Alan W. Anderson, CPA
Founder, ACCOUNT-ability Plus
Alan Anderson has more than 25 years of experience in the accounting profession. After working as a partner and National Director of Audit at McGladrey and Pullen, LLP and with the American Institute of CPAs as Senior Vice President of Member and Public Interest, Al founded ACCOUNT-ability Plus headquartered in Minneapolis.
Prior to starting his new company, Al also led the firm of LarsonAllen, LLP in coordinating accounting and assurance services across industry groups as the Managing Principal of Accounting & Assurance Services. Al's experience in the world of auditing reaches far and wide. This includes helping to standardize the global audit approach of McGladrey and Pullen, overseeing the AICPA's technical audit and accounting standards, including self-regulation and the CPA examination and implementing paperless solutions. Al represented the AICPA on Financial Accounting Standards Advisory Council (FASAC), Committee of Sponsoring Organizations (COSO), International Federation of Accountants (IFAC), International Innovation Network (IIN), and Enhanced Business Reporting Consortium (EBRC). Al is a frequent speaker at conferences nationally and internationally and an instructor for in-house training sessions at firms and corporations on a wide range of accounting and auditing topics.
What CCH Seminar attendees say about Mr. Anderson:
"Content was very good."
"Good seminar. Brief and to the point."
"Very informative and the examples were helpful."
"Outstanding review of risk assessment standards and what they mean to us in the corporate world."
"Mr. Anderson presented his information and insights very clearly. He was extremely practical in his explanations."
"Most helpful CPE I've heard regarding this topic — by a long shot!!"
"Very informative and practical. He was a great presenter."
"Content was best of the year. The virtual seminar was smooth and easy to follow."
"The content was good and the instructor did not rush through it, which I appreciated."
Andrea S. Kramer, Esq.The developer and presenter of the Financial Products Tax Building Block Series is Andrea S. Kramer, a nationally recognized expert in financial products, including their taxation regulation, purposes and usage, and documentation. She is the author of Financial Products: Taxation, Regulation and Design published by Wolters Kluwer. She is partner in McDermott Will & Emery, leading its Financial Products, Trading and Derivatives group. Chambers USA has ranked Andie as a Leading Individual in Tax for her “expert opinions on the taxation of financial products,” her “expertise in the tax treatment of financial instruments and derivatives,” her “very acute mind when it comes to securities and financial instruments taxation,” her “unbelievable energy,” and “her considerable expertise in energy matters, including the field of renewable energy sources.” The Legal 500 United States has ranked Andie as a Leading Lawyer in Tax, as “widely recognized as one of our nation’s most important voices in financial market tax-policy,” “the best of class in a generation of lawyers,” whose “response times are excellent,” and who “takes a deep and active interest in tax policy development.” The Legal 500 United States also ranked Andie as a Leading Lawyer in Domestic Tax and as a Leading Lawyer In Structured Finance and Derivative Products and she is “highly recommended for her energy, competence and impressive standards,” as “a brilliant tactician and a first-rate legal scholar” who is “detailed and thorough in her legal analysis and advice” and “shares the client’s urgency” and whose “expertise in financial derivatives is outstanding.” The National Law Journal recognized her as one of the 50 Most Influential Women Lawyers in America.
Andrew Prather, CPA
Andrew Prather is an audit shareholder at Clark Nuber P.S. serving a wide range of not-for-profit clients. He is a member AICPA’s Not-for-Profit Expert Panel and NPO Audit Guide Revision Task Force and has served as a writer and reviewer of the AICPA’s Not-for-Profit Audit Risk Alert. Andrew has served as the chair of the Washington Society of CPAs (WSCPA) Not-for-Profit Committee and co-chair of the WSCPA Not-for-Profit Conference. Andrew serves as the his firm’s Quality Control Director overseeing the firm’s internal inspection and peer review processes, as well as implementation of new professional and technical standards. He has been a frequent speaker at conferences, seminars, and webcasts. Andrew serves on the Board of Directors of a local not-for-profit organization.
What CCH Webinar attendees say about Mr. Prather:
"It was excellent. Easy to access and great content!"
"Great topic. Keep it up!"
Annette Nellen, CPA, CGMA, Esq.
Annette Nellen, CPA, CGMA, Esq., is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, state taxation, employment tax, ethics, tax policy and high technology tax issues.
Annette serves on the AICPA Tax Executive Committee and the AICPA Tax Reform Task Force. She is a past chair of the AICPA Individual Taxation Technical Resource Panel. Annette is a monthly contributor to the AICPA Tax Insider e-newsletter. She was the lead author of the AICPA tax policy concept statement #1, Guiding Principles of Good Tax Policy: A Framework for Evaluating Tax Proposals (2001), still in use today. Annette is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in the area of taxation. In 2013, she completed a three-year term on the Executive Committee of the Taxation Section of the California Bar.
Annette is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles. She is also the author of Bloomberg BNA’s Legal & Business portfolio, Overview of Internet Taxation Issues. Annette has testified before the House Ways & Means Committee, Senate Finance Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform. She maintains the 21st Century Taxation website and blog (www.21stcenturytaxation.com), as well as several websites on tax reform, state tax nexus, e-commerce taxation, and virtual currency taxation. Prior to joining SJSU in 1990, Annette was with Ernst & Young and the IRS.
Bernardo Antonio Del Río McKee, CPC
Bernado A. Del Rio Mckee received his accounting degree from the ITESO, a master in Taxation from the UNIVA and in 2002 his CPC, the Mexican equivalent of the CPA. He also studied international tax courses sponsored by the ITAM and Duke University. He is on the board of the American Chamber of Commerce, Guadalajara Chapter. He has published several articles on tax issues and given lectures in the U.S. and Mexico. Bernardo is a founding member of the Guadalajara chapter of the International Fiscal Association (IFA). He is currently managing partner of J.A. Del Rio y Asociados S.C. Bernardo has advised companies starting up and operating in Mexico, such as Honda, McDonald's, Flextronics, Samsung, Forever 21, Sumitomo, STMicroelectronics, and Berkshire Hathaway, among others. He works with many clients where Mexico may be the first venture outside of their home country.
Bruce Nelson, M.A., CPA
Bruce M. Nelson is director, state and local tax for EKS&H in Fort Collins, Colo. He is a CPA with more than 25 years’ experience in state and local tax. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in state tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm, where he ran the state and local tax desk. Bruce earned a Bachelor of Arts degree from the University of Nebraska‐Lincoln and a Master’s degree from Colorado State University, and he is a certified public accountant in the state of Colorado. He is a frequent seminar speaker and teaches continuing education classes in state and local tax for the Colorado Society of CPAs and the AICPA.
He has published more than 40 tax articles in many publications including the Journal of Accountancy, Tax Executive, Controller Magazine, the Journal of Multistate Taxation, State Tax Notes, and Colorado Lawyer. He is a co‐author of the Sales and Use Tax Answer Book, co‐editor of the Guidebook to Colorado Taxes, and a former columnist for the Journal of State Taxation. Bruce is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants and serves on the SALT Steering Group for the DFK.
