Authors and Speakers

Lynn Freer, EA Debra Petersen, CPA, J.D., LL.M. Mark Seid, CPA, EA, USTCP
Mike Giangrande, J.D., LL.M. Alan Pinck, EA Jacob Stein, Esq.
Cameron Hess, Esq., CPA Stanley Pollock, CPA Sandy Weiner, J.D.
Tim Hilger, CPA Arturo Ramudo, CPA, CISA Steve Yukelson, CPA
Claudia Hill, EA, MBA Renée Rodda, J.D. Kathryn Zdan, EA
Wayne Otchis, CPA Phillip Roitman. Esq.  

Larry A. Conway, CPA, Esq. Larry A. Conway, CPA, Esq.

Larry Conway is a 1976 graduate of the University of Iowa, and practiced as a CPA for 26 years before obtaining his J.D. from California Western School of Law (magna cum laude) in 2003. While at California Western he served on the Law Review editorial board and received numerous scholarship awards in Taxation.

Prior to the fulltime practice of law, Larry worked for the subsidiary of a worldwide legal publisher, where he authored over 1,000 pages of professional outlines and spoke in 45 states on the subjects of tax, estate planning, and retirement. Larry was recently recognized by the California Bar as a Certified Specialist in Estate Planning, Trust and Probate Law. Larry is the founder of Conway Law Group, Inc., where his practice focuses on Tax, Estate Planning, Probate, and General Business Counsel. He is a frequent speaker at local events discussing estate planning, tax, FATCA, and issues affecting same sex couples.


Lynn Freer, EA Lynn Freer, EA

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, J.D., LL.M. Mike Giangrande, J.D., LL.M.

Mike Giangrande is a California licensed attorney, and has been a tax practitioner for over 15 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, he currently serves as a member of the Orange County Assessment Appeals Board, and he serves on the board of directors for two charitable organizations.


Cameron Hess, Esq., CPA Cameron Hess, Esq., CPA

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 Hilger, CPA Tim Hilger, CPA

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, EA, MBA 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 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.


Wayne Otchis, CPA Wayne Otchis, CPA

Wayne received his BA from Stanford University and became a CPA in California in 1971. He is a member of the California CPA Society. His practice, which he founded in 1975 after leaving Price Waterhouse, emphasizes individual income tax return preparation and tax planning. Wayne has been a top-rated speaker for Spidell Publishing for 18 years at the annual Federal and California Tax Update Seminar.


Debra Petersen, CPA Debra Petersen, CPA, J.D., LL.M.

Debra Petersen, founder of Petersen Law, practices tax law including estate planning and elder care. She is an adjunct professor at 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.


Alan Pinck, EA Alan Pinck, EA

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation, and audit representation. He is a national seminar presenter, and his real-world approach and stories bring his sessions to life. Operating in California's Silicon Valley has given Alan a unique experience in a variety of industries, including high tech, Silicon Valley SCORE Logo construction, and hospitality, to name a few.


Stanley Pollock, CPA Stanley Pollock, CPA

Stan has experience working for large international accounting firms and today runs a two-office tax, accounting, and consulting practice in Oakland and San Francisco that focuses on high net worth individuals and small businesses. Stan earned his bachelor’s degree in Business Administration from California State University, Northridge in 1980.

Stan has taught continuing education courses to practitioners throughout the country on a regular basis for over 10 years. Stan has been a regular guest on a northern California radio talk show discussing taxes and has previously taught accounting courses in junior colleges in southern California.


Arturo Ramudo, CPA, CISA 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.


Renée Rodda, J.D. Renée Rodda, J.D.

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, Esq. Phillip Roitman, Esq.

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.


Sandy Weiner, J.D. Mark Seid, CPA, EA, USTCP

After graduating from Cal Poly — San Luis Obispo, Mark accepted employment with the Internal Revenue Service as a field agent in the San Jose District headquarters office. After a few years, he moved to the San Luis Obispo post of duty where he completed the full training for general program Revenue Agents. He founded the firm in Paso Robles in 1996 dedicated to serving clients with the knowledge he had obtained spending nearly 10 years at the IRS. In 2000 he passed the examination for non-attorneys to practice before the U.S. Tax Court, a distinction earned by fewer than 300 individuals nationwide. He is uniquely qualified to represent our clients before the various taxing authorities due to his experience and knowledge. He is a member of the National Association of Enrolled Agents, California Society of Enrolled Agents and California Society of Certified Public Accountants.


Sandy Weiner, J.D. Jacob Stein, Esq.

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. Sandy Weiner, J.D.

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.


Steve Yukelson, CPA 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. He has been a regular speaker for Spidell Publishing for more than 10 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.


Larry A. Conway, CPA, Esq. Kathryn Zdan, EA

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 special reports. She has a master's degree from California State University, Fullerton, and completed her undergraduate work at the University of Michigan.

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