ProfNet Experts Available on Real Estate, Construction, Tax Season, More
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EXPERT ALERTS
California's New Luxury Developments- Running a
Lifecare Retirement Community - Soft-Story Retrofit Program
EXPERT ROUNDUP
- Tax Season (33 Experts)
MEDIA JOBS
- Investing Editor –
U.S. News & World Report - Reporter, CMO – The Wall Street Journal
- Reporter – The Bond Buyer
OTHER NEWS & RESOURCES
- Women's News Organizations Blaze New Trails in Online Conversation
- 10 Steps to Take Your Blog Audience From Fling to Long-Term Commitment
- SEO for Bloggers: 4 Ways to Boost Your Relationship With Search Engines
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EXPERT ALERTS:
A new crop of luxury residential developments are all the rage with high net worth buyers. LeDon of
LeDon has been involved in luxury development sales for over 17 years in the
Website: http://www.thepartnerstrust.com/associates/info/horacio-ledon/
Running a
Jefferson's
"Running a lifecare retirement community well requires looking beyond the numbers. It's about connecting with the people and understanding their needs."
Caulfield is available to discuss successful aging, senior living options, continuing care retirement communities (CCRC), and finance for CCRCs. Caulfield knows how to establish a CCRC from the ground up with a long history of working with senior care. He is a CPA, and current and active member of the LeadingAge-NY CCRC Cabinet, co-Chair of CCRC Cabinet, Regulation 140 Workgroup. He's actively involved in LeadingAge-NY advocacy initiatives, including meeting annually with state legislators to bring about regulatory changes that will have a positive impact on seniors. He is based in S.
Website: www.jeffersonsferry.org
Contact:
Soft-Story Retrofit Program
Tellus Design + Build
The Soft-Story Retrofit Program has been rolled out over the past several months, and requires state-mandated repairs to building supports. In
Serving
Website: http://www.tellusdesignbuild.com
Contact:
EXPERT ROUNDUP: Tax Season (33 Experts)
With tax season underway, following are experts from the ProfNet network who can share tips on tax planning for consumers or businesses:
Tax Planning for Big Businesses
Heléna Klumpp
Deputy Editorial Director, Tax & Accounting
Klumpp can comment on any aspects of taxes and tax planning for big businesses. In her role, she is responsible for overseeing
Contact:
W-2 Phishing Scams
Many corporations fell victim to a W-2 phishing scam last tax season, where payroll or human resources department employees received an email, appearing to come from an executive, requesting a list of all employees and their W-2 forms. Says Chelette: "This year, the W-2 phishing scam has evolved into an even more dangerous attack, combining efforts to steal employees' personally identifiable information with an older wire transfer scheme. An 'executive' follows up with a request to have a wire transfer made to a specified account. Educating your employees about these phishing scams is the first line of defense and all payroll, finance, and human resources employees should be on alert."
Contact:
Tax-Efficiency and Retirement
President, CEO
With another tax season upon us, some Americans will find themselves owing jaw-dropping amounts, leaving them with less for the future. Myerson can discuss the minimization of estate taxes and complete tax-efficiency through specially designed wealth accumulation vehicles: "The impact of income taxes is possibly the greatest risk we face on our ability to retire in comfort -- greater than market volatility, inflation, and asset value erosion. Investors can and should find tax-efficient alternatives to qualified retirement plans. Such alternatives include using life insurance for long-term investment planning and asset accumulation. Cash value life insurance has come a long way since the days of Ordinary Whole Life. Today, there are several different options to accumulate wealth inside a life insurance 'wrapper,' including a technique called
Myerson founded
Website: http://myersonagency.com
Contact:
How Small Businesses Can Capitalize on Tax Return Spending
George Csahiouni
Co-founder, Managing Director
TransMerit Merchant Services
Like any "holiday," small businesses should see a spike in sales these next few months as consumers spend their tax refunds. By creating efficiencies through their payment processing solutions, these businesses are poised to capitalize on this spike. Csahiouni can discuss the importance of preparation: "A lot of small-business owners often procrastinate until after Tax Day to upgrade their merchant processing and POS systems. In waiting, they're missing out on the additional revenue that comes with the season. Small businesses should ask themselves questions like, 'What tools am I using to profit from this increase?' and, 'Is my terminal slow to function?'"
