2025 NHSCPA/McLane Middleton Tax Forum

John  advises clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA and other complex federal laws applicable to employee benefit plans.  John has extensive experience in helping clients assess and manage fiduciary liability and litigation risks associated with retirement and employee health and welfare plans.

Patrick is a corporate and transactional lawyer who helps clients form, grow, and sell their businesses, and works with his clients to solve challenging problems with practical solutions. Patrick works with clients in five main areas: general corporate law, healthcare law matters, mergers and acquisitions, complex contracts, and succession planning.

Patrick focuses on wealth transfer, philanthropic and business succession planning for family offices and high-net worth individuals, including private equity and venture capital principals, real estate developers, private and public company executives, tech entrepreneurs and business owners.

Amy has advised business, individuals, and tax-exempt clients on a wide variety of tax-related topics, including corporate taxation, partnership taxation, international tax and treaty issues, state and local taxation, estate planning and employee benefits.

represents clients in a number of areas including estate planning, tax planning, fiduciary matters and estate and trust administration.

Kory is a Principal at Baker Newman Noyes and joined the firm in 2015 after several years at a regional firm. He works with his clients on tax planning and compliance with an emphasis on complex partnership and S-Corp considerations, including allocations, formation, sales, acquisitions, and basis adjustments

Rick Bellitti brings more than 20 years of public accounting and tax advisory experience to his role as Principal at LGA. He partners with middle-market businesses, their owners, and high-net-worth individuals to navigate complex tax matters with practical strategies that support long-term financial success.

Kim is a senior manager at Nathan Wechsler.

Lawrence Gagnon is Revenue Counsel for the NH Department of Revenue Administration, advising the Department on all tax and legal matters. He is a licensed attorney in NH and MA as well as a Certified Public Accountant (MA).

Harper is a Partner at Peloton Advisory, a boutique investment banking firm specifically structured to work on sell-side engagements with values of $20 – $200+ million. Prior to joining Peloton, Harper was a partner at Devine Millimet, as a member of the firm’s M&A, Taxation and ESOP groups.  His background of finance, taxation and transactional work have helped many business owners drive value and achieve tax efficient outcomes.  Harper has a wealth of experience working with companies, business owners and investors overseeing structural reorganizations, capital raises, mergers and acquisitions and succession and strategic planning.