Cheryl Morse, EA
EBPI
50 Oliver Street Suite 201 B
N. Easton, MA 02356
cheryl@ebpi.com, taxschool@netaxschool.com
www.ebpi.com
Cheryl Morse has been a tax practitioner since 1982 and an Enrolled Agent since 1996. In addition to being a director and instructor of the New England Tax School for Practitioners, she is the Tax Manager for Emerging Business Partners, Inc., which prepares over 1500 tax returns annually. Cheryl graduated Magna Cum Laude with a B.S. degree in accounting from Bentley College in Waltham, MA. In addition to instructing for NATP and the UMass Tax School, she educates taxpayers through a variety of community outreach events, and by being a contributing author for Forbes. She served on the Massachusetts Board of NATP as treasurer, represented the Northeast Region of the Taxpayer Advocacy Panel, as Chair, and is a contributor to the development of the IRS EA Examination.
Janet McKenna Lowry
taxschool@netaxschool.com
413-225-1865
With an MBA from Trinity College in Dublin, Ireland, Janet has helped over 600 organizations to grow sustainably, communicate better, improve systems, and more fully and enthusiastically reach their potential. She is a director of the Massachusetts Tax School for Practitioners, running the administration side of the program.
Her background is in administration, technology, arts, and business in industries including education, circus, sustainable energy, chef training, and publishing. In addition to running programs at the New England Tax School for Practitioners, Janet writes, speaks, coaches, and podcasts at 9 to Thrive, an organization dedicated to fearless leadership and creating better workplaces.
Instructors
Lisa Cochell
Cochell Tax & Consulting, PLLC
13476 Kaney Road
lisa@cochellcpa.com
www.cochellcpa.com
Lisa Cochell, CPA. During her more than 36 years in public accounting Lisa has worked for firms of all sizes, from a Big 4 firm to a single member firm. This variety of public accounting experience, along with her BS & MS in Accounting from Oklahoma State University, has given her a vast knowledge of tax issues and practical real world solutions to bring to tax return preparation and consulting. She has served on the Board of Oklahoma AgCredit for more than four years and this is her fifth year with the Tax Schools.
Chris Hawthorne
Cleary Insurance Inc.
3 Centennial Drive Suite 350
Peabody MA 01960
(617)305-0303
chawthorne@clearyinsurance.com
www.clearyinsurance.com
Chris Hawthorne became a licensed insurance broker as well as a licensed advisor to assist clients build, manage, coordinate and understand their commercial and personal insurance programs in 1994, after owning a business for eight years and experiencing the confusion, frustration and expense related to insurance. His goal being to have a client that has confidence in their coverage and has a sense of control over their program. Chris is a Regional Vice President of Cleary Insurance, Inc. He is a graduate of The George Washington University. Chris has earned the designations of Certified Insurance Counselor and Chartered Property and Casualty Underwriter and he is the author of over 35 insurance-related articles as well as the cyber chapter for the 2017 National Income Tax Workbook.
He is a former instructor at the Boston Insurance Library for the CPCU and ARM programs and currently is a presenter for the UMass Tax School on insurance and risk management issues as well as an annual speaker for the Salem State University’s Continuing Education Institute for Accountants.
Leo Lebeuf
Rhode Island Department of Revenue
Taxpayer Experience Liaison
401-574-8983
leo.lebeuf@tax.ri.gov
Leo Lebeuf has worked for the Rhode Island Division of Taxation for 27 years. He has recently taken on a new role as the Division’s Taxpayer Experience Liaison. He will be responsible to meet with various community organizations to communicate law changes and other Division updates in an attempt to foster voluntary compliance within the state and provide a resource for taxpayers. Prior to this, he was the Chief of the Assessment and Review section within the Division since September of 2019. In this role, he was responsible for oversight of the Personal and Corporate Income Tax section as well as the Excise and Estate Tax section.
Kelly Lent-Paul EA, CFP, MBA
Fox Financial
487 N Union St.
Olean NY 14760
kelly@fox-financial.com
Kelly Lent-Paul EA, CFP, MBA holds the CFP®, ChFC, & EA professional designations and enjoys providing customized financial planning advice to her clients by first understanding their individual goals. She has been a tax advisor since 1994 and has been providing financial planning services since 1997.
