ProfNet Experts Available on Tax Season
Business:
President, Four Seasons Financial Education
Partner, Four Seasons Wealth Management
"The
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.
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"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.
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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: [email protected]
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Business Advisor
Bell is a member in
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
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Tax Advisor
Goldsticker is a member in
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Thomas J.
Accounting Professor
Bio: http://business.creighton.edu/faculty/purcell-thomas
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Principal, Director of Dental Services
Hill is a principal at
Bio: http://www.reacpa.com/alan-hill
Blog: http://www.deardrebit.com/author/alanhill/
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Principal-in-Charge,
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.
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Dr.
President
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
Expert Contact: [email protected]
Partner
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
Bio: http://tldlaw.com/attorneys/mark-doyle/
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Newly appointed tax practice leader in
Website: http://www.ParenteBeard.com
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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.
Website: http://www.ParenteBeard.com
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Linkov is available to discuss tax implications associated with the Affordable Care Act. As principal in
Website: http://www.ParenteBeard.com
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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
Website: http://www.CCHGroup.com
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Graziano is an attorney with a master's degree in accountancy and is a senior analyst for
Website: http://www.CCHGroup.com
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Principal
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State and Local Tax Services Practice Leader
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Partner
Moss Adams
Behind every large tech acquisition (such as Facebook's recent acquisition of WhatsApp for
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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
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Partner
Moss Adams
Reynolds is available to discuss state and local tax issues, primarily focusing on
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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
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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.
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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.
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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
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Principal, Director of Tax Services
Bice is a principal at
Bio: http://www.reacpa.com/chad-bice
Blog: http://www.deardrebit.com/author/cbice/
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Principal
McCarthy is a principal at
Bio: http://www.reacpa.com/david-k-mccarthy
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Tax Manager
Popp is a tax manager and the in-house health care reform expert at
Bio: http://www.reacpa.com/joseph-popp
Blog: http://www.deardrebit.com/author/jpopp/
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International Tax Practice Leader
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Tax Compliance and Planning Practice Leader
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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.
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Cressman is available to discuss tax issues for single women. A manager in the tax services group at
Website: http://www.ParenteBeard.com
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Yoder is available to provide advice for first-time filers. As a member of
Website: http://www.ParenteBeard.com
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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
Website: http://www.ParenteBeard.com
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General:
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
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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
Website: http://www.CCHGroup.com
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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
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Principal
Axene is a principal at
Bio: http://www.reacpa.com/christopher-e-axene
Blog: http://www.deardrebit.com/author/caxene/
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Camp is available to discuss tax and bankruptcy codes, the
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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
Website: http://www.CCHGroup.com
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Senior Federal Tax Analyst
Jones has been active in the tax field for over 35 years. As managing editor in CCH's
Website: http://www.CCHGroup.com
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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
He provides an excellent understanding of the practical application of the complex requirements of federal tax laws.
Website: http://www.CCHGroup.com
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Financial Planner, Tax Director
Topics Pavese is available to discuss: tax planning, tax return preparation, overlooked deductions, complex returns for upper-income people, entrepreneurs and self-employed,
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Individual:
"An ounce of planning can be better than several pounds of tax liability."
Ploucha received his LL.M in taxation from the
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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
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"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
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
Website: http://tinyurl.com/lfu8ouc
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Principal, Director of Benefit Plan Services
McEwan is a principal and director of benefit plan services at
Bio: http://www.reacpa.com/paul-mcewan
Blog: http://www.deardrebit.com/author/pmcewan/
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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.
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Richards, CPA/PFS, CFPis managing director and director of tax services. He isa licensed CPA and CFP, and he joined
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Lynne Wright
Financial Advisor
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Barnhill is available to discuss fiduciary income taxation, estate and gift taxation, retirement distributions, and individual income taxation.
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Gustafson is available to discuss retirement planning and family economics.
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James is available to discuss charitable donations, and estate and charitable planning.
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James is available to discuss low-income taxpayers, federal income taxation, international taxation, and federal estate and gift taxation.
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Lauderdale is available to discuss estate planning, special-needs financial planning, and federal estate and gift taxation.
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Ricketts is available to discuss changes and tips for 2013, student filing, and tax disasters
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Salter is available to discuss retirement planning and wealth management.
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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
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Financial Planner, Tax Expert
Topics Walters can discuss: tax planning, tax return preparation, overlooked deductions, complex returns for upper-income people, entrepreneurs and self-employed,
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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
Website: http://www.CCHGroup.com
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H&R Block in
Gartland currently serves as a senior tax preparer at H&R Block's
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Partner
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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.
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Senior Tax Manager
Bowie is a senior tax manager at
Bio: http://www.reacpa.com/inez-bowie
Blog: http://www.deardrebit.com/author/ibowie/
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Principal
Mast is a principal at
Bio: http://www.reacpa.com/lesley-mast
Blog: http://www.deardrebit.com/author/mast/
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