2006 CCH Tax Experts

CCH Tax Experts

(RIVERWOODS, ILL., May 2006) – CCH, a Wolters Kluwer business is a leading provider of tax, audit and accounting information, software and services (CCHGroup.com). CCH annually produces over 150 products related to federal, state and international taxation. More than 150 tax analysts and editors, most of whom are attorneys and/or accountants, provide CCH’s subscribers with tax information on a daily basis. Analysts available to reporters include:

Individual and Corporate Taxation

MARK LUSCOMBE, JD, LLM, CPA      
PRINCIPAL FEDERAL TAX ANALYST

Mark Luscombe, a CPA and attorney, 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. Luscombe 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, Luscombe co-authors a biweekly 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 over 20 years with several Chicago-area law firms where he specialized in taxation.

Luscombe offers a thorough understanding and analysis of federal tax, its application and its impact on both the individual and corporate taxpayer.

MILDRED CARTER, JD             
SENIOR FEDERAL TAX ANALYST

Mildred Carter has extensive background in federal tax analysis and specific expertise in individual and small business 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.

Concentrating on the impact of federal tax laws, Carter provides in-depth explanations and analysis of tax law provisions.

JOHN W. ROTH, JD, LLM
FEDERAL TAX ANALYST

John W. 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. Roth is a contributing author to CCH’s U.S. Master Tax Guide, Essentials and the Federal Tax Guide and acts as the New Developments editor for CCH’s Federal Tax Compliance Manual with Reports and CCH’s Internal Revenue Positions Reporter. In addition, Roth is also a contributing author to CCH’s Guide to Car, Travel & Entertainment and Home Office Deductions. 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.

Roth provides an excellent understanding of the practical application of the complex requirements of federal tax laws.

Estates, Wills and Trusts

BRUNO GRAZIANO, JD, MSA               
ESTATE AND GIFT TAX ANALYST

Bruno 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 18 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. Prior to joining CCH, Graziano was an assistant attorney for an Illinois municipality.

Graziano has a detailed knowledge of gift and estate taxation, wills, trusts and related tax law.

State Taxation

JOHN LOGAN, JD    
STATE TAX ANALYST

John Logan is an attorney and senior state tax analyst who has spent 20 years tracking and analyzing state tax statutory and case law, as well as state tax regulatory policy. He is a contributor to CCH’s Tax Research NetWork, 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.

Logan has a thorough understanding of the various state taxes imposed, as well as taxation trends across all states.

DANIEL SCHIBLEY, JD
STATE TAX ANALYST

Daniel Schibley is an attorney and state tax analyst who specializes in tracking, analyzing and reporting on new developments and trends in state tax issues. A former practicing attorney and assistant professor of law, Schibley oversees all the CCH State Tax Day daily news service and the State Tax Review newsletter. He is a leading authority on Streamlined Sales Tax Project activities, reporting regularly on Project progress.

Schibley is an authority on new tax developments and trends at the state level, including the Streamlined Sales Tax Project.

IRAs, 401(k)s and Pensions

NICHOLAS KASTER, JD                        
IRA/PENSION ANALYST

Senior analyst for the CCH Pension Plan Guide, Nicholas Kaster is a 24-year employee of CCH and he tracks and analyzes the impact of federal tax legislation on individual and group retirement plans. Co-author of the book Retirement Plans for Individuals and Small Businesses, he is considered one of the country’s most noted experts on Roth IRAs. An attorney, Kaster is a contributing editor to the CCH 2005 U.S. Master Pension Guide and is author of A Guide to SIMPLE Plans and Roth IRAs After the 1998 Tax Law Changes.

Kaster’s extensive expertise covers a broad range of pension-related information, including IRAs, qualified plans and SEPs.

GLENN SULZER, JD                                
401(K)/PENSION LAW ANALYST

Glenn Sulzer, an attorney and pension law analyst, has been explaining pension and benefits law to CCH subscribers for 19 years. As a senior analyst specializing in pension and 401(k) plans, Sulzer authored Working with 401(k) Plans and developed and edited the CCH Guide to 401(k) Plans. He also is a leading contributor to the CCH Pension Plan Guide, CCH U.S. Master Pension Guide and the CCH Law and Explanation books on pension and tax legislation. Sulzer is co-author of the CCH books: Retirement Plans for Individuals and Small Businesses; Saving for the Future: Roth and Traditional IRAs; and Working with Tax-Sheltered Annuities; and has written articles for professional employee benefit publications on ERISA issues, including the fiduciary liability of employers and plan administrators in the post-Enron era.

Sulzer offers detailed understanding of and extensive insight into the complexities of 401(k) plans and pension law.

Small Business

PAUL N. GADA, JD, LLM, MBA 
SMALL BUSINESS TAX ANALYST

Paul Gada is an attorney specializing in federal tax as it applies to small businesses and their owners. A tax analyst for CCH’s highly regarded Business Owner’s Toolkit (www.toolkit.cch.com) and the CCH Financial Planning Toolkit (www.finance.cch.com), his work covers a wide range of tax topics, including individual and corporate income, expenses and deductions, employment taxes, benefits and estate tax. His CCH experience includes specialization in taxation of exempt organizations and state tax.

Gada regularly tracks tax legislation and provides specialized analysis and insight into its impact on small business owners.

ALICE MAGOS, CFP          
SMALL BUSINESS ANALYST

Alice Magos has over 35 years of experience running the operations of numerous small businesses. A senior small business analyst for CCH, she is the author and advisor behind CCH Business Owner’s Toolkit’s popular column, “Ask Alice!” Alice is an accountant and Certified Financial Planner and was on the team that developed CCH Business Owner’s Toolkit and the CCH Financial Planning Toolkit. She has co-authored three books on small business issues: Small Businesss Financing (Second Edition - CCH 2002); Business Plans That Work (Second Edition - CCH 2003); and Incorporate! (McGraw-Hill 2003).

Magos is a nationally recognized expert on subjects that help entrepreneurs start, run and grow a successful small business.

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