Speakers

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Adam P. Johnson, CPA – Tax & Business Partner, Marcum LLP

Adam is a Certified Public Accountant and holds a BS degree in Accounting and an MS degree in Business Administration from Husson College in Bangor, Maine. Adam is a tax partner in the real estate practice group of Marcum LLP, working primarily from the firm’s Portland, Maine office. He has 20 years of experience advising small and mid-size businesses, their owners, and other individuals on a wide variety of tax compliance and planning matters.

Jeffrey Bragdon – Tax Section Manager, Main Revenue

Jeffrey graduated from the University of Maine at Orono in May, 2011, with a Bachelor’s degree in Business Administration with a focus in Accounting. Jeff began working for the State of Maine in February, 2012, as a Tax Examiner. Jeff is now a Tax Section Manager overseeing the Income/Estate Tax division. Jeff has experience with both employer withholding and individual income tax. Jeff’s primary focus is now individual income tax.

Josh Chase, CFP, CPFA – BGA Retirement

Josh works at BGA Retirement Advisors. He is a Certified Financial Planner™ practitioner with over 22 years’ experience in the financial services industry. He is a Registered Representative of Sagepoint Financial and holds his Series 6, Series 7 and Series 66 licenses. He is also a Certified Plan Fiduciary Advisor™ and is Life & Health Insurance licensed.
Josh is a member of the National Association of Plan Advisors, the Maine Employee Benefits Council and the Society of Financial Service Professionals.
Josh grew up in Maine and is a graduate of University of Maine at Orono, holding a degree in Mass Communication. He is active in his community and serves on the board of Junior Achievement. He also volunteers in the classroom through Junior Achievement, volunteers with the Southern Maine Area Agency on Aging Money Minders Program and the Foundation for Financial Planning. Josh resides in Portland with his wife Erin and their three children.

Stephen Connor – Stakeholder Liaison with the IRS Communications & Liaison Division, Internal Revenue Services

Stephen Connor is a Senior Stakeholder Liaison with the IRS Communications & Liaison Division in Philadelphia; PA. Stakeholder Liaison serves as the primary IRS liaison to practitioner and payroll organizations throughout the country. Currently, he is the IRS Stakeholder Liaison for Maine. Stephen coordinates and presents a variety of tax law and small business topics to professional and non-profit organizations. Additionally, Stephen coordinates the IRS disaster relief efforts in federally declared disaster areas in the Mid-Atlantic and Northeastern states. Beginning his career with the Internal Revenue Service in 1985, he has been assigned to numerous general program areas concentrating on both technical tax law issues and electronic filing initiatives. Stephen is a graduate of La Salle University.

Euguene Syrovatkin – Senior Tax Manager, Marcum LLP

Mr. Syrovatkin is a senior manager in the Firm’s Portland office and is a member of the Firm’s Corporate Tax Service group. He has more than 10 years of experience and specializing in C-corporations and S-corporation and helping clients with the tax compliance, planning, and consulting needs of telecommunication companies and professional services firms. Mr. Syrovatkin is well-versed in complex tax issues and treatments of U.S. GAAP standards under ASC 606 & ASC 842, including federal and state depreciation methods, nexus for income and franchise tax, and state apportionment. Prior to joining Marcum LLP, Mr. Syrovatkin has worked for regional public accounting firm in Portland, ME with a focus on serving large consolidated corporations with multi-state income tax filings.

Timothy J. McCormally – Acting Director, IRS Office of Professional Responsibility

Timothy J. McCormally has served as acting Director of the IRS Office of Professional Responsibility since September 2022. He joined OPR as a Special Counsel in February 2021 after seven years as a director in KPMG’s National Tax Practice, thirty years with Tax Executives Institute (both as general counsel and executive director), and six years with the predecessor of the Eversheds Sutherland law firm. Timothy received his bachelor’s degree from the University of Iowa and his law degree from Georgetown University Law Center. He is a frequent speaker and author on topics of tax ethics and professionalism, has published a book of poetry, and served four years on the Internal Revenue Service Advisory Counsel, including one year as Chair of the overall group.

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