Speakers

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Amanda Rector – Maine State Economist, Department of Administrative and Financial Services

Amanda Rector is the State Economist for Maine. In this capacity, she conducts ongoing analysis of Maine’s economic and demographic conditions to help inform policy decisions. She joined Maine state government in 2004 as an economic research analyst in the Department of Labor and has served as State Economist since 2011. She earned a BA in Economics from Wellesley College and a Master’s in Public Policy and Management from the Muskie School of Public Service at the University of Southern Maine.


Amanda holds membership on the State of Maine’s Revenue Forecasting Committee, the advisory board for the New England Public Policy Center at the Federal Reserve Bank of Boston, and the Board of Visitors at the Muskie School of Public Service. She also serves as the Governor’s liaison to the U.S. Census Bureau


Amanda is originally from Camden, Maine, and now lives in Union with her family.

 

 

Jeffrey Hiatt – Director of New Business Development, MS Consultants, LLC

Jeff Hiatt headshotSince joining MS Consultants in 1999, Jeff has developed and fostered relationships with CPA firms, real estate professionals and accounting societies throughout the New England area helping to make MS Consultants the leading provider of Cost Segregation Studies in the Northeast. Jeff has lectured on cost segregation providing CPE training to accounting firms and tax institutes. He is a member of the Rotary Club of Hampton, New Hampshire and a Board Member of Veterans Count.

 

 

 

Andrew Wells, JD, LL.M – Associate Tax Attorney, Bernstein Shur

Andrew Wells

Having worked with leading companies as a tax accountant and as the CFO of a family-owned Maine business, Andrew has unique insight into providing strategic solutions for a variety of businesses, big or small.

Andrew is passionate about helping build and advise for both for for-profit and non-profit businesses at every stage, and he assists new and existing tax-exempt organizations navigate section 501(c) of the Internal Revenue Code and beyond. He also assists and advises cannabis businesses in a variety of matters, including contract negotiations, tax considerations, service agreements, and corporate governance. Andrew has served on the Maine Board of Tax Appeals since 2021.

 

Dave Fabian – Managing Director, MS Consultants

Dave has over 20 years of experience with MS Consultants, and he has been personally involved in over 15,000 Cost Segregation Studies on all types of projects including apartment complexes, automobile dealerships, manufacturing plants, office buildings, retail centers, and many more including his personal favorite: golf courses. Dave has traveled throughout the country to analyze property, prepare cost segregation studies, meet with clients, and make presentations.

As Managing Director, Dave’s responsibilities include managing all cost segregation projects and all engineers and accountants on staff. He initiated and developed the firm’s comprehensive in-house cost segregation training program and ensures team members are informed of all current developments in the areas of depreciation, tax, and engineering. He ensures that all reports are of the highest quality, all parties involved in the study (client’s in-house accountant, CPA firm, project managers and engineers) are updated on the progress of the study as it is in process, and the results are communicated to appropriate parties in a timely fashion.




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

Dan GayerDan is a senior manager in Baker Newman Noyes’ 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. His comprehensive knowledge of both the federal and SALT side of his clients’ tax situations helps clients to achieve optimal tax results consistent with their overall business and personal goals. 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.

Holly Gerard – Tax Section Manager, Income & Estate Tax Division, Maine Revenue Services

Holly is a Tax Section Manager with the Income/Estate Tax Division of Maine Revenue Services, where she has served for four and a half years. She earned a bachelor’s degree in Social Science, summa cum laude, from the University of Maine at Augusta. Holly is the primary coordinator of hiring Tax Examiners for the individual income tax unit, as well as the direct manager over the fiduciary income tax and estate tax units.

 

 

 

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.

 

 

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.

 



Steve Gerlach
 – Shareholder, Bernstein Shur

Steve is a tax attorney who specializes in employee benefits, executive compensation, and the Employee Retirement Income Security Act (ERISA). He works with employers of all stripes—including health care entities, businesses, nonprofits, municipalities, and individuals—on ERISA requirements and liabilities, Maine Public Employees Retirement System (MEPERS) compliance and controversies, Employee Stock Ownership Plan (ESOP) transactions, as well as the tax and ERISA implications of mergers and acquisitions.


