“Mortgage Rates Forecast to Rise This Year,” 1/14/11


“Mortgage Interest Deduction Could Go on Chopping Block,” 12/17/10

“How to Cope With ‘10’s 0% Estate Tax,” 3/29/10

“Bigger Tax Breaks On Your ’09 Return,” 2/5/10


“Tax Outlook Warps Year-End Planning, 10/30/09

“How To Communicate With The IRS,” 8/28/09

“Hone Estate Tools Before It’s Too Late,” 7/10/09

“Can’t Pay The IRS By April Deadline?” 4/6/09

“Strange But True: Certain IRS Levies Decline This Year,” 2/4/09


“Gifting Tactics That Benefit From Market Turmoil,” 12/4/08

“Year-end Steps That Can Trim Your 2008 Tax Liability,” 11/5/08

“Stock Losses Can Help Trim IRS Bill On Gains,” 10/4/08

“Friendly Rules Can Help Defray Your Tuition Bills,” 9/4/08

“Gas, Car Rules Can Cut Pain At The Pump,” 8/5/08

“How You Can Shop For A 529 Savings Account,” 7/8/08

“Format For New Biz Can Shape Your IRS Bill, Liability Exposure,” 6/4/08

“A Trust Can Cut Uncle Sam’s Bite Into Your Estate,” 5/6/08

“Make Write-Offs Black And White, Not Murky Gray,” 4/3/08

“It’s Time To Tote ’07 Cap Gains, Plan ’08 Moves,” 3/5/08

“Don’t Jump Gun And Use Wrong Forms From IRS,” 2/5/08

“Get A Big Jump On Your Return: Sort Deductions,” 1/4/08


“Clock Is Ticking On Year-End Planning Steps,” 12/5/07

“Make Year-End Plans With Eyes On New Rules,” 11/6/07

“Look For Best Parking Places For Cash,” 10/15/07

“Got An Extension For Filing? Time Is Almost Over,” 10/3/07

“HSAs, Write-Offs Help Cut Costs Of Health Care,” 8/3/07

“More Audits Are Coming. How Can You Cope?” 7/5/07

“Penalties Await If You Overlook Quarterly Levies,” 6/5/07

“All In The Family: Shifting Business To Your Children,” 5/3/07

“Out Of Time? Even If You File For Extension, Enclose A Check,” 4/4/07

“Seek Ways To Safeguard Gains On Mutual Fund Distributions,” 3/6/07

“Bigger AMT Bite Means It’s Time To Plan Ahead,” 2/6/07

“Deduction Size, Other Changes Coming For ’07,” 1/5/07


“Two-Way Help: Get Deductions For Your Charity,” 12/5/06

“Accelerating Deductions Can Be AMT Trap,” 11/3/06

“Oct. 16 Deadline Nears For Filers With Extensions,” 10/4/06

“Deductions Can Ease The Sting Of Loss Or Theft,” 9/8/06

“Back To School Means It’s Time For Deductions,” 8/3/06

“Big Deductions On Charity Cars Are Less Likely,” 7/6/06

“Careful Planning Can Limit Woes Of A Divorce,” 6/6/06

“Simple Steps Can Help You Avoid An Audit,” 5/3/06

“Get An Extension But Don’t Forget To Pay On Time,” 4/5/06

“Deduct Your Biz-Trip Costs, Maybe Spouses,” 3/3/06

“Organize Your Tax-Prep Forms, Tally Expenses,” 2/3/06

“Late-Year Exercise Could Point Out Savings, Deferrals For 2005 Return,” 12/6/05


“Improved Tax Breaks Await You This Season,” 2/8/02

