• Employee Benefit Plans, Carolina Academic Press (2010)
  • Employee Benefit Plans and Issues for Small Employers, 353-4th T.M., Bloomberg BNA Tax Managementportfolio (2010)
  • CPA’s Guide to Retirement Plans for Small Businesses, AICPA (3rd ed.), author of chapters 1, 12, 14 and 27; co-editor (2009)
  • The 457 Answer Book, Aspen Publishers (6th ed.), author of chapter titled “Current Funding, Investment,Disclosure and Legal Issues with Governmental Defined Benefit Plans” (2009 to 2014)  

Textbooks, Treatises and Book Chapters (only part of full CV)


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