ProfNet Experts Available on Tax Planning Tips for Consumers
NEW YORK, Feb. 17, 2015 /PRNewswire/ -- Following is a roundup of experts from the ProfNet network who are available to share tax planning tips with your readers. If you are interested in interviewing any of the experts, please contact them via the contact information at the end of the listing.
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EXPERT ROUNDUP: Tax Day 2015
Kevin Gallegos
Vice President of Phoenix Operations
Freedom Financial Network
"Many Americans go into the tax season not knowing whether they will get a refund, or owe money to the IRS and/or their state government. More than half of taxpayers will owe some amount. For those who owe, and lack enough money in reserves to pay the entire debt, it is important to keep the lines of communication open with the IRS and to be proactive about working out a payment plan. There are steps to take to stay on the IRS' good side."
Gallegos is a consumer debt specialist who works to help people get out, and stay out, of debt. His expertise includes the area of tax debt resolution for individuals who cannot pay taxes due. Among the topics he can address are: 1) What to do if you can't pay your tax bill; 2) Why to file vs. not, even if you can't pay taxes due; 3) When to ask the IRS about monthly installments; IRS taxpayer advocacy service; 4) IRS offers in compromise; 5) How high the tax bill must be to warrant seeking help from a tax debt resolution specialist, and what the specialist does. Before joining Freedom Financial Network in 2005, Gallegos was enrollment sales supervisor for Nationwide Financial Solutions in Tempe, Ariz. He also has served as a business analyst and customer service manager for Chela Education Financing, and customer service manager for Southwest Student Services Corporation, both in Gilbert, Ariz. At Bank One Corporation (formerly Valley National Bank) in Phoenix, he held management and supervisory positions in customer service and transaction processing.
Website: http://www.freedomfinancialnetwork.com
Media Contact: Aimee Bennett, [email protected]
Reed W. Easton, J.D., LL.M. (Tax), CPA
Associate Professor, Taxation and Accounting
Stillman School of Business
Seton Hall University
"A transition rule for distributions in 2015 allows an individual to avoid the new one-year IRA rollover limitation recently imposed on distributions after 2014. The IRS has announced that under its interpretation of the law, an individual is limited to one IRA rollover in any one-year period and that a rollover from one IRA limits rollovers from all separate IRA accounts an individual owns. However, a distribution occurring in 2014 that was rolled over may be disregarded for purposes of determining whether a 2015 distribution can be rolled over. In effect, individuals with multiple IRA accounts have been given a pass on the toughened IRA rollover rule for 2015."
Easton is a tenured associate professor in the Graduate Program at Seton Hall University. Until September 2009, he was the chair of the Department of Accounting and Taxation and director of the Graduate Taxation Program. Easton maintains a private legal practice with offices in Sandyston and Cranford, N.J., as well as in New York City. He has been practicing law since 1975 and has comprehensive experience in business planning, as well as general commercial litigation and business transactions. He has been quoted as a legal expert in the Wall Street Journal and has appeared as a tax expert on WABC-TV News. He is listed in "Who's Who in American Law," and has authored numerous articles on planning for entrepreneurs and closely held businesses, tax litigation and estate planning. He has lectured before both the New Jersey State Society of Certified Public Accountants and the New York State Society of Certified Public Accountants, as well as other professional organizations and business groups.
Media Contact: Laurie A. Pine, [email protected]
Valrie Chambers, Ph.D., CPA
M. E. Rinker, Sr. Institute of Tax and Accountancy
Stetson University
"File your tax return early -- the people stealing your identity will. If a taxpayer is the first to file using a specific Social Security Number, he/she may avoid delays that come with the investigation of identity thefts. However, expect delays from tax preparers and the IRS. Tax preparers are wrestling with a number of December tax changes that reinstated previous tax breaks that had expired at the beginning of the last year. Additionally, they generally also prepare business returns, and these returns are more complex because it is the first year the ACA applies to many employers. On the IRS side, their budget has been cut, and they have re-directed every available resource to preventing, catching and fighting identity theft. That means many local IRS offices will no longer help taxpayers prepare their returns and wait times for IRS assistance are expected to increase -- if the call is answered at all."
