NEW YORK, Feb. 27, 2017 /PRNewswire/ -- Below are experts from the ProfNet network who are available to discuss timely issues in your coverage area.
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EXPERT ALERTS
- California's New Luxury Developments
- Running a Lifecare Retirement Community
- Soft-Story Retrofit Program
EXPERT ROUNDUP
- Tax Season (33 Experts)
MEDIA JOBS
- Investing Editor – U.S. News & World Report
- Reporter, CMO – The Wall Street Journal
- Reporter – The Bond Buyer
OTHER NEWS & RESOURCES
- Women's News Organizations Blaze New Trails in Online Conversation
- 10 Steps to Take Your Blog Audience From Fling to Long-Term Commitment
- SEO for Bloggers: 4 Ways to Boost Your Relationship With Search Engines
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EXPERT ALERTS:
California's New Luxury Developments
Horacio LeDon
President of New Development
Partners Trust
A new crop of luxury residential developments are all the rage with high net worth buyers. LeDon of Partners Trust, a Los Angeles-based premier real estate company, is available to discuss the Southern California market. Says LeDon: "New developments in Beverly Hills are upping the ante on California lifestyle with amenities and design components previously not seen in Southern California and attracting single home buyers in greater numbers than ever before."
LeDon has been involved in luxury development sales for over 17 years in the New York, Miami, and Los Angeles markets, and is also available for comment in Spanish and Italian.
Website: http://www.thepartnerstrust.com/associates/info/horacio-ledon/
Running a Lifecare Retirement Community
Robert E. Caulfield
President/CEO
Jefferson's Ferry Life Plan Retirement Community
"Running a lifecare retirement community well requires looking beyond the numbers. It's about connecting with the people and understanding their needs."
Caulfield is available to discuss successful aging, senior living options, continuing care retirement communities (CCRC), and finance for CCRCs. Caulfield knows how to establish a CCRC from the ground up with a long history of working with senior care. He is a CPA, and current and active member of the LeadingAge-NY CCRC Cabinet, co-Chair of CCRC Cabinet, Regulation 140 Workgroup. He's actively involved in LeadingAge-NY advocacy initiatives, including meeting annually with state legislators to bring about regulatory changes that will have a positive impact on seniors. He is based in S. Setauket, N.Y.
Website: www.jeffersonsferry.org
Contact: Kathleen Caputi, [email protected]
Soft-Story Retrofit Program
Jesse Fowler
President
Tellus Design + Build
The Soft-Story Retrofit Program has been rolled out over the past several months, and requires state-mandated repairs to building supports. In Los Angeles, this program calls for timely action -- within the next few years -- to reduce structural deficiencies and prevent collapse from earthquakes. Says Fowler: "This should be a relatively easy retrofit if you're working with a company competent and experienced in structural concrete and framing. I'd suggest a Design and Build approach here, to ensure the engineer and contractor have worked together. 'New-relationship' hiccups can often cause cost over-runs."
Serving Orange County, Los Angeles and Santa Barbara, Tellus Design + Build was the recipient of the 2016 Best in Houzz Service Award.
Website: http://www.tellusdesignbuild.com
Contact: Dani Miles, [email protected]
EXPERT ROUNDUP: Tax Season (33 Experts)
With tax season underway, following are experts from the ProfNet network who can share tips on tax planning for consumers or businesses:
Tax Planning for Big Businesses
Heléna Klumpp
Deputy Editorial Director, Tax & Accounting
Bloomberg BNA
Klumpp can comment on any aspects of taxes and tax planning for big businesses. In her role, she is responsible for overseeing Bloomberg BNA's comprehensive library of federal research products. Her career includes experience in client services, in-house and publishing environments. She has particular expertise in U.S. tax policy, corporate tax and U.S.-international tax issues. Before joining Bloomberg BNA in 2016, she most recently served as vice president of tax for a multinational corporation with 10 billion in annual sales and operations in over 70 countries.
