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Mike Santo, CPA – 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.

Jim Cardosi, CPA – 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.

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.

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.

Lisa Greaton Blanchette – Tax Section Manager, Maine Revenue Services

Lisa Greaton Blanchette has worked at Maine Revenue Services in various capacities since August of 1998. Lisa is currently a Tax Section Manager in the Income/Estate Tax Division where she works in the areas of Individual Income tax, Fiduciary Income tax, Estate tax and the Business Equipment Tax Reimbursement program. Lisa earned her Bachelor’s degree in Public Accounting from Thomas College and is a Certified Maine Assessor.

D. Kelley Young, Esq. – Troubh Heisler

D. Kelly Young

D. Kelley Young has been a trust and estates, business and tax lawyer for over thirty years, first in Burlington, Vermont and, since 1990, in Portland. Kelley advises business owners with regard to transactions and succession, and advises Personal Representatives, Trustees and beneficiaries with regard to their obligations and rights in trusts and estates. Born and raised near Rutland, Vermont, before law school, 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.

Josh Chase, CFP® – Financial Advisor, Lebel & Harriman

Josh Chase joined Lebel & Harriman, LLP as a Retirement Plan Advisor in 2012 and was named Partner in 2017. He is a Certified Financial Planner™ and has over 17 years’ experience in financial services. Josh serves as a co-fiduciary advisor to retirement plans and works closely with plan sponsors and their employees. Josh grew up in Maine and graduated from the University of Maine at Orono with a degree in Mass Communication. He holds his Series 6, Series 7 and Series 66 Securities licenses, Life & Health Insurance license and is a Registered Representative of Valmark Securities and an Investment Advisor Representative of Valmark Advisors Inc.

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

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.

Hillary Lister, Founder, Maine Matters Research & Consulting

Hillary Lister is the founder of Maine Matters Research and Consulting, based in Augusta, Maine. With over a decade’s worth of experience working with lawmakers to develop reasonable regulations for medical marijuana, hemp, and adult use cannabis businesses, Hillary is uniquely familiar with the complex interplay of local, state, and federal regulations impacting Maine cannabis-based businesses. As an advocate for small business and sustainable agriculture, Hillary has played a key role in the development of local and state laws and department rules impacting cannabis businesses in Maine since 2009, serving as President of the Medical Marijuana Caregivers of Maine trade association from 2010 through 2013. Hillary is currently a regulatory compliance expert for Green Ventures Advisors in Auburn, Maine. Hillary is a frequent speaker on the topic of Maine’s cannabis regulations, local ordinances, and regulatory compliance, and helps clients with operating plan development, implementing standard operating procedures, and successfully navigating changing local and state regulatory landscapes.

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