SYS-CON MEDIA Authors: Gilad Parann-Nissany, Michael Bushong, Eric Brown, Kevin Benedict, PR.com Newswire

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ProfNet Experts Available on Tax Season

NEW YORK, Feb. 25, 2014 /PRNewswire/ -- Following are more than 60 experts who are available for interviews and quotes related to tax season. If you need additional experts, you can also submit a query, and can filter your request by institution type and geographic location to get the most targeted responses. The best part? It's free! Just fill out the query form to get started.

Business:

Travis Freeman, CFP, AWMA
President, Four Seasons Financial Education 
Partner, Four Seasons Wealth Management 
"The IRS has released Notice 2013-71, which permits cafeteria plans to be amended, allowing employees to 'carry over' up to $500 of unused assets into future years. The old 'use it or lose it' rule was a huge sticking point for employees who could have benefited from using their FSA. The thought of potentially losing money often outweighs the thought of saving money. It's the fear factor that pushes people way when the risk of loss exists. Now this fear has, at least partially, been taken away. But how do employers entice employees to contribute more with this new rule? After all, it is a nice benefit to employees and employers can save big on payroll taxes."
Freeman is a public speaker, author, and Certified Financial Planner professional. After watching how personal financial decisions affected his family as a child, Freeman became obsessed with understanding the powers of money and finance. Today, he spends his time training and educating people on how to make better financial decisions and understand complex areas of financial planning. He is available to discuss what employers can do to entice their employees to contribute more to their Flexible Spending Accounts. 
Media Contact: Carolyn Schinsky, [email protected] 

Christine A. Reuther, Esq.
Shareholder, Tax & Business Group
McCausland Keen & Buckman
"Small-business owners bear the bottom line cost of federal, state and local taxes both in their daily operations and in planning for growth, succession planning or exit strategies. Strategic transactions also give rise to a host of business issues that can shift risk and reduce the perceived benefit of the deal. Timely advice is critical to maximizing returns and avoiding costly surprises."
Reuther, an experienced attorney with a particular expertise in representing closely held business in tax and legal matters, is available to discuss potential pitfalls and planning opportunities for business owners interested in reducing their tax cost or maximizing their returns on major business changes.
Media Contact: Crystal Garcia, [email protected] 

Jonathan Barsade
CEO
Exactor
Barsade is the CEO of Exactor, a leading developer of end-to-end solutions for secure sales tax record keeping and compliance. He is also a former tax attorney at Akin Gump. He can provide input for stories regarding tax tips and pitfalls to avoid for consumers, small-business owners, entrepreneurs and startups. He can discuss the Marketplace Fairness Act -- its pros and cons, including the ramifications, and the economic benefits to the state. 
Expert Contact: jbarsade@exa[email protected] 
Media Contact: Lindsey Pugh, [email protected] 

Robin R. Bell, CPA
Business Advisor
Brown Smith Wallace
Bell is a member in Brown Smith Wallace's tax services group. She has more than 25 years of accounting, auditing and tax experience and is a key member of the tax practice management team.
She works with a wide variety of privately owned businesses, primarily in real estate, distribution and construction. As a trusted business advisor, she teaches her clients how to operate efficiently and gain an edge on their competition. She is known for her tax knowledge and advice, ensuring that her clients pay no more taxes than the law requires. She also serves as controller/CFO for some clients. A 1984 graduate of the University of Tennessee, she holds a Bachelor of Science degree in criminal justice and a minor in accounting. She is a member of both the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. She was honored by the MSCPA as a 2008 CPA Woman-to-Watch, receiving the Experienced Leader award. She has also been recognized as a Five Star Certified Public Accountant for four consecutive years. She is an active member of the University of Tennessee Alumnae Association. She also enjoys community service, volunteering for the visual and performing arts by assisting artists with accounting issues and tax compliance and Innovate Venture Mentoring Services (IVMS). She coordinates the firm's community service efforts with IVMS.
Media Contact: Pia Reinhold, [email protected] 

Cathy B. Goldsticker, CPA
Tax Advisor
Brown Smith Wallace
Goldsticker is a member in Brown Smith Wallace's tax services group. She has many years of experience evidenced by her expertise and commitment as a tax advisor. Her experience spans the industries of advertising, distribution, contractors, food service, health care, real estate and wholesale, among others. She authors tax updates and frequently speaks to various audiences on tax topics. Prior to her arrival at Brown Smith Wallace, she served as principal at a local CPA firm, where she provided diverse tax services including tax planning and consulting services, as well as supervised work assignments and staff development. She earned a bachelor's of business administration in accounting from the University of Wisconsin and a master's of science in taxation from Fontbonne University, graduating with honors. She is a member of both the American Institute of Certified Public Accountants and the Missouri Society of Public Accountants, where she currently serves as the St. Louis chapter president. She was the recipient of the MSCPA CPA Women-to-Watch award and is an adjunct professor at Fontbonne University teaching real estate taxation in the Master of Science in taxation program. In addition to the teaching, her past and present professional activities include past treasurer to the Clayton High School Football Boosters, the Referral Network of BNI International, and Congregation Temple Israel. Currently she is treasurer and member of the investment committee and board member for Congregation Temple Israel, audit committee member for the Jewish Federation of St. Louis and committee member for several local charities.
Media Contact: Pia Reinhold, [email protected] 