Dr. Chambers is an associate professor of accounting in the M. E. Rinker, Sr. Institute of Tax and Accountancy at Stetson University near Orlando, Fla. Prior to receiving a Ph.D. concentrating in taxation in 2000, she had more than a decade of public accounting experience as owner/partner-in-charge of a CPA firm in Houston that concentrated in accounting issues for small business owners. Dr. Chambers has authored more than 20 instructional materials to assist individuals and corporations with taxes. She also has been published in such journals as Journal of Accountancy, Journal of Legal Tax Research, Tax Notes and Tax Adviser; had her work cited in legal cases; and been quoted by several national media publications on taxes including Money Magazine.
Media Contact: Christie Hyde, [email protected]
Jeffrey Hoops
Assistant Professor of Accounting
LIU Post
Hoops offers the following tax tips: "1) You can donate appreciated securities and take a deduction for the fair market value of the security without paying tax on the appreciation. Let's say you own a stock like Apple that you bought several years ago for $1,000 and it's now worth $1,500. If you sell the stock and donate the proceeds, you will get a tax deduction for $1,500 and will pay a tax on the capital gain of $500. On the other hand, if you give the stock directly to the charity, you will get a tax deduction for $1,500 and pay no tax on the gain. 2) If you sell a stock for a loss, remember that you can use the loss to offset the gain on any other property you sell. If losses exceed gains, you can use up to $3,000 of the loss to offset ordinary income. Any remaining loss is carried forward for use in future years. For example, you sold a stock in 2014 for $3,000. You bought the stock several years ago for $10,000 so you have a loss of $7,000. Also in 2014, you sold another stock for $5,000 that you bought for $4,000 resulting in a gain of $1,000. You can use the $7,000 loss to offset the gain of $1,000, use $3,000 of the loss to offset other income, and carry forward the remaining loss of $3,000 to 2015 and beyond. 3) In the current low interest rate environment, you may pay a premium for a bond that has a higher than market coupon rate. You can take a deduction for the premium to offset the interest income you receive over the life of the bond. 4) You can take a deduction for many work-related expenses that are not reimbursed by your employer. Examples include uniforms or protective clothing used for work, union dues, tools you use for work, and the cost of work-related education. Most of these expenses are only deductible if they exceed 2% of your adjusted gross income. 5) The expenses for the following are deductible as medical expenses if they are determined to be medically necessary by a doctor: contraceptives, childbirth preparation classes, breast pumps and lactation supplies, and special equipment for the disabled. You can also deduct part or all of the premiums you pay for long-term care insurance. 6) You can deduct as a charitable contribution any out-of-pocket expenses incurred in connection with the activity including a standard mileage deduction."
Hoops is an expert in tax and accounting. Prior to joining the LIU Post faculty, he spent 39 years of his professional career with Ernst & Young LLP. He has spent most of his career advising clients on tax matters including accounting for income taxes, consolidated returns, partnerships and international transactions. In 2005, he was appointed as Ernst & Young's first Americas Ethics and Compliance Officer. He was also appointed as Chief Privacy Officer.
Media Contact: Nick Light, [email protected]; or Sarah DeCamp, [email protected]
Eric L. Green, LL.M.
Partner
Green & Sklarz LLC
"Always file the tax return on time (including extensions), even if you cannot afford to pay the tax. So many Americans do not file their return because they can't pay, so they think that if they don't file, the IRS won't know. Unfortunately, this just puts off the inevitable and increases their bill by 25% (the failure-to-file penalty at 5% a month for five months). Then they come to us asking for some form of penalty abatement. File the return and deal with collection like an adult. You'll solve the issue and save yourself 25%."
Green is a partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of his practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services, as well as handling probate matters and estate planning for individuals and business owners and tax planning for closely held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, NATP, the ABA Tax Section and the Connecticut Society of CPAs. He has served as adjunct faculty at the University of Connecticut School of Law. He is the author and lecturer of the CCH IRS Representation Certificate Program, and he is a columnist for CCH's Journal of Practice & Procedure. He is also a contributing author for "Advocating for Low-Income Taxpayers: A Clinical Studies Casebook, 3rd Edition," and has also been quoted in USA Today, Consumer Reports, The Wall Street Journal's MarketWatch, TheStreet.com, The Wall Street Journal and CreditCard.com.
