Accounting & Tax Planning
Tax Scams Continue—and Look Who Else Is a Possible Dupe—the Professional (Journal Article)
This article appeared in the September 2022 Journal of Financial Service Professionals.
This article appeared in the July 2022 Journal of Financial Service Professionals.
This article appeared in the September 2021 Journal of Financial Service Professionals.
Financial Planning
Testamentary Charitable Remainder Trusts as Stretch IRA Alternatives (Journal Article)
This article appeared in the May 2022 Journal of Financial Service Professionals.
This article appeared in the November 2022 Journal of Financial Service Professionals.
Estate Planning
This article appeared in the September 2022 Journal of Financial Service Professionals.
Accounting & Tax Planning
This article appeared in the March 2022 Journal of Financial Service Professionals.
Executive Compensation
The Changing Public Policy and Legal Landscape Affecting Noncompetes (Journal Article)
This article appeared in the January 2023 Journal of Financial Service Professionals.
Financial Planning
This article appeared in the November 2022 Journal of Financial Service Professionals.
Accounting & Tax Planning
The Conundrum of Taxing Overseas Activity by U.S. Domiciled Companies (Journal Article)
This article appeared in the July 2021 Journal of Financial Service Professionals.
This article appeared in the September 2021 Journal of Financial Service Professionals.
This article appeared in the January 2022 Journal of Financial Service Professionals.