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

“Trump Gave Loans To His Kids. Here’s How Your Clients Can, Too.” FA News, Jan. 16, 2023.

“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: Exquisite pieces are commanding top dollar.” Financial Advisor, Sept. 2022.

“Abortion Ruling Impact On Small Business Health Plans Still Unclear.” FA News, July 8, 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: Some unfortunate entrepreneurs lose their businesses because they seek out cheap policies with the least amount of information.” 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.

“Lesson To Be Learned from Trump Tax Shenanigans, Advisors Say.” FA News, Oct. 5, 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.

“Make Taxes Great Again: How advisors can use the latest proposals to benefit clients and reimagine planning.” Financial Advisor, Jan. 2017.

“Election Results Spawn Year-End Tax Moves.” FA News, Nov. 30, 2016.

“Believe Me: The Outlook for Taxing the Wealthy is Fair to Beautiful, If We Can Take The Candidates at Their Word.” Financial Advisor, Oct. 2016.

“Supreme Court Rulings’ Impact On Tax Planning.” Financial Advisor, Aug. 2015.

“Overseas Tax Havens Toppled By IRS.” PW News, Jan. 7, 2014.

“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.

“Did Romney Pay Too Much Federal Tax?” FA News, Oct. 2, 2012.

“Absorbing Body Blows: Health-Care Reform Jabs At Affluent Clients And Business Owners From Multiple Angles.” Private Wealth, Sept.-Oct. 2012.

“Jive Talkin’: Even If The Next President Carries Out His Tax Proposals, The Economic Impact Could Be Different From What’s Promised.” Financial Advisor, Sept. 2012.

Awards

2016 Excellence in Teaching Award for Non-Tenure Track Faculty, CU Denver Business School

Affiliations

Contributor: Financial Advisor, Private Wealth