Authors Contributing to the May 2011 Issue

  Business Development Skill Builders for Young CPAs page 20

Mark Koziel, CPA, is director–Specialized Communities and PCPS/Firm Practice Management at the AICPA. He oversees the development, ongoing improvement and delivery of services to members in PCPS/Firm Practice Management and the Personal Financial Planning, Technology and Forensic & Valuation Services interest areas, including the Personal Financial Specialist (PFS), Certified Information Technology Professional (CITP), Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) credentials. He frequently speaks on CPA issues around the country. Before joining the AICPA, he was director of media planning for a political consulting firm for three years after spending 12 years in public accounting as a director at a large local accounting firm in Buffalo, N.Y. He was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2008, 2009 and 2010.


  Pathways Commission Forges Ahead page 30

Paul Bonner is a JofA senior editor responsible for overseeing coverage for CPAs who work in taxation, personal finance and CPA education. He is also an adjunct instructor teaching news writing in the School of Journalism and Mass Communication at the University of North Carolina at Chapel Hill. He worked previously as a reporter at The Herald-Sun of Durham, N.C.



  FASB Prepares to Reprioritize: An Interview With Chairman Leslie Seidman page 32

  Business Basics in China 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.


  In-Plan Roth Conversions: Planning and Administrative Considerations page 48

Peter J. Melcher, Esq., LL.M., MBA, is a consultant with Keebler & Associates LLP in Green Bay, Wis. He specializes in tax planning for high-net-worth individuals, implementing sophisticated tax strategies and preparing private letter ruling requests. He has extensive experience in domestic and foreign estate planning, business succession planning and income tax planning for investors and corporate executives. He is a frequent author for a number of national tax journals. Before joining Keebler & Associates, he was a senior tax manager with Baker Tilly Virchow Krause LLP.



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.