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
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
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
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
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
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.
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
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
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.
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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