Candi Avery, CPA
Candi Avery has 15 years of experience focused exclusively on providing audit and consulting services to the not-for-profit sector. After graduating from Western Washington University, she joined the accounting firm of Clark Nuber P.S. in Bellevue, Washington. She is a principal in Clark Nuber’s audit practice and works with a variety of not-for-profits with special expertise in serving life sciences, foundations, arts, and schools. She is a member of her firm’s technical issues committee, which oversees the implementation of new professional and technical standards. Candi is an instructor for Not-For-Profit Accounting Basics workshop and also routinely speaks at external seminars geared at the not-for-profit professional. She also has served on the Washington Chapter of the Association of Fundraising Professional’s board as its Treasurer.
Carmina Y. D’Aversa, J.D., LL.M. (Taxation)
Carmina Y. D’Aversa, based in Rosemont, PA, is a tax lawyer, concentrating in international and domestic tax planning and compliance. Ms. D’Aversa commenced her tax law career as an attorney with the IRS International Estate & Gift Tax Program in Washington, DC. Her article, “The Federal Estate Tax Lien and Nonresident Decedents: What’s a statutory executor to do?” appears in Trusts & Estates magazine and is available at http://www.wealthmanagement.com.
Carolyn Turnbull, CPA, CGMA, M.S.T.
Carolyn is the Director of International Tax Services with Vestal & Wiler, CPAs, in Orlando. She has more than 30 years of diverse experience dealing with complex individual, trust, partnership and corporate tax issues, including family limited partnerships, consolidated returns, multistate apportionment and allocation computations, state income and composite tax returns, state and federal tax credits, state and local sales, use and property tax issues, international tax issues, mergers and acquisitions, and estate and gift taxes. Her international tax experience includes tax planning for U.S. inbound and outbound transactions, international structuring, export incentives, cross-border mergers and acquisitions, foreign tax credit, foreign earned income exclusion, tax treaties, U.S. taxation of foreign immigrants, U.S. tax withholding on foreign taxpayers, U.S. reporting requirements for foreign investment, FATCA, and ASC 740 for multinational companies.
Carolyn recently completed a three-year term as one of 27 members of the Internal Revenue Service Advisory Council. She was also named as one of the Top 50 IRS Representation Practitioners in the April 2008 edition of CPA Magazine and one of the Top 40 Tax Advisors to Know in a Recession in the April 2009 edition of CPA Magazine. Carolyn is active with the AICPA, where she recently completed a three-year term on the Tax Executive Committee. She chaired the AICPA Sec. 1411 Task Force and currently serves on the Steering Committee for the Tax Strategies Conference for High Net Worth Individuals and as a presenter for Sidney Kess' annual Corporate Tax Returns Videocourse, and on multiple partnership and international taxation taskforces. Carolyn is a frequent speaker on a variety of individual, corporate, partnership, and international tax topics at tax seminars and in webcasts and teleconferences.
Cecil K. Nazareth, CPA, M.B.A., ACA
Cecil Nazareth is a partner with IFRS Partners in New York City, which specializes in IFRS education, training, consulting and conversion. Clients include CPA firms and small to medium-size businesses, including subsidiaries of foreign parents. He also teaches graduate and undergraduate international accounting at Fordham University. Previously, Cecil was the Director of AICPA's Internal Audit and Strategy. In that key role, he worked on the AICPA overall strategic goals and organizational development. He worked closely with the CEO and developed and implemented an Executive Performance Measurement System and Balanced Score Card. Cecil also reported to the Audit Committee and Board of Directors and interacted with the external auditors.
Cecil pioneered the ISO 9001:2000 Quality program at the AICPA and led it to becoming the first professional organization certified in the United States.
Earlier, Cecil worked with the AICPA's SEC Practice Section reviewing technical issues and peer reviews of several large CPA firms performing SEC related work. Prior to joining the AICPA, Cecil worked as an Audit Supervisor at Ernst & Young, specializing in the Financial Service industry. Cecil's international experience includes practice in the Middle East and India. Cecil is an Indian Chartered Accountant and a U.S. CPA and fully understands the differences between IFRS and U.S. GAAP having practiced in both arenas. In addition, Cecil has an M.B.A. in Finance from Fordham University and Information Technology from Columbia University in New York City.
What CCH Webinar attendees say about Mr. Nazareth:
"Great training webinar. "
"This was the best webinar that I have ever participated in. Very practical; speaker was very knowledgeable. "
"Very good overview of the SME IFRS standards."
"Good use of our time to get better acquainted with some of the major differences between IFRS and U.S. GAAP. "
"Good content... "
"Like the concept of looking at how other companies reflect and treat items under IFRS. The presenter did a good job. "
Cherie J. Hennig, Ph.D., CPA, M.B.A.
Professor, Accounting and Taxation
University of North Carolina Wilmington
Cherie Hennig is a Professor of Accounting and Taxation at the University of North Carolina Wilmington. She began her career as an IRS revenue agent in Denver, Colorado and has taught numerous undergraduate and graduate tax courses at Florida International University, Colorado State University, the University of South Florida, and Virginia Tech. Dr. Hennig has published numerous tax articles in the major tax journals, is an author or co-author of numerous tax texts, including Contemporary Tax Practice: Research, Planning and Strategies (Second Edition) published by Wolters Kluwer, CCH, and has written and taught many continuing professional education courses. She has been a faculty intern with local and national CPA firms, and has conducted research for the IRS Statistics of Income Division and the Florida District Office of Research and Analysis. Dr. Hennig is a member of the American Taxation Association, the American Institute of CPAs, and served on the Tax Executive Committee of the AICPA Tax Division. She received her Bachelor's, Master's, and Ph.D. degrees in accounting from the University of Colorado.
What CCH Webinar Attendees say about Ms. Hennig:
"Clear and concise presentation of difficult subject."
"The webinar provided a good overview for preparing an M-3."
"Excellent topic and presentation."
"Very good - enjoyed the speaker"
"Presentation was well organized and helpful"
Contact Ms. Hennig:
Cheryl R. Olson, CPA, CGMA
Cheryl is Director of NFP Consulting with Clark Nuber in Bellevue, Washington. She focuses her practice on consulting, training and advisory services for not-for-profit organizations and advises them in financial and management issues including operations, organization structure, transitions and staffing. She provides reviews and assessments of the needs of NFP organizations in the areas of governance practices, accounting systems functional needs, interim executive leadership, special projects and project management, and capacity and opportunity reviews. For more than 20 years, she has dedicated her career to the not-for-profit sector as a volunteer, consultant, Assistant Executive Director, CFO, auditor and tax accountant. She frequently shares her knowledge as an advisor, writer and presenter. Cheryl is a member of the newly created AICPA Not-for-Profit Advisory Council to help launch the AICPA NFP Member Section. She is the 2014-15 chair of the Oregon Society of CPAs Not-for-Profit Conference. She also is a member of the Washington Society of CPAs.
What CCH Webinar attendees say about Ms. Olson:
“Convenient, excellent speaker; would take any class for which Jane Searing was presenter.”
“Good presentation by Jane.” "Jane is a very effective presenter.”
"Very good - the instructor was easy to listen to and follow. Therefore, I learned a lot!”