Thomas J. Purcell, III JD, Ph.D., CPA
Accounting Professor
Creighton University Heider College of Business
Purcell is available to speak on individual income tax, small businesses, closely-held businesses and nonprofits. He has been on teaching at Creighton since 1979. Prior to that he was a tax consultant with the Omaha office of Touche Ross & Co. He currently serves the AICPA as chair of the Model Tax Curriculum Task Force, as a member of the Tax Practice Responsibilities Committee and also as a member of the Tax Reform Task Force.  Previously he served the AICPA as chair of the Tax Executive Committee of the AICPA, the highest committee on taxation within the Institute, and on the AICPA Council, the Strategic Planning Committee, the Pre-certification Education Executive Committee, the Tax Legislation and Policy Committee, the Tax Accounting Committee, the Tax Policy Committee, and on numerous tax task forces. 
Bio: http://business.creighton.edu/faculty/purcell-thomas 
Media Contact: Cindy Workman, [email protected] 

Alan Hill, CPA
Principal, Director of Dental Services
Rea & Associates, Inc.
Hill is a principal at Rea & Associates, a Top 100 accounting firm. He specializes in serving medical and dental clients, as well as small businesses and high net worth individuals. He has more than 20 years of accounting industry experience, and is a graduate of Cleveland State University. He is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, and the Dental Network Group.  
Bio: http://www.reacpa.com/alan-hill 
Blog: http://www.deardrebit.com/author/alanhill/ 
Media Contact: Becky Boyd, [email protected] 

Miguel Farra 
Principal-in-Charge, Tax and Accounting Department
Morrison, Brown, Argiz & Farra 
Farra can discuss the 2014 tax season, including how the delay in the start of tax season may affect individuals and businesses; important things for large companies and small businesses to know; and changes to tax filing requirements. Farra has over 34 years of experience in the areas of tax planning and compliance, consulting, mergers and acquisition, accounting, and audit services for domestic and international businesses. His industry experience includes banking, manufacturers, distribution, automotive dealerships, aviation, electronic commerce, finance, healthcare, hospitality, real estate, and technology. He has been involved in corporate re-organizations, international tax and corporate structures, tax planning for real estate developers, audits of healthcare organizations and income and estate planning for high-net-worth individuals.
Media Contact: Stacy Merrick, [email protected] 

Dr. John Karaffa, CPA/PFS, CFP
President
ProSport CPA PLLC
Starting in tax year 2013, the tax burden for professional athletes will increase substantially. Higher tax rates, the new Obamacare surcharges, personal exemption phase-outs, and itemized deduction reductions will be felt in the pocketbooks of most all professional athletes. Most won't discover just how expensive the changes are until April 15. There are some definitive moves professional athletes can make to reduce their overall tax burdens: consult experienced tax pros, revisit state of residence decisions, and fully engage the advisory team. Karaffa, a tax accountant for professional athletes, is available to discuss the effect of the new tax rates on professional athletes, and what they can do.
Expert Contact: [email protected] 

Mark C. Doyle 
Partner
Tredway Lumsdaine & Doyle LLP 
Doyle leverages more than 30 years of experience to provide individual, professional, and corporate clients with trusted legal counsel on a full range of estate, business and tax planning matters. He regularly counsels clients on mitigating the tax burden through advanced planning for all types of taxation, including (but not limited to): counseling on the minimization of estate taxes, capital gains, corporate tax, real property tax increases, state and local taxes. He also counsels clients on how to properly structure and minimize the tax impacts of exiting a business, including stock purchase and asset sales, installment sales of a business and through gifting strategies. Doyle received his master's degree in law in taxation with high distinction from Loyola Law School and is part of a select network of pre-qualified attorneys who provide legal guidance to advisors and clients of UBS Financial Services throughout the U.S.
Bio: http://tldlaw.com/attorneys/mark-doyle/ 
Media Contact: Kristina Sarenas, [email protected], or Liz Drew, [email protected] 

Julius Green
Tax Practice Leader
ParenteBeard LLC
Newly appointed tax practice leader in ParenteBeard's Philadelphia region, Green ensures tax quality control and builds service teams with the audit practice to enhance client service. He has over 20 years of experience providing consultation on all tax compliance and consulting matters for nonprofit, healthcare, senior living services, higher education and membership organization clients. He also leads the firm's exempt organization tax practice. Additionally, Green serves as vice president for the Pennsylvania Institute of Certified Public Accountants and has taken on several leadership roles within the organization. He served as the first chair of the organization's diversity committee, leading them to create professional and workshop forums and a nationally regarded diversity whitepaper and toolkit for accounting firms. He also served as treasurer and liaison for the investment task force. A certified public accountant in Pennsylvania and Maryland, Green holds a bachelor's degree and master of business administration from University of Baltimore and a juris doctorate from the George Washington University National Law Center.
ParenteBeard is ranked among the top 25 accounting firms in the U.S. With over 1,000 professionals, the firm is a leader in providing CPA and business advisory services to small businesses, middle market companies, nonprofits and SEC registrants. As an independent member of Baker Tilly International, ParenteBeard is proud to provide the highest level of service to clients nationally and internationally.
Website: http://www.ParenteBeard.com 
Media Contact: Kaitlyn McCrea, [email protected] 

Ann Marie Casinelli
Senior Manager
ParenteBeard LLC
Casinelli is available to discuss tax implications associated with small businesses. She has over 20 years of accounting experience, including 12 years in public accounting. In her role as senior manager, she collaborates with attorneys, investment advisors, family offices and integral parties to achieve clients' objectives. She works closely with clients to address their tax, financial reporting and business advisory needs. Her expertise lies in high-net-worth individuals, providing sophisticated investing, accounting and tax guidance. In addition, she's highly regarded for her substantial international experience in private banking and investment banking, along with her significant niche practice in advising on passive foreign investment vehicles.
ParenteBeard is ranked among the top 25 accounting firms in the U.S. With over 1,000 professionals, the firm is a leader in providing CPA and business advisory services to small businesses, middle market companies, nonprofits and SEC registrants. As an independent member of Baker Tilly International, ParenteBeard is proud to provide the highest level of service to clients nationally and internationally.
Website: http://www.ParenteBeard.com 
Media Contact: Kaitlyn McCrea, [email protected] 

