Phi Kappa Phi; Order of the Coif. Master, Family Law Inn of Court, Tampa Bay. Listed: Best Lawyers in America (1987-Tax, Employee Benefits); Best Lawyers in America (2006-2009 Family Law). Co-Author: "Estate Planning for Closely-Held Stock Transactions and S Corporations," BNA Tax Management Portfolio 242-3rd, 1985; "Below-Market Interest Loans to Employees, Shareholders and Independent Contractors," 59 The Florida Bar Journal 63, 1985. Author: "Treatment of Taxable Loans to Participants After TEFRA: What the Problem Areas Are," 58 The Journal of Taxation 282, 1983; "How Participant Loans From Qualified Plans Should Be Structured to Avoid Taxability," 58 The Journal of Taxation 194, 1983. Co-Author: "The Use of a Revocable Trust to Defeat the Elective Share," 57 The Florida Bar Journal 110, 1983; "A New Definition of Non-residency: The ABA Proposal," 60 Taxes 779, 1982; "The New ABA Proposal For Defining A Non-resident Alien For Federal Income Tax Purposes," 56 The Florida Bar Journal 732, 1982. Author: "Participant Loans From Employee Benefit Plans," 60 Taxes 282, 1982; "Loans From Pension and Profit-Sharing Plans to Plan Participants," 56 The Florida Bar Journal, 1982. Co-Author: "Disposition of Interests in Closely Held Corporations," BNA Tax Management Portfolio 242-2nd, 1978; "Buy-Sell Agreements Revisited," The Estates, Gifts and Trusts Journal March-April, 1978. Author: "Model Thrift Plan and Trust Agreement," West Publishing Co. Modern Legal Forms, 1977 Cumulative Pocket Part; "Income Tax Planning For the Corporate Executive: A Case Against Deferral," 29 University of Florida Law Review 182, 1976. Instructor, Federal Tax Research, University of Florida Law School, 1974-1975.
(Former Board Certified Tax Lawyer, Florida Bar Board of Legal Specialization and Education)