Authors Contributing to the July 2011 Issue


  A Sea Change for Gift and Estate Planning page 24

Paul Bonner is a JofA senior editor responsible for overseeing coverage for CPAs who work in taxation, personal financial planning and CPA education. He also is an adjunct instructor teaching news writing in the School of Journalism and Mass Communication at the University of North Carolina at Chapel Hill.

 

 

  Estate Tax or Carryover Basis? page 28

Justin P. Ransome, CPA, J.D., MBA, is a partner in Private Wealth Services in Grant Thornton LLP’s Washington National Tax Office. He is a member of several AICPA Tax Division committees and task forces including past chair of the Trust, Estate and Gift Tax Technical Resource Panel.

 

Frances Schafer, J.D., is an executive director in Private Wealth Services in Grant Thornton LLP’s Washington National Tax Office. She is a member of several AICPA Tax Division committees and task forces including vice chair of the Trust, Estate and Gift Tax Technical Resource Panel.

 

 

  PCAOB Set to Expand Under New Mandates page 36

Matthew G. Lamoreaux is a JofA senior editor. He oversees coverage of corporate finance, financial reporting and international issues. He has more than 14 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.

 

 

  Revitalize Your Firm’s Marketing Strategy page 40

Gordon G. Andrew is managing partner of Highlander Consulting Inc., a Princeton, N.J.-based consultancy that helps business-to-business product and service firms create and keep customers. He has held senior-level corporate positions at Prudential, Citigroup and the American Stock Exchange. He has also been a marketing and public relations counsel for a broad range of professional services firms over the past 25 years.

 

 

  Expanding Service Organization Controls Reporting page 46

Chris Halterman, CPA, is executive director in the Advisory Services practice of Ernst & Young LLP and leads its Advisory Service Organization Controls Reporting practice in the Americas. He is chairman of the AICPA Trust Services/Data Integrity Task Force and led the working group that drafted the AICPA Guide Reporting on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy (SOC 2).

 

 

  GAPP Targets Privacy Risks page 52

Dan Schroeder, CPA/CITP, CIA, CISA, CISM, is a partner at Habif, Arogeti & Wynne LLP in Atlanta and the chair of the AICPA’s Information Technology Executive Committee. He is responsible for HA&W’s IT audit and risk advisory services, including service organization control reporting, privacy risk management, data assurance and IT governance.

 

Nancy A. Cohen, CPA/CITP, CIPP, is a senior technical manager with the AICPA. She is responsible for quality control, research and development for the Specialized Communities & Firm Practice Management Team. She leads the AICPA Privacy Initiative and is the staff liaison to the AICPA/CICA Privacy Task Force, which is developing global privacy standards, criteria and guidance for members.

 

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