Contact: David Peikin, [email protected]
W-2 Phishing Scams
Sara Hollan Chelette
Cybersecurity Litigation Attorney
Jackson Walker in Dallas
Many corporations fell victim to a W-2 phishing scam last tax season, where payroll or human resources department employees received an email, appearing to come from an executive, requesting a list of all employees and their W-2 forms. Says Chelette: "This year, the W-2 phishing scam has evolved into an even more dangerous attack, combining efforts to steal employees' personally identifiable information with an older wire transfer scheme. An 'executive' follows up with a request to have a wire transfer made to a specified account. Educating your employees about these phishing scams is the first line of defense and all payroll, finance, and human resources employees should be on alert."
Contact: Rhonda Reddick, [email protected]
Tax-Efficiency and Retirement
Richard Myerson, CPA, CLU, ChFC
President, CEO
The Myerson Agency
With another tax season upon us, some Americans will find themselves owing jaw-dropping amounts, leaving them with less for the future. Myerson can discuss the minimization of estate taxes and complete tax-efficiency through specially designed wealth accumulation vehicles: "The impact of income taxes is possibly the greatest risk we face on our ability to retire in comfort -- greater than market volatility, inflation, and asset value erosion. Investors can and should find tax-efficient alternatives to qualified retirement plans. Such alternatives include using life insurance for long-term investment planning and asset accumulation. Cash value life insurance has come a long way since the days of Ordinary Whole Life. Today, there are several different options to accumulate wealth inside a life insurance 'wrapper,' including a technique called Maximum Funded Equity Indexed Life Insurance, which delivers unparalleled long-term results while mitigating risk and keeping costs and expenses relatively low."
Myerson founded Los Angeles-based The Myerson Agency in 1994. He was recently featured in a U.S. News & World Report article discussing the drawbacks of life settlements, specifically in relation to taxation (http://tinyurl.com/z3ob2ja).
Website: http://myersonagency.com
Contact: Dani Miles, [email protected]
How Small Businesses Can Capitalize on Tax Return Spending
George Csahiouni
Co-founder, Managing Director
TransMerit Merchant Services
Like any "holiday," small businesses should see a spike in sales these next few months as consumers spend their tax refunds. By creating efficiencies through their payment processing solutions, these businesses are poised to capitalize on this spike. Csahiouni can discuss the importance of preparation: "A lot of small-business owners often procrastinate until after Tax Day to upgrade their merchant processing and POS systems. In waiting, they're missing out on the additional revenue that comes with the season. Small businesses should ask themselves questions like, 'What tools am I using to profit from this increase?' and, 'Is my terminal slow to function?'"
Csahiouni is the co-founder of TransMerit Merchant Services, a Los Angeles-based merchant services company specializing in processing solutions for small to mid-sized businesses.
Website: http://transmerit.com
Contact: Dani Miles, [email protected]
Behavioral Impacts of Tax Policy
Brad Heim
Professor; Former Economist at U.S. Treasury's Office of Tax Analysis
Indiana University, School of Public and Environmental Affairs
Heim specializes in the behavioral impacts of tax policy. His recent research into how tax audits change behavior showed contradictory results for individuals and corporations. Says Heim: "Audits were extremely effective in reducing individuals' subsequent tax evasion, but corporations gradually increase tax aggressiveness for a few years following an audit and then reduce it sharply. This calls for a reexamination of the theory and policy of legal enforcement."
Further, Heim found variations among different cohorts of individuals: for example, self-employment income (which is notoriously misreported) spikes up after an audit, followed by a sharp decline.
Bio: https://spea.indiana.edu/faculty-research/directory/profiles/faculty/full-time/heim-bradley.html
Website: https://spea.indiana.edu
Contact: Kemba Neptune, [email protected]
Claiming the Saver's Credit
Catherine Collinson
President
Transamerica Institute, Transamerica Center for Retirement Studies
"Eligible taxpayers may be able to reduce their federal income tax by claiming the Saver's Credit, making it an important incentive to save for retirement in a 401(k), 403(b), IRA, or new myRA. Unfortunately, millions of Americans may be missing out on the Saver's Credit simply because they don't know that it exists."