Media Contact: Ron Magas, [email protected]
Michael Atias
Tax Director
Online Trading Academy
Atias says there are several tax deductions that are overlooked: "1) Student-loan interest paid by Mom and Dad: If the child is no longer claimed as a dependent, he or she can deduct up to $2,500 of student-loan interest paid by the parents each year. There's no need to itemize this deduction as it is an adjustment to income. (The parents can't claim the interest deduction because they are not liable for the debt.) 2) State tax refund is not always taxable. Most people who get refunds can simply ignore it, even though the state sent the IRS a copy of the 1099-G you got reporting the refund. If you didn't itemize deductions on your previous federal return, the state tax refund is tax-free. Even if you did itemize, part of it might be tax-free. It's taxable only to the extent that your deduction of state income taxes on the previous year actually saved you money. 3) Job hunting costs: If you were looking for a position in the same line of work as your current or most recent job, you can deduct job-hunting costs as miscellaneous expenses if you itemize. Qualifying expenses can be written off even if you didn't land a new job. But such expenses can be deducted only to the extent that your total miscellaneous expenses exceed 2% of your adjusted gross income. 4) State sales taxes. If you live in a state that has no state income tax, you can instead write off all sales tax you paid. In some cases, even filers who pay state income taxes can come out ahead with the sales tax choice. The IRS has tables that show how much residents of various states can deduct, based on their income and state and local sales tax rates. 5) Legal fees paid to secure alimony. Since alimony is taxable income, you can deduct the part of the lawyer's fee that is attributable to setting the amount. You can also deduct the portion of the fee that is attributable to tax advice. You must itemize to get any tax savings here. 6) Tax preparation fees: You can actually deduct the cost of tax preparation on your Schedule A. Many taxpayers fail to claim this annual expense."
Media Contact: Mark Goldman, [email protected]
Don A. Linzer
Shareholder
Schneider Downs & Co., Inc.
Linzer is the CEO of Schneider Downs Wealth Management, which manages approximately $1 billion in assets, and president of Schneider Downs Corporate Finance and Schneider Downs' Specialty Tax Group. He focuses on overseeing the firm's wealth management services, along with providing mergers and acquisitions, and tax advisory consulting and strategic planning services. Included in this is succession planning, tax planning for closely held corporations, ERISA, executive compensation, venture capital and partnership taxation. He is based in Pittsburgh.
Website: www.schneiderdowns.com
Media Contact: Tim O'Brien, [email protected]
Robert Barnhill
Professor
Texas Tech University
Barnhill is a lawyer and licensed accountant who teaches tax topics at Texas Tech University, which has one of the top personal financial planning programs in the country. Barnhill has researched fiduciary income tax, trusts and estate and gift taxes; has written several books on estate, retirement and individual tax areas; and conducts continuing education courses for other professionals every year. He is also rumored to be one of the toughest teachers in the program. He is a past president of the West Texas chapter of the Financial Planning Association.
Media Contact: Heidi Toth, [email protected]
Dr. John Karaffa, CPA/PFS, CFP
President
ProSport CPA PLLC
Karaffa, a former professional athlete, is an expert on taxation and personal finance for professional athletes. With more than 25 years of experience, he is available to discuss taxation for professional athletes and the effect of the Affordable Care Act on professional athletes: "Higher tax rates, Obamacare surcharges, personal exemption phase-outs, and itemized deduction reductions are being felt in the pocketbooks of most professional athletes. There are some definitive moves professional athletes can make to reduce their overall tax burdens: consult experienced tax pros, revisit state of residence decisions, and fully engage the advisory team to make tax-efficient/investment moves."
Expert Contact: [email protected]
Mike Campbell
Tax Partner, Private Client Tax Services Group
BDO USA
Campbell works with individuals of high net worth and their families with a focus on tax planning and compliance. He also strategizes with clients on gift, trust, estate, and international issues, and serves as a tax advisor for their closely held family entities and business. Among other topics, Campbell can discuss best practices for tax filing, the implications of the extenders bill on individuals, charitable contributions, need-to-know deductions, retirement contribution and income acceleration considerations.