“Trying To Ensure Nest Egg’s Intact,” 1/31/02


“Tax Breaks Dilute Pain From Layoffs, Pay Cuts,” 11/9/01

“IRS Provides Some Relief For Terrorist Victims,” 9/21/01

“Funds Soon Must Show After-Tax Returns,” 6/15/01

“IRS Helps Those Who Switch Roth IRAs Back,” 5/18/01

“Deduction Phase-outs Boost Effective Rates,” 3/9/01

“Beware Of AMT Pitfalls On Stock Options,” 2/23/01

“What You Should Do First This Tax Season,” 2/2/01

“How To Choose A Fund Cost-Basis Method,” 1/5/01


“Year-End Calculations Can Trim Your Taxes,”12/22/00

“Time To Kick Off Year-End Tax Strategies,” 12/1/00

“Give Appreciated Stock, Not Cash, To Charity,” 11/10/00

“Things They Don’t Tell About The Tax Plans,” 11/3/00

“Trusts Can Protect Large Chunks Of Assets,” 10/20/00

“U.S. Could Require More Data From Funds,” 10/6/00

“Taxable Gifts Can Actually Save You Money,” 9/22/00

“It’s Best To Come Clean On Your Nanny Tax,” 8/25/00

“Tax Breaks Can Soften EligibleSchool Costs,” 8/4/00

“Stock Options Can Land You In Hot Water,” 7/28/00

“Tax Cut On Cap-Gains Distributions In Offing?” 7/14/00

“Time For Midyear Tally Of Losses And Gains,” 6/30/00

“Did You Miss June 15 Quarterly Deadline?” 6/16/00

“Emerging Breed Of Muni Bonds Is Taxable,” 6/2/00

“What If You Paid Wrong Amount Of Tax?” 5/5/00

“Take A Peek At Your Likely SSA Benefits,” 4/28/00

“You’re Short Of Cash As Tax Deadline Nears?” 4/14/00

“What To Do If Income Exceeds Estimates,” 4/7/00

“Who Gets Your IRA, Your Heir Or Tax Man?” 3/31/00

“Who Wants Their Kid To Be A Millionaire?” 3/24/00

“Jealous Of Self-Employed Pals? Think Again,” 3/10/00

“IRS Doesn’t Treat All Misc. Biz Costs Alike,” 3/3/00

“Clinton Would End A Social Security Penalty,” 2/25/00

“Sloppy Records Can Cost You Write-Offs,” 2/11/00

“Take A Little Time Now To Save More Time Later,” 2/4/00

“Brace Yourself For Your Mutual Fund 1099s,” 1/28/00

“Get A Head Start On 1999 Tax Preparation,” 1/14/00

“Small Changes Can Add Up To Big Savings,” 1/7/00


“Boost Retirement With A ‘Piggyback’ Pension,” 12/31/99

“Tax-Saving Gems Were Buried In New Budget,” 12/10/99

“It’s Time To Review Retirement Plan Strategy,” 12/3/99

“Dreaming Of Riches Working For A Dot-Com?” 11/12/99

“Change Lifts Appeal Of Cash Value Insurance,” 11/5/99

“Lessen Uncle Sam’s Bite From Your 401(k),” 10/29/99

“Don’t Forget The Oct. 15 Tax Deadline,” 10/15/99

“Tax Planning Should Start With The Basics,” 10/1/99

“Marriage Penalty Socks Most Couples,” 9/17/99

“Uncle Sam Gives Some Relief For Casualties,” 9/3/99

“So We Kill The Death Tax – Then What?” 8/20/99

“The Tax Cuts You Might Never Get To Enjoy,” 8/6/99

“Time To Brush Up On Education Tax Breaks,” 7/23/99

