Bob Davies has over 30 years of experience in the taxation field. He began his career with Ernst & Young, then moved to industry tax with two high tech public companies. Since 2000, Bob has been with local CPA firms, where his clients include high net worth individuals and their family businesses. Bob has a B.S. in Accountancy from California State University, Fresno, and a M.S. in Taxation from Golden Gate University. He has a keen interest in estate and retirement planning, and enjoys writing, and advising clients, on Social Security issues.
Lynn “Ms. California Tax” Freer is President of Spidell Publishing, Inc.® She 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 and procedures. Lynn speaks at Spidell’s annual Federal and California Tax Update Seminars, as well as many other seminars and webinars.
Mike Giangrande is a California licensed attorney, and has been a tax practitioner for over 20 years. He is licensed to practice before the United States Tax Court, has a B.S. in Accounting and an LL.M. (Tax) from Chapman University, and has a J.D. from Whittier Law School with a certificate of concentration in business law. Mike has spent time as an adjunct professor of law at Whittier Law School teaching various tax courses and he served as a member of the Orange County Assessment Appeals Board.
Cameron Hess actively represents and advises clients in state and local tax issues, including property taxes, at Wagner Kirkman Blaine Klomparens & Youmans LLP. Cameron is an ongoing contributor to Spidell’s California Taxletter®. He serves on the board of the Rental Housing Association and on the legislative subcommittee of the California Apartment Association, in addition to chairing the RED Group, a real estate focus group for professionals in Northern California. Cameron frequently speaks and writes on real estate and property tax issues.
Tim is a speaker at Spidell’s Federal and California Tax Update Seminar. He was a part of Spidell’s editorial department for more than 15 years, and he continues to write and edit the federal chapters of Spidell’s Federal and California Tax Update seminar manual. Tim has a BS in business administration (accounting) from California State University Long Beach and a MS in taxation from Golden Gate University.
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 editor-in-chief of the CCH, Inc. Journal of Tax Practice & Procedure and a frequent presenter for Enrolled Agents, CPAs, and other tax-related organizations including the IRS. She also presents Spidell webinars and has spoken at Spidell’s Summer Tax Seminar. Claudia coordinates a “dream team of tax controversy advisors” for the IRS Watch blog on Forbes.com. She has served many years as a special advisor to NAEA Government Relations Committee, is a NTPI Fellow, and was named by Tax Analysts as a 2011 Person of the Year. 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. She continues to maintain an active tax practice in Cupertino, California.
Sunish is a Speaker & Management Consultant with over 25 years of experience in Advisory and Assurance services and has his own consulting practice based in Southern California. He graduated with a B.S. in Business Administration from California State University, Northridge. Sunish is a CPA and CGMA from California. His professional experience includes working with EY, PwC & IBM Global Business Services. Since 2010, he has led seminars, webinars and workshops as an independent consultant with Thomson Reuters. He has also instructed courses for UCLA in the Certification of Accounting Program.
Alan L. Pinck, EA, is an Enrolled Agent with more than 30 years of tax preparation and audit representation experience. He specializes in individual and small business tax preparation. A large part of his practice is audit representation, where he handles over 100 audits each year. Alan is also the moderator of the popular Tax Talk Today, which brings IRS representation and tax experts together to discuss federal tax issues. Operating in the Silicon Valley has given Alan a unique experience in a variety of industries including high tech, construction, and hospitality. Volunteering as a regular speaker for Silicon Valley SCORE since 1990, Alan has been working with some of these companies from an early stage in their business. Alan is a seminar and webinar speaker for Spidell Publishing, Inc. as well as other tax professional organizations.
Arturo is a former Board of Accountancy investigator, a nationally recognized public speaker, researcher, and seminar leader with 35 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.
Renée is Vice President of 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. She has a BA from San Diego State University and is a graduate of Chapman University School of Law with a Tax Law Emphasis.
Phil Roitman emphasizes his practice in estate and wealth transfer planning, probate and trust administration, planning for clients with disabilities and special needs, 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 and has authored Code of Ethics and Professional Responsibility for Financial Planners for the CCH Continuing Education series. He also lectures and presents seminars to professional groups on estate, gift, and income tax planning issues.
Jacob Stein, Esq., is the managing partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning, and asset protection planning. Jacob received his law degree from the University of Southern California and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. Jacob is AV-rated (the highest possible rating) by Martindale-Hubbell, and has been named “A Super Lawyer” by Los Angeles Magazine and one of “America’s Most Honored Professionals 2016” by the American Registry.
Jacob is a frequent lecturer to various attorneys, CPAs, and other professional groups, and teaches over 50 seminars per year. For the past 10 years, Jacob has been an adjunct professor with the graduate tax program at California State University, Northridge.
Sandy Weiner, J.D., brings almost two decades of experience as a California tax analyst with an expertise in business tax issues. She assists practitioners with complex tax issues such as apportionment, combined reporting, and state credits and incentives. She is also an expert on conformity issues. She is a graduate of Colorado College with her J.D. from Hastings College of the Law.
Diane is a retired tax partner from a mid-sized CPA firm. She has worked with retail businesses, physicians, real estate professionals, investors, and attorneys. She has a special interest in estates and trusts and non-profit entities. She enjoys working with her clients from tax planning through estate planning to maximize their tax savings strategies and build for their future success. She is a graduate in accounting from Phillips College in Augusta, GA. Diane has been an EA since 1994.
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. He has been a regular speaker for Spidell Publishing for 17 years and speaks at Spidell’s Summer Seminar and the annual Federal and California Tax Update Seminar. Attendees appreciate his practical approach to tax issues.
Kathryn Zdan, EA, is Spidell Publishing’s Editorial Director. She writes and assists in research and editing articles for Spidell’s California Taxletter® and Spidell’s Federal Taxletter®. She also updates many of Spidell’s tax guides. She has a master’s degree from California State University, Fullerton, and completed her undergraduate work at the University of Michigan.
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.
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