"Jane did an excellent job of covering a very complicated topic.” "Enjoyed the presentation thoroughly.”
"Jane is a very articulate and organized speaker. I found the class to very beneficial.”
"Loved the format. Jane was fantastic! Very concise and pertinent with the information she shared.”
"Jane spoke in a manner that was easy to follow and understand…great webinar.” "Jane Searing's knowledge of the material, hands-on experience and the presentation format and content were excellent. I found her comments on her experience with the IRS audit particularly valuable.”
Chris Nguyen, J.D.
Chris Nguyen is a Senior Tax Associate at HIREtech, headquartered in Houston, Texas, where he specializes in the R&D tax credit and the IC-DISC export incentive. Chris has been practicing exclusively in these specialized areas since 2013. In that time, he has become a leading producer of successful R&D tax credit cases for his corporate clients. Chris received his B.S. in Political Science from the University of Houston and his J.D. from South Texas College of Law. He is a licensed attorney in the state of Texas.
Claudia Hill, EA, MBA
Ms. Hill is owner and principal of Tax Mam Inc. and TMI Tax Services Group Inc. in Cupertino, CA. TMI Tax Services Group, Inc. offers quality tax return preparation, tax advisory and controversy representation services to small business and individual taxpayers.
Named one of Tax Analysts' Top 10 Tax Persons of the Year for 2011, Ms. Hill is a nationally recognized tax professional and sought-after lecturer on individual taxation and IRS representation. Ms. Hill regularly works with National IRS task forces and practitioner groups on IRS policy related issues. She has testified before Congressional and White House special committees on the Alternative Minimum Tax, tax law simplification, and IRS administration and tax practice.
Ms. Hill is often called upon by the news media for commentary on tax issues, occasionally writes for Forbes magazine, and coordinates the IRS Watch blog for Forbes.com. She is Editor in Chief of Wolters Kluwer's Journal of Tax Practice & Procedure, co-author of Wolters Kluwer's Expert Treatise Tax Practice & Procedure, and a frequent presenter for CCH Webinars. Ms. Hill is a member of the National Association of Enrolled Agents, an associate member of the ABA Tax Section, and a life member of the American Tax Policy Institute.
What CCH Webinar attendees say about Ms. Hill:
"This is the first time I have taken one of your seminars. I liked the time frame and format, and am planning to take more in the future... Very good training — both technical and applicable to process of preparing... Claudia is excellent — relevant topics, practical, backed up by lots of experience."
"Claudia is a very good, very prepared presenter. It's very evident that she speaks with the authority of experience."
"Outstanding CPE webinar!"
"Awesome. Claudia's sense of humor made it even more fun. Thank you, Claudia!"
"Claudia did a wonderful job of presenting the material! It was interesting, easy to follow and very helpful! Thank you so much!"
"The session was very good and provided informative details."
"I enjoyed the webinar and found it to be very informative and relevant to what I do. Claudia did a thorough job and was very knowledgable about her topics... very efficient and effective for office groups."
"Very good presentation, all of our staff that attended learned something new."
"I really enjoy Claudia's webinars. They are always very informative."
David A. Berek, J.D., LL.M., CPA, CFPDavid Berek is a partner with Horwood Marcus & Berk Chartered. His area of practice is Trusts and Estates, and he counsels high net worth individuals, corporate executives, family offices and privately owned family business owners. Clients benefit from David's multi-disciplinary approach to wealth planning and his unique training as both an accountant and attorney because he serves them from a holistic planning perspective and coordinates seamlessly with their other financial advisors. David is currently the chair of the Fiduciary Income Tax committee for the Tax Section of the American Bar Association.
Denise M. Silva, CPA
Denise Silva is the Managing Editor of Audit for Wolters Kluwer. She currently responsible for managing, developing, and enhancing the audit content for CCH’s Knowledge-Based Audit Methodology, as well as for its publication on Accounting Research Manager® (ARM), CCH® IntelliConnect®, and in CCH ProSystem fx® Knowledge Coach. She has more than 14 years of experience in accounting and auditing, with roles ranging from a client service professional to a technical resource to adjunct professor. Prior to joining Wolters Kluwer, she was a senior manager in a Mid-Atlantic accounting and professional services firm, where she served in the firm’s quality control and risk management function, providing technical accounting, assurance, and financial reporting guidance to partners and managers across all of the firm’s industry groups. Additionally, she developed and delivered the firm’s risk-based methodology training to all levels of professionals. Previously, she was with a Big Four firm, providing accounting and auditing services to clients in various industries, including state and local governments, not-for-profit, higher education, technology, software, and manufacturing. In addition to her writing and development responsibilities, she has served as an adjunct professor at Golden Gate University, in San Francisco, Calif., and American University, in Washington, D.C., teaching Accounting Research and Communication; Advanced Auditing and Assurance Services; and Ethics in Business.
Edward Mendlowitz, CPA
Edward Mendlowitz is Partner Emeritus with WithumSmith+Brown. He is a member of AICPA, NYSSCPA and NJSCPA. Ed has every AICPA designation - PFS, ABV, CFF, CITP, CGMA; he is admitted to practice before the U.S. Tax Court; and has testified twice before the House Ways and Means Committee on tax reduction, equity and reform. Ed is the author of 24 professional books, including the bestselling How to Review Tax Returns (www.CPATrendlines.com) and three editions of Managing Your Tax Season (AICPA) and is the author of over 1000 articles and blog posts and 200 continuing education courses and speeches. He is the winner of the Lawler Award for best article published in 2001 in Journal of Accountancy; and his article in the January 2011 Journal of Accountancy was that year’s most viewed article. He is co-editor along with Sidney Kess of the CPA Journal’s Financial Planning Column and has been on the Bottom Line / Personal Panel of Experts for taxes since that publication’s inception over 30 years ago. His practice management techniques have been reported on in the Wall Street Journal, Journal of Accountancy, Accounting Today, CPA Journal, and many other publications. He has given over 60 presentations of tax season management programs since 1980. He was an adjunct MBA instructor for 11 years and is the author of the twice weekly blog www.partners-network.com.
Eric L. Green, Esq.
Eric L. Green is a partner with Green & Sklarz, LLC with offices in Connecticut and New York. The focus of Attorney Green's practice is civil and criminal taxpayer representation before the Internal Revenue Service, Department of Justice Tax Division, Connecticut Department of Revenue Services, as well as handling probate matters, estate planning for individuals and business owners and tax planning for closely held businesses. He is a frequent lecturer on tax topics, including criminal and civil tax controversy matters, estate planning and business planning, and he has served as adjunct faculty at the University of Connecticut School of Law. Attorney Green is the creator and lecturer of the CCH® IRS Representation Certificate Program.
He is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and is currently an advisor and columnist for Wolters Kluwer's Journal of Practice & Procedure. Attorney Green is the current Chair of the Connecticut Bar Association's Tax Section.