Csahiouni is the co-founder of TransMerit Merchant Services, a
Website: http://transmerit.com
Contact:
Behavioral Impacts of Tax Policy
Heim specializes in the behavioral impacts of tax policy. His recent research into how tax audits change behavior showed contradictory results for individuals and corporations. Says Heim: "Audits were extremely effective in reducing individuals' subsequent tax evasion, but corporations gradually increase tax aggressiveness for a few years following an audit and then reduce it sharply. This calls for a reexamination of the theory and policy of legal enforcement."
Further, Heim found variations among different cohorts of individuals: for example, self-employment income (which is notoriously misreported) spikes up after an audit, followed by a sharp decline.
Bio: https://spea.indiana.edu/faculty-research/directory/profiles/faculty/full-time/heim-bradley.html
Website: https://spea.indiana.edu
Contact:
Claiming the Saver's Credit
"Eligible taxpayers may be able to reduce their federal income tax by claiming the Saver's Credit, making it an important incentive to save for retirement in a 401(k), 403(b), IRA, or new myRA. Unfortunately, millions of Americans may be missing out on the Saver's Credit simply because they don't know that it exists."
Collinson can explain what the Saver's Credit is and who is eligible to claim it this tax season. With two decades of retirement industry-related experience, Collinson has become a nationally recognized voice on retirement trends. She has testified before
Contact:
Tax-Filing Tips for Consumers
As the founder of
Lang founded
PR Contact:
Tax Season
Taxfyle
A few topics Lavina has spoken about recently and could be a resource around: an expat's guide to taxes; what a Trump presidency means for U.S. taxpayers; tips for small businesses to get their tax house in order; millennial tax guide (including fantasy sports,
Lavina co-founded Taxfyle in 2015 to create transparent access to accounting talent for individuals and small businesses. A certified public accountant (CPA) formerly at PwC, he worked daily with Fortune 500 companies and had a comfortable career and salary. While taking an
Website: http://taxfyle.com
Contact:
Tax Tips for the Self-Employed
Veliotis can discuss tax tips for the self-employed, tax deadlines, and more. Examples of tax season stories he's been quoted in in the past include:Â Fox Business (http://tinyurl.com/jky2yvd),
Bio: https://www.fordham.edu/info/22941/full-time_faculty/4937/stanley_veliotis
PR Contact:
Tax Advice for Consumers and Deductions to Save Money
CPA and Partner
Calvetti Ferguson
Oliver, the 2017-2018 incoming chair of
Website: www.tscpa.org
Contact:
Tax Issues
Salvatore can speak on issues regarding the upcoming tax season, including tax-related myths, IRA contributions, strategies to prepare for Tax Day and tips to avoid mistakes, tax tips for millennials, tips for planning your post-
Contact:
Potential Impacts on Businesses of
Moss
Stirbis is a director of the Moss Adams Tax Controversy & Dispute Resolution Practice. He manages major
Website: http://www.mossadams.com
Contact:
How Businesses Can Maximize Benefit from Newly Permanent R&D Tax Credit
Moss
Sanger has practiced public accounting since 1994 and leads the Moss Adams R&D Tax Services Practice, overseeing all research tax credit projects. He performs studies for companies in many industries, including technology, medical devices, pharmaceutical, aerospace manufacturing, and electronic device manufacturing. Sanger also has extensive experience successfully defending companies during federal
Website: http://www.mossadams.com
Contact:
Personal Income Taxes
Client Service and Portfolio Manager
Walters can comment on all aspects of personal income taxes: preparation, filing, deductions, pitfalls, do's and don'ts.