“It’s Time For Your Midyear Tax Checkup,” 7/16/99

“Swap Tactic Lets You Defer Capital-Gains Tax,” 7/9/99

“Advanced Tactics With Trusts, Foundations,” 6/25/99

“Is Your Next Date With Uncle Sam June 15?” 6/11/99

“Tax Breaks Can Boost Your Annual Return,” 5/28/99

“Advance Planning Can Cut Your Estate Tax,” 5/21/99

“How To Get Started Handling Your Estate,” 5/14/99

“Keep Records On Travel And Entertainment,” 4/30/99

“First Steps To Take For Tax Year 1999,” 4/16/99

“Partnerships Often Require Special Handling,” 3/26/99

“Two Types Of Stock Options Receive Different Treatment,” 2/26/99

“It’s Time To Sort Through The Paperwork,” 2/12/99


“It’s Time To Shop Around For Tax Breaks,” 12/18/98

“Time Is Short For Developing AMT Strategies,” 12/4/98

“Some Medical Expenses May Be Deductible,” 10/23/98

“A CPA’s Tour Of Year’s Major Tax Issues,” 10/16/98

“Final Deadline For 1997 Return Is At Hand,” 10/9/98

“Before Selling Shares, Consider Cost Basis,” 9/25/98

“With The Gift Tax, Kindness Can Cost You,” 9/11/98

“How To Use Your Losses To Offset Gains,” 9/4/98

“Put The Dog Days Of Summer To Work,” 8/21/98

“Funds Still Face Midterm Cap Gains Rate,” 8/14/98

“Legislation Would Ease Switch To Roth IRA,” 7/24/98

“Too Much Togetherness Boosts Estate Tax,” 7/10/98

“Fidelity Completes Transfer Of Andy Kaplan,” 6/11/98

“Aquila Sticks With Niche Muni Bond Funds,” 6/10/98

“How To Avoid Estate Taxes On Life Insurance,” 6/5/98

“Family Limited Partnerships Under Attack,” 5/8/98

“Neglected To File Your Return? Do It Now,” 4/17/98

“Short Of Time But Think You Owe Taxes?” 3/27/98

“Watch Out For Funds With Big Capital Gains,” 3/13/98

“Roth IRA Conversions Take Some Thought,” 2/27/98

“New Cap Gains Rules Complicate Form Filing,” 2/13/98

“Your 1099-DIV Form Has Whole New Look,” 1/30/98

“Stay On Your Toes Regarding Capital Gains,” 1/16/98

“Get An Early Start Preparing Tax Returns,” 1/2/98


“Don’t Sell Shares To Raise Cash For Charity,” 12/19/97

“More People Face Alternative Minimum Tax,” 12/12/97

“How To Make Good Use Of Bad Investments,” 11/21/97

“Tax Savings In Funds Can Be Hard To Find,” 11/14/97

“Surviving The Next Big Tax Day: June 16,” 6/10/97

“The Medical Tax Break Is Tough To Take,” 2/12/97

“Get A New Lease On Financial Life in ’97,” 1/5/97


“Year-End Tax Tip: Re-Evaluate Your CPA,” 11/20/96

“When Retirement And College Costs Collide,” 9/3/96

“Dealing With The IRS – After The Deadlines,” 10/17/95

“Bull Market Advisory: Remember Uncle Sam,” 8/11/95

“Job Change? Consider Fate Of Your 401(k),” 6/1/95

“Last-Minute Tips For Frazzled Taxpayers,” 4/6/95

(On staff from 1982-1987 and continuing as a free-lance writer during the 1990s)

