General Thoughts On SECURE 2.0

In this blog entry, I comment on the legislative process behind enactment of the Consolidated Appropriations Act, 2023, which Congress passed and President Biden signed into law on December 29, 2022. That act included a significant piece of legislation on estate...

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Dr. Doreen Downing Podcast Appearance

I recently was a guest on long-time psychologist Dr. Doreen Downing's multiple award-winning and top 5% of podcasts by the number of downloads podcast, "Find Your Voice, Change Your Life." The subject was my personal story around my fall-from-grace, eventual...

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Recommended Supplementary Books

In 1995, Professor Phil Harmelink, CPA, the then Chairman of the academic Department of Accounting at the University of New Orleans (UNO) asked me to replace the legendary Freddy Herzog (who worked for the IRS for over 60 years) teaching Estate and Gift Taxation in...

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Personal Philosophy

I saw a meme that said: The days that break you are the days that make you. Been there. Done that. Bought the f@$king t-shirt. Immutable truth. Buckle up, buttercup. Jimmy Duggan was right: there's no crying in baseball. I'm a Stoic in my personal philosophy in the...

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