Speakers

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Sno Barry – CPA, Principal at BerryDunn

Sno BarrySno is a Principal in the firm’s Tax Consulting and Compliance Services Group. She specializes in providing compliance and consulting services to individual and corporate clients in the firm’s Diversified Commercial Group. Her experience includes serving the federal and state tax aspects of clients in the manufacturing, wholesale and retail distribution, forest products, hospitality, real estate and professional services industries.

Sno joined BerryDunn upon graduating from college and has since built her practice on offering proactive and innovative tax solutions to her clients. Sno has a unique personal perspective that has framed her advisory skills – she grew up in two family-owned small businesses.

Josh Chase — CFP & Financial Advisor, Lebel Harriman

TPI-Josh-ChaseJosh has over 13 years’ experience in the financial services industry and is a Certified Financial Planner™. He works with plan sponsors and their employees to strengthen the financial wellness of the workplace by placing an emphasis on retirement plan benefits, financial education and individual financial planning. Josh has held seminars and spoken to large groups of employers on creating financial wellness in the workplace and has met with countless individuals regarding individual retirement planning. His ability to help people understand the basic concepts of financial planning and retirement savings has helped to not only decrease financial stress in the workplace, but increase individual savings.

Josh grew up in Maine and graduated from the University of Maine at Orono with a degree in Mass Communication. He holds Series 6, Series 7 and Series 66 Securities licenses, Life & Health Insurance licenses and is a Registered Representative of Valmark Securities. Josh is active in his community and serves on the boards of The Maine Society of Financial Service Professionals, the Maine Chapter of the National Association of Insurance and Financial Advisors, Junior Achievement of Maine and the Maine Wood Products Association.

Justin Coffin — Esq.

TPI-Justin-CoffinJustin spent the first two years of his professional career at a general practice law firm in mid coast Maine. Justin and his family moved to southern Maine when he took a position at Macpage, where his primary focus was fiduciary tax, business transactions and non-profit planning and compliance. Justin joined McCandless & Coburn LLC in 2015 as an associate.

Justin graduated from the University of Maine at Orono with a degree in Political Science before attending the University of Maine School of Law in Portland where he graduated cum laude in 2009. In 2014, Justin received his LL.M. in Taxation from the Boston University School of Law. Justin is a member of the Maine State Bar Association, ABA and serves as Treasurer of the Cumberland Bar Association.

Robert Danielson — Esq.

TPI-Robert-DanielsonMr. Danielson was first admitted to practice law in 1983 in New York. After practicing with large law firms in both New York and Massachusetts, Mr. Danielson began practicing in Maine as principal of his own law firm in 1994. He focuses on small business organizational and succession planning – including conveyancing, corporate law, contracts, commercial finance, probate, wills, as well as trusts and estate administration. Additionally Mr. Danielson has extensive experience in real estate, land use, title, leasing and zoning law and has served as an expert witness in title matters.

Mr. Danielson serves as a member of the Maine Estate Planning Council, the Maine Title Bar, the Mercy Hospital Planned Giving Committee and as a director and Board Chairman of the Catholic Foundation of Maine. He has served as President of the Cape Elizabeth Land Trust, President of the Maine Philanthropy Center, and he is a Rotarian. He is a member in good standing of the New York, Massachusetts and Maine State Bars.  Mr. Danielson graduated from Boston College, cum laude, in 1980, and received his juris doctor from St. John’s University School of Law, New York, New York in 1983.

Sarah Desormiers — President, Integrated Tax Consultants

Sarah DesormiersSarah is an accountant and attorney licensed in Maine who focuses on tax, legal, and business services and solutions. She is now in her tenth year as a tax professional. She received her undergraduate degree at Mount Holyoke College, went on to receive her law degree from the University of Iowa Law School and is currently a candidate for her Masters of Laws in Taxation at Boston University School of Law.

Sarah has extensive experience preparing tax returns, including but not limited to: partnerships and LLCs, S- and C-corporations, and trusts. She also assists clients with choice of entity decisions, IRS and state audit representation, and state tax consulting. Sarah’s passion is in utilizing her extensive experience and knowledge of the tax code, regulations, legal and business practices, and case law to plan, strategize, and advocate to ensure optimal outcomes for each client. From the micro to the macro, Sarah is detail oriented and meticulous yet maintains the ability to keep her focus on the larger picture.

Jeffrey Jones – Esq.,  Jones, Kuriloff & Sargent, LLC

Jeffrey JonesJeff has been practicing trust and estate law in Ellsworth since 1985 and has been a lawyer for over 30 years. He is a graduate of Princeton University and Rutgers-Camden School of Law. He is admitted to the bars of Maine, New Jersey and the U.S. Supreme Court and is a member of the Maine and American Bar Associations and the National Academy of Elder Law Attorneys.

In 2009, Jeff was appointed to the new Maine Probate and Trust Law Advisory Commission (PATLAC) created by the Legislature. He was reappointed in 2013 and is currently the Chair of the PATLAC committee which is drafting a revised Maine Probate Code. In 2003 Jeff Chaired the Committee of lawyers and trust bankers which drafted the Maine Uniform Trust Code. As a result, the National Conference of Commissioners of Uniform State Laws recognized him in 2004 for “outstanding leadership and support of the Uniform Trust Code project.” Jeff is also the author of the chapter on Marital Deduction Planning in A Practical Guide to Estate Planning in Maine, published in 2012.

