Speakers

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Merrill Barter, CPA – Director, Baker Newman Noyes

Merrill Barter is a director in BNN’s tax practice, and the State and Local Tax (SALT) practice leader. He has more than 25 years of experience working in the tax field, including governmental, public company, and public accounting. Merrill works with a broad spectrum of clients, including large corporations and mid-tier/privately owned business entities and their owners. He leverages his experience to provide a high level of service and creative solutions to address his clients’ tax situations. Merrill specializes in assisting clients with state tax issues, with a focus on multi-state compliance and planning. He has extensive experience in sales and use tax matters, including helping clients determine the proper sales tax treatment of their products and services. Merrill routinely works directly with state tax authorities on behalf of his clients to resolve state tax matters and obtain the best possible outcomes.

Leanne Scott, JD, LL.M – Senior Manager, Baker Newman Noyes

Leanne Scott is a senior manager in the firm’s Boston tax practice, specializing in the state and local taxation of businesses and individuals. She works with multiple areas of state and local taxation, including income, franchise, and gross receipts taxes, sales and use tax, premium tax, and other tax types. Leanne’s experience includes tax consulting, multi-state tax planning, tax controversies, credits and incentives, and return preparation and review. Prior to joining the firm in 2018, Leanne previously served as the director of state and local taxes for a Boston-based financial services and insurance company. She also spent fifteen years with various public accounting firms. In addition to serving clients, Leanne is a frequent author and speaker. She has also regularly conducted internal trainings for colleagues on a variety of state and local tax topics. Leanne earned a bachelor’s degree, cum laude, in history from Louisiana State University. She then earned a juris doctor from Emory University School of Law and, later, a LL.M. in taxation from Boston University School of Law.

Susan Rogers, JD, LL.M – Partner, Potomac Law Group

Susan Rogers is a partner in the firm’s Taxation group. She has three decades of experience in the tax policy and advocacy field, including extensive experience coordinating US and global tax policy issues for a leading Fortune 100 company and several years as Majority Tax Counsel to the U.S. House Ways & Means Committee. She is an expert in the field of tax risk management with broad experience in Washington, D.C., as well as the international tax community, with respect to the tax legislative process and the development of international tax rules. Her practice focuses on providing information and advice to clients on US and international tax policy and strategic management of tax risks and opportunities for those businesses who need to understand the substance, process and politics of tax issues. Ms. Rogers publishes a monthly tax newsletter titled “Washington Tax Update: Congress, Treasury, Global.” She received her JD and LLM in Tax from the Georgetown University Law Center. She is a member of the Maine State Bar Association and admitted to practice in the District of Columbia and Virginia.

Matthew Pore – Tax Director, Albin, Randall & Bennett

Matt Pore has over 15 years of experience in public accounting. Throughout his career, he has developed an acute understanding of tax and business advisory services primarily concerning high net-worth individuals and families, closely held businesses, mergers and acquisitions, and automotive dealerships. Matt holds a bachelor’s degree in accounting from Alfred University and a master’s degree in accounting from the University of Southern Maine.

Kris Eimicke – Partner, Pierce Atwood

Kris Eimicke concentrates his practice on tax issues and economic development programs, with a special emphasis on state and federal new markets tax credit (NMTC) programs, renewable energy tax credits, historic rehabilitation tax credits, and the newly created opportunity zone program. Kris also regularly advises businesses, tax-exempt organizations, and individuals on tax issues related to a variety of business transactions, as well as representation before the Internal Revenue Service, state revenue agencies, and the courts on tax matters.

Ted Kelleher – Attorney, Drummond Woodsum

Ted Kelleher is a business, transactional, and real estate lawyer with broad experience representing a diverse variety of businesses. Over the nearly 25 years he has been practicing at Drummond Woodsum, he has been a trusted advisor to companies both large and small, ranging from start-ups to large, long established, national businesses. He has counseled clients on business sales and acquisitions, commercial loans, equity financings, real estate transactions, intellectual property issues and many other transactional and contract matters.

Ted heads the firm’s Regulated Substances Practice, which focuses on consumer products industries with heavy regulatory oversight, in particular brewing, distilling and the newly emerging marijuana industry. Ted is widely recognized as one of the preeminent business and regulatory lawyers for marijuana related businesses in New England. He has represented dispensaries, Native American tribes, investors, landlords and property owners and municipalities as they try to navigate the complex and quickly changing world of marijuana laws, regulations and business transactions. Ted is also one of leading experts in New England on the use of federal tax credit programs in the development of real estate projects. In particular, Ted is recognized as a leader in the field of developing affordable housing using the federal Low Income Housing Tax Credit program.

