Jeff Lieman, Surgent McCoy discussion leader, will provide FASB & AICPA update, discuss accounting for leases, and present trends in nonprofit reporting.
Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals. Since 2016, he has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills.
Mr. Lieman’s previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.
John Evanich, Surgent McCoy discussion leader, will provide federal tax update, discuss forms K2/K3 for partnerships, and compare and contrast retirement plans for small and medium-sized businesses.
John L. Evanich, Jr., CPA, is a retired tax partner, formerly with CohnReznick, LLP — the 10th largest CPA firm in the country. For more than 40 years, John specialized in working with professional service businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them. John has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council.
Mr. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations, and Technical Consultation Services committees. John has also testified on tax matters of concern to middle- and upperincome taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees.
Mr. Evanich received a bachelor’s degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master’s in Taxation program at Pace University in New York City
Thomas Kirwin, Sullivan Bille, will provide updates and current issues in peer review and discuss performance of risk assessment in financial audits.
Tom is a Shareholder and Director of Peer Review for Sullivan Bille P.C. He graduated from University of Massachusetts Lowell with honors with a Bachelor of Science Degree in accounting and a minor in Math computer Science Option. He is a licensed CPA in the Commonwealth of Massachusetts and the State of New Hampshire. He has over thirty-five years in public accounting experience.
Prior to returning to Sullivan Bille P.C. in 2011, Tom founded Kirwin & Hickey CPAs in 1990 and Thomas P. Kirwin, CPA PC in 2004.
Tom’s responsibilities cover all the firm’s areas of practice, including auditing, accounting, and peer reviews. His client responsibilities include coordinating services to non-for-profit entities, construction companies, manufacturers, rental property entities, professional services, restaurants, wholesale and retail businesses and employee benefit plans.
Tom is actively involved in the accounting profession’s peer review program, a mandatory quality control program required for licensure for members of the American Institute of Certified Public Accountants. Sullivan Bille P.C. has received a pass report on all its peer reviews, since its founding. Tom has performed peer reviews for CPA firms throughout New England as well as New York, New Jersey, Pennsylvania, Florida, and Michigan.
Tom has served on the Peer Review Acceptance Board of the Massachusetts Society of CPAs since 1992 and chaired the committee in 2001 and 2002. He has served for over twenty years on the Peer Review Executive Committee in Massachusetts and chaired it from 2018 through May 2021. From 2007 through 2010 he was one of twenty members of the AICPA Peer Review Board and served on five hearing panels of the board and was a discussion leader at the peer review conference during those years.
Tom was elected to the Board of Directors of the Massachusetts Society of CPAs in May of 2003 and chaired the audit committee of the Board.
Tom is a member of the American Institute of Certified Public Accountants, Massachusetts and New Hampshire Societies of Certified Public Accountants and the Merrimack Valley Estate Planning Council, Inc.
Jeff Hiatt, MS Consultants, will discuss post-COVID updates and changes to income taxes for real estate owners.
MS Consultants is made up of tax and construction professionals with over 250 years of experience
•We work with over 300 CPAs & related organizations nationwide
- •Years of experience:Cost Segregation Studies since 1996
- Tangible Property Regulation Reviews since 2004
- §179D energy efficiency certifications since 2006
- De Minimis Studies since 2014
- §45L energy certifications for apartments since 2010
Cory Bilodeau, McLaughlinQuinn, will discuss issues related to partnership basis.
Cory is a partner at McLaughlinQuinn and leads the Tax Planning Practice Group. Working with businesses, business owners, and individuals, Cory develops creative tax planning strategies that eliminate, minimize, and defer federal, state, and local income, estate, and gift taxes. Cory advises closely-held businesses and high-net-worth individuals on tax and legal aspects of business and real estate activities. He also counsel’s clients in developing estate plans which protect them and their loved ones using sophisticated planning techniques. Cory represents these taxpayers (individuals and businesses) before Federal and state taxing authorities in audits, appeals, litigation, and collection actions. Cory is a frequent speaker on tax topics throughout New England.
Prior to becoming a lawyer, Cory worked in the financial services industry and studied business management at Boston College. Cory’s professional background gives him unique insight into the economic issues businesses and individuals face every day and flows directly into his ability to provide pertinent tax advice.
Outside of the law he pursues many outdoor activities ranging from snowboarding to surfing.
• Tax planning for real estate developers — converting ordinary income into capital gains
• Sophisticated planning for 1031 Exchanges including drop and swaps, reverse exchanges, improvement exchanges, parking arrangements and Delaware Statutory
• Partnership and corporate tax planning.
• Represented Massachusetts real estate investment firm in connection with tax planning
for the acquisition and development of large residential subdivision.
• Represented international investment bank in divestiture of leveraged partnership assets.
• Represented real estate developer in tax credit financing for mixed-use rehabilitation of
• Represented alternative energy developer and investor in tax planning for utility scale
Konrad Martin, Tech Advisors, will discuss cyber-security issues facing our industry
Konrad Martin is the CEO of Tech Advisors (https://tech-adv.com), a firm he founded in 2002 with his brother Kevin. Mr. Martin is a nationally recognized authority in the field of cybersecurity, and recently enjoyed a major role in the documentary, “Cyber Crime 2: The Dark Web Uncovered.” The film chronicles the growing plague of cybercrime where billions of dollars are stolen or lost each year, destroying businesses and lives. Mr. Martin and nine other national cybersecurity experts were selected for the film, in which they explore the psychology and techniques of cybercrime and offer tips on how to avoid becoming a victim.
Under Mr. Martin’s leadership, Tech Advisors has gained recognition as a leading technology solutions provider for small to mid-sized businesses. He has guided Tech Advisors onto the national stage through a variety of strategies: adding services, expanding beyond their original client base of CPAs into other industries, and offering cloud-based platform solutions for clients. His relationships with national cloud providers including OS-33, Coaxis, and Microsoft Cloud Platform enhance Tech Advisors’ strong position in the marketplace. Tech Advisors was also selected as a “Fast Fifty” company by the Boston Business Journal, honored as one of the 50 fastest-growing private businesses in the Boston market.
Mr. Martin is the author of two books on cybersecurity. The first, The I.T. Factor, is a comprehensive guide for the small business owner who seeks to find a professional, competent IT provider. The second, Hacked!, offers strategies on staying one step ahead of cybercriminals. Additionally, Mr. Martin has authored articles on cybersecurity for a number of regional and national magazines. He has also been featured in MSP Success Magazine’s Spring 2021 special edition with his article, “The CPA Turned IT Consultant Every CPA Firm Wants To Know.” As a trusted advisor to the Massachusetts Society of CPAs, Konrad uses his publications and other platforms to educate audiences on the field of cybersecurity and the reality that cybercrime is a sophisticated and organized industry. He believes strongly that education and empathy are critical, and teams that are unified and knowledgeable are the best way to fight against the growing danger. A former CPA, he also wrote the WISP (Written Information Security Plan) for the Massachusetts Society of CPAs and its hundreds of members.
The Bangor, Maine, native enjoys an active “out of office” life as well. His non-IT hobbies include traveling, golfing, and athletic competitions. He is a nationally ranked swimmer, going back to his undergraduate days at the University of Maine. He likes hiking, triathlons, and a number of other challenging outdoor activities. As a family side note, his late father, J. Normand Martin, was an artist who designed the Paul Bunyan statue in Bangor, Maine. His artwork hangs in the State House in Augusta, Maine. Konrad Martin lives in Medway, Massachusetts, with his wife, Jeannie. They are parents to Rebecca, Adam and Fritz.