Carolyn Linkov
Principal
ParenteBeard LLC
Linkov is available to discuss tax implications associated with the Affordable Care Act. As principal in ParenteBeard's tax group, Linkov's responsibilities include tax and quality assurance and federal taxation. In her role, Linkov monitors the firm's compliance with ethical requirements, such as Treasury Circular 230 and develops policies and procedures to ensure that the firm's tax practice delivers high quality, thorough and current tax advice to its clients. Her areas of expertise in federation taxation include accounting methods, depreciation, S corporation termination events, transaction costs, tax-exempt organization issues, employee benefit plan taxation and Form 8275 disclosures. Linkov is the firm's director of strategic tax applications and techniques. In this role, she teaches the tax team and keeps them informed on STAT-related issues, serves as technical reviewer for STAT projects and provides guidance to the firm's tax team on customized tax consulting ideas for clients. She is also involved in all aspects of complex research and analysis with respect to unusual and rare tax situations.
ParenteBeard is ranked among the top 25 accounting firms in the U.S. With over 1,000 professionals, the firm is a leader in providing CPA and business advisory services to small businesses, middle market companies, nonprofits and SEC registrants. As an independent member of Baker Tilly International, ParenteBeard is proud to provide the highest level of service to clients nationally and internationally.
Website: http://www.ParenteBeard.com 
Media Contact: Kaitlyn McCrea, [email protected] 

Mildred Carter, JD
Senior Federal Tax Analyst
Carter has extensive background in federal tax analysis and specific expertise in individual and small business and corporate tax planning issues. As a senior federal tax analyst, she is an important contributor to CCH's coverage of new tax legislation in the law, explanation and analysis books. She also contributes to two of the most popular tax professional references in the country, the CCH Tax Research Consultant and the Standard Federal Tax Reporter and has developed and authored several interactive research aids, which are available online through CCH IntelliConnect. Concentrating on the impact of federal tax laws, Carter provides in-depth explanations and analysis of tax law provisions.
Website: http://www.CCHGroup.com 
Media Contact: Brenda Au, [email protected] 

Bruno Graziano, JD, MSA
Senior Estate and Gift Tax Analyst 
Graziano is an attorney with a master's degree in accountancy and is a senior analyst for CCH's Financial and Estate Planning Group. A CCH employee for 26 years, he oversees the editors and analysts responsible for two of the most respected CCH subscription products, Financial and Estate Planning and Estate Planning Review ‒ The Journal. Prior to joining CCH, he was an assistant attorney for an Illinois municipality. He has a detailed knowledge of gift and estate taxation, wills, trusts and related tax law.
Website: http://www.CCHGroup.com 
Media Contact: Brenda Au, [email protected] 

Denise A. Mummert, CPA
Principal
Windham Brannon
Mummert has extensive knowledge of mergers and acquisitions and income tax compliance and planning techniques, capitalizing on opportunities for both tax deferrals and permanent tax savings for businesses and their owners. She has led appeals processes with the IRS securing millions of dollars in tax reductions, performed sales tax recovery studies resulting in refunds in overpaid taxes in the hundreds of thousands of dollars, and assisted in structuring acquisitions and divestitures with consideration totaling over $3 billion. She has received the Distinguished Member Award from the Georgia Society of Certified Public Accountants and was also a past president. She is available to discuss corporate tax issues.
Media Contact: Jan Sisko, [email protected] 

Timothy J. Clancy, CPA 
State and Local Tax Services Practice Leader
Windham Brannon
With more than 18 years of experience in the state income and franchise tax field, Clancy has assisted clients in multiple industries, ranging from large public companies to smaller closely held operations. Areas of specialization include: Nexus analysis, apportionment review, state minimization studies, filing methodology review, voluntary disclosures, audit defense, refund reviews, transactional analysis, compliance outsourcing, letter ruling requests, and state credits and incentives. He is available to discuss state and local tax issues.
Media Contact: Jan Sisko, [email protected] 

Toby Johnston 
Partner 
Moss Adams 
Behind every large tech acquisition (such as Facebook's recent acquisition of WhatsApp for $16 billion), stock option tax planning is critical for owners and key employees who want to protect their growing wealth and manage/reduce taxes. What are their strategies? Johnston is available to discuss stock option tax planning. Johnston has been providing tax and financial planning solutions to his clients since 2001. Primarily serving closely held businesses, executives, and wealthy families, he helps them reduce their tax burden and retain more wealth. He advises clients on real estate ownership, stock option compensation, and investment partnerships. He also focuses on the tax aspects of estate planning, including gift and generation-skipping taxes, children's trusts, life insurance trusts, and charitable giving. He's also a Certified Financial Planner. 
Media Contact: Christie Jackson, [email protected] 

Tom Sanger 
Partner 
Moss Adams 
Sanger is available to discuss the Research and Development Tax Credit. Proposed regulations under section 174, relating to the deduction for research and development expenditures are pending finalization this year and will impact businesses that design or develop new products or processes. Also, the R&D credit extension expired in December 2013; it's anticipated to be renewed in December 2014, be retroactive and extend through December 2015. This will impact all businesses that design or develop new products or processes and that are eligible for the R&D tax credit. Sanger has practiced public accounting since 1994 and leads the firm's Research Tax Credit Practice, overseeing all research tax credit projects.
Media Contact: Christie Jackson, [email protected] 