Eric P. Wallace, CPA
Eric Wallace provides tax expertise to CPA firms and businesses on the tangible property regulations, Code Sections 263(a), 263A, 460, depreciation, changes in accounting methods, and tax, accounting, auditing, and consulting for construction and real estate companies. Eric is a member of the AICPA, and serves on the Association of General Contractor’s National Tax and Fiscal Affairs Committee. Eric is the author of two Wolters Kluwer construction books, Construction Guide: Tax and Advisory Services and Construction Guide: Accounting and Knowledge-Based Audits. He is also the author and instructor for the CCH Tangible Property Regulations Certificate Program, the comprehensive and detailed training course on the “repair regs.”
What CCH Webinar attendees say about Mr. Wallace:
"Eric did a great job of not just recapping the temporary guidance, but highlighting those things that we should especially consider. He was an excellent presenter, both in terms of knowledge and style."
“Well Organized. The speaker was great, easy to understand and very well organized. The presentation materials were easy to follow and the two hour time allocated were utilized well…”
“Informative. Provided clarification of complex issues.”
“I was pleased with the format, content, and presentation of the material. It was exactly what I needed to know and the scope was right for the time frame.”
“Excellent tax update by Mr. Wallace.”
“Great webinar — will do this again.”
“Eric did a great job of not just recapping the temporary guidance, but highlighting those things that we should especially consider. He was an excellent presenter, both in terms of knowledge and style.”
Contact Mr. Wallace:
Eric S. Berman, MSA, CPA, CGMA
Eric S. Berman, MSA, CPA, CGMA, has over 24 years of governmental accounting and auditing experience and is a Partner with Eide Bailly, LLP. Previous to Eide Bailly, LLP, he was a quality control principal with an accounting firm with an office in Pasadena, California. His public sector experience includes being a Deputy Comptroller for the Commonwealth of Massachusetts from 1999 to 2010, and the Chief Financial Officer of the Massachusetts Water Pollution Abatement Trust from 1994 to 1999. Eric is a licensed CPA in Massachusetts. He obtained an M.S. in Accountancy from Bentley University. Eric represents the Association of Government Accountants (AGA) as the Vice Chairman of the Government Accounting Standards Advisory Council to GASB and chairs the AGA's Financial Management Standards Board. He also is a previous chair of the American Institute of Certified Public Accountants (AICPA) Governmental Performance and Accountability Committee and is a former member of the AICPA's State and Local Government Expert Panel.
Eric is frequently called upon to consult and train state and local governments throughout the country on governmental accounting and auditing. He is the author of the Governmental GAAP Guide, the Governmental GAAP Practice Manual, the Governmental GAAP Update Service, Knowledge — Based Audits — State and Local Governments,Knowledge Based Audit Tools — State and Local Governments and Knowledge Based Audit Tools — OMB Circular A-133 Audits, all for Wolters Kluwer, CCH.
James R. Hamill, CPA, Ph.D.
Dr. Hamill is the Director of Tax Practice at Reynolds, Hix & Co., P.A., in Albuquerque, New Mexico. He is the author of more than 30 CPE courses and more than 100 articles in professional tax journals and writes a weekly column on tax issues for the Albuquerque Journal. He has lectured on structuring tax transactions throughout the country for international CPA firms, State CPA Societies, and numerous other organizations. He has developed and instructed webinars on a variety of tax topics over the past 10 years. He is a CPA in New Mexico, a past Chair of the New Mexico Society of CPAs, and has 30 years of experience in tax practice.
Jane Searing, CPA, M.S. (Taxation)
Jane is a tax shareholder with Clark Nuber in Bellevue, Washington. She leads the firm's public charity and private foundation tax practice. Jane is a past chair and current associate member of the AICPA Exempt Organizations Technical Resources Panel which addresses tax issues facing exempt organizations at a national level. Jane currently serves on the AICPA Tax Executive Committee. She specializes in issues of public disclosure, income and excise tax planning for exempt organizations and their taxable subsidiaries, international financial transactions and compliance, as well as complex social venture structures and charitable giving strategies.
Jane has extensive experience with IRS examinations, appeals, exemption applications, and ruling requests. She has been listed in CPA Magazine as one of the Top 50 IRS Practitioners and one of the Top 40 Practitioners to Know in a Recession. Jane is a regular presenter at the AICPA National Not-For-Profit Conference; AICPA Non-Profit and Governmental National Conference, Philanthropy Northwest annual conference, and co-chairs the Foxmoor Private Foundation Summit with Jody Blazek. Writing credits include co-author and editor of the Form 990 Compliance Guide published by Wolters Kluwer, as well as other books and numerous articles on tax issues affecting tax exempt organizations, private foundations, and charitable gift and estate planning, including the AICPA's Form 990: A Comprehensive Approach to Accurate Preparation. She is a graduate of the University of Washington and holds a master's degree in Taxation from Golden Gate University.
Jane is a member of Washington Women's Foundation, is a member of the, AICPA, AICPA Tax Executive Committee, associate member of the AICPA Exempt Organization Technical Resource Panel, a board member of Seattle Philanthropic Advisors Network, a member of Washington Society of CPAs, serves on the membership committee of Independent Sector, is on the advisory board for Life Enrichment Options and Cycle the Wave, and is an alpine Special Olympics ski coach with the Skihawks racing team. Jane lives in Issaquah, Washington with her husband and boxer, Laila. She has two adult children and, in addition to skiing, enjoys hiking and running half-marathons.
What CCH Webinar attendees say about Ms. Searing:
"Jane is an excellent presenter and her knowledge is not just amazing but she is able to communicate this knowledge in an understandable fashion which improves the quality of the class."
"Very good — the instructor is easy to listen to and follow. Therefore, I learned a lot!"
"Jane is a very articulate and organized speaker. I found the class to very beneficial."
Jacqueline A. Patterson, J.D., CPA , M.B.T.
Jacqueline Patterson is a founding partner in the Los Angeles law firm of Buchanan & Patterson, LLP and specializes in tax, estate and financial transactions. Her emphasis is positioning individuals, businesses, and fiduciary entities for asset protection and succession planning. She advises grantors, fiduciaries and beneficiaries in matters involving the transfer, administration, investment and management of assets and is a consultant to attorneys and CPAs in fiduciary accounting, taxation and litigation. Ms. Patterson is a nationally recognized speaker and seminar discussion leader, writing and facilitating seminars in corporate taxation, the income taxation of trusts and estates, fiduciary accounting, tax research and planning, trusts, real estate transactions and charitable trusts. She has practice experience in public accounting, the financial institution industry, business management, real estate, and law, as well as serving as adjunct faculty in the MBT programs at USC and Golden Gate University. Ms. Patterson graduated from Santa Clara Law School, continued her education with a Masters’ in Business Taxation (M.B.T.) from the University of Southern California, and is also a Certified Public Accountant.
What CCH Webinar attendees say about Ms. Patterson:
“Jacqueline was an excellent presenter. All of our attendees (different tax levels) remained alert and interested. Thank you."
"Very pleased with the content and time!"
"The printed and spoken materials seamlessly incorporated both basic and advanced information about trust accounting. Well done!"
"Great presentation, easy to follow."
"Ms. Patterson did a great job with this webinar. Good speaker and very knowledgeable."
"Thank you for the appendix attachments - very helpful."
"This was the best audio seminar I have attended. Great teacher."
