CV - Textbooks, Treatises and Book Chapters




“Employee Benefit Plans”

Carolina Academic Press                                                                                                       

  • Author, Textbook and Teachers Edition                                                                                                 

“Employee Benefit Plans and Issues for Small Employers”

Bloomberg BNA Tax Management Compensation Planning Portfolios, 353-4th T.M.             

  • Author, complete rewriteof 3rd edition       


2009 - 2014


“The 457 Answer Book”                                                                          

Aspen Publishers                                                                                                      

  • Author of chapter titled “Current Funding, Investment, Disclosure and Legal Issues with Governmental Defined Benefit Plans”




“CPA’s Guide to Retirement Plans for Small Businesses”                                                         

American Institute for Certified Public Accountants                                                            

  • Co-Editor
  • Author of chapter titled “Basic Introduction to the Regulation of Employee Benefits”
  • Author of chapter titled “Funding a Defined Benefit Pension Plan”
  • Author of chapter titled “Maximum Benefits in Qualified Retirement Plans”
  • Author of chapter titled “Required Minimum Distributions After Age 70½”