Bob Reynolds 
Partner 
Moss Adams 
Reynolds is available to discuss state and local tax issues, primarily focusing on California: 1) California Enterprise Zone (CA EZ) credits have expired, and while the window is closing quickly to claim CA EZ hiring and sales-and-use tax credits, companies can still secure 2013 credits in 2014. 2) A new set of business incentives are replacing the CA EZ credits: new hiring credit is available beginning this year for qualified businesses located in former EZs; new sales and use tax exemption will be available July 1, 2014, for tangible personal property used in manufacturing or R&D; and the new California Competes Credit. 3) Final regulations for the California Competes Credit (an income tax credit for businesses) are expected to be final within the next couple months and the program is scheduled to launch in May; this replaces the CA Enterprise Zones and is anticipated to keep businesses in California and draw more businesses to the state. 4) Business entity structuring in California: A 2013 increase in individual income tax rates -- at both the federal and state level -- have changed the landscape, especially if a company is a pass-through entity, such as an S corporation, LLC, or partnership based in California. Does the company's existing entity structure still make sense? 5) CA Filing Enforcement: The Franchise Tax Board (FTB) will be posting another notice on their website in December, prior to mailing thousands of letters requesting California tax returns from individuals or business entities that may not actually owe taxes; how can recipients of these letters respond? Reynolds has dealt with California income and franchise tax dispute resolution and tax planning since 1991.
Media Contact: Christie Jackson, [email protected] 

Marke Greene 
Partner 
Moss Adams 
Greene is available to discuss state and local tax issues: 1) Marketplace Fairness Act, which would enable state governments to collect sales and use taxes from remote retailers with no physical presence in their state, passed in the Senate and is pending in the House. This will have a major impact on the retail industry, if passed. 2) New tax breaks for aerospace companies in Washington State. Greene has been consulting since 2000 in the area of state and local tax, focusing on planning and structuring transactions for public and privately held clients.
Media Contact: Christie Jackson, [email protected] 

Rob O'Neill 
Partner 
Moss Adams 
O'Neill is available to discuss state tax credits and incentives including: 1) Transferable Tax Credits: There's a growing demand for increased access to transferable credits and more transparency between the buyers and sellers of these credits; the launch of a new tax credit exchange responds to this demand from businesses. 2) Work Opportunity Tax Credit (WOTC): Pending legislation to extend the credit; meanwhile, new e-signature capability speeds up the application process and makes claiming these credits easier than ever. O'Neill has practiced public accounting since 1998, providing state and local tax advisory and compliance services to large multistate and multinational companies and their owners in various industries. 
Media Contact: Christie Jackson, [email protected] 

Rich Croghan 
Partner 
Moss Adams 
Croghan can comment on the tax implications of the Affordable Care Act for employers. Croghan has been in public accounting since 1991. He primarily serves small and midsize life science, technology, and health care organizations, including pharmaceutical companies, research companies, medical device companies, digital health companies, hospitals, managed care organizations, physician groups, and ancillary service organizations. He provides tax and consulting services related to tax return preparation, research and development tax credits, international tax planning, state and local tax planning, tax accounting methods, and mergers, acquisitions, and reorganizations.
Media Contact: Christie Jackson, [email protected] 

Jennifer Schmidt 
Tax Senior Manager 
Moss Adams 
Schmidt can comment on what businesses need to know about the new tangible property regulations that took effect Jan. 1. These regulations apply to all taxpayers that acquire, produce, or improve tangible property. Schmidt is a tax senior manager with over 15 years of experience in public accounting. Since joining Moss Adams in 2004, Jennifer has worked in the firm's Professional Practice Group, which establishes practice standards, defines strategic direction, and provides overall support for the firm's tax practice. Schmidt also leads the firm's accounting methods practice and is the firm's primary technical reviewer of all non-automatic method changes. Within this role, she assists clients with accounting method planning and, more recently, with assessing the impact of the tangible property regulations on their business.
Media Contact: Christie Jackson, [email protected] 

Chad Bice, CPA
Principal, Director of Tax Services 
Rea & Associates, Inc.
Bice is a principal at Rea & Associates, a Top 100 accounting firm, where he is the director of tax services. He specializes in federal, state and local tax for privately held businesses in the service, distribution and manufacturing industries, with an emphasis on delivering value-added savings opportunities. He has 20 years of experience in the accounting industry, and earned a bachelor's degree in business administration from The Ohio State University. Chad is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
Bio: http://www.reacpa.com/chad-bice 
Blog: http://www.deardrebit.com/author/cbice/ 
Media Contact: Becky Boyd, [email protected] 

Dave McCarthy, CPA, CSEP
Principal
Rea & Associates, Inc.
McCarthy is a principal at Rea & Associates, a Top 100 accounting firm. He specializes in corporate tax, management consulting and estate planning. He holds a bachelor's degree in accounting from the University of Akron, and has more than 25 years of experience in the industry. He is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
Bio: http://www.reacpa.com/david-k-mccarthy 
Media Contact: Becky Boyd, [email protected] 

Joe Popp, JD, LLM 
Tax Manager 
Rea & Associates, Inc. 
Popp is a tax manager and the in-house health care reform expert at Rea & Associates, a Top 100 accounting firm. He specializes in state and local taxes, as well as health care reform taxation, and has been entrenched in understanding and consulting on the impact that new health care reform laws will have on businesses of all shapes and sizes. He holds a bachelor's degree from The Ohio State University, a juris doctorate from The Ohio State University's Moritz College of Law and a master of laws in tax from Capital University Law School. He is a member of the American Bar Association, the Ohio Bar Association and the Columbus Bar Association. 
Bio: http://www.reacpa.com/joseph-popp
Blog: http://www.deardrebit.com/author/jpopp/
Media Contact: Becky Boyd, [email protected] 

Bradford C. Dickson, CPA
International Tax Practice Leader
Windham Brannon
Dickson works with businesses and individuals in all aspects of the international tax environment, including import-export, U.S. multinationals, foreign investment in the United States, cross-border transactions, and investors and executives on overseas assignments. He serves on the American Institute of Certified Public Accountants (AICPA) – Technical Resource Panel for International and the Task Force on Foreign Bank Account Reporting, and is a member of the International Fiscal Association. He was recently awarded the Meritorious Service Award by the Georgia Society of Certified Public Accountants, the highest award presented by the GSCPA. He is available to discuss international tax issues.
Media Contact: Jan Sisko, [email protected] 

