Speakers – TPI
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Benjamin Dailey, CPA – Senior Manager, The Swanson Group
Prior to working at The Swanson Group, Ben was a Principal at national and local accounting firms in the Portland, Maine area. He has over 20 years of experience working with small businesses and their owners.
Ben earned a Green Belt in Lean Six Sigma, and he also served in the Maine Air National Guard as a Staff Sergeant.
Ben graduated from the University of Maine in Orono with a Bachelor of Science Degree in Business Administration in 2000. He received his CPA license in 2003. Ben lives in Cumberland with his wife and daughters and their dogs, Brady and Bowser.
Frank A. Schoenrock, CPA
Frank A Schoenrock, or Skip as he is often referred to, is a New Hampshire CPA. He has served in the United States Air Force at Detachment 8, 26th Weather Squadron at Griffiss AFB, New York. He holds a BSBA from Western New England College and an MBA from the University of Hartford. Arthur Andersen & Co, Price Waterhouse Coopers, Corporate Auditor at Aetna Life & Casualty, Controller at First Hartford Realty, VP of Finance at Cambridge Associates, Real Estate Controller David Chase and Associates, Ass’t Controller/Tax Officer/Corporate Audit Officer at CT National Life Insurance Co., GAAP Reporting Manager Orion Capital Corp. Originally from Southwick, MA, he operated Schoenrock & Company CPA, LLC and Schoenrock Financial & Associates, LLC located in Granby, CT. Currently he is a Certified Score Mentor, member of the Knights of Columbus Council 140 and Lectors at Corpus Christi in Portsmouth, NH. During tax season he works part time for Sanders & Karcher, CPA in Portsmouth, NH
Jeffrey Latessa – Stakeholder Liaison, Internal Revenue Service
Jeffrey Latessa works for the Internal Revenue Service in the Communications and Liaison Division as a Stakeholder Liaison in Andover, 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.
Jonathan Block – Partner, Pierce Atwood
Jon B represents and advises clients with Maine, New Hampshire, and Massachusetts tax problems. Jon litigates tax cases at the administrative level and through all levels of the court system, advises clients on transactional and multistate tax issues, obtains advance rulings for clients, and does a substantial amount of legislative and government relations work in the tax area. Jon’s substantive expertise in state and local tax encompasses corporate and individual income tax, business profits tax, sales and use tax, property tax, excise tax, transfer tax, and other state and local taxes. Jon also advises expanding and relocating companies on taking maximum advantage of available tax and economic development incentives. Jon’s client base includes large, medium, and small businesses as well as individuals.
Michael J. Marino, EA – Staff Accountant, Coston & McIsaac CPAs
Michael J. Marino, EA, is a Staff Accountant with Coston & McIsaac CPAs, serving individual and small-business clients across Maine and multiple states from the firm’s Bar Harbor and Ellsworth offices. His practice includes multi-state individual taxation, small-business compliance, and IRS representation. Marino joined the firm in 2023 after a 28-year career in financial-services–related industries, bringing extensive experience in tax compliance, financial analysis, and risk management.
He is a graduate of the University of Maine and the Stonier Graduate School of Banking, completed through Georgetown University and the University of Pennsylvania. Marino is an Enrolled Agent, Intuit QuickBooks ProAdvisor (with product experience dating back to 1998), Investment Advisor Representative, State of Maine Dedimus Justice, Notary Public, and holds the Credit Risk Certification (CRC) awarded by the Risk Management Association (now ProSight Financial Association).
Marino has a long record of service to Maine’s business community, including leadership roles as Past President and Assistant Governor of the Ellsworth Rotary Club and Past President of the Maine Chapter of the Risk Management Association. He has supported entrepreneurs statewide as a Small Business Development Center (SBDC) counselor and as both a local and nationwide SCORE counselor, providing training, technical assistance, and guidance to small business owners and aspiring entrepreneurs.