Peter Dufour, CPA, JD, MBA – Founder, Dufour Tax Group

Peter Dufour began his tax career in 2000 as an attorney at Hill & Barlow in Boston, where he focused his practice on mergers and acquisitions and tax planning for large corporations and high-net worth individuals. Following the dissolution of that firm in 2003, Peter moved back to his home state of Maine and accepted a position in the tax department at a large regional accounting firm, where he later earned his CPA designation. During his twelve-year tenure, Peter had the opportunity to design and implement the firm’s paperless system, as well as serve as a Director and Chair of the tax department.

Peter, along with his co-founders Walker and Kelly, founded Dufour Tax Group, LLC on January 1st, 2015 with a sole mission to provide strategic and comprehensive tax planning and compliance services to businesses and individuals worldwide. Peter is a graduate of the University of Maine, with a B.S., with high distinction, in Applied Mathematics. He earned his dual Law degree, cum laude, and M.B.A. at Boston College.

Karla Brannen, CPA – Senior Tax Manager, Albin, Randall & Bennett

Karla Brannen has over 13 years of experience in public accounting. As a Senior Tax Manager at ARB, she focuses primarily on tax compliance and planning for a wide range of clients, including corporations, partnerships, LLCs, private foundations, high‐wealth individuals, and employee benefit plans. Karla specializes in ERISA compliance and advises our clients on accounting standards and organizational matters. She directs the overall planning and procedures involved in the firm’s tax preparation services for employee benefit plans. She provides industry insight, technical expertise and state resources to help cannabis companies comply with changing regulations and develop their business to support rapid growth. Additionally, Karla champions the firm’s onboarding and training program for new hires. Karla received her Bachelor of Science in Accounting and Master of Business Administration from Thomas College.

Justin Morren, CPA, Senior Tax Specialist, BerryDunn

Justin MorrenJustin Morren 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.

Nelson Toner – Shareholder, Bernstein Shur

MTF-Nelson-Toner

For more than 30 years, Nelson has practiced law at Bernstein Shur providing tax planning, estate planning and business succession planning to individual and business clients. Prior to working at Bernstein Shur, Nelson worked in the tax department at the Boston office of Grant Thornton, an international accounting firm during the halcyon days of pre-1986 real estate syndications. Nelson gives many local and state tax seminars, including a regular presentation at the Maine Tax Forum each autumn, and for many years taught the Estate and Gift Tax course at the Maine Law School. He writes the S Corporation column for the Journal of Passthrough Entities, a national tax publication. Nelson earned a bachelor’s degree in mathematics from Trinity College (Hartford), a JD degree from Case Western Reserve University, and an LLM in taxation from Boston University.

Mike Santo – Senior Tax Manager, Wipfli

Mike Santo is a senior manager at Wipfli who focuses on helping businesses and individuals with their tax and accounting needs. He works with clients on a year-round basis to meet their tax compliance requirements and business goals. As a trusted advisor, Mike’s goal is to keep clients up to date on the newest developments that impact their industry and personal wealth, working with them to achieve favorable results. He works with clients in multiple states and industries including manufacturing, restaurant, construction, real estate, and individual taxation. Mike has written tax articles for publications in the Northeast, has presented at national continuing education webinars, and speaks regularly throughout the year at various business and tax events.

Christopher McLoon – Partner, Nutter

Christopher S. McLoon is a partner in Nutter’s Tax Department. He focuses his practice on providing corporate and partnership tax counsel to businesses and real estate developers. In addition, Chris’s fund formation experience has allowed him to be a leader in advising clients on structuring and forming Qualified Opportunity Funds, which were a product of the 2017 tax reform legislation. Drawing on his expertise in tax law, as well as in partnerships and limited liability companies, Chris advises clients in structuring business transactions to achieve optimal business and tax results. In doing so, he focuses on communicating clean solutions to complex issues.