Collinson can explain what the Saver's Credit is and who is eligible to claim it this tax season. With two decades of retirement industry-related experience, Collinson has become a nationally recognized voice on retirement trends. She has testified before Congress on matters related to employer-sponsored retirement plans among small business, which have featured the need to raise awareness of the Saver's Credit among those who would benefit most from the important tax credit. Collinson is regularly cited by top media outlets on retirement-related topics, speaks at industry conferences, and authors articles in leading industry journals. In 2016, she was honored with a Hero Award (http://tinyurl.com/jzvm7nv) from the Women's Institute for a Secure Retirement (WISER) for her tireless efforts in helping improve retirement security among women.
Contact: Katie Fitzpatrick, [email protected]
Tax-Filing Tips for Consumers
Noah Lang
CEO and Co-Founder
Stride Health
As the founder of Stride Health, which is dedicated to delivering healthcare coverage to self-employed and independent working Americans -- and ensuring their health and financial wellness -- Lang has helped millions of consumers, from restaurant workers and entrepreneurs to retail associates and Uber drivers, TaskRabbit Taskers and Care.com caregivers navigate and utilize tax credits to ensure their health coverage, care and well-being. He's also helping this segment with another struggle: filing taxes and ensuring they keep as many dollars as they can in their pocket. He can provide tips to help consumers understand how to files their taxes for their different employment situations, what independent workers should do to make tax time easier and even remind them what percentage of their cell phone bill is deductible: "Many, if not most, independent workers are filing taxes for the first time as 1099-workers. When getting paid as a W2 employee, their taxes were simply withheld for them. But as contractors receiving 1099s instead of W-2s, they must juggle and decipherable earnings summaries, multiple income streams on top of calculating for themselves what is owed. Unfortunately, many don't take advantage of tax deductions that could save them thousands."
Lang founded Stride Health in 2013 to deliver intelligent health care coverage, and compliance to self-employed and independent working Americans. In less than three years, he expanded the company to serve all 50 states, growing the company from a skeleton team of two with no funding, to a $15 million business backed by leading venture firms Venrock, New Enterprise Associates and Fidelity's F-Prime Capital. Previously, he was vice president of business development at Reputation.com, as well as a consultant at Navigant. He is a graduate from Stanford University as a President's Scholar with a bachelor's degree in product design.
PR Contact: Kris Kraves, [email protected]
Tax Season
Richard Lavina
CEO, Certified Public Accountant
Taxfyle
A few topics Lavina has spoken about recently and could be a resource around: an expat's guide to taxes; what a Trump presidency means for U.S. taxpayers; tips for small businesses to get their tax house in order; millennial tax guide (including fantasy sports, Airbnb and Uber); tax tips for gig economy workers; and retooling retirement after divorce.
Lavina co-founded Taxfyle in 2015 to create transparent access to accounting talent for individuals and small businesses. A certified public accountant (CPA) formerly at PwC, he worked daily with Fortune 500 companies and had a comfortable career and salary. While taking an Uber to his office one day, Lavina realized he could create a program to provide customers with equal efficiency, cost effectiveness and satisfaction-- for the tax and accounting industry. Based in Miami, the iOS, Android and Web app is available to millions of taxpayers living in both the U.S. and abroad (expats) this upcoming tax season. Last year, Taxfyle's clientele included everyone from recent college grads to millionaires.
Website: http://taxfyle.com
Contact: Austen Dake, [email protected]
Tax Tips for the Self-Employed
Stanley Veliotis
Associate Professor of Accounting and Taxation
Fordham University
Veliotis can discuss tax tips for the self-employed, tax deadlines, and more. Examples of tax season stories he's been quoted in in the past include: Fox Business (http://tinyurl.com/jky2yvd), USA Today (http://tinyurl.com/hcs6gqc), International Business Times (http://tinyurl.com/hzx3mcf) and CNBC (http://www.cnbc.com/id/100825812).