“Letting Uncle Sam Pick Up The Tab,” 4/28/97

“You’re Of Sound Mind And Body, So…” 3/3/97

“A Few Choice Ways To Sidestep The Tax Man,” 12/2/96

“Will Working At Home Work For You?” 8/19/96

“CPAs: Is There Life After Turbotax?” 3/11/96

“This May Be The Year To Think Extension,” 2/5/96

“Could You Get Tangled In The Alternative-Tax Net?” 2/5/96

“Remember Those 1995 Gains? So Does The IRS,” 2/5/96

“Exiting A Mutual Fund? Don’t Trip On The Way Out,” 2/5/96

“Tax Moves For 1995: Don’t Wait For Congress,” 12/4/95

“Renting A Car? Better Check Your Coverage,” 9/27/93

“Tracking The Market Like A Pro,” 5/31/93

“T&E Alert: The Perks Could Get Punier,” 3/8/93

“The Lowdown On Home Copiers,” 12/9/91

“On Your Own? Make Sure The IRS Sees It That Way,” 9/16/91


“Smart Money: The Best Of 1987 So Far,” 7/6/87

“For Mutual Funds, The Best Of Times And Worst Of Times,” 7/6/87

“How Does The Street Spell Relief? G-R-E-E-N-S-P-A-N,” 6/22/87

“In The CD Wars, The Customers Are Winning,” 6/15/87

“Why Chrysler’s Cash Handles Like A Dream,” 6/8/87

“Exchange Assets Are Hot Commodities,” 6/1/87

“The Japanese Are Elbowing Into Chicago’s Futures Pits,” 6/1/87

“The Oil Stocks’ Siren Song,” 5/25/87

“The Bonds That Burned Merrill – And How They Work,” 5/18/87

“IPOs: It Can Pay To Have Second Thoughts,” 4/13/87

“Whatever Happened To The IRA Ad Blitz?” 4/13/87

“Taxes: Easy-To-Miss Deductions Can Add Up,” 3/30/87

“Deal Mania: Tax Reform Is No Tranquilizer After All,” 3/30/87

“A U-Turn For Chrysler’s Pension Fund,” 3/23/87

“Why The Japanese Bull Is Having A Feast,” 3/23/87

“Why The High-Tech Bubble Could Pop,” 3/16/87

“The Market May Be Set For A Pause That Refreshes,” 3/9/87

“Sue Your Stockbroker? You Can’t, You Know,” 3/2/87

“A Make-Or-Break Move Into Financial Futures,” 2/23/87

“The Newest Pitch: Funds That Use The Big Boys’ Hedges,” 2/23/87

“Commentary – Business Appraising: Beware Of Amateur Hour,” 2/9/87

“Wall Street’s Laggards,” 1/26/87

“These Funds Want To Tie The Averages,” 1/19/87

“Wall Street’s Happy New Year May Have Just Begun,” 1/19/87

“How To Play Along With T. Boone, Sir Jimmy, And The Gang,” 1/5/87

“The Winners And Losers In Equity Mutual Funds,” 1/5/87

“Expect The Funds To Go Right On Sizzling,” 1/5/87

“It’ll Be Another Dizzying Year In The Pits,” 1/5/87

“Stocks, People And Markets,” 1/5/87

“Where Should You Put Your Money? Six Answers From Six Pros,” 1/5/87


“The Street Is Still Mecca For B-School Grads,” 12/22/86

“The Bull Market Is Still Breathing Fire,” 12/15/86

“Junk Bonds Aren’t About To Go Away,” 12/8/86

“The Silver Bugs May Be Ready To Swarm,” 12/1/86

“How The Boesky Bombshell Is Rocking Wall Street,” 12/1/86

“Deal Mania: The Billion-Dollar Deals Of 1986,” 11/17/86

“It’s A Good Time To Rearrange Your Portfolio,” 11/10/86

“Fat Pension Funds Can Make Companies Tempting Targets,” 11/10/86

“Making The Most Of The Cash On Hand,” 11/3/86

“Los Angeles Becomes The Moneybags Of The West,” 10/27/86

“Early Retirees May Help Some Brokers Retire Early,” 10/13/86

“How Tax Reform Will Cool Takeover Fever,” 9/22/86

“Surprise! A Bonanza For Business In Tax Reform,” 9/22/86

“The Little Powerhouse That IBM Is Keeping Little,” 9/15/86

“Peat Marwick Merges Its Way To The Top,” 9/15/86

“The Supertanker Sails In From Oblivion,” 9/8/86

“Personal Investing: Look For Yield, Not Growth,” 9/1/86

“There’s Life In The Bond Rally Yet,” 8/11/86

“Gold Mines: Pay Dirt On Wall Street,” 8/4/86