Barbara M. Coats, CPA
Tax Compliance and Planning Practice Leader
Windham Brannon
Coats specializes in tax planning for high-net-worth individuals and business entities. Her expertise comes in income tax, including tax planning, preparation and agency examinations. She has received the Distinguished Member Award from the Georgia Society of Certified Public Accountants and serves as a trustee for the Atlanta Tax Forum. She is available to discuss individual tax issues.
Media Contact: Jan Sisko, [email protected] 

Christine Ballard 
Partner 
Moss Adams 
Ballard can comment on a variety of international tax issues, including how the Net Investment Income Tax impacts your taxes if you're earning money from foreign sources, as well as other international issues including Passive Foreign Investment Companies (PFIC) and the Foreign Account Tax Compliance Act (FATCA). Ballard has been practicing public accounting since 1988, specializing in international tax planning and compliance for inbound and outbound businesses. She has extensive experience with Subpart F issues, export incentives, cash planning, FATCA readiness, and treaty planning. 
Media Contact: Christie Jackson, [email protected] 

Heather Cressman
Manager, Tax Services
ParenteBeard LLC
Cressman is available to discuss tax issues for single women. A manager in the tax services group at ParenteBeard, Cressman's primary areas of responsibility are working with high-net-worth individuals and their closely held businesses, both partnerships and S corporations. She works directly with clients, financial advisors, family offices, and attorneys on compliance and tax planning matters. Additionally, she has substantial experience working with exempt organizations. Cressman was named one of the Pennsylvania Institute of Certified Public Accountants' Young Leaders in 2013 and was featured on the organization's website homepage.
ParenteBeard is ranked among the top 25 accounting firms in the U.S. With over 1,000 professionals, the firm is a leader in providing CPA and business advisory services to small businesses, middle market companies, nonprofits and SEC registrants. As an independent member of Baker Tilly International, ParenteBeard is proud to provide the highest level of service to clients nationally and internationally.
Website: http://www.ParenteBeard.com 
Media Contact: Kaitlyn McCrea, [email protected] 

Ken Yoder
Tax Manager
ParenteBeard LLC
Yoder is available to provide advice for first-time filers. As a member of ParenteBeard's corporate tax services group, he is responsible for providing tax services to public, large private and foreign-owned companies. His areas of expertise include annual corporate tax compliance, accounting for income taxes, consolidated tax return issues, multistate taxation and international reporting. In addition to helping clients with tax compliance, Yoder assists with the firm's development of best practices and is an integral part of the professional development of fellow ParenteBeard tax staff members. He is also a participant in the firm's leadership development program, LEAP, a three-year program to develop leaders who embrace our values and principles. The program helps our professionals formulate effective management and business development attributes, enhance their leadership capabilities and engage in continuous development.
ParenteBeard is ranked among the top 25 accounting firms in the U.S. With over 1,000 professionals, the firm is a leader in providing CPA and business advisory services to small businesses, middle market companies, nonprofits and SEC registrants. As an independent member of Baker Tilly International, ParenteBeard is proud to provide the highest level of service to clients nationally and internationally.
Website: http://www.ParenteBeard.com 
Media Contact: Kaitlyn McCrea, [email protected] 

Thomas A. Spychalski
Partner
ParenteBeard LLC
Spychalski is available to discuss the tax implications associated with DOMA. With more than 30 years of experience in public accounting, Spychalski serves as the trusted advisor to many high-net-worth individuals, family businesses, nonprofits and professional services firms. Spychalski is the firm's estate and trust practice leader, specializing in assisting clients with estate and gift planning and tax compliance. Prior to joining ParenteBeard, Spychalski was a tax partner at a regional accounting firm.
ParenteBeard is ranked among the top 25 accounting firms in the U.S. With over 1,000 professionals, the firm is a leader in providing CPA and business advisory services to small businesses, middle market companies, nonprofits and SEC registrants. As an independent member of Baker Tilly International, ParenteBeard is proud to provide the highest level of service to clients nationally and internationally.
Website: http://www.ParenteBeard.com 
Media Contact: Kaitlyn McCrea, [email protected] 

General:

John Logan, JD
Senior State Tax Analyst 
Logan is an attorney and senior state tax analyst who has spent more than 25 years tracking and analyzing state tax statutory and case law, as well as state tax regulatory policy. He is a contributor to CCH's IntelliConnect, which includes CCH's State Tax Review, a weekly newsletter that reports on tax news at the state level, as well as CCH's State Tax Reporters, State Tax Guide, Multistate Sales and Use Tax Guide, and the Multistate Corporate Income Tax Guide. He has a thorough understanding of the various state taxes imposed, as well as taxation trends across all states.
Website: http://www.CCHGroup.com
Media Contact: Brenda Au, [email protected] 

Carol Kokinis-Graves, JD
Senior State Tax Analyst 
Kokinis-Graves is an attorney and senior state tax analyst who specialize in tracking, analyzing and reporting issues regarding state and local sales and use taxes. She researches and covers current state legislation, court cases, administrative rulings and regulations. She has written articles that have appeared in The Journal of State Taxation, State Tax Review and Practitioner Perspectives and she has been a speaker at a number of industry conferences. She has also developed and authored several interactive research aids, which are available online through CCH IntelliConnect. She has also authored a continuing professional education course for accountants regarding use of the cost, income and sales-comparison approaches in the valuation of real estate. She possesses a thorough knowledge of state and local sales and use taxes.
Website: http://www.CCHGroup.com 
Media Contact: Brenda Au, [email protected] 

