
BUSB 5020
Education
MBA, University of New Orleans
MA Sociology, University of New Orleans
MS Psychology (industrial/organizational emphasis), Tulane University
BS, Psychology, Louisiana State University
Publications and presentations
“Roth Conversion Mistakes, Who Knew?” Financial Advisor, Dec. 2024.
“Is Commercial Real Estate Putting The Insurance Industry At Risk?” FA News, Nov. 27, 2024.
“Why 2024 Tax Planning Is So Murky.” Financial Advisor, Nov. 2024.
“Medicare Industry Upheaval Portends Frenzied Open Enrollment.” FA News, Sept. 13, 2024.
“Clients Who Need A New Tax Accountant Could Be Out Of Luck.” FA News, Mar. 4, 2024.
“Helping Pre-Retirees Avoid Blunders.” Financial Advisor, Jan./Feb. 2024.
“Inflation Lifts Tax Ceilings: Different times call for different year-end tax moves.” Financial Advisor, Nov. 2023.
“As Inflation Slows, It Is Time To Reconsider Those I Bonds.” FA News, Apr. 12, 2023.
“What To Do If Your Clients Are Freaking Out About A U.S. Default.” FA News, Feb. 17, 2023.
“Trump Gave Loans To His Kids. Here’s How Your Clients Can, Too.” FA News, Jan. 16, 2023.
“Avoiding Unpleasant Tax Surprises Next Year.” Financial Advisor, Nov. 2022.
“A Different Way To Fund Healthcare: Level-funded health plans can lower the cost of employee benefits for a small business.” Financial Advisor, Oct. 2022.
“Collectibles Hold Promise As America Approaches 250.” Financial Advisor, Sept. 2022.
“I Bonds Offer Cash Play As Yields Top 8.5% Over Next Year.” FA News, Apr. 12, 2022.
“How To Fix A Common Client Problem: Too Little Insurance Protection.” FA News, Apr. 1, 2022.
“The Worst Insurance Mistakes Business Owners Make.” Financial Advisor, Jan.-Feb. 2022.
“The Biggest Tax Mistakes Business Owners Make.” FA News, Aug. 31, 2021.
“How Tax-Savvy Advisors Can Help Clients During Market Downdrafts.” FA News, June 25, 2020.
“HSAs for Wealthy Clients? Yes!” Financial Advisor, Mar. 2020.
“The Impact Of Tax Reform: It’s affecting clients, advisors and year-end plans.” Financial Advisor, Nov. 2018.
“Make Taxes Great Now! New rules make advice today invaluable.” Financial Advisor, Feb. 2018.
“Stay In Touch with Clients to Avoid Tax Errors, Advisors Say.” FA News, Oct. 23, 2017.
“Tax Me, I’m Rich! A Group of Wealthy Individuals Who Call Themselves Patriotic Millionaires Wants The Rich To Pay More Taxes To Support The Middle Class, America And Themselves.” Private Wealth, Mar.-Apr. 2013.
“Absorbing Body Blows: Health-Care Reform Jabs At Affluent Clients And Business Owners From Multiple Angles.” Private Wealth, Sept.-Oct. 2012.
Awards
2016 Excellence in Teaching Award for Non-Tenure Track Faculty, CU Denver Business School
Affiliations
Contributor: Financial Advisor, Private Wealth