Contact:
Corporate Tax Strategies
Tax Director
Silvio is available to discuss corporate tax strategies for private and publicly held entities, including nonprofits and business-to-business taxes.
Website: http://hallcpas.com
Contacts:
Estate Taxes and Planning, Retirement Issues
Tax Partner
Baum has provided a full range of planning services in the fiduciary area for more than 25 years, including estate planning, fiduciary income tax returns, and charitable planning. He is available to discuss any matters that come up relating to estate taxes and planning, as well as retirement issues.
Website: http://www.anchin.com
Contact:
Tax Issues and Tax Reform
Partner
Dudley is the leader of
Website: http://www.anchin.com
Contact:
Tax and Financial Planning
Partner-in-Charge,
Speiss is an expert on all issues facing those looking to build their wealth through different strategies, including PE and startups. He also chairs the firm's Technology Committee and serves on its executive committee, and works frequently with Forbes 400 families, privately held businesses, and celebrities and owners of professional sports teams (among others) -- giving him unique insights into how individuals should blend their tax and financial planning.
Website: http://www.eisneramper.com
Contact:
The Ins and Outs of Filing Taxes
Friedline Financial
Friedline is a licensed stockbroker, investment advisor representative, and an
Website: http://www.friedlinefinancial.com
Contact:
The Ins and Outs of Filing Taxes
Friedline Financial
Friedline is an investment advisor representative and holds several licenses, including Securities Licenses Series 6, 7, 63, and 65. He is available to discuss all aspects of tax planning and filing, as well as the larger role that taxes play in someone's financial plan.
Website: http://www.friedlinefinancial.com
Contact:
IRA Advice
Founder,
Creator, IRAhelp.com
Slott is a New York-based nationally recognized IRA expert, television personality, and best-selling author who has dedicated his life to educating Americans on saving for retirement and the intricacies of IRAs. He was named "The Best Source for IRA Advice" by The Wall Street Journal, and USA Today wrote, "It would be tough to find anyone who knows more about IRAs than CPA Slott." He is the author of "The Retirement Savings Time Bomb … And How to Defuse It" and "Parlay Your IRA into a Family Fortune." His most recent books include "Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s" and "The Retirement Decisions Guide: 125 Ways to Save and Stretch Your Wealth." He is the host of the 2015 public television show "Ed Slott's Retirement Road Map," which airs in markets nationwide. He is a frequent columnist and resource for national media and has hosted many best-selling public television specials. Through his firm, Slott provides the highest level of IRA training to financial professionals, CPAs and attorneys; and through his website, he offers free resources to consumers.
Website: http://irahelp.com
Contact:
Coordinated, Holistic Financial Planning
Hammer specializes in coordinated, holistic financial planning for
Contact:
Conservative Investment Strategies and Retirement Planning
Anthony LoCascio CFP, EA, CTC
Founder and Principal
LoCascio is the founder and principal of
Website: www.AnthonyLoCascio.com
Contact:
Holistic Financial Planning
The JLÂ Smith Group
Warnkin specializes in holistic financial planning for the pre-retired and retired residents of
Website: www.JLSmithGroup.com
Contact:
Tax Planning Tips for Businesses
Smith is available to discuss border adjustment tax, how
Website: https://www.cbiz.com
Contact:
Tax Planning Tips for Individuals
Levi is available to share tips for deducting charitable donations, overlooked tax deductions for the self-employed, tax implications of education costs, last-minute filing tips for procrastinators, tax issues for single-income families, what first-time filers need to know, how to minimize audit risk when filing your 2016 return, when to hire a CPA to do your taxes, etc. A CPA and a Personal Financial Specialist, Levi has more than 30 years of experience in tax, personal and business planning.
