Speakers

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Justin Freeman – Principal, BBSC, CPAs

Justin Freeman headshotJustin joined BBSC, CPAs in 2015 as a Senior Accountant with 7 years of experience in public accounting, and is now a Principal at the firm. He works with small to medium sized businesses in a variety of industries, including: real estate development, retail companies, service providers, and construction companies. He advises on and prepares returns for partnerships, corporations and individuals. Justin handles the Firm’s personal property tax programs administered by the State of Maine and local municipalities, the BETE & BETR programs. He is experienced with reviewed and compiled financial statements and is a former QuickBooks ProAdvisor. He earned his BS in Accounting in 2008 and his MS in Accounting in 2009, both from the University of Maine.

 

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

Andrew WellsHaving worked with both leading companies as a tax accountant and in-house for a family-owned Maine enterprise, Andrew has unique insight into providing strategic solutions for a breadth of businesses. He brings that insight and experience to the table, translating complex tax issues for clients with a variety of backgrounds—and communicating in plain English. Andrew is passionate about helping businesses find balanced conclusions grounded in tax law. Andrew is very experienced in: partnership and lease agreements; service contracts; estate planning; individual, fiduciary, and estate and gift tax returns; and succession planning.

 

James Cardosi, CPA – Senior Manager, Wipfli

Jim Cardosi headshotJim is a tax senior 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.

 
 

 

Jeffrey Bragdon – Tax Section Manager, Maine Revenue Service

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.

 

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.

 

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

Stephen is a 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. Additionally, Stephen coordinates and presents a variety of small business topics to professional and non-profit organizations. He also coordinates Small Business Forums in Eastern Pennsylvania. Currently, Steve 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.

 

Cory Vargo, CPA – Partner, Wipfli

Cory Vargo headshotCory is a partner who focuses his tax practice on private equity and corporate acquisition and divestiture due diligence, international tax structuring, and tax compliance. He authored an article, “Carried Interest Taxation and Private (and Horizontal) Equity,” in the 2012 edition of Tax Notes that has been cited multiple times by the Congressional Research Service Committee on Private Equity Taxation’s annual report. Cory also participates in national tax policy dialogue and has spoken at various tax events.

 
 

Lauren Brady, CPA – Senior Accountant, Wipfli

Lauren Brady headshotLauren is a CPA and senior accountant who works in Wipfli’s South Portland office.  Lauren performs a wide range of tax work for individuals and businesses while continuing to develop specialized expertise related to auto dealerships and individuals with complex investment profiles. After graduating from the University of Massachusetts-Boston she began her career in healthcare administration. Lauren later earned her MBA with an Accounting focus from the University of Southern Maine and began her career in public accounting.

 

 

 

Daniel “DJ” Kramer, JD – Attorney, Troubh Heisler

daniel kramer headshotD.J. is a general practice attorney focusing primarily on real estate, zoning/land use, estate planning and administration, business entities, and general civil litigation. Born and raised outside of Chicago, D.J. graduated from Northern Illinois University with a bachelor’s degree in finance in 2004. He attended the John Marshall Law School in Chicago and received his Juris Doctorate in 2007 and was admitted to the Illinois Bar the same year. D.J. joined his family practice with his father and sister, achieving favorable results in numerous criminal defense proceedings, while regularly representing clients in residential, commercial, and agricultural real estate matters and counseling clients on estate planning.

 

 

Online registration is encouraged.

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If you plan to pay by check, please download the registration form, and mail it along with your check.


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