Kelly earned her Bachelor of Science from Cornell University and her MBA in Finance and Accounting from St. Bonaventure University.
Kelly is frequent speaker to community groups on the topics of taxes and financial planning and is also a national instructor for a professional organization providing continuing education to other tax and financial planning professionals. She is a member of the National Association of Tax Professionals, Financial Planning Association, and the National Association of Enrolled Agents.
She is on the boards of several local non-profits organizations and lives in Allegany with her husband Jim.
Jeffrey L. Latessa
Internal Revenue Service
IRS – Communications & Liaison
Stakeholder Liaison
(978) 805-0578
jeffrey.l.latessa@irs.gov
Jeffrey Latessa works for the Internal Revenue Service in the Communications and Liaison Division as a Stakeholder Liaison in Lowell, MA.
Jeffrey joined the IRS in 2008. Prior to joining the Communications and Liaison Division he worked as a Lead Case Advocate with the Taxpayer Advocate Service and in Identity Theft Victim Assistance. He has a bachelor’s degree in communication from the University of Massachusetts at Amherst and a Juris Doctor from the University of Connecticut School of Law.
Joseph A. McCarthy, CPA
Internal Revenue Service
Tax Specialist, Communications & Liaison
IRS Communication & Liaison
(203)415-1015
joseph.s.mccarthy@irs.gov
Joe McCarthy is a Senior Stakeholder Liaison with the Communication and Liaison, Stakeholder Liaison Field division of the Internal Revenue Service and has been doing outreach for 23 years.
Prior to this he was a Revenue Agent with the Internal Revenue Service for over 9 years. A Certified Public Accountant, Joe has Bachelors of Science degree in accounting from Quinnipiac College. He has worked for the Internal Revenue Service for over 31 years. He began as a Revenue Agent auditing self-employed individuals and small businesses. During that time, he worked primarily on tax civil cases but was also a cooperating Agent on a number of criminal investigations. Currently Joe is the Stakeholder Liaison for and does outreach to tax professional organizations and their membership in New England. Joe has been a long-time speaker at numerous fall CPE seminars in the northeast. Joe has a Bachelor of Science degree in accounting from Quinnipiac College and is a Certified Public Accountant.
Allen J Margulis, JD MST**
Total Counsel Law Group
5 Commonwealth Road Suite 2B
Natick MA 01760
info@totalcounselor.com
www.totalcounselor.com
Attorney Allen J. Margulis has built his practice on the premise of being a comprehensive, personal and business attorney for his clients. Practicing in the areas of Estate, Tax, Business Planning and Real Estate, he focuses on developing thorough and meaningful relationships that are founded on the aspirations of the clients, their families and businesses. The firm embraces the “Team Approach”, working closely with professionals of other disciplines to maximize protection and planning for their clients. The firm believes that by having all the “Minds Around the Table℠”, the clients’ interests are put first and checks and balances are established and maintained.
The firm’s philosophy is to provide “total counseling” through understanding and maintaining our integrity and expertise. As a professional, Allen stays abreast of industry trends and technology through continuing education and attending national conferences. He strives to incorporate these trends in his practice to provide the most current services possible.
Allen is admitted to practice as an attorney in Massachusetts, New York and before the U.S Tax Court. Originally from New York, he received his Juris Doctorate from Suffolk University Law School, his Masters in Taxation from Northeastern University and his Bachelors of Science in Finance from Northeastern University. He lives in Natick with his wife, Heather, along with their two boys. ** Licensed in MA & NY
Les Marti, EA
LesTax Ltd.
329 N West St
Gibson City IL 60936
les@lestaxltd.com
www.lestaxltd.com
Les A Marti is an Enrolled Agent (EA) who has been in the tax planning and preparation business since 1987, forming his own business in 1997. Les incorporated and renamed the business LesTax Ltd in 2015.
