Admitted
1978, Georgia; 1993, Florida
Law School
Emory University, J.D., 1977; Emory University, LL.M. in Taxation, 1982
Law School Graduation Year
1982
College
New York University, B.A., 1974
Memberships
The Florida Bar; State Bar of Georgia.
Biographical
Author: Articles, Diversification in Stock Bonus Plans and ESOPs: The Long Reach of the Prudent Man Standard, RIA Pension and Benefits Week, 1994; Revenue Procedure 89-65 and Announcement 81-154 clarify TRA '86 Restatement Issues, The Pension Actuary, December, 1989; It's Time to Make Required Amendments to Qualified Plan Documents, Taxation for Accountants, July, 1989 (reprinted in Taxation for Lawyers, October, 1989); User Fees Under OBRA '87, The Pension Actuary, April, 1988. Member, American Society of Pension Actuaries, 1988-1997. Holder of Certified Financial Planner CFP Designation. President and Member, Board of Directors, Northeast Florida Employee Benefits Council, 1990-1993.