Sandy Weiner, JD
State Tax Analyst
Weiner is an attorney and state tax analyst and has spent over 15 years analyzing state tax legislation, case law, and regulatory developments. She is a contributor to CCH's IntelliConnect, which includes CCH's State Tax Review, a weekly newsletter that reports on tax news at the state level, is one of the primary editors of the renowned Guidebook to California Taxes, has participated in the development of numerous tax products providing analysis of various tax trends across states, and has been a presenter at numerous forums for tax professionals. She offers a detailed understanding of state personal and corporate income taxation and trends across all states.
Website: http://www.CCHGroup.com 
Media Contact: Brenda Au, Brenda.au@wolte[email protected] 

Chris Axene, CPA
Principal 
Rea & Associates, Inc. 
Axene is a principal at Rea & Associates, a Top 100 accounting firm, where he serves as a member of the firm's tax services team, specializing in federal tax. He has 19 years of experience in the accounting industry, and has made numerous presentations at various seminars and events and has also authored several published articles about taxes. A graduate of The Ohio State University, he is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
Bio: http://www.reacpa.com/christopher-e-axene 
Blog: http://www.deardrebit.com/author/caxene/ 
Media Contact: Becky Boyd, [email protected] 

Bryan Camp
Professor, School of Law
Texas Tech University
Camp is available to discuss tax and bankruptcy codes, the IRS Restructuring and Reform Act of 1998, tax controversies, and IRS procedures.
Media Contact: Leslie Cranford, [email protected] 

Mark Luscombe, JD, LLM, CPA
Principal Federal Tax Analyst
Wolters Kluwer, CCH
Luscombe is the principal federal tax analyst for the company and is a key member of the CCH Tax Legislation team tracking and analyzing legislation before Congress. He is the current chair of the Important Developments Subcommittee of the Partnership Committee of the American Bar Association Tax Section and regularly speaks on a wide range of tax topics. In addition, he co-authors a monthly tax strategies column for the respected professional publication, Accounting Today, and authors a monthly tax trends column for TAXES magazine. Prior to joining CCH, he was in private practice for almost 20 years with several Chicago-area law firms where he specialized in taxation. He offers a thorough understanding and analysis of federal tax, its application and its impact on both the individual and corporate taxpayer.
Website: http://www.CCHGroup.com 
Media Contact: Brenda Au, [email protected]  

George Jones, JD, LLM
Senior Federal Tax Analyst 
Jones has been active in the tax field for over 35 years. As managing editor in CCH's Washington office, Jones is responsible for legislative information at CCH. In addition, Jones is editor of CCH Federal Tax Weekly; CCH Expert Treatise; Federal Taxation of Corporations and Shareholders; and co-authors a biweekly tax strategies column for the respected professional publication, Accounting Today. He keeps his fingers on the pulse of the IRS, Congress, and the tax and accounting profession.
Website: http://www.CCHGroup.com 
Media Contact: Brenda Au, [email protected] 

John W. Roth, JD, LLM
Senior Federal Tax Analyst
Roth is a senior tax analyst specializing in the day-to-day application of tax law across a wide range of tax topics. He provides practical insight and guidance into how tax laws apply to individuals, corporations and special entities. He is a contributing author to CCH's Standard Federal Tax Reporter, the Tax Research Consultant, the U.S. Master Tax Guide, the Federal Tax Guide, the Practical Tax Expert, the Practical Tax Professional and Business Express Answers. He has been a regular presenter of tax update seminars to professional accounting organizations, as well as a presenter in the CCH Audio Seminar series on tax legislation updates. He has been quoted by the Wall Street Journal, the Associated Press and on National Public Radio. He joined CCH from a national tax service where he was responsible for its premier tax preparation services and trained other employees for the company's advanced services.
He provides an excellent understanding of the practical application of the complex requirements of federal tax laws.
Website: http://www.CCHGroup.com 
Media Contact: Brenda Au, [email protected] 

Rebecca Pavese, CPA
Financial Planner, Tax Director
Palisades Hudson Financial Group, Atlanta
Topics Pavese is available to discuss: tax planning, tax return preparation, overlooked deductions, complex returns for upper-income people, entrepreneurs and self-employed, Medicare tax, small-business taxes, estate taxes. 
Media Contact: Henry Stimpson, [email protected] 

Individual:

Lawrence Ploucha
Shareholder
Fowler White Boggs, Fort Lauderdale, Fla.
"An ounce of planning can be better than several pounds of tax liability."
Ploucha received his LL.M in taxation from the University of Miami. He is knowledgeable in the areas of estate planning and tax law -- two areas of the law that often cross. He can discuss retirement planning, 401(k), pensions, IRAs, gift-tax rules and charitable contributions as they relate to tax planning and liability. For example, a person can make an IRA contribution up to filing time that relates back to the previous year. That's a planning technique that will reduce your previous year's taxes by action taken in the following year. 
Media Contact: Susan R. Miller, [email protected] 

Bradford L. Hall, CPA
Managing Director
Hall & Company CPAs 
"The key to having a properly done tax return is to spend time and effort on it. Most people don't want to put in the time and effort, and that leaves them at high risk for an audit. They should know that to the degree they spend time with their CPA, the more accurate the tax return will be, and they will be able to sleep better at night knowing it's been done properly."
Bradford has nearly four decades of experience in public accounting and is actively involved in all aspects of taxation, auditing and business planning. His core strengths as an Irvine CPA are in the areas of: strategic tax planning for high-net-worth individuals, including corporate owners and executives, closely held corporations, partnerships, LLCs and trusts; negotiating corporate mergers/sales and acquisitions; and representing clients in matters dealing with the IRS and audit situations.
Media Contact: Kristina Sarenas, [email protected], or Liz Drew, [email protected] 

