Joe leads BNN’s banking and financial services industry team. He has particular experience serving community banks and credit unions. Joe has a wealth of knowledge in mergers and acquisitions, SOX 404, and FDICIA reporting. He is a regular author and speaker on assurance topics for the banking industry.

Adam Aucoin is a principal in the tax practice at Baker Newman Noyes, specializing in serving banks and financial services institutions of all sizes as well as individual clients and their small businesses. Clients turn to Adam for help with corporate and individual tax planning, multi-state tax compliance, and tax provision compliance.

Adam’s work with financial institutions involves working soup to nuts with tax provision services, tax compliance work, and tax planning. Financial institutions turn to Adam for help keeping up to date on tax law changes and for insights into the relationship between taxes and their financial and business goals.

Additionally in his role on the firm’s banking and financial services industry team, Adam helps write, plan, and publish Issues of Interest, an email newsletter covering accounting, tax, and regulatory topics relevant to the banking industry.

Leanne Scott is a principal in the firm’s Boston tax practice, specializing in the state and local taxation of businesses and individuals. She works with multiple areas of state and local taxation, including income, franchise, and gross receipts taxes, sales and use tax, premium tax, and other tax types. Leanne’s experience includes tax consulting, multi-state tax planning, tax controversies, credits and incentives, and return preparation and review for clients in many different industries.

In addition to serving clients, Leanne is a frequent author, contributor, and speaker on a variety of state and local tax topics, including remote workers, Massachusetts tax matters, and nationwide developments and trends. She also regularly conducts internal trainings for colleagues on a variety of state and local tax topics.