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Small Business Retirement Plans Fuel Litigation: Article from Dolan Media Newswires: "Originally published 1/22/2010 Small businesses facing audits and potentially huge tax penalties over certain types of retirement plans are..."
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THE MILLENNIUM PLAN - SADI TRUST - THE BETA PLAN - HARTFORD - PAC LIFE - NICHE - BENISTAR - THE GRIST MILL TRUST INDIANPOLIS LIFE - PENMONT - AND OTHER SIMILAR 412I RETIREMENT PLANS AND 419 WELFARE BENEFIT PLANS
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National Society of Accounts Speaker of the Year 2004-2005
Member of the AICPA faculty of teaching professionals
Frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters
Writes about 412(i), 419, and captive insurance plans and other topics for more than fifty publications
Is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Pubic Radio's All Things Considered, and others
Author of Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons
Author of Bisk Education's CPA's Guide to Life Insurance and Federal Estate and Gift Taxation
Author of AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots
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