Greg Rosica
Tax Partner; Contributing Author, "EY Tax Guide 2014"
Ernst & Young LLP
"Sweeping new tax laws took effect for 2013 and beyond. The American Taxpayer Relief Act and the Affordable Care Act bring widespread tax changes that significantly impact taxpayers, so it's essential to educate yourself on how these laws can affect your tax and financial situation. In addition, the Supreme Court ruling in 2013 that overturned key provisions of the federal Defense of Marriage Act and subsequent IRS ruling ushered in substantial tax changes for same-sex married couples. With the tax landscape continuing to change every year, the 'EY Tax Guide' is an excellent reference tool to help readers navigate through a complex and frequently changing tax scene and prepare accordingly."
Rosica is a contributing author to the "EY Tax Guide 2014" and a tax partner in EY's Personal Tax Services, leading the Southeast Area Private Client Services practice.  With over 17 years of experience, he provides clients with holistic wealth planning, which integrates family wealth planning, tax and personal financial planning. He is a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and a Registered Investment Advisor Representative (having passed the NASD Series 2 and 65 exams). He has also received the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). Rosica can speak to a number of personal finance tax topics year-round and especially during tax season, including, but not limited to: how to avoid the 25 most common tax-filing errors, the 50 most overlooked tax deductions, tax law changes and money-saving tips.
Website: http://tinyurl.com/lfu8ouc 
Media Contact: Lauren Murphy, [email protected] 

Paul McEwan, CPA, MT, AIFA
Principal, Director of Benefit Plan Services
Rea & Associates, Inc.
McEwan is a principal and director of benefit plan services at Rea & Associates, a Top 100 accounting firm. He is the leader of Rea's retirement plan administration and consulting services team, and specializes in pension strategies for tax savings. He consults with clients on fiduciary best practices related to qualified plans, as well as assisting plan sponsors improve the retirement readiness of their plan participants through effective plan design. He has more than 25 years of industry experience, and earned his bachelor's degree in accounting from The Ohio State University. He also obtained a master's degree in taxation from the University of Akron. Paul is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants and the Society for Human Resource Management.
Bio: http://www.reacpa.com/paul-mcewan 
Blog: http://www.deardrebit.com/author/pmcewan/ 
Media Contact: Becky Boyd, [email protected] 

Michelle VanDellen 
Tax Senior Manager 
Moss Adams 
VanDellen is available to comment on the tax implications of the Affordable Care Act for individuals. She has practiced public accounting since 1993 and works with family owned businesses, partnerships, and S corporations, advising them on tax and accounting issues, federal and state taxes, the tax impact of health care regulations, estate planning, and business owner transition planning. 
Media Contact: Christie Jackson, [email protected] 

Craig Richards
Managing Director and Director of Tax Services
Fiduciary Trust Corporation International
Richards, CPA/PFS, CFP is managing director and director of tax services. He is a licensed CPA and CFP, and he joined Fiduciary Trust in 1984. He was appointed head of the tax department in 2006, having previously managed the individual tax services area since 1996. He is a member of the operating committee. He is also a member of the New Jersey State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He earned a B.S. from Saint Peter's College, majoring in accounting and minoring in economics, and also earned an M.S. in taxation at Seton Hall University.
Media Contact: Kris Kagel, [email protected] 

Lynne Wright  
Financial Advisor
Raymond James
Wright specializes in LGBT retirement planning. She is based out of Ann Arbor, Mich., which does not recognize same-sex marriage, making it difficult for her gay clients. This predicament has forced Wright to come up with creative solutions to help protect and benefit those clients. For instance, Wright works with a lesbian couple and one of the partners has a pension plan through her union, but the other partner has no income; should she die before retirement, she would receive nothing. With no safety net to speak of, Wright came up with an alternative setup she calls a "pension replacement plan," which is essentially a life insurance policy. Given this is the first year same-sex couples are able to file joint tax returns since the repeal of DOMA, this story can speak to many who find themselves in a similar situation. Wright can also speak to tax issues for same-sex couples in states where it is recognized.
Wright draws on more than 28 years of financial industry experience when she helps clients develop customized, wealth-building portfolios. A graduate of Eastern Michigan University in Ypsilanti with a bachelor's degree, Wright joined Raymond James in 2001 after career-building experience with E.F. Hutton and Prudential Securities in Ann Arbor. In addition to her considerable financial advisor experience, she calls on her skills as a Wealth Management Specialist, Chartered Mutual Fund Counselor and Chartered Retirement Planning Counselor. A native of Dearborn, Wright enjoys bird watching and hiking during her travels throughout the United States, Europe, Asia and South America.
Media Contact: Chloe Etsekson, [email protected] 

Bob Barnhill
Instructor, Department of Personal Financial Planning
Texas Tech University
Barnhill is available to discuss fiduciary income taxation, estate and gift taxation, retirement distributions, and individual income taxation.
Media Contact: Leslie Cranford, [email protected] 

Bill Gustafson
Associate Professor, Department of Personal Financial Planning
Texas Tech University
Gustafson is available to discuss retirement planning and family economics.
Media Contact: Leslie Cranford, [email protected] 

Russell James
Associate Professor, Department of Personal Financial Planning
Texas Tech University
James is available to discuss charitable donations, and estate and charitable planning.
Media Contact: Leslie Cranford, [email protected] 

Vaughn E. James
Professor, School of Law
Texas Tech University
James is available to discuss low-income taxpayers, federal income taxation, international taxation, and federal estate and gift taxation.
Media Contact: Leslie Cranford, [email protected] 

Mitzi Lauderdale
Associate Professor
Department of Personal Financial Planning
Texas Tech University
Lauderdale is available to discuss estate planning, special-needs financial planning, and federal estate and gift taxation.
Media Contact: Leslie Cranford, [email protected] 