"Very clear, insightful, and easy to follow webinar by Ms. Patterson. The seminar materials are excellent for later review and reference."
Jeff Lenning, CPA, CITP
Jeff Lenning is the author of Excel University (http:www.excel-university.com) and has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient through his live CPE session.. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology consulting firm. In 2012, he launched Excel University. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and Microsoft Certified Trainer. He has been recognized with the California CPA Education Foundation’s Award for Instructor Excellence and Outstanding Webcast Instructor.
Jennifer Becker Harris, CPA, MST
Jennifer is a tax principal with Clark Nuber in Bellevue, Wash., where she specializes in tax-exempt organizations. Her practice primarily focuses on consulting and compliance for public charities and private foundations including international matters, alternative investments, unrelated business income tax, fundraising events, commercial co-venturers, corporate governance and IRS controversy. In addition, she assists individuals with charitable gift planning. Jennifer is a co-author and editor of the Form 990 Compliance Guide by Clark Nuber published by Wolters Kluwer. She is a graduate of the Washington State University and holds a master’s degree in Taxation from Golden Gate University. Jennifer is a member of the American Institute of Certified Public Accountants (AICPA) and Washington Society of Certified Public Accountants (WSCPA). She is member of the AICPA’s Exempt Organizations Taxation Technical Resource Panel.
Jerri L.S. Langer, J.D., LL.M.
Jerri Langer is a nationally respected information reporting and withholding consultant who provides a wide range of tax advisory services to many Fortune 500 companies around the world. She is a founding member of the Cokala Tax Group, an advisory services firm offering experienced, efficient and practical help in meeting obligations for tax withholding, payee documentation, tax information reporting, and related issues including income classification. She has twice been appointed a member of the IRS Commissioner's Information Reporting Program Advisory Committee (IRPAC), serving in 2009-2011 and in 1999-2000. She originally learned much of her trade as a tax advisor on Wall Street, with significant operational experience in brokerage, banking and insurance operations and product development, as well as in retirement plan and employee benefits processing. Jerri received her J.D. and LL.M. in Taxation from the University of Florida - College of Law and is a member of the Florida and Michigan bars.
Jim Foster, J.D.
Jim Foster is the National Tax Director at HIREtech, headquartered in Houston, Texas. Jim specializes in the R&D tax credit, the IC-DISC export incentive, and the Section 199 Domestic Production Activities Deduction.
Jim has been practicing in the general area of taxation and tax law for nearly a decade and he has become one of the leading producers of successful R&D tax credit cases for his corporate clients. Further, he has a proven record of successful tax cases that range from IRS audits and appeals to various state-level tax audits and appeals. Prior to HIREtech and after obtaining his J.D., Jim worked for a national tax consulting firm where he specialized in the R&D tax credit and the IC-DISC export incentive. While in law school, Jim worked at a public accounting office where he helped the firm advance in and maintain a double-digit growth.
Jim received his B.S. in Political Science from Texas A&M University and his J.D. from South Texas College of Law. He is a licensed attorney in the state of Texas.
John PayneJohn Payne is a Research Consultant for Wolters Kluwer. John conducts training and consulting sessions on CCH IntelliConnect, Accounting Research Manager and CCH® ClientRelate. John joined Wolters Kluwer in 1986 and brings over 28 years of experience to software and publishing to tax and accounting professionals. During this time he has worked with customers within the national support group, installing and implementing tax return software (including the initial implementation of Networking setup), transitioning customers from print to electronic research and the incorporation of integration between research and compliance software. John is involved in providing strategies and best practices for conducting tax and accounting research and in the development of customer training guides.
Joseph N. Endres, J.D.
Joe is a partner and abandoned property audits practice leader in the Buffalo office of HodgsonRuss LLP. He counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance and the New York City Department of Finance. Joe handles sales and use tax matters in the technology industry (software as a service, cloud computing, digital products, etc.) and has represented clients in numerous multistate compliance matters.
Joe has also advised clients with respect to various federal and state tax incentive-based programs such as the federal renewable energy investment and production tax credits, and New York State's Start-Up NY Program, Excelsior Program, former Empire Zone Program, Brownfield Tax Credit Program, and Historical Building Rehabilitation Tax Credit Program. Additionally, Joe counsels clients on their abandoned property obligations in the various states and has represented large corporations in abandoned property audits and voluntary disclosures.
Karen J. Koch, CPA
Karen is a recognized expert in asset management and tax incentives for energy efficient real estate who has worked in public accounting and private industry for more than 25 years, including working at a national accounting firm where she specialized in tax compliance and consulting for middle market companies and high-wealth individuals and was an integral part of the firm’s cost segregation practice. Recently Karen started her own tax consulting practice and has been retained by Philips, a global manufacturer of energy efficient lighting, working directly with their System & Services team to assist owners and their CPAs to secure tax incentives. She works with CPA firms to build revenue streams focused on commercial real estate clients and provides continuing education to increase expertise as a partner with Bedford Cost Segregation, LLC. As a Certified Public Accountant with a Masters in Taxation and an in-depth understanding of the engineering process, Karen is able to introduce innovative planning strategies for a wide array of clients. She has lectured extensively on cost segregation and related tax planning strategies for numerous industry groups and associations including the AICPA, CREW Network, and numerous state CPA societies. She continues to provide regular in-house training to accounting firms throughout the United States.
Karen L. Hawkins, Attorney at Law, M.Ed., MBA
Ms. Hawkins is well known in the tax practitioner community as both the former Director of the IRS Office of Professional Responsibility (2009-2015) and as a civil and criminal tax controversy lawyer for more than 30 years. Now back in the private sector, Ms. Hawkins, a California licensed attorney, provides consultation and expert witness services to legal and accounting professionals and presents educational programs on various tax issues with an emphasis on ethics in tax practice. She has recently returned to the Wolters Kluwer’s Journal of Tax Practice and Procedure as an advisory board member and a columnist.
Ms. Hawkins is a past Chair of the Taxation Section of the State Bar of California, past chair of the ABA Taxation Subcommittees on Civil Penalties, and IRS Liaison Meetings. She served as a Director on the Council of the ABA Taxation Section and as the Section's Vice-Chair Professional Services. She stepped down as Chair-elect of the Taxation Section when she stepped into the OPR Director position at the IRS. At its January, 2016 meeting the Taxation Section selected Ms. Hawkins as its next Chair-elect. Ms. Hawkins is also a Fellow of the American College of Tax Counsel.
Ms. Hawkins earned her J.D. and MBA. degrees from Golden Gate University in San Francisco. She also holds an M.Ed from the University of California, Davis. Her B.A. is from the University of Massachusetts, Amherst.
Laura Jane Tindall, CPA, Ph.D.
Dr. Tindall’s dissertation was A Study of the Moral Reasoning Skills of Expert Witnesses and she is also the author of the Expert’s Reference Guide to Ethics. In addition to having served as the Chairperson of the National Association of Certified Valuation Analysts’ Ethics Committee and on the Institute of Business Appraisers' Ethics & Disciplinary Committee, Dr. Tindall has been a lecturer on the topic of ethics for various professional organizations since 2006.