Bio: https://www.fordham.edu/info/22941/full-time_faculty/4937/stanley_veliotis
PR Contact: Rachel Roman, [email protected]
Tax Advice for Consumers and Deductions to Save Money
Jim Oliver, CPA/PFS/CGMA, CFP
CPA and Partner
Calvetti Ferguson
Oliver, the 2017-2018 incoming chair of Texas Society of CPAs, is available to share tax advice for consumers and deductions to save money. He served as the San Antonio CBS television affiliate's morning show business correspondent for nearly 10 years, where he provided analysis, commentary and advice on breaking stories affecting viewers. As the "Money Man" regularly heard on three local radio stations, he has delivered commentary and perspective on various business and financial topics. He has been profiled and quoted in numerous local and national newspapers, business journals and magazines (including Money, Forbes, Accounting Today, The Wall Street Journal, Texas Monthly, Kiplinger's Personal Finance and Today's CPA). His service to the San Antonio CPA society has included election as president and treasurer, chair of several committees, and current membership on the PAC committee. He has served on the board of directors of the Texas Society of CPAs for over 20 years and as a spokesperson on Society matters. He is an active member of both the Financial Planning Association and the San Antonio Estate Planning Council.
Website: www.tscpa.org
Contact: Kari Owen, [email protected]
Tax Issues
Stephanie L. Salvatore
Member, Tax and Corporate & Securities Departments
Davidoff Hutcher & Citron
Salvatore can speak on issues regarding the upcoming tax season, including tax-related myths, IRA contributions, strategies to prepare for Tax Day and tips to avoid mistakes, tax tips for millennials, tips for planning your post-Powerball life, 10 odd and wacky tax deductions, and tax deductions you may Not want to take.
Contact: Joe Giordano, [email protected]
Potential Impacts on Businesses of President Trump's Tax Proposals
Gary Stirbis
Director
Moss Adams
Stirbis is a director of the Moss Adams Tax Controversy & Dispute Resolution Practice. He manages major IRS engagements for clients and handles all aspects of representation before the IRS, including audits, appeals, collections, excise taxes, private letter rulings, and various procedural matters. Stirbis previously worked for the Office of Chief Counsel for the Internal Revenue Service, providing advice to IRS field agents and the Office of Appeals on all matters pertaining to the interpretation, administration, and enforcement of Internal Revenue laws. He further represented the IRS in the United States Tax Court and provided other legal support needed by IRS personnel.
Website: http://www.mossadams.com
Contact: Alex Lacter, [email protected]
How Businesses Can Maximize Benefit from Newly Permanent R&D Tax Credit
Tom Sanger
Partner
Moss Adams
Sanger has practiced public accounting since 1994 and leads the Moss Adams R&D Tax Services Practice, overseeing all research tax credit projects. He performs studies for companies in many industries, including technology, medical devices, pharmaceutical, aerospace manufacturing, and electronic device manufacturing. Sanger also has extensive experience successfully defending companies during federal IRS and state examinations.
Website: http://www.mossadams.com
Contact: Alex Lacter, [email protected]
Personal Income Taxes
David Walters, CPA, Certified Financial Planner (CFP)
Client Service and Portfolio Manager
Palisades Hudson Financial Group, Portland, Ore.
Walters can comment on all aspects of personal income taxes: preparation, filing, deductions, pitfalls, do's and don'ts.
Contact: Henry Stimpson, [email protected]
Corporate Tax Strategies
Michael Silvio, CPA
Tax Director
Hall & Company
Silvio is available to discuss corporate tax strategies for private and publicly held entities, including nonprofits and business-to-business taxes.
Website: http://hallcpas.com
Contacts: Andrew King, [email protected], or Paige Peabody, [email protected]
Estate Taxes and Planning, Retirement Issues
Richard Baum, J.D., CPA
Tax Partner
Anchin, Block & Anchin, New York
Baum has provided a full range of planning services in the fiduciary area for more than 25 years, including estate planning, fiduciary income tax returns, and charitable planning. He is available to discuss any matters that come up relating to estate taxes and planning, as well as retirement issues. Anchin, Block & Anchin is the largest single-office accounting firm in the country.
Website: http://www.anchin.com
Contact: Ryan Dicovitsky, [email protected]
Tax Issues and Tax Reform
Ryan Dudley
Partner
Friedman LLP
Dudley is the leader of Friedman LLP's international tax and international services practices. For those whose businesses operate internationally, or who live/work abroad, Dudley can outline the complicated tax issues at play and how tax reform might affect readers.