Les is also an income tax author and instructor, teaching other tax preparers how to minimize their clients’ tax burdens. He began teaching tax seminars in 2005, and has taught thousands of preparers not only in Illinois, but from coast-to-coast as well. The experience gained through teaching hones the skills to be sure each LesTax client gets the best outcome on their tax return.
Chris Nadeau, CPA, CMA, CVA
O’Connor & Drew, P.C.
25 Braintree Hill Office Park, Suite 102
Braintree, MA 02184
617.471.1120
cnadeau@ocd.com
Chris is a Certified Public Accountant (CPA), Certified Management Accountant (CMA) and a Certified Valuation Analyst (CVA) with over 15 years of experience in public accounting and private industry. Much of Chris’s professional time is spent in the areas of valuation, taxation and business advisory. Chris works with attorneys, accountants, and their clients to consult and provide valuation expertise on gift and estate reporting, succession planning, shareholder negotiations/disputes, and buy/sell agreements.
Chris frequently speaks and writes on the topics of valuation, succession planning, accounting and taxation. He has taught undergraduate and graduate accounting and taxation courses at Westfield State University for over ten years where he has also volunteered as a mentor in the accounting program.
Robin Putnam
Massachusetts Office of Consumer Affairs and Business Regulation
robin.putnam@state.ma.us
Robin Putnam has been with the Massachusetts Office of Consumer Affairs and Business
Regulation since 2015 serving as its Events & Outreach Manager. She is an accomplished public
speaker, presenter, and community outreach leader, bringing awareness to consumers on
cybersecurity, identity theft and fraud prevention so that consumers will rethink their digital
footprint. She volunteers her time with the MA chapter of InfraGard and is the current
President of the FBI Boston Citizens Academy Alumni Association.
Chuck Stephens, CPA
Southern Tax & Accounting
PO Box 370
141 East Court Square
Franklin GA 30217
chuck@stephenscpa.com
www.stephenscpa.com
Chuck Stephens is a Certified Public Accountant who has worked with individuals and small business owners his entire adult life. After graduating from Kennesaw State University, he obtained his license to practice as a CPA in 1983. After working in CPA Firms, he opened his own firm in 1990 in Franklin, GA.
Chuck specializes in guidance on tax business matters to individuals and small business owners to help them make the most of their financial assets. He is a QuickBooks ProAdvisor, and fluent with Sage 50 (Peachtree). Chuck is an instructor for the National Association of Tax Professionals, National Association of Realtors, Georgia Society of CPAs and also taught for the University of Georgia.
Chuck is a member of the American Institute of CPAs and the Georgia Society of CPAs. He is a former Treasurer of the Heard County Development Authority, former member of the Georgia Society of CPAs’ Ethics Committee.
When Chuck is not caught up in the hustle and bustle of tax season, he really enjoys fishing and riding his Honda Goldwing motorcycle.
John Warren, EA
Medford Tax Experts
425 High Street
Medford MA 02155
john@medfordtax.com
www.medfordtax.com
John Warren is an enrolled agent, NTPI fellow and active member of NATP & NAEA. He organizes tax talk round tables across the state and often leads tax presentations in Amherst, Fall River, Attleboro, North Reading, Worcester, Jamaica Plain, Chelsea, Medford, Hyannis and New Bedford. He is a co-host of the Lower Cape TV program, “The Tax Experts.” John has prepared students for the Special Enrollment Exam. When US Tax Court comes to Boston, he leads a group of EAs to meet with the judge after the Calendar Call in chambers. His tax practice is in West Medford, “The Medford Tax Experts.”
John began his tax career writing software for the corporate tax group at Digital Equipment in Acton. He worked for ten years as a compliance analyst for a do-it-yourself tax software product. John sat on the MA DOR Advisory Council for several years. In 2017, he spearheaded first in the nation legislation to fund low income clinics to resolve MA DOR controversies. In 2018, he initiated the successful effort to conform MA codified regulations to the Internal Revenue Code with regards to equitable relief for Innocent Spouse claims. He organized the New England EA pro bono panel and is active with the federal Collection Due Process Summit Initiative. Just recently his service to taxpayers was commended by Congress. He lives, breathes, eats, and dreams tax.