Lewis Taub, CPA
Lewis Taub is a Managing Director in the New York City office of CBIZ MHM, LLC. He has more than 25 years of experience advising clients on tax matters. His practice focuses on corporate and partnership tax matters for commercial clients, providing compliance and planning services for both businesses and their owners. Lewis serves private, multistate, and multinational clients in a wide range of industries. He has developed and led many seminars on a wide variety of tax issues. He is an active contributor to the S Corporation Technical Resource Committee of the American Institute of Certified Public Accountants. Lewis has been an Adjunct Professor at Fordham University’s Graduate Business School.
Lucien A. Beaudry, J.D., CPA
Lucien Beaudry is a member of the Tax and Business Law Practices of Reinhart Boerner Van Deuren s.c and he also works with the firm's Executive Compensation and Tax-Exempt Organizations teams. Lucien is a frequent speaker on a variety of tax and business law topics and guest lectures in the Master of Taxation Program at the University of Wisconsin-Milwaukee. As a licensed certified public accountant, Lucien brings unique financial understanding when advising clients on tax and business law issues. Lucien received his J.D., cum laude, from the University of Wisconsin Law School and his B.S., magna cum laude, from the University of Wisconsin-Milwaukee. His professional affiliations include membership in the Milwaukee Bar Association, the State Bar of Wisconsin, and the Wisconsin Institute of Certified Public Accountants (Federal Tax Committee).
Mark A. Luscombe, J.D., LL.M, CPA
Mark A. Luscombe, J.D., LL.M, CPA is Principal Analyst for Wolters Kluwer Tax & Accounting, the leading provider of tax law information to business professionals since 1913. Luscombe is the senior tax expert on the editorial and analyst staff, and is a key member of the Tax Legislation team that tracks, reports and analyzes tax legislation before Congress. He is the Chair of the Current Developments Subcommittee 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 monthly tax column for the respected professional publication, Accounting Today, and authors a monthly column for Taxes magazine. Prior to joining Wolters Kluwer, he was in private practice for nearly twenty years with Chicago-area law firms where he specialized in taxation. He received his B.S. degree in Accountancy from the University of Illinois, J.D. from the University of Michigan, and his LL.M in tax from DePaul University in Chicago.
Marc J. Strohl, CPA
Marc Strohl is a founding Principal at Protax Consulting Services Inc. established in 2001. He was previously with Deloitte & Touche LLP, PricewaterhouseCoopers, and Ernst & Young LLP. He has more than 20 years of extensive experience specializing in international U.S. individual income taxation issues as related to individual U.S. expatriates and nonresident aliens or foreign nationals, serving individual clients as well as the employees of employer-sponsored programs of multinational public, non-profit companies and professional firms. Marc is a member of the AICPA and the New York State Society of CPA’s International Taxation Committee and Taxation of Individuals Committee and a regular contributor to the NYSSCPA’s “The Trusted Professional” and blog publications. He is a regular guest speaker at the NYSSCPA – FAE Technical Sessions and Committee Conferences, and Marc is also featured faculty at Lawline.com, furthered.com and frequently provides CPE training in online programs.
Contact Mr. Strohl:
Website — https://www.protaxconsulting.com
E-mail — email@example.com
Michael G. Goller, J.D.
Chair, Federal Tax Controversies
Reinhart Boerner Van Deuren s.c.
Michael G. Goller is a shareholder in Reinhart Boerner Van Deuren and chairs the firm's Federal Tax Controversy Group. He focuses on tax controversy and tax litigation as well as tax planning. His clients range from large public corporations to mid sized, privately-held businesses and their owners. Michael works on behalf of his clients in disputes with the Internal Revenue Service, Department of Justice and various other taxing authorities. He represents his clients before the U.S. Tax Court, various Federal District courts, the U.S. Court of Federal Claims and the Seventh Circuit Court of Appeals.
An experienced tax attorney and tax litigator, Michael helps his clients navigate the challenges of complex federal and state tax audits, administrative appeals, trials, and subsequent appeals.
Michael regularly shares and deepens his expertise as a tax litigator through professional speaking and writing. He frequently speaks to professional and business audiences and organizations on issues of tax controversy, tax litigation and tax planning. He has authored or co-authored a number of significant articles and other publications, including Federal Tax Practice and Procedure published by Wolters Kluwer, CCH. He is listed in the Best Lawyers in America and Wisconsin Super Lawyers.
Michael is a faculty member at the University of Wisconsin Milwaukee's School of Business where he teaches Tax Practice and Procedure in the Graduate Tax Program. He is consistently evaluated by his students as one of the Business School's top teachers. Michael received his undergraduate degree in accounting and his law degree, cum laude, from Marquette University.
What CCH Webinar attendees say about Mr. Goller:
"I thought Michael Goller did a great job in presenting the material and his knowledge of the subject matter was excellent. This webinar was well worth my time."
"The best CCH Webinar I have attended."
"Mr. Goller was an interesting speaker and very knowledgeable of the subject area, offered practical answers to questions."
"Very interesting — a great teacher — good info."
"Michael was excellent."
"Great commentary — very interesting!"
"Great speaker, lots of knowledge. He's a pleasure to listen to. This class has great value."
"Michael is a great resource. He is prepared and informative."
"Very effective speaker."
Michael I. Atlas, CPA, CA, CPA (IL), TEP
Mr. Atlas is a Chartered Professional Accountant who practices in Toronto as an independent tax consultant, in connection with a wide-range of domestic and international tax issues. Prior to forming his own practice in 1991, he was the partner in charge of the tax group of one of the 20 largest accounting firms in Canada. His consulting practice places particular emphasis on international and cross-border tax planning matters. Michael has been a frequent speaker on tax matters for many professional and business organizations, including the Canadian Tax Foundation, the Society of Trust and Estate Practitioners, the Institute of Chartered Accountants of Ontario, the Canadian Bar Association, and the Canadian Real Estate Association.
Most recently, Michael has made a webinar presentation entitled "Residency: The Most Fundamental Concept in Canadian Tax Law” that was presented by Wolters Kluwer Canada. Michael is an accomplished author and long standing contributor to Wolters Kluwer. He is the author of the highly acclaimed book "Canadian Taxation of Non-Residents”. The 5th Edition of this book is scheduled to be published by Wolters Kluwer in July 2016. He was also the co-author of "Canadian Taxation of Real Estate (4th Ed.)", and also has written many articles that have appeared in Wolters Kluwer Canada’s "Tax Topics." Michael is a graduate of the University of Texas at Austin and a member of the Institute of Chartered Accountants of Ontario. In addition, he is a U.S. Certified Public Accountant (Illinois). He can be reached at either 416-860-9175, or matlas@TaxCA.com. His website is www.TaxCA.com and his Canadian International Tax Blog is at www.TaxCA.com/blog
Michel R. Stein, J.D., LL.M.
