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Bloomberg Tax Honored the 2026 Federal Tax Authors of the Year

On May 12, 2026, Bloomberg Tax & Accounting unveiled its prestigious Author Awards for Federal Tax, celebrating the remarkable contributions made by leading professionals in the field. This annual recognition highlights individuals who provide invaluable resources and expert insights in the tax domain. Evan Croen, the head of Bloomberg Tax, expressed pride in honoring this year’s awardees for their exceptional work that embodies the expertise offered by Bloomberg Tax.

Award Recipients and Their Impact

Among the prominent winners were Stephanie Loomis-Price and Charity Moore from Perkins Coie. They were named the Federal Tax Portfolio Authors of the Year for their insightful work on Portfolio 817 Gross Estate. Their portfolio offers crucial insights into what constitutes a decedent's gross estate, providing essential guidance for estate planning attorneys faced with complex tax and litigation challenges. Drawing on their vast experience in estate, gift, and fiduciary litigation, Loomis-Price and Moore offer practical insights and thorough analyses of relevant case law, helping practitioners navigate the intricacies of estate planning and administration.

Stephanie Loomis-Price serves as the Firmwide Chair of both the Tax Litigation and Controversy practice and the Private Client Services practice at Perkins Coie. Her expertise spans federal tax controversy and estate-related matters, where she advises clients on estate administration, transfer tax compliance, and succession planning. With a history of representing clients in numerous federal tax cases, she plays a vital role in guiding fiduciaries and families in minimizing risks and disputes related to estate matters.

Charity Moore, an associate at Perkins Coie, focuses on private client services and fiduciary litigation. Her counsel includes managing will contests, trust disputes, and fiduciary claims, leveraging her background in complex litigation to support successfully navigating these challenging matters.

Another noteworthy recognition was given to Castles R. Hollis of Bryan Cave Leighton Paisner LLP, along with Louis R. Richey and John Phelan, who received accolades for their work on Portfolio 393 Executive Compensation — Best Practices. Following significant regulatory shifts affecting executive pay, their comprehensive update provided invaluable summaries and practical guidance on key principles integrating tax, securities, and business considerations.

Castles R. Hollis is a partner and the Practice Leader of the Employee Benefits and Executive Compensation group at Bryan Cave Leighton Paisner, where he advises clients on a wide spectrum of compensation and benefits issues. Meanwhile, Louis R. Richey brings over four decades of experience in executive compensation and employee benefits, serving as a retired Senior Vice President at Infosys McCamish Systems. His prolific authorship and extensive speaking engagements demonstrate his deep understanding of tax and financial planning topics. John Phelan, an actuarial expert with over thirty years of experience in executive benefits, insurance, and retirement planning, has played a significant role in developing executive benefit practices at major consulting firms.

Additionally, the Federal Tax Contributing Author Award was given to Monisha Santamaria, Natalie Tucker, and Jessica Theilken from KPMG for their pivotal contributions to the Bloomberg Tax Management Journal. Their work focuses on evolving areas in tax law, including partnership taxation, accounting methods, and the corporate alternative minimum tax, delivering critical analyses for professionals facing legislative and regulatory changes.

Monisha Santamaria is recognized as a Principal in the Passthroughs group of KPMG's Washington National Tax practice, specializing in partnership taxation. Natalie Tucker serves as a Partner in the Credits and Methods group, addressing various domestic tax issues affecting businesses. Jessica Theilken, a Managing Director in KPMG's Methods group, offers guidance on accounting methods and tax compliance across regional and national levels.

The complete list of award winners and their contributions can be found on Bloomberg Tax’s dedicated webpage.

About Bloomberg Tax & Accounting

Bloomberg Tax provides a comprehensive array of solutions aimed at assisting tax and accounting professionals in navigating the complexities of the global economic landscape. By merging practitioner-driven insights with innovative AI-powered tools, Bloomberg Tax empowers organizations to ensure compliance, streamline workflows, and make strategic decisions. Their integrated solutions adapt to changing regulations, helping to minimize risk, refine tax strategies, and achieve tangible results with precision.

As part of Bloomberg Industry Group, an affiliate of Bloomberg L.P., Bloomberg Tax stands as a leader in providing essential business and financial information, data, news, and insights for professionals worldwide.

For more information about Bloomberg Tax, visit bloombergtax.com.