Speakers

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 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 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.

Jennifer L. Eastman – Attorney, Rudman Winchell

Jennifer L. Eastman has over 15 years of legal experience concentrating her Rudman Winchell practice on estate planning and administration, and elder law. She advises clients on all aspects of estate planning and administration including transfers of family businesses and camps, and generational planning minimizing tax implications of transfer. Her probate practice includes guardianships and conservatorships, as well as representation of fiduciaries and trust beneficiaries.

Jennifer’s experience includes assisting clients in Medicare planning and application, and the creation of special needs trusts. Jennifer also represents clients in guardianships and conservatorships for minor children and disabled or incapacitated adults.

Jennifer is a member of the Maine State Bar Association and served as Chairperson of the Elder Law Section from 2013-2016. She is also a member of the American Bar Association and a member of theNational Academy of Elder Law Attorneys and is recognized as a Best Lawyer in America.

Jennifer grew up in Phoenix, Arizona, moving immediately to Bangor following law school.  She and her husband Marc have three young children.

Dave Fabian – Director, MS Consultants

Dave Fabian has over 17 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 restaurants, apartment complexes, automobile dealerships, manufacturing plants, office buildings, retail centers, and many more. Dave has traveled throughout the country to analyze property, prepare cost segregation studies, meet with clients, and make presentations.

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.

Prior to joining MS Consultants, Dave had 12 years’ experience in public accounting and private industry. He received his B.S. in Accounting from Canisius College. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Maria French – Deputy Director Income/Estate Tax Division, Maine Revenue Services

Maria French is a Deputy Director in the Income/Estate Tax Division. Maria has been with Maine Revenue Services for 9 years. She assists in the management of all tax programs administered by the individual income tax division, including Individual Income and Fiduciary Taxes, Estate Tax and Employer Withholding Tax.

John R. Lewandowski, Deputy Director – Income/Estate Tax Division, Maine Revenue Services

John Lewandowski, a graduate of the University of Maine, has worked for Maine Revenue Services for 30 years. The unit he manages is responsible for multi-state income tax audit and non-filer discovery. The team also administers MRS’ voluntary disclosure program. John resides in Portland.

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

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

Matie Little  Attorney, LeBlanc & Young

Before returning to her home state of Maine and joining LeBlanc & Young in 2016, Matie was a partner at a Washington, D.C. law firm where she practiced in the field of trusts and estates and tax-exempt organizations for almost eight years.

Matie is a member of the Maine State Bar Association and the American Bar Association Real Property, Trusts and Estates section. She served as chair of the Estate Planning Committee of the D.C. Bar Taxation Section, and was selected to the 2016 Washington, D.C. and 2017 Maine Super Lawyers Rising Stars list.

Matie and her husband live in Cumberland with their daughter. Being back in Maine, Matie looks forward to spending time with family and enjoying all of Maine’s outdoor activities, including skiing, hiking, fishing and kayaking.

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.

James Wade – Attorney, Law Office of James D. Wade

James Wade

James Wade is a tax attorney and CPA. Located in Portland, Maine, Jim’s practice focuses on representing taxpayers before the IRS and at US Tax Court. He also provides bankruptcy services to consumers as well as tax planning and preparation for individuals and small business.

Jim is a 2000 graduate of Thomas College, with a B.S. in Public Accounting and a 2013 graduate of Maine School of Law. Prior to law school, Jim practiced as a tax accountant/CPA at Haverlock, Estey and Curran in Bangor, ME. Since then, Jim has run his own law firm. When not fencing with the IRS, Jim enjoys spending time with his lovely wife Katrina and his rambunctious son Sam.

 

D. Kelley Young, Esq. – Troubh Heisler

D. Kelly Young

Kelley Young has been a trust and estates, business and tax lawyer for 30 years, first in Burlington, Vermont and, since 1990, in Portland. His practice encompasses all aspects of estate planning, counseling his clients on their options for transferring wealth to younger generations and charitable organizations. In tax matters, Kelley 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. He is now beginning his second year as a Member of the Maine Board of Tax Appeals.

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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