Speakers
Sean Lichterman
Abby Massey
Barry Devine
Joe Hillstead
Ballroom A | Abby Massey & Sean Lichterman (Capstan Tax Strategies), Barry Devine (Tri-Merit), Joe Hillstead (Squire) & Martin Rothbard (Rothbard & Company LLC)
Abby Massey and Sean Lichterman from Capstan Tax Strategies will lead a discussion on qualified production property and domestic manufacturing.
Barry Devine from Tri-Merit - Speciatly Tax Professionals will deliver a talk on understanding client's tax liability with recent changes to the research and development tax credit rules for 2026. They will cover how to identify clients that are eligible to offset tax liability through transferability; and understanding timelises and expirations of eligible credit programmes.
These two presentations will be followed by a roundtable discussion, that will consist of the below:
Sean Lichterman is passionate about tax savings.
Energetic, creative, and meticulous, Sean’s enthusiasm for serving his clients is palpable. He builds trust through a client-centric approach, delivering tailored solutions that align with each client’s unique needs. In that vein he speaks candidly with clients, and won’t hesitate to advise against performing a study that might not be in a client’s best interest.
Sean’s genuine exuberance makes him a sought-after speaker at live industry events and in the podcast sphere, where he discusses wealth-building, financial planning, and tax savings.
Abby Massey brings technical excellence to the world of business development.
As a Professional Engineer — licensed in 47 states — and a LEED-accredited professional, Abby’s industry expertise helps her truly understand her clients’ projects. Prior to tax consulting, Abby spent almost a decade specializing in commercial building design, which allows her to fluently speak the “language” of construction, architecture, and engineering. Abby has a special interest in sustainable construction, the built environment, and energy incentives, and finds her work in this sphere particularly meaningful.
Barry has spent more than 18 years advising clients on specialty tax credits and incentives. He has extensive experience with building credits and incentives practices and his roles have included project management, developing project processes and deliverables, software development and business development activities. Barry has experience in many industry sectors such as architecture and engineering, manufacturing, computer science and defence contractors. Currently, Barry is working to develop the Renewable Energy Tax Credit Services offering at Tri-Merit.
