CCH can assist you with stories, including interviews with CCH subject experts.
Also, the 2010
CCH Whole Ball of Tax is available in print. Please
Visit the CCH Whole Ball of Tax site often as new releases and other updates will be posted throughout the tax season.
CCH provides special CCH Tax Briefings on key topics at: CCHGroup.com/Legislation/Briefings.
2009 CCH Whole Ball of Tax
CCH Tax Experts
(RIVERWOODS, ILL., January 2010) – CCH, a Wolters Kluwer business is a leading provider of tax, accounting and audit information, software and services (CCHGroup.com). CCH annually produces hundreds of products related to federal, state and international taxation. More than 200 tax analysts and editors, most of whom are attorneys or accountants, provide professionals 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 almost 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.
GEORGE JONES, JD, LLM
SENIOR FEDERAL TAX ANALYST
George Jones has been active in the tax field for over 30 years. As managing editor in CCH’s Washington office, Jones is responsible for legislative information at CCH. In addition, Jones is editor of CCH Federal Tax Weekly and co-authors a biweekly tax strategies column for the respected professional publication, Accounting Today.
Jones keeps his fingers on the pulse of the IRS, Congress, and the tax and accounting profession.
JOHN W. ROTH, JD, LLM
SENIOR 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, the Federal Tax Guide, the Practical Tax Expert, the Practical Tax Professional, the Federal Tax Compliance Manual and 1040 Express Answers. In addition, he is the U.S. Master Tax Guide new development report editor and he acts as the compilation editor for CCH’s Internal Revenue Positions Reporter. Roth is a presenter in the CCH Audio Seminar series on tax legislation updates and regularly presents tax updates to professional accounting organizations. 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
SENIOR 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 22 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
JAMES C. WALSCHLAGER, MA
ESTATE PLANNING ANALYST
Jim Walschlager is an analyst who has been tracking and analyzing state inheritance, estate and gift tax statutory and case law, as well as state regulatory policy on these taxes, for more than 25 years. He is a contributor to a variety of CCH products, including Financial and Estate Planning, the Federal Estate and Gift Tax Reporter, New York Estates, Wills and Trusts, and CCH® View Plan®/View Plan Advanced®. In addition, Jim has contributed to CCH’s IntelliConnect through the development of several multistate transfer tax Smart Charts, as well as to the Law, Explanation and Analysis books on various federal tax legislation and to the Express Answers book series. Jim has been interviewed by Forbes Magazine, the Wall Street Journal, MarketWatch, the New York Times and the Pittsburgh Tribune for various stories on state estate and inheritance taxes.
Walschlager offers a thorough understanding of state inheritance, estate, generation-skipping and gift taxes.
JOHN LOGAN, JD
SENIOR STATE TAX ANALYST
John Logan is an attorney and senior state tax analyst who has spent more than 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 IntelliConnect, 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.
CAROL KOKINIS-GRAVES, JD
Senior State Tax Analyst
Carol Kokinis-Graves is an attorney and senior state tax analyst who specializes in tracking, analyzing and reporting on issues regarding state and local sales and use taxes. She researches and covers current state legislation, court cases, administrative rulings and regulations. Kokinis-Graves has written articles that have appeared in The Journal of State Taxation, State Tax Review and Property Tax Alert and she has been a speaker at a number of industry conferences. She has also developed and authored several interactive research aids, including two on FIN 48 compliance, which are available online through CCH IntelliConnect. Kokinis-Graves has also authored a continuing professional education course for accountants regarding use of the cost, income and sales-comparison approaches in the valuation of real estate.
Kokinis-Graves possesses a thorough knowledge of state and local sales and use taxes.
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.
KATHLEEN THIES, JD
STATE TAX ANALYST
Kathleen Thies is an attorney and state tax analyst. Before joining CCH, Thies developed her expertise in state taxes by working as a state tax practitioner for Arthur Andersen and Deloitte & Touche. She is a contributor to CCH’s IntelliConnect, 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, the Multistate Corporate Income Tax Guide and various interactive Smart Charts.
Thies offers a detailed understanding of state taxation and trends across all states.
IRAS, 401(K)S, PENSIONS AND BENEFITS
NICHOLAS KASTER, JD
SENIOR IRA/PENSION ANALYST
Senior analyst for the CCH Pension Plan Guide, Nicholas Kaster is a 29-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 CCHU.S. Master Pension Guide, the CCH Pension Protection Act Law, Explanation and Analysis 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
SENIOR 401(K)/PENSION LAW ANALYST
Glenn Sulzer, an attorney and pension law analyst, has been explaining pension and benefits law to CCH subscribers for 23 years. As a senior analyst specializing in pension and 401(k) plans, Sulzer authored Working with 401(k) Plans and developed and edits the CCH Practical Guide to 401(k) Plans , a monthly electronic product. 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, including the CCH Pension Protection Act Law, Explanation and Analysis and CCH Worker, Retiree, and Employer Recovery Act of 2008, Explanation and Analysis . 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 concerns of employers and plan administrators.
Sulzer offers detailed understanding of and extensive insight into the complexities of 401(k) plans and pension law.
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