“What’s Bruising The Brokerages,” 7/28/86

“What The Market Is Making Of Black-And-Blue Monday,” 7/21/86

“The Teflon Stock Market: Bad News Just Won’t Stick,” 7/14/86

“Insider Trading: The Limits Of Self-Policing,” 6/23/86

“The Tax Reform Sweepstakes: Wall Street Places Its Bets,” 6/16/86

“Where Did IBM’s Glamour Go?” 6/9/86

“Mortgages: Belated Bad News From The IRS,” 6/2/86

“Don’t Panic – Rates Are About To Slide Again,” 6/2/86

“Don’t Cry For The Accountants,” 5/26/86

“Reeling And Dealing: Video Meets Wall Street,” 5/19/86

“Don’t Be Too Quick To Snub Ginnie Maes,” 4/21/86

“Rocket Scientists Are Revolutionizing Wall Street,” 4/21/86

“Why Auto Stocks Only Look Like Bargains,” 4/14/86

“Nervous Bulls Are Crying Correction – Again,” 4/14/86

“Those Big Swings On Wall Street,” 4/7/86

“A Housing Rally Is Coming – And No Wonder,” 3/24/86

“How High Is Up?” 3/17/86

“DEC Is The Bull Market’s Cinderella Story,” 3/10/86

“Money Managers Are Giving Arbitrage A Whirl,” 2/24/86

“Baldwin-United’s Numbers Don’t Add Up,” 2/17/86

“Where Savvy Investors Might Hit A Gusher,” 2/10/86

“The Action Is Picking Up In Penny Stocks,” 1/27/86

“Shipping: Why The Smart Money Is Chasing A Loser,” 1/20/86

“Suddenly, The Street Is Hot To Get Aboard Conrail,” 1/13/86

“A Skin-Cream Stock That’s Working Magic,” 1/13/86

“How To Watch Your Step As You Run With The Bulls,” 1/6/86

“A Quartet Of Pros Who Don’t Play Follow-The-Leader,” 1/6/86


“The Staying Power Of The Stock Market’s Stars,” 12/23/85

“A New Accounting Rule Has Detroit Grumbling,” 12/16/85

“Tax-Free Munis Are An Endangered Species,” 12/16/85

“A Shotgun Wedding In The Pits,” 12/2/85

“Profits Aren’t Really As Bad As They Look,” 11/18/85

“High-Tech Sales: Now You See Them, Now You Don’t,” 11/18/85

“Industry Cleans House,” 11/11/85

“Congress Vs. The Auditors: Round Two,” 11/4/85

“Salomon Draws A Bead On A Bond Index,” 11/4/85

“New Realism Is Raising Hopes For High Tech,” 10/28/85

“Can The Ginnie Mae Funds Deliver All They Promise?” 10/21/85

“What’s Invisible And Worth $55 Billion?” 10/14/85

“The Street’s Halfhearted Hurrah For A Lower Dollar,” 10/7/85

“Global Profits Slip Away From The States,” 9/16/85

“Corporate Fat: A Big Helping Of Refried Ideas,” 9/16/85

“Gold Prices Are Calm In Spite Of A Storm,” 9/9/85

“Under The Counter: Stock Bargains For The Careful Shopper,” 8/26/85

“Home Video: The Next Wave,” 8/19/85

“Profits Keep Falling Back To Earth,” 8/19/85

“The Huge Pension Overflow Could Make Waves In Washington,” 8/12/85

“Greenmail: The FASB Closed The Barn Door,” 8/5/85

“Merrill Lynch Just Can’t Seem To Catch Up,” 8/5/85

“Why Money Market Funds Keep Flourishing,” 7/29/85

“Putting A Tighter Leash On Financial Planners,” 7/22/85

“You Don’t Need Inflation To Make Big Money,” 7/15/85

“Break-Up Value Is Wall Street’s New Buzzword,” 7/8/85

“How Companies’ Borrowing Habits Have Changed,” 6/24/85

“A Bulge That Reform Would Put In Executive Wallets,” 6/17/85

“A New Chief At Deloitte,” 6/10/85

“A Balance Sheet Buster From The FASB,” 6/10/85

“Why The Pros Think The Dow Will Hit 1500,” 6/3/85

“A So-So First Quarter, But A Tough Act To Follow,” 5/20/85

“Saying No To Shopping For Yes-Man CPAs,” 5/13/85

“Fox’s Knight In Tarnished Armor,” 5/6/85

“Profits: Not Dazzling, But Still Respectable,” 4/29/85

“How Inventories Could Bury 1985 Computer Profits,” 4/8/85

“What Could Put A Tiger In Fuji’s Tank,” 4/1/85

