We are proud to share that Tax Partner Dana McCartney was recently featured as a guest contributor in The Tax Adviser.
Her article, “Current Developments in Taxation of Individuals — Part 1”, explores several key updates affecting individual taxpayers. Dana highlights changes to retirement plan distributions, adjustments to education-related tax provisions, and ongoing IRS enforcement priorities that practitioners should keep top of mind. With evolving legislation and guidance, staying informed on these developments is essential for effectively advising clients and ensuring compliance.
About Dana McCartney
Dana began her career with PricewaterhouseCoopers before joining Maxwell Locke & Ritter in 2004. As a partner in our tax compliance & advisory practice, she provides tax compliance and consulting services for clients, with a focus on high-net-worth individuals and their related partnerships, trusts, CRUTS, and foundations.
About The Tax Adviser
The Tax Adviser is a monthly publication of the American Institute of CPAs, providing tax practitioners with timely, in-depth, practical, and comprehensive information on federal and state tax developments.