Media Contact: Alexis Ganz, [email protected]
David Wolfe
Real Property Tax and Condemnation Department
Skoloff & Wolfe
Wolfe is one of the founders of the National Association for Property Tax Attorneys (NAPTA). He represents commercial and residential taxpayers in real property tax appeals, as well as corporate and individual clients in complex civil litigation. He was appointed by the Supreme Court of New Jersey to serve as a member of its Committee on the Tax Court, and has served as the co-chair of the Real Property Tax Practice and Procedure Committee of the New Jersey State Bar Association since 2004.
Media Contact: Shannon O'Reilly, [email protected]
Michael H. Karu, CPA/CFF/CGMA
Levine, Jacobs & Company, LLC
Karu is a Certified Public Accountant of the State of New Jersey and member of the accounting firm of Levine, Jacobs & Company, LLC. He received the certification in financial forensics from the American Institute of Certified Public Accountants (AICPA) in 2008. In addition to his many duties as member in charge of the business valuation and litigation support, health care and food groups, Karu heads the firm's estate and trust practice. His internal duties include overseeing the firm's continuing professional education, public relations, personnel and day-to-day administration. During his 40 years in practice, Karu has provided tax services for individuals, partnerships, corporations, fiduciaries, non-profit entities, and estates. His position is that taxes are not a once a year occurrence, but part of daily life. 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. In addition, he is a Certified Divorce Mediator. He 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. He is a member of the New Jersey Society of Certified Public Accountants, where he has been active in the Litigation Services Committee, Business Valuation Sub-Committee, State Healthcare Committee, Committee for Non-Profit Organizations, and the Committee for Young CPAs.
Media Contact: Amy Delman, [email protected]
Mark Melton
Tax Attorney
Hunton & Williams LLP
Melton, an adjunct professor of accounting at SMU Cox School of Business, is an expert in federal income taxation issues related to domestic and international transactions of multinational corporations and other business investment organizations. He also assists with private equity and hedge fund issues, including fund formations, deal acquisitions and audit representation, as well as a broad range of tax issues.
Bio: http://www.hunton.com/Mark_Melton/
Media Contact: Anna Martinez, [email protected]
Richard Bloom, CPA, PFS, MST
Partner
WeiserMazars LLP
Bloom has more than 20 years of experience delivering specialized personal tax and financial planning services to high-net-worth individuals, including closely-held-business owners, executives, and hedge fund managers. He provides tax consulting; income and estate tax planning; federal, state and local tax compliance services; and representation before federal and state tax authorities for such individuals. He works with clients on multi-generational tax planning, philanthropic planning, wealth preservation strategies, and risk management. Prior to joining WeiserMazars, Bloom held senior executive positions at two prominent family office advisory firms and was National Leader of Trusts and Estates at a major accounting firm. He has over 17 years of Big 4 personal financial planning experience. He is also the chairperson of the Private Client Service's Editorial Board, and has been quoted in various newspapers and magazines. He teaches on financial planning and tax issues and has published numerous professional and technical articles.
Media Contact: Roger Ardan, [email protected]; or Danielle Craft, [email protected]
Vince Colabianchi
Principal and Chief Financial Officer
Cypress Wealth Advisors
Colabianchi has been a CPA for more than 25 years, and 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/
Media Contact: Bethanee Martin, [email protected]
Christopher Pietruszkiewicz
Dean, Professor of Law
Stetson University College of Law
Pietruszkiewicz previously worked as a trial attorney in the Tax Division of the U.S. Department of Justice and as an attorney/adviser in the U.S. Department of Education before entering academia. An expert in tax law, he co-authored treatises -- Mastering Income Tax and Corporate Reorganizations -- and wrote numerous law review articles and presented widely on the subject. He holds a master of laws in taxation from the Georgetown University Law Center, a law degree from the Loyola University New Orleans, and a bachelor's degree from the University of Scranton in Pennsylvania. He is a member of the bar for the U.S. Supreme Court and is admitted to the bar in Pennsylvania, Maryland and the District of Columbia.
Media Contact: Brandi Palmer, [email protected]
Michael Rozbruch
Michael Rozbruch's Tax and Business Solutions Academy
Rozbruch is a tax expert and trainer to professionals like CPAs, EAs and attorneys. He delivers practical insight and captivates audiences with his authoritative look inside the IRS. Hundreds of radio, TV, and national print media outlets have had the pleasure of interviewing Rozbruch or having him guest on their shows. He is known for being a natural and captivating speaker who engages audiences with his personable and passionate approach to tax resolution education. He has worked in the business/financial arena for more than 30 years and has an extensive background in tax planning, negotiation and mediation services. He can address topics like: what you must know if you owe the IRS; how to remove a Notice of Federal Tax Lien from your credit report; how to get through to the IRS when everyone else is not; what do you do when the IRS is harassing you; how to get that nasty IRS wage garnishment released; what do you do if your haven't filed an income tax return in years; small-business tax problems.
