bar Assn. Tax Forum

Date: November 14, 2014
Time: 8:00am - 4:15pm
Member Price: $239.00
Non-member Price: $239.00
CPE Credits: 8.00
Location: Concord
Field of Interest: Taxation (General)
Objective:
Highlights:

Agenda:

  • Updates on 2013 Federal Legislative Changes:  Affordable Care Act, Net Investment Income Tax & Tax-Exempt Organizations
  • Challenging the Constitutionally of New Hampshire Tax Laws
  • New Hampshire Department of Revenue Administration Panel Discussion
  • Fundamentals of the IRS Form 1041
  • Market-based Apportionment - What does it mean for New Hampshire Businesses
  • Minimizing the Taxation of Trusts, Grantors, and Beneficiaries-the New Landscape
  • The Ever Changing Offshore Voluntary Disclosure Program
  • State Taxation of Trusts
  • Advanced Taxation Concerning Divorcing or Divorced Individuals
Designed For: CPA and Attorneys
Instructors: Peter Beach Esq · Mr Maurice P. Gilbert, CPA · Mr Jared Yeaton, CPA · Caroline Delaney, Revenue Counse · Carollyn Ward, Asst. Rev Coun · Ms Beth L. Fowler, Esq. · Peter C. Lachance, CPA · Ms Amy Kanyuk, Esq · Mr. David E. Barradale, CPA, Esq. · Mr. Dennis R. Stone, CPA, CFE, CFF · Mr. John E. Rich Jr, Esq. · Ms Pollyanna King, CPA, MST · Ms Michelle M. Arruda, Esq. · Mr. James Usseglio, CPA, PFS, CFP · Mr. Peter M. Colbath, CPA
Maurice serves the firm’s Tax Group as its Director of State Taxation. Maurice has been actively involved in public accounting and tax administration for more than 40 years. He brings his extensive knowledge of federal and multi-state tax planning, enforcement and compliance procedures to the firm. He assists clients with federal and state tax planning opportunities, evaluates the tax implications of proposed business transactions, and provides analysis on proposed state and federal tax legislation and regulatory changes. Maurice is also available to assist clients with audit issues proposed by the various Departments of Revenue and the Internal Revenue Service (IRS).


Prior to his employment with the Devine Millimet Tax Group, Maurice provided tax consulting services to tax practitioners through his CPA proprietorship. For the majority of his career, however, he was employed by the New Hampshire Department of Revenue Administration (DRA). During his 25 year career with the DRA, he was involved with all aspects of NH tax administration including working cooperatively with numerous
Departments of Revenue and the IRS. While at the DRA, he served as Chief of Field Audit (1979 to 1983), as Assistant Director of Audit (1983 to 1985) and as Director of Audit (1985 to 2004). Maurice served as a member on the United States Department of the Treasury’s Unitary Tax Task Force established to study the application of combined reporting on a worldwide or water’s-edge basis. Prior to his DRA employment, Maurice worked in the public accounting field with both local and international CPA firms.

Maurice has been actively involved with various organizations throughout his professional career. While working at the DRA, he chaired various committees for the Federation of Tax Administrators and the North East States’ Tax Officials Associations. He is a member of the New Hampshire Society of CPAs where he served as the Past President of its Board of Directors and chaired numerous committees including its Uniform Accountancy Act Task Force. Maurice was a co-founder of the Federal Tax Forum, a joint endeavor of the NH Society of CPAs and the NH Bar Association. He currently serves as a member of the Board of Directors and a Vice President of the NH Society of Accountants. Maurice is a member of the Massachusetts Association of Public Accountants. He also served on the Governing Council of the American Institute of CPAs.

Maurice has authored numerous articles on New Hampshire taxation topics. He develops and serves as a discussion leader for seminars on New Hampshire tax topics offered through Devine Millimet & Branch Professional Association, the New Hampshire Society of Certified Public Accountants, the New Hampshire Society of Accountants and Boston Tax Institute. Maurice has received various achievement awards for his contributions to the profession.

A certified public accountant, Maurice holds a Master of Science in Taxation from Bentley University and a B.S. in Accounting from New Hampshire College, now known as Southern New Hampshire University.close
John advises clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA and other complex federal laws applicable to employee benefit plans. He frequently represents clients before the IRS and United States Department of Labor in audits and investigations and represents clients in litigation involving employee benefit plans. John provides advice to employers regarding all forms of executive compensation and health and welfare plans. John also advises executives concerning stock options, compensation issues and estate planning involving IRAs and retirement benefits.

John received his J.D. from Boston University School of Law (1989) and his B.A. from Dartmouth College (1984).close
Prerequites:
Level: Update
Developer: New Hampshire Society of CPAs
Curriculum: Taxation

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