Website: https://www.cbiz.com
Contact:
Business Valuations and Divorce Mediation
Member
Karu is qualified by the
Contact:
Year-End Tax Strategies and Trends
A CPA for more than 25 years, Colabianchi specializes in income and estate tax planning, business planning and accounting compliance for high-net-worth individuals. He can speak articulately on year-end tax planning strategies, trends, changing laws and existing law interpretation topics, to name a few.
Bio: http://www.cypresswealth.com/team/vince-colabianchi/
Contact:Â Bethanee Martin, [email protected]
Taxes: Less is More; Four Strategies for Maximizing Less
BlackRock's Head of
Investors may be surprised to know how much they are paying on investment taxes, with long-term capital gains taxes up over 50% since 2013. Small can provide strategies to help Americans minimize their taxes on investments and keep more of what they earn. Martin is the managing director of BlackRock's Head of
Contact:
Tax Planning Strategies
SEI Advisor Network
Mioli is an expert on tax planning for financial advisors and the best strategies to help minimize taxes year-round for advisor's clients. The investment support Mioli delivers is in the form of custom investment case analysis and proposal support for advisors, and technical investment support for advisors, relationship directors and managers. Mioli graduated from
Website: www.seic.com/advisors   Â
Contact:
Tax Planning for the High
SEI Private Wealth Management
Wittenberg can primarily speak to the estate and gift tax issues that impact the wealth market. Â Supplementing these issues is a knowledge of complex philanthropy concepts that provide estate, gift and income tax benefits. He can speak to high level income tax, capital gains and partnership tax issues that impact the higher net worth space.
Wittenberg provides tax, estate, philanthropy and succession planning advice to ultrahigh net worth and high net worth clients. Steve graduated magna cum laude in Business Administration with dual degrees in Finance and Marketing from
Website: www.seic.com/privatewealth
Contact:
Shareholder
GBH CPAs, PC
Hruzek brings more than 30 years of tax and business experience to his clients. His experience includes specialization in federal, state and international income taxation; estate planning and taxation; and accounting services to individuals, partnerships and corporations engaged in a variety of industries including oil and gas operations and real estate.
Website:Â www.gbhcpas.com
PR Contact:
Mark is available to provide insight on why you should aim for a smaller refund, gig economy and taxes, what to do with your tax return, deductions, tax havens.
Website: http://blog.taxact.com/
Contact:
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MEDIA JOBS:
Following are links to job listings for staff and freelance writers, editors and producers. You can view these and more job listings on our
- Investing Editor –
U.S. News & World Report - Reporter, CMO – The Wall Street Journal
- Reporter – The Bond Buyer
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OTHER NEWS & RESOURCES:
Following are links to other news and resources we think you might find useful. If you have an item you think other reporters would be interested in and would like us to include in a future alert, please drop us a line at [email protected]
- 10 STEPS TO TAKE YOUR BLOG AUDIENCE FROM FLING TO LONG-TERM COMMITMENT. The blogging game can look a lot like dating: You put your best self out there into a world of unknowns. It can feel exciting and scary. It also can feel a bit lonely. But, once you find your confidence and a formula that works, the relationship can quickly move from infatuation to true love. If you want to build a meaningful long-term relationship with your blog audience, consider these 10 fundamentals and you'll be off to a great start: http://bit.ly/2kKiHqx
- SEO FOR BLOGGERS: 4 WAYS TO BOOST YOUR RELATIONSHIP WITH SEARCH ENGINES. With
Valentine's Day just behind us, it's the perfect time to treat your blog to a proper business strategy. Search engine optimization is a good place to start. Search engines are a huge traffic driver if you're properly indexed and have authority on a topic to rank high in search. So whether you write as a hobby or for business, here are some things to keep in mind as you work to optimize the relationship with your readers: http://prn.to/2ktWn8K - Women's News Organizations Blaze New Trails in Online Conversation. It used to be that women's consumer publications could only be found in the magazine aisle. The editorial direction was built around experts who discussed everything, from how women should act to what they should cook. Women's media has since moved on: http://bit.ly/2mx80cm
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SOURCE ProfNet


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