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Full Curriculum Vitae
Academic Achievements | Leadership Positions
Academic Achievements
Author, "Employee Benefits Plans," Carolina Academic Press (1st Edition, published 2010)
Author, "Employee Benefit Plans and Issues for Small Employers," BNA Tax Management, Compensation Planning Portfolio 353-4th (2010)
Co-editor and lead writer, "Retirement Plans for Small Employers," AICPA (3rd Edition, 2010)
Contributing author, "457 Answer Book," Wolters Kluwer, Aspen Publishers (6th Edition, 2009)
Editor, "Important Developments in Employee Benefits Law," The American Bar Association Section of Taxation, Employee Benefits Committee (2008 and 2009)
"Much Ado About the Meaning of 'Benefit Accrual': The Issue of Age Discrimination In Hybrid Cash Balance Plan Qualification Is Dying But Not Yet Dead," Employee Benefits and Executive Compensation: Proceedings of New York University's 59th Annual Conference on Labor (2006), reprinted from The John Marshall Law Review, Vol. 40, p.867 (Spring 2007, Employee Benefits Symposium edition) (co-authored)
Leadership Positions
American Bar Association Section of Taxation,
Vice-Chair of the Membership and Marketing Committee, 2009 - 2010
Chicago Bar Association, Member of the Board of Managers, 2009-2010, immediate past chair of the Employee Benefits Committee, 2009-2010
Association of American Law Schools, Secretary
of the Section on Employee Benefits (2009 - 2010), Chair Elect of the Section
on Employee Benefits, 2010 – 2011, executive committee of the Section on Aging
Law, 2010 – 2011
Annual IRS / ASPPA Great Lakes Employee Benefits
Conference, Member of the Executive Planning Committee, 2004 to present
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