Clarion Hotel 
1230 Congress Street
Portland, ME 04102

Driving Directions 


Monday & Tuesday, September, 18 & 19, 2023
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Special room rate $159 per night until August 18 (limited capacity).

Mention "MAPA Room Block Code Ql50N2" to receive discount pricing. 



Event Contact

Brian Carle 
Maine Association of Professional Accountants 

Maine Association of Professional Accountants

 September 2023 Surgent Seminars


We are pleased to host two days of live in person seminars at the Clarion Hotel on September 18 & 19, 2023.

Registration includes lunches and snacks. The seminars begin at 8:30am and end at 4:30pm both days.  Registration begins at 7:30am.

We will provide paper manuals to all attendees that register by 8/31.  Later registrants should expect to receive pdfs.

MAPA membership ($80 for Active members) saves $50 on this two-day seminar and will provide savings on all MAPA seminar registrations (including December 2023 Gear Up) through June 2024.  Applications are available on our website, or by clicking on this link.

MAPA Application 

Monday, September 18, 2023

Surgent's Advanced Individual Income Tax Return Issues

  Speaker John Kilroy             8 hours CPE (CPA & IRS CE)


Most Accounting and Financial Professionals have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.

Major Topics:

  • New issues for the current year tax return and 199A
  • Installment sales — understanding the complicated issues
  • Form 8582: Passive losses with carryovers — Complicated case with filled-in forms
  • Puts, calls, straddling, and unusual investments — Understanding the tax laws and reporting them correctly on the tax return
  • Capital gain and loss issues — The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more
  • At-risk rules: What a return preparer really needs to know
  • Passive loss issues — You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!
  • Incentive and nonqualified stock options — Reporting; key strategies for planning; dealing with the alternative minimum tax
  • Alternative minimum tax — Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client
  • Form 6251: Detailed calculation example

Tuesday, September 19, 2023

Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Speaker John Kilroy                    8 Hours CPE (CPA & IRS CE)


Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of practice tips for new reviewers and is updated for impacts of newly enacted legislation.

Major Topics:

  • Timely coverage of breaking tax legislation
  • Review an error-prone "staff-prepared" Form 1040 from client-provided information. Were do you start? Get to know your client and ask the questions
  • What are common errors preparers make and what are the areas generating malpractice claims?
  • The importance of engagement letters, questionnaires, and 7216 permission statement
  • Initial administrative groundwork
  • Identifying organizing issues in the tax return to be reviewed
  • Avoiding “willful blindness”
  • Efficient review of certain advanced issues for income, adjustments, deductions, and credits
  • Effective procedures for delinquent clients, filing past-due tax returns
  • First-time client issues requiring extra scrutiny
  • Multiple checklists of efficient procedures to identify potential issues on a 1040 return
  • Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients
  • Reconciling time pressure with thoroughness and quality control
  • Professionals acting professionally




December 4 & 5, 2023 - Two days of Surgent Seminars

Individual and Business Entities Updates

In Person at the Sheraton Sable Oaks in South Portland

Visit our facebook page for updated information: www.facebook.com/ourmapa