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|WI||Suspended Olr Certification||1996||03/23/2015|
|Kleinrock Publishing Company Tax Guide Book for Tax Preparers||Taxation of Securities Transactions (Chapter)||2004|
|Kleinrock Publishing Company Tax Guide Book for Tax Preparers||Below Market Loans & OID Tax Rules (Chapter||2004|
|Kleinrock Publishing Company Tax Guide Book for Tax Preparers.||Miscellaneous Tax Deductions||2004|
|Trusts & Estates Magazine||The New Split Dollar Rules||2002|
|Journal of Executive Compensation||Split Dollar||2002|
|University of Michigan Law School||Law||JD - Juris Doctor||1995|
|University of Missouri (Kansas City, MO)||Accounting||BS - Bachelor of Science||1993|
|The Wealth Counsel||Speaking Engagement||2003|
|New York University 62nd Annual Institute on Federal Taxation||Speaking Engagement||2003|
|Marin County Estate Planning Conference||Speaking Engagement||2003|
|Hartford Insurance Company ELAR Meeting||Speaking Engagement||2003|
|The Miami Society of Financial Planners Speaking Engagement||Speaking Engagement||2002|
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