The New And Final Regulations For Minimum Distributions From Retirement Plans -- The 15 Essential Points

Tax Practice, August 2, 2002

This article has quickly become the nation's leading authoritative source on the new minimum distributions regs.  It has been picked up by several prominent websites, listservs and on-line tax services.  In one form or another, it has been provided to thousands of estate planners and tax practitioners.

The New And Final Regulations For Minimum Distributions From Retirement Plans -- The 15 Essential Points

NAELA News, August 2002

This is the same article that appeared in Tax Practice.

Drafting The New Beneficiary Deed

Arizona Attorney, June 2002

I have made numerous presentations throughout Arizona on the new beneficiary deed.  This article was written as a result of questions and comments that I received during those presentations. 

Title Experts Share Insights About Deeds

Maricopa Lawyer, May 2002

I organized and chaired the panel of this monthly breakfast meeting of the Estate Planning section of the MCBA.  It was the most well-attended breakfast that the section has ever had and was very well received.

What I Learned At The NAELA Unprogram

NAELA News, November/December 2001

This was a fun article to write.  As explained in the article, the Unprogram is a very unique experience that only deals with how to run a law practice.  I wanted to pass along some of the great advice I had received.

The Egelhoff Case -- Ex-Spouse Doesn't Mean Ex-Beneficiary

ASCPA NewsLedger, October 2001

This article was my take on a major tax case with huge ramifications for divorced couples. 

ERISA Preempts Laws Revoking Interests In Retirement Plans

Maricopa Lawyer, September 2001

A slightly expanded version of the NewsLedger article

Expert: Ward Off Probate Malpractice Claims With Engagement Letters

Maricopa Lawyer, July 2001

Each year, I organize and chair the annual probate ethics seminar for the MCBA.  In 2001, our speaker was Steve Ross, the Reporter for the ACTEC Commentaries on the Rules of Professional Conduct.

The New Regulations For Retirement Plan Distributions -- What Tax Practitioners Need To Know

Tax Practice/OneDisc Weekly Tax Review, April 6, 2001

The 2001 proposed regulations for minimum distributions were of immense importance to estate planners.  As with my article on the 2002 regs, this article has appeared in many formats and was very widely dispersed throughout the nation's estate planning community.

New Regulations For Retirement Plan Distributions -- What Tax Practitioners Need To Know

ASCPA NewsLedger, May 2001

The cover story -- the same article that appeared in Tax Practice.

New Regulations For Retirement Plan Distributions -- What Elder Law Attorneys Need To Know

NAELA News, May/June 2001

The same article that appeared in Tax Practice and the NewsLedger.

Charitable Family Limited Partnerships Draw IRS Attention

Giving Counsel, November/December 2000

This is published by the Arizona Community Foundation for Arizona tax practitioners who encounter issues with charitable gifting.

IRS To Begin Levies On Social Security Payments And Other Federal Payments

NAELA News, September 2000

As is often the case, the IRS's bark is worse than its bite.  The IRS never carried out its threat on any significant scale but there was a great deal of concern at the time.

IRS To Begin Levies On Social Security Payments And Other Federal Payments

ASCPA NewsLedger, September 2000

The same article that appeared in NAELA News.

Book Review -- A Professional's Guide To Value Pricing

NAELA News, May/June 2000

I think this is one of the best things I have ever written.

IRS Delays 1099 Reporting Of Attorneys' Fees To 2001

NAELA News, March 2000

The taxation of attorneys' fees has generated a considerable amount of hotly contested case law in the past several years.  The IRS's position on 1099's has created even more controversy.  I have been keeping an eye on these developments and will likely be again writing on this topic.

Don't Get Burned: Tax Protection For Spouses

Arizona Attorney, February 2000

The State Bar of Arizona is the only publisher that I have dealt with who insist on owning the copyright.  As a result, I have no control over the title, cover, etc.  It shows.

New Relief For The Innocent Spouse

ASCPA NewsLedger, December 1998

A shorter version of the Arizona Attorney article.

New Laws Allow Private Notary Journals, Create Mental Health POAs

Maricopa Lawyer, June 1999

This is a narrative summary of the presentation I make each August for the MCBA regarding new legislation.

Broader Home Office Tax Deduction Reinstated For 1999

Maricopa Lawyer, February 1999

This was an important tax development for both attorneys and many of their clients

Drafting Powers of Attorney To Comply With The New Legislative Changes

Arizona Attorney, December 1998

This is probably my most well known article and one that considerably increased my profile within the Phoenix estate planning and probate community.  Even now, I still regularly get calls for my POA forms due to this article.

Tax Change Broadens Relief For Innocent Spouses

Maricopa Lawyer, November 1998

The first of several articles I have written on the topic

The New Tax Dilemma: Disclose Your Legal Fee Now Or Face IRS Scrutiny Later?

Maricopa Lawyer, March 1998

Another article on the developing area of tax treatment of attorneys fees.

Advanced Issues For Section 529 Plans

Presented to the Tax Section Of The State Bar of Arizona, February 27, 2002

This will lead to my next major article.  I have made many presentations throughout Arizona on this topic and I am probably the State's foremost authority on IRC 529 plans.  Through various listservs, these materials have found their way to hundreds of attorneys nationwide.

Family Limited Partnerships

Presented To The Phoenix Tax Workshop, February 5 & July 20, 2002

These are materials from two seminars dealing with FLPs.  I lecture widely on FLPs, one of the hottest new tools in estate planning.  These materials will likely be converted into narrative form for an article.

Common Mistakes In Guardianship And Conservatorship Proceedings

Presented to the Mohave County Bar Association, October 13, 2001

Another frequent and popular presentation and a soon-to-be article

Legal and Tax Issues Facing The Elderly and Their Children

Presented To The Phoenix Tax Workshop, October 28, 2000

My most popular presentation -- one that I have given dozens of times.  This is the best single source that I know of on planning for the nursing home in Arizona.

Asset Protection For The Small Business Owner

Presented To The Arizona Federal Tax Institute Tax Conference, November 13, 1998

A very well-received presentation on some creative asset protection strategies

The Best Laid Plans

SmartMoney magazine, March 2002

When one writes and lectures as often as I do, reporters take note.  I had spoken extensively with several of the staff writers and was surprised that I was not quoted more often.