Michel R. Stein, J.D., LL.M. is a principal at Hochman, Salkin, Rettig, Toscher & Perez, specializing in tax controversies, as well as tax planning for individuals, businesses and corporations. He represents individuals with sensitive civil tax examinations where fraud or substantial penalty issues may arise, and extensively advises individuals on foreign and domestic voluntary disclosures regarding foreign account and asset compliance matters. Michel graduated from the University of California, Hastings College of the Law and received his LL.M. in Taxation from the NYU School of Law. He gained further expertise as Attorney-Adviser to the Honorable Judge Larry L. Nameroff of the U.S. Tax Court. He is a Certified Specialist in Taxation Law by the State Bar of California, Board of Legal Specialization. Michel has published extensively in the field of tax law, and he frequently lectures on many topics throughout the country. His many published articles on Foreign Bank Account Reporting issues can be found at www.taxlitigator.com.
Michel is also the Past-Chair of the Tax Procedure & Litigation Committee for the State Bar of California. He is the Past-Chair of the Tax Law Advisory Commission, Board of Legal Specialization for the State Bar of California. Michel is admitted to practice before the U.S. Tax Court, the U.S. District Court for the Central and Northern Districts of California, the U.S. Court of Federal Claims and the U.S. Court of Appeals for the Ninth Circuit. He was awarded the distinctions of Southern California Super Lawyer for years 2010 to 2014 and Super Lawyer Rising Star for years 2005 to 2007 by Law & Politics, recognized and published in Los Angeles Magazine.
Miles Hutchinson, CGMA
Miles Hutchinson is president of Learn Continuously Inc. and an experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,000 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax, as well as financial modeling & analysis, business strategy and communications. He is the author of several accounting and tax tools available at www.soxpolicies.com and www.salestaxadvisors.com. His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army.
Nathan K. Johnson, CPA, J.D.
Nathan Johnson is a shareholder in the Trusts and Estates Practice of Reinhart Boerner Van Deuren in Milwaukee, Wisconsin. He serves a wide range of clients including individuals, closely held businesses and charitable organizations. Nate is a Certified Public Accountant, and spent several years as an accountant. This experience, combined with his knowledge of estate planning and tax law, enables Nate to recognize the goals and challenges of clients and to create appropriate financial solutions. He was named a FIVE STAR Wealth ManagerSM and selected for inclusion in Wisconsin Super Lawyers - Rising Star Edition. He speaks on a variety of professional topics to business audiences, including financial institutions and professional organizations.
B. Paul Husband
B. Paul Husband is a graduate of Occidental College, and the School of Law at the University of California at Los Angeles, where he was a member of the UCLA-Alaska Law Review. Mr. Husband’s practice includes taxation law and litigation, equine law, and entertainment law.
Mr. Husband served for 20 years as an American Horse Shows Association Judge in the Arabian Division, before retiring as a judge in 1995. He is presently a member of the Arabian Jockey Club Racing Commission and the Arabian Jockey Club Graded Stakes Committee. Mr. Husband has lectured on tax and legal aspects of the horse industry at Colorado State University and California Polytechnic University at Pomona. He has lectured on tax topics to the California State Bar Tax Section and California Tax Policy Conference, the Los Angeles County Bar Association, the Beverly Hills Bar Association, the American Bar Association Tax Section, the American Horse Council Tax Conference and nine times at the University of Kentucky National Equine Law Conference.
He has published tax and equine law articles in numerous publications. He is a member of the Board of Advisors and is a regular contributor to The American Horse Council Tax Bulletin. He is a contributor of material published in the Horse Owners and Breeders Tax Handbook (T. Davis, Ed. American Horse Council 2011). Mr. Husband is co-author along with Richard W. Craigo of the 2008 UK/CLE Equine Law Monograph Series publication: Tax Planning for Horse Owners and Breeders. He was elected and presently serves as a Director of the American College of Equine Attorneys.
Robert E. Bertucelli, CPA, CFP®, CLU
Bob Bertucelli is the Senior Tax Partner at Satty, Levine & Ciacco, CPAs, P.C. in Jericho, NY, and is also a Professor of Accounting & Taxation at LIU -- Post in Greenvale, NY. Bob graduated from LIU -- Post with a B.S. in Accounting followed by an M.S. in Taxation. Besides being a CPA in New York State, he also holds the CFP as well as the CLU designations. He has presented numerous seminars on Individual and Corporate Taxation, as well as Estate and Gift Taxation and Planning.
Bob has served as Director of the C.W. Post Tax & Accounting Institute as has been recognized by the NY State Society of CPAs as an Outstanding CPA in Education. He has published several articles in the CPA Journal with the most recent one discussing captive insurance companies.
Robert J. Le Duc, J.D., LL.M. (Taxation)
Robert J. Le Duc concentrates his practice in federal and international income taxation. Mr. Le Duc also has extensive experience in the real estate and mortgage-related areas, including representation of real estate funds, debt funds, and publicly traded and privately owned equity and mortgage real estate investment trusts (REITs). He has structured dozens of debt and equity offerings, REIT mergers and acquisitions, formations of private REITs, partnership roll-ups and various mortgage REIT transactions. In addition, Mr. Le Duc has provided tax advice regarding numerous cross border real estate investments and cross border financing transactions, with particular focus on advising non-US governmental investors.
Legal 500 names Mr. Le Duc for his REIT practice, calling him "extremely responsive."
What CCH Webinar attendees say about Mr. Le Duc:
"The event was very useful to my practice. I liked the presenter's approach as he made it less technical and more practical, and brought in real life examples and highlighted the most important areas during the presentation. The virtual webinar format works great for these types of presentations, and the slides and outline are great reference and resource materials."
"Speaker was very knowledgeable — he was very effective at repeating the important points"
"Handout is very useful."
"Very good and very high level"
Robert J. Misey, J.D., LL.M., M.B.A.
Rob Misey is a shareholder with the law firm of Reinhart Boerner Van Deuren s.c. and Chair of the firm's International Department. He concentrates his practice in the areas of international taxation, transfer pricing and tax controversies, and works with a wide range of clients from a variety of industries including manufacturing, service, energy, retail and entertainment.
For U.S. based multinationals, Rob helps clients maximize foreign tax credits and take advantage of export benefits to reduce the client's overall effective tax rate. For foreign owned clients, he coordinates with the client's global tax minimization strategy, using repatriation techniques to minimize U.S. withholding taxes. Rob's significant transfer pricing experience allows him to assist multinational businesses with preparing documentation and negotiating Advance Pricing Agreements (APAs). He assists both U.S. and foreign investors in minimizing withholding taxes by taking advantage of applicable tax treaties and offshore corporations and trusts.
Rob's previous experience includes nine years as an attorney for the IRS. While he was with the IRS, he served as an international tax attorney in its Washington, D.C. national office, where he was a member of the APA team, and a trial attorney and international tax specialist in San Jose, California and the Southeast Region. He also managed the International Tax Services group for a region of a Big Four accounting firm.
What CCH Webinar attendees say about Mr. Misey:
"Best webinar I have ever participated in. Robert Misey was excellent and I will participate in more of his webinars."
"Very knowledgeable speaker, time was well taken, examples in materials were very clear and helpful."
"One of the best webinars on U.S. merger in a foreign context I ever attended."
"We particularly liked the handout material. It was in a logical format that will allow us to refer to it when making decisions related to CFC and PFICs."
"Very timely, can use information immediately. Well done."
