Read more about our contributing authors |
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As principal and founder of Bay Street Group LLC, Rick Telberg brings a unique background and perspective to the accounting, tax and finance community. He is a veteran editor, publisher, media executive, analyst and commentator on the profession. |
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Mary F. Bernard, CPA/MST is a Tax Principal and Director of State and Local Tax Services at Kahn, Litwin, Renza & Co., Ltd. in Providence, RI. She has over 20 years of experience with national and local accounting firms working with a variety of individual, partnership and corporate clients, with particular focus on corporate multi-state tax issues. She has also provided advisory and compliance services to our extensive nonprofit clients. Bernard is a member of the AICPA, the Massachusetts Society of CPAs and serves as President-elect of the board of directors for the Rhode Island Society of CPAs.
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CEO John Bowen founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. His 26 years as a financial advisor and investment firm CEO had taught Bowen that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses.
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Geremy Cepin is National Director, Executive Search & Placement Services, at PDI Global, Inc.
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Blake Christian, CPA/MBT, is a Tax Partner in the Long Beach Office of Holthouse, Carlin & Van Trigt, LLP and is Co-Founder of National Tax Credit Group, LLC.
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Debra Feldman is the JobWhiz™, a nationally-recognized expert who designs and personally implements swift, strategic, and customized senior level executive job search campaigns, banishing barriers that prevent immediate success. Network Purposefully™ with the JobWhiz, using groundbreaking techniques was profiled in Forbes magazine. In addition to her private practice, writing featured columns and conducting exclusive workshops, Debra is a recommended resource to alumni of top-tier business schools.
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Neal Frankle is the author of Why Smart People Lose a Fortune: 5 Steps to Restoring Your Wealth and Sanity. He helps affluent clients establish and implement a safety-net strategy to protect their wealth. He also helps other professionals, such as CPAs, do the same for their clients You may obtain a free white paper -- Should I Offer Financial Services To My Clients?
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Michael K. Hauser, Esq./CPA, is a tax attorney with Maddin, Hauser, Wartell, Roth and Heller, P.C. in Southfield, Michigan, where he specializes in tax planning for owners of small businesses. He is also an adjunct professor in the Tax LLM program at Cooley Law School, where he teaches taxation of real estate.
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Randolph P. Johnston, M.C.S., M.C.P., is Executive Vice President, K2 Enterprises. He is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
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John E. Karayan, JD, PhD was formerly Director of Taxes of a leading software concern. He is currently a Chair and Professor of Accounting at Woodbury University, and a testifying Expert Witness on accounting and tax issues.
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LeAnn Luna is an assistant professor and holds a dual appointment with the Department of Accounting and Information Management and the Center for Business and Economic Research, both at The University of Tennessee.
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Jonathan Moreland is director of research and publisher of the weekly publication InsiderInsights and founder of the Web site InsiderInsights.com. He began working with insider data in the early 1990s while an analyst/writer for Individual Investor magazine.
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Annette Nellen, CPA/Esq., is a tax professor and Director of the MST Program at San José State University. She is also a fellow with the New America Foundation. Nellen is an active member of the tax sections of the AICPA and ABA.
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Mary S. Schaeffer is the editorial director for Accounts Payable Now & Tomorrow, a CRYSTALLUS, Inc. publication. She is a nationally-recognized expert on accounts payable and is quoted frequently on this and other finance topics. Information about her newsletter, complimentary AP e-zine and other work can be viewed at www.AP-NOW.com.
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Lewis Schiff is the principal of Advanced Planning Group, a family office network for advisors. His forthcoming book, The Middle-Class Millionaire, will be published in February 2008.
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Charles Swenson, CPA, MBT, PhD is Professor and Leventhal Research Fellow at the University of Southern California., and is Co-Founder of National Tax Credits Group. He has authored over 50 articles and two textbooks on taxation, and is editor of a treatise on state and local taxation forthcoming by Lexis-Nexis.
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Deborah Walker, Certified Career Management Coach, helps jobseekers coast to coast navigate the Internet by staying abreast of the significant technical changes that affect online job-search strategies. Visit Deb on the Web at http://www.AlphaAdvantage.com.
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Mark Washburn, CPA, is a Senior Lecturer in Accounting at The University of Texas at Tyler. He teaches both Individual and Corporation tax courses at the undergraduate level. He is a certified public accountant licensed in Texas and holds a Master of Science in Taxation from The University of Texas at Arlington.
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Liv A. Watson is Chair of the XBRL Jurisdiction Development Sub-Committee and the Vice President of Global Strategy at EDGAR Online Inc, where she is responsible for developing EDGAR Online’s International business development strategy.
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George White is a manager with the American Institute of Certified Public Accountants in Washington and an adjunct professor for tax at the George Washington Graduate School of Business. The author would like to thank his longtime friend, Larry Axelrod of Deloitte Tax LLP, for his assistance in developing this report. This was first published by Tax Notes. |