Authors and Editors

Spidell’s Elder Client Planner^® is a monthly publication covering tax, legal, and financial issues facing retired and retiring clients. Each month, you will get analysis of issues that directly relate to aging clients, citations to keep abreast of changes in tax law, Social Security laws and procedures, and new good, bad, and ugly investment opportunities that affect your clients.

Spidell Publishing, Inc.^®, has been a critical source of California tax information for tax professionals since 1975. We promote ideas, references, solutions, and guidance, plus news and commentary covering all aspects of tax and its administration.

Elder Client Planner^® has been on the leading edge in covering such topics as health care reform, required minimum distributions (RMD), Roth conversions, foreign bank account reporting (FBAR), family limited partnerships (FLP), charitable IRA distributions, and more.

If you have any suggestions or other information or features that you would like to see available at www.ElderClientPlanner.com, we welcome your input.

Tim Hilger, CPA
tim@spidell.com

Tim Hilger, CPA Tim is editor of Spidell’s Elder Client Planner® and is the author of the federal portion of Spidell’s Fall Tax Update Manual. He has authored “Tricks and Traps of IRAs” and other special reports. Tim maintains a tax practice where he does individual, business, and tax planning. His articles are always interesting, well-cited, and often humorous. He is also a frequent speaker for Spidell webinars. He has a Bachelor of Science in business administration (accounting) from California State University, Long Beach and a Master of Science in taxation from Golden Gate University.	Lynn Freer, EA Lynn is Publisher of Spidell’s Elder Client Planner® and President of Spidell Publishing, inc. Her experience working with clients preparing for retirement inspired the creation of the publication. She believes that baby boomer clients are in special need of help when deciphering new tax laws and using old laws in ways that most benefit this segment of the population. She believes you can best help these clients by integrating social security, Medicare and investment strategies. Lynn will be speaking at Spidell's annual Federal and California Update Seminar.	Renée Rodda, J.D. Renée is associate editor of the Spidell’s Elder Client Planner® newsletter. Renée lectures extensively on tax issues that impact aging Americans. She has authored “Overview of Medicare and Medicaid/Midi-Cal Rules,” as well as self-study courses, including an EA ethics course. She is a graduate of Chapman School of Law with a Tax Law Emphasis. Renée will be speaking at Spidell’s annual Federal and California Tax Update Seminar.	Kathryn Zdan Kathryn writes and assists in research and editing articles for Spidell’s Elder Client Planner® She specializes on topics such as Social Security, Medicare, elder abuse, and tax-relevant court cases. She is a tax preparer registered with the California Tax Education Council. She has a master’s degree from California State University, Fullerton, and completed her undergraduate work at the University of Michigan.
Michelle Nuesse Michelle is the Editorial Production Assistant for Spidell’s Elder Client Planner®, and all Spidell special reports, seminar and other continuing education materials. She has a Bachelor’s degree in English from the University of California, Riverside.