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Link to special CCH Tax Briefings on key topics from 2003:
CCH can assist you with stories, including interviews with CCH subject experts.
Also, the CCH Whole Ball of Tax 2004 is available in print. Please contact:
Leslie Bonacum
(847) 267-7153
mediahelp@cch.com
Neil Allen
(847) 267-2179
allenn@cch.com
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CCH Whole Ball of Tax 2004
CCH TAX EXPERTS
(RIVERWOODS, ILL.) – CCH INCORPORATED is a leading provider of tax law information,
publications and software, annually producing about 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 day-to-day 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 developments
chair of the Partnership Committee, American Bar Association Tax Section and
regularly speaks on a wide range of tax topics. In addition, Luscombe co-authors
a biweekly tax column for the respected professional publication, Accounting
Today, and authors a monthly column for Taxes magazine. Prior to
joining CCH, he was in private practice for 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
Federal Tax Analyst
Mildred Carter is an attorney with extensive background in federal tax analysis,
and specific expertise in individual and small business tax planning
issues. As a senior federal tax analyst, she has co-authored CCH's Year-End
Tax Strategies and contributes to one of the most popular tax professional
references in the country, the CCH Federal Tax Service.
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 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 was 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.
Duncan Routh, MBA
Duncan Routh is the founder and former CEO of GainsKeeper, the industry-leading
tax lot accounting service acquired by CCH in December 2002. He is now General
Manager of CCH-GainsKeeper. CCH-GainsKeeper serves fund companies, brokerages,
financial advisors and individual investors, providing automated cost basis,
capital gains and Schedule D tools. Routh was formerly a portfolio accounting
manager and retail brokerage director for high net worth clients at Fidelity
Investments.
Routh offers expertise in portfolio accounting, the impact of corporate
actions and wash sales on investments, and the opportunities investment managers,
including mutual funds, and individual investors have to improve their after-tax
investment returns.
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 16 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 16 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.
IRAs, 401(k)s and Pensions
Nicholas Kaster, JD
IRA/Pension Analyst
Senior analyst for the CCH Standard Federal Tax Reporter, Nicholas
Kaster is a 22-year employee of CCH INCORPORATED and he tracks and analyzes
the impact of federal tax legislation on individual and group retirement plans.
Co-author of the new book Saving for the Future: Roth and Traditional
IRAs, he is considered one of the country’s most noted experts on Roth
IRAs. An attorney, Kaster is a contributing editor to the CCH 2003
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
law developments to CCH subscribers for 17 years. As a senior analyst specializing
in 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 new CCH book Saving for the Future: Roth
and Traditional IRAs 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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