Website: http://www.anchin.com
Contact: Ryan Dicovitsky, [email protected]
Tax and Financial Planning
Tim Speiss
Partner-in-Charge, Wealth Advisors Group; VP, Wealth Planning
EisnerAmper
Speiss is an expert on all issues facing those looking to build their wealth through different strategies, including PE and startups. He also chairs the firm's Technology Committee and serves on its executive committee, and works frequently with Forbes 400 families, privately held businesses, and celebrities and owners of professional sports teams (among others) -- giving him unique insights into how individuals should blend their tax and financial planning.
Website: http://www.eisneramper.com
Contact: Ryan Dicovitsky, [email protected]
The Ins and Outs of Filing Taxes
Jason Friedline
Financial Advisor
Friedline Financial
Friedline is a licensed stockbroker, investment advisor representative, and an IRS certified tax preparer. He is available to address essentially all aspects of tax planning and filing, as well as the larger role that taxes play in someone's financial plan.
Website: http://www.friedlinefinancial.com
Contact: Kelly Holcombe, [email protected]
The Ins and Outs of Filing Taxes
Lyall Friedline
Financial Advisor
Friedline Financial
Friedline is an investment advisor representative and holds several licenses, including Securities Licenses Series 6, 7, 63, and 65. He is available to discuss all aspects of tax planning and filing, as well as the larger role that taxes play in someone's financial plan.
Website: http://www.friedlinefinancial.com
Contact: Kelly Holcombe, [email protected]
IRA Advice
Ed Slott, CPA
Founder, Ed Slott & Company
Creator, IRAhelp.com
Slott is a New York-based nationally recognized IRA expert, television personality, and best-selling author who has dedicated his life to educating Americans on saving for retirement and the intricacies of IRAs. He was named "The Best Source for IRA Advice" by The Wall Street Journal, and USA Today wrote, "It would be tough to find anyone who knows more about IRAs than CPA Slott." He is the author of "The Retirement Savings Time Bomb … And How to Defuse It" and "Parlay Your IRA into a Family Fortune." His most recent books include "Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s" and "The Retirement Decisions Guide: 125 Ways to Save and Stretch Your Wealth." He is the host of the 2015 public television show "Ed Slott's Retirement Road Map," which airs in markets nationwide. He is a frequent columnist and resource for national media and has hosted many best-selling public television specials. Through his firm, Slott provides the highest level of IRA training to financial professionals, CPAs and attorneys; and through his website, he offers free resources to consumers.
Website: http://irahelp.com
Contact: Mindy Eras, [email protected]
Coordinated, Holistic Financial Planning
Greg Hammer
Tax and Wealth Advisor
Hammer Financial Group, Inc.
Hammer specializes in coordinated, holistic financial planning for Lake County, Ind., and Chicago-area residents who are approaching retirement or currently retired. Bringing tax preparation and planning, Medicare supplements, estate planning, insurance and investments all under one roof, he aims to provide complete and convenient financial solutions for the best interest of the clients he serves. Hammer trains and coaches independent financial advisors nationwide on how to build their business to better serve the holistic financial needs of American families. In particular, he has helped develop and refine processes to integrate tax preparation and Medicare supplement services into a financial advisory practice -- a unique addition within the financial industry designed for the ultimate convenience and benefit of clients at and near retirement. He earned a B.A. in Applied Mathematics with a focus in economics from Yale University and has more than 23 years of experience in the financial services industry. In addition to his series 6, 63, 65 and 26 and life and health licenses, Hammer maintains Master Elite Membership with Ed Slott's Elite IRA Advisor Group for continued study and mastery of IRAs and applicable tax laws.
Contact: Mindy Eras, [email protected]
Conservative Investment Strategies and Retirement Planning
Anthony LoCascio CFP, EA, CTC
Founder and Principal
Anthony LoCascio Consulting, LLC
LoCascio is the founder and principal of Anthony LoCascio Consulting, LLC, a Clinton, N.J.-based independent financial planning firm specializing in conservative investment strategies, tax, income and retirement planning and building holistic financial plans. He is a Certified Financial Planner with 35 years of experience, a Certified Tax Coach and an enrolled agent (EA), which allows him to represent clients before the IRS. He is a member of Ed Slott's Master Elite IRA Advisor Group, Financial Planning Association (FPA), Financial Planning Association of New Jersey, American Institute of Certified Tax Coaches and his firm is a member of the Better Business Bureau. He is an accomplished author, frequent contributor to national news media, former host of cable program "Who Stole the American Dream" and radio show "Make Your Money Work," on central New Jersey's talk radio station WCTC.