ProfNet Profile: http://www.profnetconnect.com/michael_rozbruch
Media Contact: Lorrie Thomas Ross, [email protected]
Jennifer K. Meyers, CPA, MST
Director of Tax
Gray, Gray & Gray, LLP
The complexities and challenges of the federal tax code are no mystery to Meyers. She provides insightful tax planning strategies for individual clients, with an eye on meeting compliance requirements while maximizing tax savings. Meyers has a particular expertise in developing tax strategies for high-net-worth individuals, trusts and estates. She possesses a high level of technical competency, but also understands the personal nature of her clients' financial goals. She is adept at integrating personal tax strategies with financial planning for closely held businesses, including extensive experience within the real estate industry. Over the years, Meyers' strategic planning acumen has helped several families to successfully transfer wealth from one generation to the next in an equitable manner. Her keen understanding of the nuances in both the personal and financial elements involved with these transitions allows Jennifer to develop solutions that best address the needs of our clients.
Meyers joined Gray, Gray & Gray in 2014. She was previously a partner at Kurzman, Dempsey & Kowalker, LLP, in Canton, Mass. In addition, she has held positions with Kahn, Hoffman, Nonemacher & Hochoman, LLP in New City, N.Y.; David Fischer & Co., PA in Morristown, N.J.; Arthur Andersen, LLP in Boston; and Walter and Shuffain, PC in Norwood, Mass. She is a graduate of Bryant University and earned her master's in taxation at Bentley University. She is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants, and is the group facilitator for the USA 500 Clubs. She resides in North Easton, Mass., with her husband and two daughters.
Expert Contact: [email protected]
Paige Hanson
Manager of Educational Programs
LifeLock
Hanson is a Certified Identity Theft Risk Management Specialist and the manager of educational programs at LifeLock, where she is responsible for the management of the award-winning identity theft training for law enforcement. Since October 2008, Hanson has been part of training over 10,000 law enforcement representing over 3,500 agencies in 50 states. She has also been interviewed for publications and media news stories as an expert in identity theft protection tips for consumers and law enforcement.
Media Contact: Hannah Reisman, [email protected]
Rebecca Pavese, CPA
Palisades Hudson Financial Group
Pavese became a client service manager in 2005. Since 2008, she has been based in the Atlanta office, where she supervises Palisades Hudson's staff of client service professionals. She also supervises the delivery of income tax planning and return preparation services to approximately 130 clients nationwide. In 2003, she received her master's degree in accounting from Pace University. She has worked extensively in Palisades' tax, financial accounting and estate planning and administration practices.
Media Contact: Henry Stimpson, [email protected]
David Walters, CPA, CFP
Palisades Hudson Financial Group
Walters has extensive experience in the firm's tax, investment planning, estate planning and accounting practices. Since joining the firm, he has obtained the Certified Public Accountant and Certified Financial Planner credentials. He is the author of several Sentinel articles, including "When and How to Establish a Foundation" (January 2015), "What to Expect When Selling Your Business" (June 2014), "Using a Self-Settled Trust to Protect Assets" (June 2013, co-authored with Melinda Kibler, CFP), "Taking Control Of 401(k) Fees" (October 2012), and "A Health Coverage Option for Individuals" (June 2012). He is based in Portland.
Media Contact: Henry Stimpson, [email protected]
Paul Jacobs, CFP, EA
Palisades Hudson Financial Group
Jacobs joined Palisades Hudson as an associate in Scarsdale in 2002. In 2006, he became a client service manager and transferred to Fort Lauderdale. In 2008, he moved to Atlanta to establish the firm's office there. He became the firm's chief investment officer in 2012. As chief investment officer and chairman of the firm's investment committee, Jacobs directs a team of portfolio managers and associates focused on finding the most efficient and cost-effective ways to implement client portfolio strategies. He oversees more than $1 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence, and manager selection.
