Journal
Deductive Reasoning: Premium Deductibility Fundamentals within a Business Setting (Journal Article)
This article appeared in the July 2022 Journal of Financial Service Professionals.
Investment Planning
Discipline: A Value-Added Investment Management Proposition (Journal Article)
This article appeared in the September 2022 Journal of Financial Service Professionals.
This article appeared in the July 2021 Journal of Financial Service Professionals.
This article appeared in the May 2022 Journal of Financial Service Professionals.
This article appeared in the July 2021 Journal of Financial Service Professionals.
This article appeared in the July 2021 Journal of Financial Service Professionals.
Estate Planning
This article appeared in the July 2021 Journal of Financial Service Professionals.
Accounting & Tax Planning
Estate and Tax Planning for S Corporation Owners (Journal Article)
This article appeared in the January 2023 Journal of Financial Service Professionals.
This article appeared in the November 2022 Journal of Financial Service Professionals.
This article appeared in the November 2022 Journal of Financial Service Professionals.
Investment Planning
This article appeared in the May 2022 Journal of Financial Service Professionals.
This article appeared in the May 2021 Journal of Financial Service Professionals.