Read more about our contributing authors
As principal and founder of Bay Street Group LLC, Rick Telberg brings a unique background and perspective to the accounting, tax and finance community. He is a veteran editor, publisher, media executive, analyst and commentator on the profession.
   

 

Mary F. Bernard, CPA/MST is a Tax Principal and Director of State and Local Tax Services at Kahn, Litwin, Renza & Co., Ltd. in Providence, RI. She has over 20 years of experience with national and local accounting firms working with a variety of individual, partnership and corporate clients, with particular focus on corporate multi-state tax issues. She has also provided advisory and compliance services to our extensive nonprofit clients. Bernard is a member of the AICPA, the Massachusetts Society of CPAs and serves as President-elect of the board of directors for the Rhode Island Society of CPAs.

 

James C. Bourke, CPA/CITP, is a Partner at WithumSmith+Brown where he is Director of Firm Technology. He is a past president of the New Jersey Society of CPAs and currently serves on AICPA Council and the AICPA CITP Credential Committee.

 

 

CEO John Bowen founded CEG Worldwide in 2000, with the goal of bringing to bear the lessons he had learned during his career for the benefit of financial advisors and the institutions that work with advisors. His 26 years as a financial advisor and investment firm CEO had taught Bowen that many advisors lacked the high-quality empirical data and pragmatic business experience necessary to build hugely successful businesses.

 

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Geremy Cepin is National Director, Executive Search & Placement Services, at PDI Global, Inc.

 

 

 

 

Blake Christian, CPA/MBT, is a Tax Partner in the Long Beach Office of Holthouse, Carlin & Van Trigt, LLP and is Co-Founder of National Tax Credit Group, LLC.

 

 

 

Eugene Fama Jr., Vice President, Dimension Fund Advisors, Santa Monica, CA will be covering the evolution of Dimensional Fund Advisors’ applied core equity approach; empirical evidence supporting the size and value premiums; as well as why most active managers fail to capture the risk exposure that drives expected return at the upcoming AICPA Advanced Personal Financial Planning Conference. Gene has spent more than fifteen years cultivating, refining and discussing Dimensional's efficient markets investment philosophy. Gene travels frequently, helping advisors and investment plans implement concepts of multifactor investing.

 

Debra Feldman is the JobWhiz™, a nationally-recognized expert who designs and personally implements swift, strategic, and customized senior level executive job search campaigns, banishing barriers that prevent immediate success. Network Purposefully™ with the JobWhiz, using groundbreaking techniques was profiled in Forbes magazine. In addition to her private practice, writing featured columns and conducting exclusive workshops, Debra is a recommended resource to alumni of top-tier business schools.

 

Colleen M. Feeney, JD, Associate, concentrates her practice in taxation, including tax planning and litigation matters involving individuals, corporations and partnerships. She works at the law firm Schiff Hardin LLP.

 

 

Neal Frankle is the author of Why Smart People Lose a Fortune: 5 Steps to Restoring Your Wealth and Sanity. He helps affluent clients establish and implement a safety-net strategy to protect their wealth. He also helps other professionals, such as CPAs, do the same for their clients You may obtain a free white paper – Should I Offer Financial Services To My Clients?

 

 

Robert P. Gray, CPA/ABV, CFE, FACFEI, has an extensive background in financial/accounting analyses, business valuation, economic damages, forensic investigation and litigation. He is a member of the AICPA’s Forensic & Litigation Services Committee, which provides professional guidance to CPAs who perform fraud investigations and determine economic damages.

 

 

Michael K. Hauser, Esq./CPA, is a tax attorney with Maddin, Hauser, Wartell, Roth and Heller, P.C. in Southfield, Michigan, where he specializes in tax planning for owners of small businesses. He is also an adjunct professor in the Tax LLM program at Cooley Law School, where he teaches taxation of real estate.

 

 

 

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Larry Jacobson, CPA/JD, is a senior partner in the Chicago office of the law firm Schiff Hardin LLP. He holds a BA from Washington University, an MBA from the University of Chicago, an MSOD from the University of Pennsylvania and a JD from the Georgetown University Law Center.

 

 

Randolph P. Johnston, M.C.S., M.C.P., is Executive Vice President, K2 Enterprises. He is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.

