Articles

Other Work

• April 28, 2019: Planning for Longer Lives Should Be a Family Project - Barron’s Magazine:

• January 2018: Ticking Time Bombs in Investment Portfolios You Might be Unaware of - FFI Practitioner

• June 8, 2018: Planning Ahead for Longer Lifespans - Barron’s Magazine

• August 2016: Why You Should Review the Funding of Your Clients’ Irrevocable Trusts” – CPA Insider

• April 2016: “Key Questions to Ask the Family Business Owner Who Plans to Sell” – CPA Insider

• March 2016: “3 Steps Clients with Kids in College Need to Take” – CPA Insider

• March 2016: “What to do When a Client Wants to Give an LLC or Limited Partnership Unit to Charity” – CPA Insider

• February 2016: “Don’t Let Our Clients Miss Out on the IRD Deduction” – CPA Insider

• October 2015: “Don’t let Clients Overlook These Key Estate Planning Issues” – CPA Insider

• September 2015: “Charitable Bailouts Can Save Your C Corporation Clients Big on Taxes” – CPA Insider

• July 2015: “Avoid these Errors on the Federal Gift Tax Return” – CPA Insider

• June 2015: “Clients divorcing? Be sure to handle these estate planning details” – CPA Insider

• June 2015: “Avoid These Common Mistakes When Preparing a Federal Estate Tax Return” – CPA Insider

• April 2015: “Ensure That Your Client’s Trusts Don’t Endanger Their Corporations’ S Status” – CPA Insider

• March 2015: “Why Focus on Estate Planning?” – CPA Insider

• February 2015: “Help your Clients Choose the Right Beneficiaries” – CPA Insider

• December 2014: “How CPAs Can Help Clients Address the No. 1 Planning Obstacle” – CPA Insider

• October 2014: “Boilerplate Trust Clauses” – Journal of Accountancy

• October 2014: “Estate planning for the 99%” – CPA Insider

• September 2014: “Common Post-ATRA Estate Planning Mistakes” – CPA Insider

• July 2014: “The Importance of Boilerplate Trust Clauses: Sterling, the Clippers, and Incapacity” – CPA Insider

• June 2014: “Challenges to Advising Clients in Late-Life Marriages” – CPA Insider

• March 2014: “Portability vs. Credit Shelter Trust: Which Should Your Clients Use?” – CPA Insider

• February 2014: “Strategies to Strengthen the Accountant/Attorney Team” – CPA Insider

• January 2014: “Planning at the Intersection of Income and Estate Taxes” – CPA Insider

• December 2013: “Understanding the Pitfalls and Risks of Irrevocable Trusts” – CPA Insider

• November 2013: “Decanting Trusts” – SumNews, the magazine of the Massachusetts Society of CPAs

• September/October 2013: “What to Consider When You’re Asked to Serve as a Trustee” – CPA Insider

• August 2013: “CPAs as Trusted Advisors: Helping Clients Through Disruptive Life Events” – CPA Insider

• July 2013: “Modern Reproductive Options Are Creating Interesting New Wrinkles in the Estate Planning Process” – CPA Insider

• June 2013: “Family Business Succession Planning for the “Lost Generation” – CPA Insider

• May 2013: “Pros and Cons of Guardianships for Parents of Impaired Adults” – CPA Insider

• April 2013: “Estate Planning Trends You Need to Know About” – CPA Insider

• March 2013: “For-Profit Philanthropy: Has its Time Come?” – Wealth Management Insider

• February 2013: “What Do You Mean Irrevocable? I Want to Amend That Trust” – Wealth Management Insider

• January 2013: “But Mom and Dad Promised Me Their Entire Estate … or at Least Their Home” – Wealth Management Insider

• December 2012: Year-End Reasons to Give to Charity: Charitable Milestones Offer Inspiration – Wealth Management Insider

• November 2012: “Understanding the Systems Perspective When Running a Family Business” – Wealth Management Insider

• November 2012: “Estate Planning For An Unpredictable Future” – Wealth Management Insider

• October 2012:”Four Trends in Estate Planning” – Wealth Management Insider

• September 2012: “Now is the Time to make Tax-Free Gifts” – Client Alert

• August 2012: “Why it Pays to Consider a Congruency Audit” – Wealth Management Insider

• July 2012: “Four Common Estate Planning Mistakes and How to Avoid Them” – Women in Medicine Bulletin

• July 2012: “Long-term Care Insurance Regardless of Your Client’s Net Worth” – Wealth Management Insider

• June 2012: “You Are Challenging My Will – But I’m Not Dead Yet!” – Wealth Management Insider

• May 2012: “Understanding the Basics Behind Organ and Tissue Donations” – Wealth Management Insider

• April 2012: “Estate Planning for Valuable Art” – Wealth Management Insider

• March 2012: “Gifting Ownership of a Vacation House: A Gift or a Curse? – Wealth Management Insider

• February 2012: “Does Your Client Have a Beneficiary With a Substance Abuse Problem?” – Wealth Management Insider

• January 2012: “Is Your Estate Planning in Better Shape Than Stieg Larsson’s? Nine New Year’s Resolutions You and Your Clients Can’t Do Without” – Wealth Management Insider