Authors & Speakers
|
Spidell's Speakers and Authors
| |
Lynn Freer, EA |
Wayne Otchis, CPA |
Steve Honeyman, CPA |
| |
Steve Yukelson, CPA |
Renée Rodda, JD |
Tim Hilger, CPA |
| |
Robert Manton, CPA |
Debra Petersen, CPA, JD, LL.M |
Arturo Ramudo, CPA, CISA |
| |
Claudia Hill, EA, MBA |
John W. Prokey, Esq. |
Phillip Roitman. Esq. |
|
 |
Lynn Freer, EA
Lynn “Ms. California Tax” Freer works closely with all state tax agencies and is often consulted for input on policy decisions. She always has the inside information on what's happening at the state level because she devotes herself full time to analyzing, writing about, and teaching California tax law. Lynn speaks at Spidell's annual Fall Federal and California Tax Update Seminar. |
|
 |
Wayne Otchis, CPA
Wayne has been a CPA in California since 1971 and is a member of the California Society of CPAs. His practice emphasizes individual tax return preparation and he has prepared over 500 returns annually for approximately 35 years. He has been a regular speaker for Spidell Publishing for 15 years and speaks at Spidell's annual Fall Federal and California Tax Update Seminar. |
|
 |
Steve Honeyman, CPA
Steve specializes in individual returns. In practice for more than 35 years, his firm has averaged more than 750 returns per year. Steve has brought extensive tax knowledge to seminar audiences for more than 15 years. Steve speaks at Spidell's annual Fall Federal and California Tax Update Seminar. |
|
 |
Steve Yukelson, CPA
Steve is a sole practitioner whose practice emphasizes small business accounting and income tax. Steve was also an instructor at Los Angeles Valley College for 15 years. Steve speaks at Spidell's annual Fall Federal and California Tax Update Seminar. Attendees appreciate his practical approach to tax issues. |
|
 |
Renée Rodda, JD
Renée is Editorial Director at Spidell Publishing, Inc.® and editor of Spidell’s California Taxletter® and Spidell’s Analysis & Explanation of California Taxes®. She authors the California chapters of Spidell’s Federal and California Tax Update seminar manual and is a regular speaker at Spidell’s fall update seminars, summer seminars, and webinars. Among other things, she has authored “A Practical Guide to Trusts” and “Taxation of Registered Domestic Partners." She has a BA from San Diego State University and is a graduate of Chapman University School of Law with a Tax Law Emphasis. |
|
 |
Tim Hilger, CPA
Tim is Senior Editor at Spidell Publishing Inc.® and is responsible for writing and editing content for all publications. He authors the federal chapters for Spidell’s Federal and California Tax Update seminar manual as well as innumerable articles, reports, and self-studies on tax and financial accounting matters. He is a speaker at Spidell’s Federal and California Tax Update seminar and a regular presenter of webinars on federal tax issues. He has a BS in business administration (accounting) from California State University Long Beach and a MS in taxation from Golden Gate University. |
|
 |
Robert Manton, CPA
Robert is a partner with the firm McNally & Manton, CPAs Inc., serving the Orange County and Los Angeles areas for over 35 years. Estate and trust taxation has been his niche and specialty for over 20 years. He teaches estate and trust seminars, including in-house programs for large firms. He is known for his to-the-point speaking style and his ability to provide practical solutions to everyday situations. |
|
 |
Debra Petersen, CPA, JD, LL.M.
Debra, founder of Petersen Law, specializes in tax and estate planning and is an adjunct professor with the University of Pacific’s McGeorge School of Law. Debra worked for the California Franchise Tax Board for 18 years, and prior to that, worked for Arthur Andersen & Co. and Coopers & Lybrand. |
|
 |
Arturo Ramudo, CPA, CISA
Arturo is a former Board of Accountancy investigator, a nationally recognized public speaker, researcher, and seminar leader with almost 30 years of experience in accounting, auditing, taxation, ethics, standards of practice, and internal quality control.
Art owns and operates his own public accountancy firm offering services to both the public and private sectors. He represents CPAs before the California Board of Accountancy’s disciplinary committee, provides litigation support, performs peer reviews, and offers advisory services concerning all aspects of ethical practice.
As a former investigator for the California Board of Accountancy, Ramudo performed investigations of complaints filed against CPAs for violations of the Accountancy Act and the Board’s Regulations. |
|
 |
Claudia Hill, EA, MBA
Claudia Hill is an Enrolled Agent, nationally recognized tax professional, and frequent lecturer on taxation of individuals, tax planning, and representation before the IRS. She is a frequent contributor to and Editor-in-Chief of the CCH, Inc. Journal of Tax Practice & Procedure. Ms. Hill is owner and principal of Tax Mam, Inc. and TMI Tax Services Group, Inc. in Cupertino, California. TMI Tax Services Group provides preparation, planning, and controversy representation services. As an industry and taxpayer advocate, Claudia has testified before the Senate Finance Committee, House Ways & Means Committee, Treasury Department, and President’s Tax Reform Panel. |
|
 |
John W. Prokey, Esq.
John is a current member of the State Bar of California Taxation and Trusts/Estates Sections, the American Bar Association, the Silicon Valley Bar Association, the Santa Clara County Estate Planning Council, and the Santa Clara County Bar Association. He is a former member of the Executive Committee and Past Chair of the Estate and Gift Tax Committee of the Taxation Section of the State Bar of California.
John is a frequent lecturer and guest speaker at tax planning seminars and conferences in northern and southern California.
John is licensed to practice in California. He received his law degree in 1999 and B.S. in 1994 from Santa Clara University receiving cum laude honors from law school and undergraduate studies. |
|
 |
Phillip Roitman, Esq.
Phil Roitman emphasizes his practice in estate planning and administration, trusts, business succession planning, and income tax planning. Phil works with families, business owners, executives, and other high net worth individuals to identify their financial and estate planning goals, and focuses on protecting the value of their assets.
Phil received his undergraduate degree, cum laude, from Brooklyn College and his Masters of Science degree from the University of Massachusetts. He received his law degree from the University of San Diego and earned his LL.M. in taxation from DePaul University. Phil was admitted to practice in California in 1989, and is also member of the State Bars of Georgia and Illinois.
Phil holds the Certified Financial Planner designation. He also lectures and presents seminars to professional groups on estate and income tax planning issues. |
|
|
Spidell Publishing: Experienced ... Trusted ... Connected!
|
This information is provided with the understanding that the publisher
is not engaged in rendering legal, accounting, or other professional advice and
assumes no liability whatsoever in connection with its use. Because tax laws are
constantly changing, and are subject to differing interpretations, we urge you
to do additional research before acting on the information contained in this
document.
Original material in Spidell's California Taxes On-Line is
copyrighted and may be reproduced for educational purposes or quoted by
crediting Spidell's California Taxes On-Line.
Spidell's California Taxes On-Line is operated by Spidell
Publishing, Inc., P.O. Box 61044, Anaheim, CA 92803-6144. FAX: (714) 776-9906.
User Agreement By
entering this site you agree to the terms of our
USER AGREEMENT
|