Robert Ricketts
Accounting Department Head; Frank M. Burke Chair in Taxation
Texas Tech University
Ricketts is available to discuss changes and tips for 2013, student filing, and tax disasters
Media Contact: Leslie Cranford, [email protected] 

John Salter
Assistant Professor and Director, Department of Personal Financial Planning
Texas Tech University
Salter is available to discuss retirement planning and wealth management.
Media Contact: Leslie Cranford, [email protected] 

Lane Mullinax
Financial Expert
Pearl.com
Mullinax is a Certified Financial Planner (CFP) with over 28 years of experience helping people with budgeting, tax planning, investment planning, estate planning, retirement planning, risk management and insurance. He has also served as a branch manager and associate vice president with American Express Financial Advisors. Mullinax received his MBA with an emphasis in finance and tax from Walden University, and his BA in business administration from Mercer University. He will graduate with a J.D. degree from Concord Law School at Kaplan University in May 2014.
Media Contact: Jessica Lee, [email protected] 

David Walters, CPA, CFP
Financial Planner, Tax Expert
Palisades Hudson Financial Group, Portland, Ore.
Topics Walters can discuss: tax planning, tax return preparation, overlooked deductions, complex returns for upper-income people, entrepreneurs and self-employed, Medicare tax, small-business taxes, estate taxes, investment management, estate planning and retirement planning.
Media Contact: Henry Stimpson, [email protected] 

James C. Walschlager, MA
Estate Planning Analyst
Walschlager is an analyst who has been tracking and analyzing state inheritance, estate and gift tax statutory and case law, as well as state regulatory policy on these taxes, for more than 30 years. He is a contributor to a variety of CCH products, including Financial and Estate Planning and the Federal Estate and Gift Tax Reporter. In addition, he has contributed to CCH's IntelliConnect through the development of several multistate transfer tax Smart Charts, as well as to the Law, Explanation and Analysis books on various federal tax legislation and to the Express Answers book series. Most recently, he has edited the Wealth Manager Library. He has been interviewed by Forbes Magazine, the Wall Street Journal, MarketWatch, the New York Times, Bloomberg Business Magazine and the Pittsburgh Tribune for various stories on state estate and inheritance taxes. He offers a thorough understanding of state inheritance, estate, generation-skipping and gift taxes.
Website: http://www.CCHGroup.com
Media Contact: Brenda Au, [email protected] 

Richard Gartland
Senior Tax Preparer
H&R Block in Glendale, Calif.
Gartland currently serves as a senior tax preparer at H&R Block's Glendale office in California. With more than 27 years of financial management experience, he became a tax preparer five years ago and his expertise spans from investment income, self-employment, S-corps, rental real-estate and corporate returns. He was formerly a CFO of a 120 person corporation with partnership interests. He previously served as the treasurer and then president of the AT Center, a nonprofit based in Los Angeles. During this tenure, he revamped their accounting practices, created monthly financial statements and year-end reports for the board and prepared their tax filings. He is available to discuss general tax questions, tax filing issues, common tax mistakes, tax preparation, tax forms, and IRS inquiries.
Media Contact: Devon Horowitz, [email protected] 

Francine Vorhees
Partner
Moss Adams
Vorhees can discuss the Net Investment Income Tax as it applies to estates and trusts – specifically, how trustees can know if the tax applies, how trustees can reduce the tax to leave more for beneficiaries and the most important things to know about the tax for those doing their own estate planning. Vorhees can also comment on tax implications for same-sex couples, as April 15 is the first time ever that gay married couples can file as married filing jointly. Vorhees has practiced accounting since 1981. She combines practical business experience with technical knowledge to advise her clients on tax compliance and planning, business consulting, and estate issues. Francine leads the trust and estate practice for the firm's California Central Valley office and co-leads the firm's estate planning practice.
Media Contact: Christie Jackson, [email protected] 

Ryan Blume
Tax Senior Manager
Moss Adams   
Blume can comment on individual income tax strategies and the most common tax filing mistakes. He can also discuss the implications of the Net Investment Income Tax for individuals. He has been in public accounting since 1998 and is a leader of the firm's individual income tax technical team. He provides tax consulting and compliance services, stock option planning, business ownership transition plans, financial consulting including cash flow and retirement analysis, and tax research of various issues surrounding individual and corporate tax transactions to closely-held businesses, high-net-worth individuals, and families. He is also a Personal Financial Specialist and a Certified Financial Planner.
Media Contact: Christie Jackson, [email protected] 

Inez Bowie, CPA, CSEP
Senior Tax Manager
Rea & Associates, Inc.
Bowie is a senior tax manager at Rea & Associates, a Top 100 accounting firm. She specializes in tax and estate planning, estate and trust tax compliance and business and individual taxation. She has 20 years of accounting and estate planning and experience and earned a bachelor's degree in accounting and management from Glenville State College. She is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the West Virginia Society of Certified Public Accountants, the Ohio Board of Accountancy, the West Virginia Board of Accountancy, and the Mid-Ohio Valley Estate Planning Council.
Bio: http://www.reacpa.com/inez-bowie
Blog: http://www.deardrebit.com/author/ibowie/
Media Contact: Becky Boyd, [email protected] 

Lesley Mast, CPA
Principal
Rea & Associates, Inc.
Mast is a principal at Rea & Associates, a Top 100 accounting firm. She specializes in working closely with high net worth families and their groups of entities. She has experience with pass-through entity taxation, consolidations, multi-state taxation, estate planning and multi-tiered entities, and also has extensive experience with oil and gas entities. She earned a bachelor's degree in business administration, as well as a master of accountancy with a focus on taxation from Bowling Green State University. She has more than 10 years of experience in the accounting industry, and is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
Bio: http://www.reacpa.com/lesley-mast
Blog: http://www.deardrebit.com/author/mast/
Media Contact: Becky Boyd, [email protected] 

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