 



Nelson Toner
– Shareholder, Bernstein Shur

Nelson Toner headshotFor 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 fall.  For many years, he taught the Estate and Gift Tax course at the Maine Law School.  Nelson wrote the S Corporation column for the Journal of Passthrough Entities, a national tax publication until 2019 when CCH retired the 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.

 

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

Susan Rogers headshotSusan 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 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. Ms. Rogers focuses her practice on providing information and strategic advice to clients on US and international tax policy issues including Washington tax developments and issues of interest to small business and pass-through entities.

 

Richard Abbondanza, JD – Owner, Hopkinson & Abbondanza

Rick Abbondanza headshotRick has been serving clients with Hopkinson & Abbondanza since 1990. He practices primarily with families and business owners in the fields of estate planning, real estate & business law.

Rick received his JD from Catholic University and his BA, Cum Laude, from Amherst College. He has been practicing law since 1977. Rick constantly seeks out educational opportunities and is both a graduate and an instructor for the Laureate Program in Wealth Strategies. Rick frequently teaches local professional groups, is a regular speaker at the Maine Bar Association Annual Conference and presents the Trusts and Estate’s Section of the state bar’s annual Legal Year in Review.

 

 

Michael Santo, CPA – Senior Tax Manager, Wipfli

Michael Santo headshotMike 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.

 



Wendy Walker
– Solution Principal, Sovos Compliance, LLC

Wendy Walker is the Solution Principal of tax information reporting at Sovos.  Leveraging 15+ years of industry experience leading tax operations and compliance teams, she works with Sovos clients to deliver market-leading withholding and information reporting solutions. Wendy is a member of the Internal Revenue Service Advisory Council (IRSAC)’s Information Reporting Subgroup and advises the IRS on industry issues related to new and pending tax reporting changes impacting businesses. Wendy graduated with a B.S. in Process Engineering from Franklin University and obtained her M.B.A. from Ohio Dominican University in Columbus, Ohio.

 

 

 

 


Leanne Scott, JD, LL.M.
– Principal, State and Local Tax – Baker Newman Noyes

Leanne ScottLeanne is a principal 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 also regularly conducts 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.

 

 

Timothy Woodhouse, JD, CPA – Director, Aries Wealth Management

Tim has 25 years of experience in the areas of investment management, income taxation, estate and gift planning, probate administration, charitable giving, and trust administration. Tim has served clients in Maine and beyond, helping them with all aspects of wealth management and financial advice. Tim has served in a variety of capacities in his professional career, including as Director of Fiduciary Services at a Maine based trust company, a Senior Portfolio Manager at a local trust and investment firm, a Tax Manager at a regional Certified Public Accounting firm, as well as an associate attorney focusing on estate planning and employee benefits.

Tim is a Board Member of the Maine Estate Planning Council and is member of the Community Ambassador Council at Maine Medical Center. He is a member of the Finance Committee of Shalom House, Inc., a non-profit providing housing and services to adults with mental illness. Tim also serves on a committee at SCORE Maine helping the organization plan the annual Maine Tax Forum in Augusta.

 

Joseph McCarthy – Senior Stakeholder Liaison, SB/SE Communications and Stakeholder Outreach, IRS

Joseph McCarthy is a senior stakeholder liaison with the Stakeholder Liaison Field division of the Internal Revenue Service and has been doing outreach for 22 years.    

Prior to his selection with Stakeholder Liaison, McCarthy was a revenue agent with the Internal Revenue Service for more than nine years. He is a Certified Public Accountant with more than 30 years of accounting experience and holds a Bachelors of Science degree in accounting from Quinnipiac College.

 

 

 

 

Nat Hussey, Esq.

Nat Hussey is an attorney focusing on real estate, taxation, estate planning and corporations in Damariscotta. In the course of advising small, independent cannabis enterprises during the implementation of adult use recreational marijuana sales in Maine, he was introduced to the taxation challenges unique to the industry.  Nat also maintains a small commercial lobster fishing business aboard Compass Rose in the waters around Matinicus Island.

 

 

 

 

 

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