| Deductions for Life Insurance Premium Payments to Welfare Benefit Plan Denied |
National Underwriter publication |
2010 |
| Potential Pitfalls in IRA Money Movement and Non-Public Investments |
National Underwriter publication |
2010 |
| Tax Proposals Target Estate and Gift Tax Valuation Discounts |
National Underwriter publication |
2010 |
| Planning Early to Lessen the 3.8% Medicare Tax on Investment Income |
National Underwriter publication |
2010 |
| The Transfer for Value Tax Trap |
New York State Bar Association |
2010 |
| What Split-interest Strategies Make Sense in a Low Interest Rate Economy? |
National Underwriter publication |
2010 |
| Power of Appointment for Future Flexibility |
National Underwriter publication |
2010 |
| Paying For Retiree Health Benefits |
National Underwriter Publication |
2009 |
| Liberalized IRA to Roth IRA Conversion Rules in 2010 |
National Underwriter publication |
2009 |
| New I.R.C. Section 101(j) EOLI Rules: Important Planning Considerations |
New York Bar Association publication |
2007 |
| Credit Shelter Trusts as Potential Purchasers of Life Insurance |
Journal of Financial Service Professionals |
1998 |
| Private Split Dollar Provides Transfer Tax Savings |
Taxation For Accountants |
1998 |
| Wrong Wording Kills Exclusion for Limited Partnership Interest Gifts |
Taxation for Lawyers |
1998 |
| Life Insurance Trusts and the Generation Skipping Transfer Tax |
Estate Planning Magazine |
1997 |
| Beyond Leverage: Split Dollar Funding of the GST Exempt Trust |
Trusts & Estates |
1996 |