Authors Contributing to the September 2010 Issue

  Blue-Ribbon Panel Narrows Field for Private Company Financial Reporting page 24

  2010 Tax Software Survey page 34

Alexandra DeFelice is a JofA senior editor. Her primary role is planning, writing and editing technology articles for the magazine and website. She also helps to drive the JofA’s social media presence through the Facebook page,, and Twitter account, AICPA_JofA. She graduated from Rutgers University with a degree in journalism and, while there, minored in Spanish and English.



  Financial Regulatory Reform: What You Need To Know page 30

  Corporate Finance Staffing Survey page 42

Matthew G. Lamoreaux is a JofA senior editor. He oversees coverage of corporate finance, financial reporting and international issues. He has more than 12 years of experience writing and editing for professional publications. He has a B.A. in English and has studied management and economics in the executive MBA program at Elon University.



  Maximizing the Section 199 Deduction page 44

Daniel Karnis, CPA, FLMI, is a director in the national Tax Projects Delivery Group of PricewaterhouseCoopers LLP. He has managed numerous research and development and manufacturing incentives reviews and reportable transaction disclosure engagements, and has assisted companies primarily in the computer software and financial industry. He has 11 years of public accounting experience and joined PwC in 2003.



  New Life for Charitable Lids page 50

Wayne E. Nix, CPA, DBA, is assistant professor of accounting at Jackson State University in Jackson, Miss. He has published one article previously in the JofA with Lee G. Knight and Ray A. Knight (“Internal-Use Software and the Research Credit,” Dec. 1999, page 79).


Lee G. Knight, Ph.D., is a professor of accountancy at Wake Forest University in Winston-Salem, N.C. With her husband, Ray A. Knight, she has published 20 articles previously in the JofA, including one also with Wayne E. Nix.


Ray A. Knight, Esq., CPA/PFS, is managing director of Capstone Planning Alliance LLC in Winston-Salem, N.C. With his wife, Lee G. Knight, he has published 20 articles previously in the JofA, including one also with Wayne E. Nix.



  Best Practices for Exempt Organizations and Form 990 page 58

Jean Gordon Carter, Esq., CPA, is a partner in the international law firm Hunton & Williams LLP in its Raleigh, N.C., office. Her practice areas include tax and tax-exempt matters, estate planning and administration. She earned her J.D. with high honors from Duke University School of Law and graduated magna cum laude with honors in accountancy from Wake Forest University.



Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.