Website: www.AnthonyLoCascio.com
Contact: Mindy Eras, [email protected]
Holistic Financial Planning
Jeff Warnkin, CPA and CFP
The JL Smith Group
Warnkin specializes in holistic financial planning for the pre-retired and retired residents of Ohio. As a holistic planner, he incorporates investments, insurance, taxes and estate planning when building financial plans in order create an optimal solution for the retirement years. Warnkin has more than 25 years of experience in the financial services industry, Series 7 and 24 securities licensed, has a Master of Taxation (MT) degree, and is life and health insurance licensed. He has also been personally trained by nationally acclaimed IRA expert Ed Slott, CPA, as a member of the exclusive Ed Slott's Elite IRA Advisor Group.
Website: www.JLSmithGroup.com
Contact: Mindy Eras, [email protected]
Tax Planning Tips for Businesses
Bill Smith
Managing Director, National Tax Office
CBIZ MHM
Smith is available to discuss border adjustment tax, how President Trump's tax reform plans could impact businesses, employment tax, Section 385 regulations, tangible property regulations, accumulated earnings tax, new partnership audit rules, Micro-Captive requirements, etc. He has more than 30 years of experience representing businesses of all sizes in both the public and private sectors on developing and implementing tax strategies. He consults nationally on a broad range of tax services, including foreign and domestic transactional tax planning for corporations, partnerships, LLCs and individuals.
Website: https://www.cbiz.com
Contact: Rachelle Gaynor, [email protected]
Tax Planning Tips for Individuals
David Levi
Senior Managing Director
CBIZ MHM
Levi is available to share tips for deducting charitable donations, overlooked tax deductions for the self-employed, tax implications of education costs, last-minute filing tips for procrastinators, tax issues for single-income families, what first-time filers need to know, how to minimize audit risk when filing your 2016 return, when to hire a CPA to do your taxes, etc. A CPA and a Personal Financial Specialist, Levi has more than 30 years of experience in tax, personal and business planning.
Website: https://www.cbiz.com
Contact: Rachelle Gaynor, [email protected]
Business Valuations and Divorce Mediation
Michael H. Karu, CPA/CFF
Member
Levine, Jacobs & Company, LLC
Karu is qualified by the Superior Court of New Jersey, Family Part, as an expert witness and as an authority on business valuations, specifically for closely held or family-owned businesses. Additionally, he is a Certified Divorce Mediator and is Certified in Financial Forensics. He received his B.S. degree in Business Administration from The Ohio State University and holds professional memberships in the American Institute of Certified Public Accountants, the AICPA Tax Division and the AICPA Business Valuation, Forensics and Litigation Services Section, as well as the NJ State Society of CPAs. Levine, Jacobs & Company provides a unique combination of 21st century accounting, business consulting and financial planning services to a diverse array of clients.
Contact: Amy Delman, [email protected]
Year-End Tax Strategies and Trends
Vince Colabianchi
Principal and Chief Financial Officer
Cypress Wealth Advisors
A CPA for more than 25 years, Colabianchi specializes in income and estate tax planning, business planning and accounting compliance for high-net-worth individuals. He can speak articulately on year-end tax planning strategies, trends, changing laws and existing law interpretation topics, to name a few.
Bio: http://www.cypresswealth.com/team/vince-colabianchi/
Contact: Bethanee Martin, [email protected]
Taxes: Less is More; Four Strategies for Maximizing Less
Martin Small
Managing Director
BlackRock's Head of U.S. iShares
Investors may be surprised to know how much they are paying on investment taxes, with long-term capital gains taxes up over 50% since 2013. Small can provide strategies to help Americans minimize their taxes on investments and keep more of what they earn. Martin is the managing director of BlackRock's Head of U.S. iShares and is responsible for directing strategy and leading U.S. regional activities across multiple functions for the exchange-traded products business, including sales, product management and development, marketing and communications, capital markets, and the operating platform. He is a member of BlackRock's Global Operating Committee and the iShares Global Executive Committee.