 

 

John E. Karayan, JD, PhD was formerly Director of Taxes of a leading software concern. He is currently a Chair and Professor of Accounting at Woodbury University, and a testifying Expert Witness on accounting and tax issues.

 

 

 

LeAnn Luna is an assistant professor and holds a dual appointment with the Department of Accounting and Information Management and the Center for Business and Economic Research, both at The University of Tennessee.

 

 

Jonathan Moreland is director of research and publisher of the weekly publication InsiderInsights and founder of the Web site InsiderInsights.com. He began working with insider data in the early 1990s while an analyst/writer for Individual Investor magazine.

 

 

Annette Nellen, CPA/Esq., is a tax professor and Director of the MST Program at San José State University. She is also a fellow with the New America Foundation. Nellen is an active member of the tax sections of the AICPA and ABA.

 

 

 

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Kenneth R. Neumann, CPA, CFE, is Director of the Litigation and Technology Practices at RGL – Forensic Accountants & Consultants, a global forensic accounting and consulting firm.

 

 

 

Ken Nussbaum CPA, PFS, JD, is a principal and shareholder in the Williston, Vermont firm of Hettena Wright & Horton, and has practiced as a CPA for nearly 20 years. He advises clients in all manner of financial counseling, including income tax planning and preparation, education planning, retirement planning and estate planning. Ken focuses on the tax as well as the non-tax issues facing his clients, and often assists with multigenerational concerns among families.

 

 

Mary A. O’Connor, ASA, is Director of Valuation Services at RGL. Ms. O’Connor has more than 25 years valuation experience.

 

 

 

Mary S. Schaeffer is the editorial director for Accounts Payable Now & Tomorrow, a CRYSTALLUS, Inc. publication. She is a nationally-recognized expert on accounts payable and is quoted frequently on this and other finance topics. Information about her newsletter, complimentary AP e-zine and other work can be viewed at www.AP-NOW.com.

 

 

Lewis Schiff is the principal of Advanced Planning Group, a family office network for advisors. His forthcoming book, The Middle-Class Millionaire, will be published in February 2008.

 

 

 

Charles Swenson, CPA, MBT, PhD is Professor and Leventhal Research Fellow at the University of Southern California., and is Co-Founder of National Tax Credits Group. He has authored over 50 articles and two textbooks on taxation, and is editor of a treatise on state and local taxation forthcoming by Lexis-Nexis.

 

 

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Deborah Walker, Certified Career Management Coach, helps jobseekers coast to coast navigate the Internet by staying abreast of the significant technical changes that affect online job-search strategies. Visit Deb on the Web at http://www.AlphaAdvantage.com.

 

 

 

Tracey Crevar Warren, president and founder of The Crevar Group, advises professional services firms striving to grow and maximize performance. Warren was named by Accounting Today as one of the 100 Most Influential People in the accounting industry. She is an author and frequent speaker on various growth, business development, and marketing topics for local, regional, national and international audiences.

 

 

Mark Washburn, CPA, is a Senior Lecturer in Accounting at The University of Texas at Tyler. He teaches both Individual and Corporation tax courses at the undergraduate level. He is a certified public accountant licensed in Texas and holds a Master of Science in Taxation from The University of Texas at Arlington.

 

 

 

Liv A. Watson is Chair of the XBRL Jurisdiction Development Sub-Committee and the Vice President of Global Strategy at EDGAR Online Inc, where she is responsible for developing EDGAR Online’s International business development strategy.

 

 

 

Thomas Wechter, JD, Partner at Schiff Hardin LLP, concentrates his practice in the area of tax planning for individuals, corporations, and partnerships and also handles matters involving tax controversies.

 

 

 

Joseph D. Welch, J.D., is the managing partner of Cary, Welch and Hickman, L.L.P. and the founder and manager of The Estate Planning Center, L.L.C. His practice is limited to estate planning, trust administration, asset protection and business succession planning. He is a frequent author and lecturer on estate planning topics.

 

 

George White is a manager with the American Institute of Certified Public Accountants in Washington and an adjunct professor for tax at the George Washington Graduate School of Business.

 

 

 

Deborah Ziolkowski, MST/CRTP, has her Master of Science degree in Taxation from Golden Gate University. Ziolokowski has a tax and accounting practice in Sausalito, California. She has been a tax professional for 12 years.

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