CV - Textbooks, Treatises and Book Chapters
2010
“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”
2009
“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”