Chris represents businesses of all sizes and across several industries. He also represents developers on real estate development projects that have included hotel, office, retail, and residential units. He often counsels clients on low income tax credits, historic tax credits, and new markets tax credits. Chris is a member of the Tax Section of the American Bar Association, where he is a John S. Nolan Fellow and chaired the Section 708 Partnership Terminations Subcommittee. He co-chaired the committees that drafted the Maine Uniform Partnership Act, the Maine Uniform Limited Partnership Act of 2007, and the Maine Limited Liability Company Act. A leader in tax and corporate law, Chris is recognized by Chambers USA and Best Lawyers, receiving Best Lawyers’ 2016 “Lawyer of the Year” distinction in the category of “Business Organizations (including LLCs and Partnerships)” in Portland. Prior to joining Nutter, Chris was a shareholder and chair of the Affordable Housing and Community Development practice group at a general practice law firm in Portland, Maine. Before joining that firm, he was chair of the Tax Practice Group at a regional law firm.

Jim Cardosi – Manager, Wipfli

Jim Cardosi is a tax manager in Wipfli’s South Portland office and provides comprehensive tax services, with a focus on self-employed individuals and small businesses. He values being a trusted advisor and providing planning, research, and consultative services, in addition to accurate, timely tax compliance. Prior to a career in public accounting, Jim served as an aviator in the United States Navy.

Dan Doiron, CPA, CVA – Principal, Albin, Randall & Bennett

Dan Doiron is principal-in-charge for ARB’s tax group. He has over 30 years of experience in public accounting and has been with ARB since his college internship in January of 1986. He works extensively with corporations, partnerships, LLCs, estates, and trusts on tax compliance and planning matters. Dan has also structured business acquisitions and business sales from a tax perspective. He has written numerous articles, some of which have been published nationally by professional publications, and has developed and taught seminars on various tax topics. Dan’s expertise has been sought by local television news, where he has appeared for interviews with respect to accounting and tax matters.

John Hawden IV, CPA – Senior Manager, Baker Newman Noyes

John Hadwen IV began his career at Baker Newman Noyes in 2008. He specializes in tax planning for partnerships with a particular emphasis on complex partnership transactions, including mergers, terminations, and acquisitions; partnership like kind exchanges, including drop and swap transactions; planning and coordinating historic rehab tax credits; computation of partnership step-up and step-downs basis adjustments; and proper partnership disclosure for foreign tax compliance. John primarily serves clients in the retail, construction, real estate, and professional service industries. John earned a bachelor’s degree in music, with a minor in accounting, from the University of Southern Maine.

Josh Lapierre, CPA, MBA – Senior Manager, Baker Newman Noyes

Josh Lapierre is a senior manager in the firm’s tax practice, specializing in corporate, partnership and individual tax planning and compliance. He has been with the firm since 2010, having previously interned at BNN in 2009. Josh earned a bachelor’s degree in accounting and a master’s degree in business administration from Husson University.

Odette Turenne – Senior Stakeholder Liaison, Internal Revenue Service

Odette Turenne is a Senior Stakeholder Liaison with the Stakeholder Liaison office of the Internal Revenue Service Communications & Liaison Division. Odette began her career with the Internal Revenue Service 33 years ago as a Revenue Agent in the Examination Division of the Small Business/Self-Employed Operating Division of IRS. Currently, as a Senior Stakeholder Liaison, Odette represents the IRS at education and outreach events and works with tax professionals, payroll providers, industry and trade associations, small business owners, and other federal, state and local government agencies. She speaks at organization meetings, conferences, seminars, forums, and workshops on tax related topics relevant to the tax professional or small business audience. Odette is a graduate of Bryant University in Smithfield, Rhode Island, where she received a Bachelor of Science degree in Accounting.

Christopher Stevenson – Attorney, Drummond Woodsum

Christopher StevensonChris Stevenson is a member of the Business Services Group, practicing primarily in the areas of tax and employee benefits law. Chris is also a certified public accountant and, prior to attending law school, spent four years in public accounting. Chris regularly advises businesses on the tax aspects of mergers, acquisitions, and general business transactions. Chris also regularly represents individuals and businesses before the IRS, as well as state taxing authorities. Chris has extensive experience advising businesses, nonprofits, Indian tribes and public employers on all aspects of qualified and nonqualified deferred compensation plans, health plans, and other employee benefit arrangements. Chris also regularly assists employers in drafting retirement plan and health plan documents, as well as counseling employers through the IRS and DOL’s retirement plan voluntary correction programs.

