Implications of the Tax Act for Tax-Exempt Organizations and Executives:
Important Considerations
White Paper | March 2018

Implications of the Tax Act for Credit Unions and Executives:
Important Considerations
White Paper | February 2018

Tax Cuts and Jobs Act: Taking the exempt out of tax-exempt status
January 8, 2018

Tax Cuts and Jobs Act:Taking the exempt out of tax-exempt status
(Credit Unions)
January 3, 2018

Tax Cuts and Jobs Act: Taking the exempt out of tax-exempt status (Healthcare)
January 2, 2018

Understanding Split Dollar Arrangements:
Minimizing Uncertainty
White Paper | September 2017

  High-Performance Succession Planning
  Trustee Magazine  |  September  2017

What is the Price of Simplicity?

  Protecting the Nest Egg
  Trustee Magazine  |  July/August  2016

 It’s Time To Modernize Executive Retirement Benefits – Article 5
An invitation to join a dialogue  |  August 17, 2015

 It’s Time To Modernize Executive Retirement Benefits – Article 4
An invitation to join a dialogue  |  July 20, 2015

 It’s Time To Modernize Executive Retirement Benefits – Article 3
An invitation to join a dialogue  |  July 7, 2015

It’s Time To Modernize Executive Retirement Benefits – Article 2
An invitation to join a dialogue  | June 30, 2015

 It’s Time To Modernize Executive Retirement Benefits – Article 1
An invitation to join a dialogue  |  May 26, 2015

       What is the Real Value of Your SERP?

       How to Report SERPs & Split Dollar on Form 990

A More Responsible Approach to Retention Planning
California Healthcare News

Transparency Drives a “Win/Win/Win” Solution in Retention Planning
Hospital Council Connect   |   July 2013