CCH can assist you with stories, including interviews with CCH subject experts.
Also, the 2013
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.
2013 CCH Whole Ball of Tax
CCH Tax Experts
(RIVERWOODS, ILL., January 2013) – CCH, a Wolters Kluwer business is a leading global 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 250 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 monthly 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.
GEORGE JONES, JD, LLM
SENIOR FEDERAL TAX ANALYST
George Jones has been active in the tax field for over 35 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; CCH Expert Treatise; Federal Taxation of Corporations and Shareholders; 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 and 1040 Express Answers. In addition, he is the U.S. Master Tax Guide new developments report compilation editor. Roth regularly presents tax updates to professional accounting organizations and has been a presenter in the CCH Audio Seminar series on tax legislation updates. Roth has been quoted by the Wall Street Journal, Associated Press and on National Public Radio. 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.
MILDRED CARTER, JD
SENIOR FEDERAL TAX ANALYST
Mildred Carter has extensive background in federal tax analysis andspecific 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.
LARRY PERLMAN, JD, LLM, CPA
FEDERAL TAX ANALYST
Larry Perlman, a CPA and attorney, is a federal tax analyst specializing in federal tax and nonprofit organization planning and compliance issues. With 25 years of experience, he is currently the editor of the Tax-Exempt Advisor monthly newsletter and Form 990 Compliance Guide. Perlman is also contributing author to CCH’s U.S. Master Tax Guide, Federal Tax Guide, Health Care Compliance Letter, Tax Prep Partner (Form 990, Form 1040), Forming the Exempt Organization and Exempt Organization Reporter. He has been a source of information for the Nonprofit Times, Accounting Today and Smart Money. Since 2009, Perlman has been member of the AICPA’s Exempt Organizations Technical Resource Panel. Prior to joining CCH, he was in the tax departments of public accounting firms, including Big Eight experience.
Perlman possesses a thorough understanding of federal nonprofit tax issues and their impact to donors and the charitable community.
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 25 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 ‒ The Journal. 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 30 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, Walschlager 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. Most recently, he has edited the Wealth Manager Library. Walschlager has been interviewed by Forbes Magazine, the Wall Street Journal, MarketWatch, the New York Times, Bloomberg Business Magazine 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 25 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 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, 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.
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.
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