Today, Marino focuses on individual and small-business taxation, multi-state filing issues, IRS representation, and practitioner education—bringing practical, real-world insight to emerging IRS issues and 1040 hot topics.
Nathaniel Bessey – Brann & Isaacson
In business planning and litigation, Nathaniel Bessey provides practical legal advice to clients, focusing on multistate businesses including online and multichannel retailers and providers of telecommunications and software services.
Nat has extensive experience representing clients in contested state and local tax matters. He has represented major clients, including Fortune 500 companies and some of the largest internet retailers, in all aspects of the state tax dispute process, from audit to administrative appeal to court challenge.
Nat closely follows a range of legal issues that impact the online and multichannel retail industry, and he regularly advises clients on data privacy and security, website accessibility, and consumer protection matters.
In addition, Nat has represented public and private schools in Maine in connection with special education matters for more than a decade. Nat has appeared in state and federal court and has argued before the First Circuit Court of Appeals and the Maine Supreme Judicial Court.
Prior to joining Brann & Isaacson, Nat worked for a large international law firm in Philadelphia and for a rapidly growing software start–up in Washington, DC, advising on issues of consumer data privacy. Nat has lived and worked in Germany as a recipient of the Robert Bosch Foundation Fellowship and is proficient in German.
Olga Goldberg – Partner, Pierce Atwood
Olga advises clients in complex state and local tax matters. She represents clients on tax controversies from the administrative level through litigation and appeal or settlement. She also counsels businesses of all sizes on multistate transaction planning and tax compliance. Olga’s practice covers all types of state and local taxes, including corporate income, business profits, franchise, sales and use, gross receipts and property tax, with a focus on New England taxes.
Parker Towle – Partner, LeBlanc & Young
Parker Towle is a partner at LeBlanc & Young, a trusts and estates and tax law firm in Portland, Maine. His practice focuses on estate planning, gift and estate tax matters, and trust and estate administration. He is a graduate of Bowdoin College and the University of Virginia School of Law and is admitted to practice in Maine and Massachusetts. He is also a graduate of the New England Fellows Institute of the American College of Trust and Estate Counsel.”
Philip Taub – Partner, Private Equity & Investment Funds, Nixon Peabody LLP
Since joining Nixon Peabody more than 30 years ago, Phil Taub has had the pleasure of advising investors, middle market private companies, large public companies, entrepreneurs, and C-level executives in many different kinds of corporate transactions all over North America, Europe, Asia, and Africa. Phil was born in Southern Africa and finished his secondary education in the United States. His love of family, philanthropy, travel, outdoor adventure, and community permeates everything he does.
Thomas Curtin, Esq. – Acting Director, IRS Office of Professional Responsibility
Thomas (“Tom”) Curtin, Esq., currently serves as the Acting Director of the IRS Office of Professional Responsibility (OPR), a role he assumed on October 5, 2025. In this capacity, Tom leads the Service’s independent office responsible for interpreting, overseeing, and enforcing Circular 230, which governs tax professionals who practice before the IRS.
Prior to joining OPR, Tom had been with the IRS Return Preparer Office (RPO) since December 2017, serving as the Executive Director of the Joint Board for the Enrollment of Actuaries and most recently as the Acting Deputy Director of RPO. In these roles, he helped oversee IRS policies and programs related to tax return preparer oversight, compliance, education, and credentialing, and he administered the federal enrollment and renewal program for Enrolled Actuaries.
Tom has extensive experience in OPR having begun his IRS career in 2008 as an attorney-advisor in OPR and later serving as a front-line manager. He returned to OPR in 2023 on a leadership detail to serve as Acting Director. He has extensive experience in tax ethics enforcement, practitioner conduct investigations, sanctions recommendations, and administrative litigation support. He has also been a frequent speaker and panelist on behalf of OPR, RPO, Circular 230, and the Joint Board for the Enrollment of Actuaries.
Tom holds an undergraduate degree from Villanova University, a Juris Doctor from Syracuse University, and an LL.M. in Taxation from Georgetown University Law Center.
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