Estate Planning
This article appeared in the September 2021 Journal of Financial Service Professionals.
This article appeared in the November 2022 Journal of Financial Service Professionals.
Financial Planning
A Survey of Planning Tools for Addressing Clients’ Diminished Capacity (Journal Article)
This article appeared in the July 2022 Journal of Financial Service Professionals.
Financial Planning
This article appeared in the May 2021 Journal of Financial Service Professionals.
Investment Planning
An Empirical Test of a Financial Decision-Maker Risk-Profile Framework (Journal Article)
This article appeared in the September 2022 Journal of Financial Service Professionals.
Accounting & Tax Planning
An Estate Tax Valuation Primer: The Estate of Michael Jackson (Journal Article)
This article appeared in the November 2021 Journal of Financial Service Professionals.
This article appeared in the March 2023 Journal of Financial Service Professionals.
Financial Planning
This article appeared in the September 2021 Journal of Financial Service Professionals.
This article appeared in the July 2021 Journal of Financial Service Professionals.
Accounting & Tax Planning
Application of IRC Section 121 for Financial Service Professionals (Journal Article)
This article appeared in the May 2021 Journal of Financial Service Professionals.
Executive Compensation
This article appeared in the September 2021 Journal of Financial Service Professionals.
Estate Planning
This article appeared in the March 2022 Journal of Financial Service Professionals.