Media Contact: Henry Stimpson, [email protected]
ReKeithen Miller, CFP, EA
Palisades Hudson Financial Group
At Palisades Hudson, Miller is fully involved in the broad range of services the firm offers clients, from tax and financial planning to investment management and insurance consulting. He has been directly engaged in cross-border tax planning issues for the firm's international clients, estate tax preparation and planning, bookkeeping and bill payment services, and business acquisitions planning, among other client services.
Media Contact: Henry Stimpson, [email protected]
Eric Meermann, CFP, CVA, EA
Palisades Hudson Financial Group
Meermann has had extensive experience in the firm's investment management, retirement planning, estate planning and tax compliance practices, and is the lead manager for the firm's business valuation practice. He holds the Certified Valuation Analyst designation from the National Association of Certified Valuators and Analysts, of which he is a member. He is also a Certified Financial Planner certificant and an Enrolled Agent. He is based in Scarsdale, N.Y.
Media Contact: Henry Stimpson, [email protected]
Benjamin C. Sullivan, CFP, EA
Palisades Hudson Financial Group
Since joining Palisades Hudson in early 2007, Sullivan has been extensively involved throughout the firm's asset management, personal financial planning, tax and valuation practices. He is a Certified Financial Planner certificant and became a client service manager in 2010. As an Enrolled Agent eligible to practice before the Internal Revenue Service, Sullivan is authorized to represent his clients in tax disputes at all administrative levels. He is based in Scarsdale, N.Y.
Media Contact: Henry Stimpson, [email protected]
Shomari D. Hearn, CFP, EA
Palisades Hudson Financial Group
Hearn provides a wide range of services to the firm's clients, including asset allocation programs, investment analyses, cash-flow projections, retirement plans, tax strategies, income tax return preparation, accounting, and estate administration. He is a member of the firm's investment committee, and a member of the Estate Planning Council of Greater Miami and the Financial Planning Association of Broward County. He is based in Fort Lauderdale, Fla.
Media Contact: Henry Stimpson, [email protected]
Anthony D. Criscuolo, CFP, EA
Palisades Hudson Financial Group
Criscuolo has extensive experience in the firm's tax, investment management, estate planning, and accounting practices. He provides a wide range of services to the firm's clients, including asset allocation and investment analyses, cash-flow projections, retirement plans, tax planning and preparation, and estate administration. He is also a member of the firm's investment committee. He is based in Ft. Lauderdale, Fla.
Media Contact: Henry Stimpson, [email protected]
Mark Steber
Chief Tax Officer
Jackson Hewitt Tax Service, Inc.
With more than 26 years of tax experience and deep knowledge of the federal and state tax codes, Steber is responsible for several key initiatives to support overall tax service delivery and quality assurance. He also serves as a Jackson Hewitt liaison with the Internal Revenue Service and other government authorities. In addition to his work with Jackson Hewitt, Steber was elected chairman of the Electronic Tax Administration Advisory Committee (ETAAC) for the 2011-2012 session. He is an expert on all of the issues affecting taxpayers this year: missed deductions, the ACA, and more.
Media Contact: Elizabeth Bliss, [email protected]
LaVon Chancy
Director of Tax and Advisory Services
Milligan & Company
Chancy leads the tax team and is responsible for managing and supervising the timely preparation of federal, state, and local tax returns for the firm's corporate, not-for-profit and individual clients. Her diverse client base includes various business types, including local companies; privately owned organizations; entrepreneurs; family businesses; partnerships; not-for-profit organizations; and individuals. Recently, she developed funding options for the rehabilitation and/or expansion of the existing Personal Rapid Transit (PRT) system, as well as explored viable federal and non-federal grants, loans and revenue sources for system rehabilitation/expansion and developed two 20-year financial plans: one for the planned project to rehabilitate the PRT system, and one to expand the PRT system. Chancy frequently presents on corporate legal structures and works with federal government contractors to address the unique compliance requirements necessary for this business sector to maintain federal fiscal obligations. She is a Certified Public Accountant (CPA) licensed in Pennsylvania, member of the Pennsylvania Bar Association and American Institute of Certified Public Accountants, and former member of the City of Philadelphia Tax Review Board. She holds a B.S. in accounting and J.D. from Temple University.
Media Contact: Emily DiTomo, [email protected]
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