"The webinar format worked well when, as in this case, the handout materials were detailed and contain diagrams."
"An excellent presentation. Presenter made this convoluted area quite understandable."
"The outline and examples were some of the best I have seen."
"Perfect. Clear, concise explanation of all the details. Just what I was looking for."
"I've participated in two of Mr. Misey's webinars and both have been well administered and presented."
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Bob Keebler is a partner with Keebler & Associates, LLP. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression".
Bob is a recipient of the prestigious Accredited Estate Planners award from the National Association of Estate Planning Counsels and he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States. Bob is a frequent speaker at seminars and conferences across the country; he is the author of more than 100 articles and columns, and he’s the editor, author or co-author of many books on wealth transfer planning and taxation.
What CCH Webinar attendees say about Mr. Keebler:
"As always, Bob really gets to the heart of the issues in his webinars. He is one of the best instructors I've ever had."
"Excellent, useful material and comments from Bob Keebler. Would like to attend more webinars by him!"
"One of the best webinars I have attended!"
"I thought Robert Keebler did a great job and allowed enough time at the end to answer all questions regarding the subject matter."
"Bob Keebler does an outstanding job, and he is prompt when responding to questions by e-mail."
Sara L. Stellpflug, J.D.
Sara L. Stellpflug is an attorney in the Tax Practice at Reinhart Boerner Van Deuren s.c., where she works with tax-exempt organizations, federal tax planning, state and local tax as well as tax controversy and litigation. Sara's experience includes serving as a judicial law clerk for The Honorable N. Patrick Crooks at the Wisconsin Supreme Court and judicial intern for The Honorable Barbara B. Crabb at the U.S. District Court, Western District of Wisconsin. She is a graduate of the University of Wisconsin Law School and Marquette University.
Shamen Dugger, Esq., CPA
Shamen Dugger is President of her own Silicon Valley based consulting firm, Shamen Dugger, LLC, where she assists both industry and public accounting clients with a variety of corporate income tax projects, including ASC 740/FAS 109 tax provision work, ASC 740-10/FIN 48 rollforwards, and other large-scale projects (e.g., research credit studies). Shamen is a licensed California attorney and CPA with more than 17 years of experience in corporate tax and accounting, as well as a published author in various renowned periodicals such as Journal of Accountancy, California Tax Lawyer, and BNA. Shamen spent most of her career in Silicon Valley working for "Big 4" public accounting firms (PwC, Deloitte) ultimately being promoted to the Director level. Shamen has devoted herself to improving education relative to the complex area of ASC 740/FAS 109 and tax provision preparation via self-study web-based trainings and webinars.
Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs.
Steve holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University.
He is the author of several books, including the Grantor Trust Answer Book published by CCH, and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics.
Steve is on the LL.M. Faculty at the University of Alabama Law School and has also served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
What CCH Webinar attendees say about Mr. Siegel:
"Siegel is head and shoulders above any other tax instructor I've ever had — and this is my 46th year as a CPA! ...Excellent handout. I really appreciate the detailed outline and chapters in addition to the power point screen shots used during the webinar. The examples and detail provided will be very useful to refer to in the future... He was very easy to follow and understand."
"This event was very good and useful. Great, practical, straight forward discussion. It has to be the best online presentation that I ever listened in on."
"Excellent. Very clear and concise. There was a lot of valuable information explained in a simple way in a short period of time!"
"Excellent presenter and excellent methodology... Practical and timely... Well delivered presentation by Mr. Siegel..."
"Steven G. Siegel is a great speaker!"
"This was my first CCH Webinar. Very positive experience. Will be back."
"Excellent handout materials."
"Excellent. Very clear and concise. There was a lot of valuable information explained in a simple way in a short period of time!"
"The speaker and material was excellently presented"
"This event was very good and useful. Great, practical, straight forward discussion. It has to be the best online presentation that I ever listened in on."
Contact Mr. Siegel:
Steven C. Wrappe, J.D., LL.M. (Taxation)
Steve Wrappe is a principal in the Washington, D.C., office of KPMG LLP and an internationally recognized expert on transfer pricing and dispute resolution. He has more than 35 years tax experience with 25 years of specialization in all aspects of transfer pricing across a variety of industries, including automotive, automotive parts, transportation, pharmaceutical, electronics, energy, electronic services, food and spirits, photographic, and consumer goods. Prior to joining KPMG, Mr. Wrappe was a Principal with Ernst & Young LLP and Mayer Brown, a partner with Deloitte Tax, and an attorney with the IRS Office of Associate Chief Counsel (International), Advance Pricing Agreement Program.
His experience in transfer pricing controversy includes examination, appeals, ADR solutions, advance pricing agreements, mutual agreement procedures, and Customs agreements. Wrappe has had direct involvement in more than 100 APAs in a cross-section of industries, transactions and methodologies, and he serves as global or North American transfer pricing adviser to a number of Fortune 500 companies.
Wrappe is a frequent speaker at leading legal, tax and corporate conferences and he has authored many articles and publications on transfer pricing topics, including Transfer Pricing: Rules, Compliance and Controversy, published by Wolters Kluwer. Recognized by Euromoney and the International Tax Review as a "Leading Transfer Pricing Advisor," he has served as Chair of the Transfer Pricing Committee of the ABA Section of Taxation. Wrappe is also an adjunct professor in the LL.M. Program at New York University School of Law.
Tony Nitti, CPA, MST
Tony Nitti is a partner with WithumSmith+Brown, P.C. Tony's practice focuses primarily on property transactions and corporate and partnership tax planning, with a special focus on the consolidated return regulations and the reorganization provisions, including the structuring of acquisitions, mergers, reorganizations, spin-offs and other restructuring transactions. Tony is the author of dozens of articles, including "S Corporation Reasonable Compensation: How Much is Enough?" the winner of the Tax Adviser's 2011 "Best Article Award." Tony also co-authored the Wolters Kluwer, CCH expert tax treatise, Corporations Filing Consolidated Returns, in which he penned chapters covering Reverse Acquisitions, Allocation of Consolidated Tax Liability, Earnings and Profits, Election to Discontinue Filing Consolidated Returns, and Estimated Payments.
In addition, Tony is a regular contributor at Forbes.com, where he writes about tax policy and key court decisions. Through his writing, Tony has become a respected voice in the tax community. Tony has been named to the CPA Practice Advisor's "40 Under 40" industry leaders award.
Timothy P. Noonan, Esq.
Tim Noonan is a partner with Hodgson Russ LLP. His area of practice is state and local tax law, with a focus on handling New York State and City tax litigation and controversy work. He is one of the top practitioners in the New York residency area and is the co-author of Wolters Kluwer, CCH's New York Residency Audit and Allocation Handbook. Tim has also handled some of the most high-profile residency cases in New York over the past decade, including a significant 2014 victory in New York's highest court. Tim's state tax practice extends into sales tax and corporate tax controversies as well, and he has a fantastic track record of success in both litigated cases as well as audits and appeals. As the "Noonan" in "Noonan's Notes," a monthly column in State Tax Notes, a multistate tax publication, Tim is also a nationally recognized author and speaker on state tax issues.