Sandra Lind – Deputy Director Income/Estate Tax Division, Maine Revenue Service

Sandra Lind is Deputy Director of the Income/Estate Tax Division. Sandra has been with Maine Revenue Services for over 30 years. She manages the individual tax programs including Individual Income and Fiduciary Taxes, Estate Tax and Employer Withholding Tax.

Justin Morren – Senior Tax Specialist, BerryDunn

Justin MorrenJustin is a Senior Tax Specialist at BerryDunn, where he provides tax consulting and compliance services to clients in the firm’s Diversified Commercial Group which includes manufacturing, wholesale and retail distribution, and forest products industries. Justin works primarily with pass-through entities, with a particular emphasis on partnership and limited liability company taxation, including issues associated with contributed property and complex allocations. He is a member of Fusion Bangor, a young professionals networking organization, where he serves on the steering committee.

Rebecca Sargent – Esq., CTFA, Jones, Kuriloff & Sargent, LLC

Rebecca SargentPrior to opening her own law office in 2008, Rebecca had been Senior Vice President, Senior Trust Officer at Union Trust Company since 1994. Prior to that, she practiced law at Loughlin & Wade in Portsmouth, NH, where she concentrated her practice in estate planning, probate, and real estate.

Rebecca holds a B.S. degree in Business Administration from The Pennsylvania State University and a J.D. degree from the University of Maine School of Law. She is admitted to the bar in Maine and New Hampshire. She is a member of the Maine, New Hampshire, and American Bar Associations as well as the Hancock County Bar Association. She is a graduate with honors of the National Graduate Trust School at Northwestern University and ABA Stonier Graduate School of Executive Bank Management at Georgetown University. She is currently a member of the Advisory Board for the Certified Trust and Financial Advisor Program, the Certified Council of the Institute of Certified Bankers.  In addition, Rebecca has been an instructor in various estate planning investment topics for the American Bankers Association and at Maine Coast Memorial Hospital, New Hampshire College, Acadia Senior College, Belfast Senior College, and Ellsworth and RSU 24 Adult Education.

Shawn Savage – Senior Stakeholder Liaison, Internal Revenue Service

Shawn SavageShawn is Senior Stakeholder Liaison, Communications and Stakeholder Outreach Small Business/Self Employed Division, Internal Revenue Service where he leads the IRS efforts to provide tax professionals and the small business community with the latest tax information and resources the IRS has to offer.

Shawn joined the IRS in 1990 as Tax Auditor in South Portland, ME. In 1995, he became an Internal Revenue Agent in Augusta, ME conducting independent examinations and related investigations of income tax returns, which covered a diverse spectrum of individual and business taxpayers. He became a Senior Stakeholder Liaison in 2002 and has since had a mission of establishing relationships with tax professionals, industry stakeholders and small business service providers to share important tax information to ensure compliance with the tax laws. Savage holds a Bachelor of Science degree in Business Administration with concentrations in Accounting, Finance and Marketing from the University of Maine at Orono.

Joel Allumbaugh – The Allumbaugh Agency

Joel AllumbaughJoel is President and CEO of National Worksite Benefit Group (NWBG), Inc., dba The Allumbaugh Agency.  Joel founded NWBG in 2004, a full service employee benefits insurance agency specializing in patient-centered health plan strategies. Joel served as the Director of the Center for Health Reform Initiatives at The Maine Heritage Policy Center. He is past director of the Maine Association of Health Underwriters where he served as President from 2002-2003 and from 2007 to 2011.

Joel is a licensed life and health insurance consultant and continuing education instructor. Joel hosted Inside Maine Healthcare, a television program aired on the Time Warner Cable network from 2010 to 2012. Joel joined the Foundation for Government Accountability in 2014 as a Senior Fellow.

D. Kelly Young – Esq. – Troubh Heisler

D. Kelly YoungKelley Young has been a trust and estates, business and tax lawyer for over twenty years, first in Burlington, Vermont and, since 1990, in Portland. His practice encompasses all aspects of estate planning and elder law, counseling his clients on their options for transferring wealth to younger generations and charitable organizations. Kelley has extensive experience with wills, living trusts, minors’ trusts, irrevocable life insurance trusts, charitable remainder trusts, qualified personal residence trusts, grantor retained annuity trusts and family limited liability companies. In tax matters, Kelley regularly negotiates with the Internal Revenue Service and Maine Revenue Services on behalf of his clients undergoing estate tax audits, including audits of the estate tax impact of conservation easements. He has been successful counsel in a United States Tax Court case and advised international investors about the income tax aspects of doing business in Maine. Kelley advises Personal Representatives, Trustees and beneficiaries with regard to their obligations and rights in trusts and estates and will personally serve as Trustee or Personal Representative in appropriate circumstances. He is admitted to practice in all Maine Courts, the Federal District Court for the District of Maine, the United States Bankruptcy Court for the District of Maine and the United States Tax Court.

Born and raised near Rutland, Vermont, Kelley returned to Northern New England following his graduation from Stanford University to become a Certified Public Accountant with the Portland office of what was then Peat, Marwick, Mitchell and Company. Immediately after graduating from law school, he spent three years with the International Tax Services Group of Price Waterhouse in New York.

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