Tax

Tax

Raymond Kelly | Marcum LLP

Editor: Please tell us about your professional background. Kelly: I started my career at KPMG, where I spent 17 years. I then spent 10 years serving as a tax director of a commercial bank, which, during my tenure, grew from a small community bank into a regional bank with a national mortgage...

Tax

Jim Dondero | Andersen Tax (FKA WTAS)

The organizational structures around M&A activity vary widely; acquisitions are often contemplated and executed by a small team of business-development specialists with limited input from the rest of the organization. Even though tax and legal specialists are frequently involved in the...

Tax

Russell J. Ressler | Stradley Ronon Stevens & Young, LLP

Introduction Significant tax law changes are scheduled to take effect on January 1, 2013. Individuals should take advantage of unprecedented opportunities to transfer up to $5.12 million ($10.24 million for married couples) to family members (or others) free of federal gift tax and federal...