Executive Compensation
A Financial Comparison of Nonqualified Deferred-Compensation Arrangements (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Annual Update for Defined Contribution Plans (Surgent Webinar)
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Executive Compensation
Chartered Retirement Plans Specialist (CRPS) Professional Designation Program (Kaplan)
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Executive Compensation
Executive Employment Agreements and the Evolving Role of Mandatory Arbitration (Journal Article)
This article appeared in the September 2018 Journal of Financial Service Professionals.
Executive Compensation
This article appeared in the January 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
IRS Proposes to Update the Section 162(m) Regulations (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Executive Compensation
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Executive Compensation
Paying Partners: Best Practices for Allocating Compensation (ALI CLE On-Demand)
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Executive Compensation
Revisiting Supplemental Executive Retirement Plans after the Tax Law Change (Journal Article)
This article appeared in the May 2018 Journal of Financial Service Professionals.
Executive Compensation
This article appeared in the January 2018 Journal of Financial Service Professionals.
Executive Compensation
The CARES Act Impacts Executive Compensation (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.