2026 New England Society of CPAs / McLane Middleton Tax Forum

About this event

The 44th annual Tax Forum presented by the New England Society of Certified Public Accountants & McLane Middleton will take place on November 20, 2026 at the Grappone Center in Concord, NH.

This forum brings together experienced practitioners and industry professionals to discuss recent developments in federal, state, and local tax law. Attendees will gain valuable updates, learn best practices, and explore emerging trends that impact individuals, businesses, and advisors alike.

Agenda

8:00 a.m. – Welcome

8:05 a.m. – Federal Tax Update

Presenters: John Rich, McLane Middleton; Amy Drake, McLane Middleton; Josh Sandler, McLane Middleton; Kory Reynolds, Baker Newman Noyes; Nick Stufano, Alvarez & Marsal

9:15 a.m. – Break

9:30 a.m. – Department of Revenue Update

Presenters: Lawrence Gagnon and Fred Coolbroth, NH Dept of Revenue

10:35 a.m. – Local/State Tax Update

Presenters: Josh Sandler, McLane Middleton; Leanne Scott, Alvarez & Marsal

11:45 a.m. – Lunch

12:45 p.m. – AI in Practice: What It Can Do, What It Should Do, and How to Manage the Gap

Presenters: John Weaver, McLane Middleton; Lauren Hale, Baker Newman Noyes; Caryn Gerry, Baker Newman Noyes; Paige Yeater, Mainstay Technologies

1:45 p.m. – Estate Tax Update

Presenters: Christina Krakoff, McLane Middleton; Henry Marley, McLane Middleton

2:45 p.m. – Break

3:00 p.m. – Navigating a Private Equity Transaction – Professional Firms: Tax and Legal Considerations for CPA Firm and Professional Firm Transactions

Presenters: Patrick Closson, McLane Middleton; Mitchell Stagnone, TSWM Advisory Group

4:00 p.m. – Conclusion

CPE Credits: 8

*Agenda and speakers subject to change

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