Speakers

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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.

 

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.

 

Jeffrey Bragdon – Tax Section Manager, Maine Revenue Service

Jeffrey Bragdon 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.

 

Bryan Lumbra – Maine Revenue Services

Bryan Lumbra began working for the State of Maine in March 2016 as a Revenue Agent in the Sales, Use, and Special Tax Division of Maine Revenue Services. Prior to entering State service, Bryan worked as an Enrolled Agent preparing state and federal tax returns. He holds a Business Administration degree with a concentration in accounting from the University of Maine at Presque Isle. Currently Bryan is a Tax Section Manager in the Income/Estate Tax division with a focus on corporate and franchise tax.

 

Katelynn Ronan – Associate, Rudman Winchell

Katelynn Ronan headshotKatelynn Ronan practices in the firm’s Corporate and Real Estate sections, with an entrepreneurial focus. As someone who grew up in the Bangor area, she is passionate about helping the community grow. Whether it’s getting a startup company off the ground, expanding and growing, succession planning, or exiting, she enjoys helping entrepreneurs along each step of their road to success. While at Rudman Winchell, Katelynn has had the opportunity to help create two entrepreneur-focused programs. First, she hosts Rudman Winchell’s Legal Lounge, which is a free 20-minute conversation with one of our corporate attorneys. The second is Rudman Winchell’s Emerging Startup Program. This is an ideal program for a new entrepreneur or a serial entrepreneur with a new business venture. The Emerging Startup Program allows a business to get off the ground and establish itself at discounted rates. Katelynn holds a B.S. in Finance and Management and a Master in Business Administration from the University of Maine and earned her Juris Doctor from Northeastern University School of Law in Boston.

 

 

 

D. Kelley Young, Esq. – Troubh Heisler

D. Kelly Young

D. Kelley Young has been a trust and estates, business and tax lawyer for over twenty years, first in Burlington, Vermont and, since 1990, in Portland. His practice encompasses all aspects of estate planning and elder law, counseling his clients on their options for transferring wealth to younger generations and charitable organizations. Kelley has extensive experience with wills, living trusts, minors’ trusts, irrevocable life insurance trusts, charitable remainder trusts, qualified personal residence trusts, grantor retained annuity trusts and family limited liability companies. In tax matters, Kelley regularly negotiates with the Internal Revenue Service and Maine Revenue Services on behalf of his clients undergoing estate tax audits, including audits of the estate tax impact of conservation easements. He 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.

 

Sarah Newell – Shareholder, Eaton Peabody

Sarah Newell headshotSarah Newell represents employers in the private, nonprofit and public sectors at Eaton Peabody and her practice is focused on labor and employment law. She assists clients with a broad range of issues including wage & hour, sexual harassment, FMLA, employee discipline and discharge, discrimination, whistleblower actions, collective bargaining, contract administration, labor arbitration, and other employment and labor issues.  Sarah also investigates complaints of discrimination for employers, colleges, and universities on a regular basis. Prior to joining Eaton Peabody, Sarah served as State Office Representative to United States Senator Susan Collins. Sarah represented the Senator in Androscoggin, Oxford, and Franklin counties.

 

Parke Burmeister, Esq. – Attorney, Casco Bay Law

Parke BurmeisterParke is the founder and principal attorney of Casco Bay Law PLLC in Portland’s Old Port. Parke’s practice is focused primarily on estate planning, trust and estate administration, other probate matters (including guardianship, conservatorship, and adoption), and small business matters. Parke has also practiced as a member of the trusts and estates group at Drummond Woodsum in Portland.

In his trust and estate practice, Parke works closely with clients to understand their most important objectives and concerns. He prepares wills, trust instruments, powers of attorney, health care directives, intra-family agreements, pre- and post-nuptial agreements, guardianship and conservatorship documents, and all types of related documents. Parke also assists clients through all aspects of the probate process and represents both fiduciaries and beneficiaries in probate litigation matters. A graduate of Colby College and the University of Maine School of Law, Parke is admitted to practice law in Maine and Massachusetts. He has completed mediation training through the Harvard Mediation Program at Harvard Law School and served as a volunteer mediator at the District Court in Brookline, Massachusetts.

Justin Coffin – Financial Advisor, CFP™, UBS Rockland Financial Group

Justin Coffin HeadshotPrior to joining Rockland Financial Group in January of 2016, Justin worked as a tax attorney at a regional public accounting firm which followed his work as a general practice attorney in Maine’s Midcoast.

He graduated from the University of Maine with a degree in Political Science and continued on to Maine Law where he received his J.D.  During his work as a tax attorney, he returned to law school and completed a Masters of Law (LL.M) in Taxation at the Boston University School of Law.

 

 

 

 

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