Chris is a member of the firm’s Indian law group and regularly advises tribes on all types of federal, state, and tribal tax matters, including the establishment of tax-qualified general welfare programs, compliance with the ACA, and implementation of tribal tax ordinances. Chris earned a bachelor’s degree from University of Vermont and a J.D. degree from University of Maine School of Law.

Daniel Gayer, JD, CPA – Senior Manager, Baker Newman Noyes

Dan Gayer is a senior manager in the firm’s tax practice, and has been part of the firm’s state and local tax (SALT) practice since he joined BNN in 2011. Dan works with clients ranging from small firms to public companies, always seeking practical solutions to state tax challenges that are consistent with clients’ business needs. Dan focuses on multi-state compliance, planning, and consulting, working primarily with professional services, technology, and manufacturing and distribution clients.

In addition to income and franchise tax, Dan has extensive experience in sales and use tax matters, including the nuances between sales and income/franchise tax nexus, specific rules for taxation of SAAS, and the many SALT issues presented in merger and acquisition transactions. In addition to his SALT practice, Dan manages federal tax planning and compliance for businesses and their owners. Dan earned a bachelor’s degree in biology from Harvard University in 2006 and a juris doctor, cum laude, from the University Of Maine School Of Law in 2010.

Margaret Romaniello – Stakeholder Liaison, Internal Revenue Service

Margaret “Maggie” Romaniello is a Stakeholder Liaison (SL) Area Manager within the Communications & Liaison Division. Maggie trained as a Revenue Officer in Hartford, and Wethersfield, Connecticut before becoming an Insolvency Advisor for the Special Procedures Function in the Headquarters office in Hartford, CT. Maggie became a Senior Tax Specialist in Taxpayer Education and Communication and later a Senior Stakeholder Liaison in SL Field. She later became interested in management and acted as an Insolvency Group Manager for the Connecticut and Albany, and Utica, New York Areas for the Advisory & Insolvency Division of Collection in the Small Business/Self-Employed Operating Division in addition to participating in the Frontline Leader Readiness Program. Maggie is a graduate of Trinity College in Hartford, Connecticut, where she received a Bachelor of Arts degree, with a major in Italian and holds a Masters in Business Administration from Rensselaer at Hartford.

Jason Inman, MST – District Tax Audit Manager, Maine Revenue Services

Jason Inman is in his 15th year with Maine Revenue Services currently serving as the District Tax Audit Manager for the Income/Estate Tax Division. Most of his time with Maine Revenue Services has been as an auditor of Maine corporate income tax returns and other business taxes. He holds a bachelor’s degree in Business Management with an Accounting concentration from the University of Maine as well as a Master’s in Taxation from Bentley College (now Bentley University). MST District Tax Audit Manager

Daniel D’Alessandro, Staff Attorney, Maine Revenue Services

Justin Coffin – Financial Advisor, UBS Rockland Financial Group

TPI-Justin-CoffinAfter spending the first six years of his career working as an associate at a mid-coast Maine law firm and as a tax manager at a regional accounting firm, Justin Coffin joined the Rockland Financial Group at UBS in January of 2016. Utilizing his background in tax and law, Justin and his partners focus on comprehensive planning for business owners, individuals and non-profit organizations with an emphasis on working collaboratively with clients’ full team of professionals.

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 and recently passed the Certified Financial Planner exam. Justin is a member of the Maine State Bar Association, ABA and serves as Secretary of the Cumberland Bar Association.

Timothy W. Woodhouse, CPA, JD – Director, Private Client Services, Cribstone Capital Management

Tim Woodhouse has over twenty years of investment, trust, tax, and estate planning experience. As Director, Private Clients Services, at Cribstone Capital Management, Tim provides investment and financial solutions and advice to a wide range of clients.  Tim’s professional experience includes leadership positions in the areas of Fiduciary Administration and investment management.Tim is a Certified Public Accountant and is a licensed attorney in the state of Maine. Tim serves on the board of directors and is the Vice President of the Maine Estate Planning Council and is a member of the Maine Medical Center Community Ambassador Council. In addition, Tim serves on the Finance Committee of Shalom House, Inc.– a non-profit providing housing and services to adults with severe mental illness. He is a member of the Maine Bar Association and the Maine Society of Certified Public Accountants. Tim is a frequent speaker on tax and fiduciary topics, most recently at the Maine Tax Forum.

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