PUBLISHED WORKS
Author: "Fiduciary Income Taxations-Annual Update-CLEW Tax Workshop," 1999 through 2007; "Wisconsin's Reaction to Check-the-Box," The Wisconsin CPA, June, 1997; The Tax Advisor, Tax Clinic "Treatment of Deferred Compensation in Divorce in a Marital Property State." February, 1994; Tax Clinic "IRS Targets Retirement Plan Funds," February, 1992; Tax Clinic "Marital Deduction for Estate Tax Purposes," February, 1989; Tax Clinic "Re-classifying Ownership of Qualified Plans in Community Property States," February, 1988; Taxation for Accountants, "New Safe Harbors for Separate Plan Coverage," May, 1992; Physicians' Tax & Investment Adviser, "What You Should Know About Section 410(b)," April, 1991; "New Tax Rules for Medical Seminars," April/May, 1990
Co-author: Principles of Effective Employee and Benefit Plan Risk management in Wisconsin, National Business Institute, 1997; Family Limited Partnerships in Wisconsin, National Business Institute, 1996. Lecturer, Fiduciary Income Taxation, CLEW Tax Workshop, University of Wisconsin Law School, 1999 through 2006.
ORGANIZATIONS
Member: Dane County, Illinois State and American Bar Associations; State Bar of Wisconsin; American Institute of Certified Public Accountants; Wisconsin Institute of Certified Public Accountants (Member, 1976 --; Chair, 1990-1992; Federal Taxation Committee, 1980--; IRS Liaison Subcommittee, 1985--); Continuing Legal Education for Wisconsin (Instructor, CLEW Tax Workshop, 1999--); Madison Estate Council (Member, 1985--; Chair, 1994-1995); Wisconsin Planned Giving Council (Member, 1990--); WEB-Madison Chapter f/n/a Madison Pension Council (Member; Founding, 1984--; President 1986-1987).