Contact: Michael McGinn, [email protected]
Tax Planning Strategies
Dean Mioli
Director of Investment Planning
SEI Advisor Network
Mioli is an expert on tax planning for financial advisors and the best strategies to help minimize taxes year-round for advisor's clients. The investment support Mioli delivers is in the form of custom investment case analysis and proposal support for advisors, and technical investment support for advisors, relationship directors and managers. Mioli graduated from Ursinus College with a Bachelor of Arts in economics and business administration, with a minor in accounting. He currently holds the NASD Series 7, 63, and 65 licenses.
Website: www.seic.com/advisors
Contact: Meredith Mitchell, [email protected]
Tax Planning for the High Net Worth
Steve Wittenberg
Director of Legacy Planning
SEI Private Wealth Management
Wittenberg can primarily speak to the estate and gift tax issues that impact the wealth market. Supplementing these issues is a knowledge of complex philanthropy concepts that provide estate, gift and income tax benefits. He can speak to high level income tax, capital gains and partnership tax issues that impact the higher net worth space.
Wittenberg provides tax, estate, philanthropy and succession planning advice to ultrahigh net worth and high net worth clients. Steve graduated magna cum laude in Business Administration with dual degrees in Finance and Marketing from Drexel University, a JD/LLM in taxation/Estate Planning Certificate from the Beasley School of Law of Temple University and a MBA from Fox School of Business of Temple University.
Website: www.seic.com/privatewealth
Contact: Meredith Mitchell, [email protected]
Oil and Gas, Real Estate and Professional Services Industries
James Hruzek, CPA
Shareholder
GBH CPAs, PC
Hruzek brings more than 30 years of tax and business experience to his clients. His experience includes specialization in federal, state and international income taxation; estate planning and taxation; and accounting services to individuals, partnerships and corporations engaged in a variety of industries including oil and gas operations and real estate.
Website: www.gbhcpas.com
PR Contact: Karen Franco, [email protected]
Mark Jaeger
Director of Tax Development
TaxAct
Mark is available to provide insight on why you should aim for a smaller refund, gig economy and taxes, what to do with your tax return, deductions, tax havens.
Website: http://blog.taxact.com/
Contact: Alexandra Gambale, [email protected]
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MEDIA JOBS:
Following are links to job listings for staff and freelance writers, editors and producers. You can view these and more job listings on our Job Board: https://prnmedia.prnewswire.com/community/jobs/
- Investing Editor – U.S. News & World Report
- Reporter, CMO – The Wall Street Journal
- Reporter – The Bond Buyer
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OTHER NEWS & RESOURCES:
Following are links to other news and resources we think you might find useful. If you have an item you think other reporters would be interested in and would like us to include in a future alert, please drop us a line at [email protected]
- 10 STEPS TO TAKE YOUR BLOG AUDIENCE FROM FLING TO LONG-TERM COMMITMENT. The blogging game can look a lot like dating: You put your best self out there into a world of unknowns. It can feel exciting and scary. It also can feel a bit lonely. But, once you find your confidence and a formula that works, the relationship can quickly move from infatuation to true love. If you want to build a meaningful long-term relationship with your blog audience, consider these 10 fundamentals and you'll be off to a great start: http://bit.ly/2kKiHqx
- SEO FOR BLOGGERS: 4 WAYS TO BOOST YOUR RELATIONSHIP WITH SEARCH ENGINES. With Valentine's Day just behind us, it's the perfect time to treat your blog to a proper business strategy. Search engine optimization is a good place to start. Search engines are a huge traffic driver if you're properly indexed and have authority on a topic to rank high in search. So whether you write as a hobby or for business, here are some things to keep in mind as you work to optimize the relationship with your readers: http://prn.to/2ktWn8K
- Women's News Organizations Blaze New Trails in Online Conversation. It used to be that women's consumer publications could only be found in the magazine aisle. The editorial direction was built around experts who discussed everything, from how women should act to what they should cook. Women's media has since moved on: http://bit.ly/2mx80cm
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