WRITING Book Chapters

Book Chapters

“Stress Testing: Recognizing signs of trouble in a client’s business.” Business-Ownership Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Using and Abusing the 412(i): 412(i) plans.” Business-Ownership Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Modern Medicine: Health savings accounts.” Business-Ownership Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Splitting More than Hairs: Split-dollar life insurance.” Wealth Transfer Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Charity begins at retirement: Lifestyle choices.” Retirement-Planning Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Wait & seek: Real-options analysis.” Retirement-Planning Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Passive Income Generators: This Little Piggy.” Tax-Planning Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Offshore Accounts: Searching for Scofflaws.” Tax-Planning Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“Stock Options: Escape Options.” Tax-Planning Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).

“The Rewards of Giving: Selling a small business.” Charitable-Giving Strategies. Bloomberg Wealth Manager Strategies Series. (Cincinnati: National Underwriter, 2005).