“Auditors Own Up To The Cost Of Their Errors,” 4/1/85

“Marvin Warner: The Man In The Middle Of ESM,” 3/25/85

“The Remarkable Recuperation Of Pension Funds,” 3/25/85

“The Healthiest Balance Sheets In Years,” 3/25/85

“The Forecast For 1985: Good Not Great,” 3/25/85

“Credit Card Shock,” 3/18/85

“Earnings: A Hunt For Artificial Sweeteners,” 2/25/85

“Union Carbide’s Embarrassing Profits,” 2/18/85

“Banks Are The Superstars,” 2/4/85

“The Taming Of Inflation Accounting,” 1/28/85

“A Second-Best Year For Investment Bankers,” 1/14/85

“One Tax Loophole That Treasury Isn’t Tackling,” 1/14/85


“Half-Speed Ahead: Profits Will Move, But Slowly,” 12/31/84

“Learning To Spot The Hidden Shoals,” 12/31/84

“Four Investors Who Like To Blaze Their Own Trails,” 12/31/84

“Two Big Insurance Brokers Merge,” 12/17/84

“It’s 2 a.m. Do You Know Where Your CPA Is?” 12/10/84

“The Accounting Watchdogs Are Outfoxed Again,” 11/26/84

“Seeking To Stop A Big Eight Merger,” 11/19/84

“A Jolting Comedown In Third-Quarter Profits,” 11/19/84

“CPAs Weigh The Ethics Of Billing Like Brokers,” 11/19/84

“Home Is Where The Tax Benefits Are,” 10/23/84

“Canadian Bank Stocks Have A Perception Problem,” 10/16/84

“Accountants Talk Merger,” 10/16/84

“Executives Voice An Opinion On Auditors,” 10/1/84

“The Big Eight Could Soon Be The Big Seven,” 9/24/84

“Pension Scoreboard: A Controversial Glow Of Health,” 9/17/84

“Playing It Safe In The Fitness Game,” 9/10/84

“What’s Up With UAL, Cirrus, And Arthur Young,” 9/3/84

“The SEC Turns Up The Heat On Cooked Books,” 9/3/84

“Paying For College: Plot A Course Now,” 8/27/84

“Stauffer Settles An SEC Complaint,” 8/27/84

“A First In Five Years: Profits Across The Board,” 8/20/84

“Can Fox Climb Out Of The Doghouse?” 8/20/84

“Minefields In The New Tax Law,” 8/13/84

“A Bell Tolls For Zero-Coupon Munis,” 7/23/84

“Bailing Out Of Stocks At The First Bump,” 7/16/84

“A Deepening Commitment To R&D,” 7/9/84

“State Tax Collectors Lean Harder On Business,” 7/2/84

“A Bid To Bring Order To State And Local Books,” 6/25/84

“Putting An End To Ill-Will Over Goodwill,” 4/16/84

“A Strong Dollar Fortifies Arthur Andersen’s Revenues,” 4/9/84

“The Newest Threat To Stock Option Plans,” 4/2/84

“How To Keep The IRS From Taxing Tuition Benefits,” 3/26/84

“The Silver Lining In Settling With The SEC,” 3/26/84

“Your Second Chance At An MBA,” 3/26/84

“Honesty Is Best With Tax Accountants,” 3/19/84

“A Pen Stroke Could Swell Software Profits,” 3/19/84

“Bethlehem On Paper,” 3/5/84

“How BankAmerica Spread Its Seafirst Risk,” 2/27/84

“Red Ink That Will Clean Up Corporate Books,” 2/20/84

“Why Inflation Accounting May Go Off The Books,” 2/13/84

“Junior Stock Plans: Their Days Are Numbered,” 2/13/84

“Profits Are Harder To Come By,” 2/6/84

“A Lesson On Making The Most Of A Merger,” 1/30/84

“Behind Texaco’s $10 Billion Bid For Getty,” 1/23/84

“Big Eight Clients,” 1/16/84

“American Express Hunts For An S&L,” 1/16/84

“Banc One Doesn’t Need Merrill Lynch,” 1/16/84


“Advice To Investors: If It’s Too Good To Believe, Don’t,” 12/26/83

“Accountability For Accountants,” 12/12/83

“Auditing The Auditors: Congress May Tighten Up,” 12/12/83

“Keep It Simple, Please,” 12/5/83

“AT&T Conquers The Fear Of Forecasting,” 12/5/83

“A Modest ’84 For Ma Bell’s Offspring, 11/28/83

“Taking The Truth About Taxes Out Of The Fine Print,” 11/28/83

“How United Brands Cleaned Up Its Balance Sheet,” 11/14/83

“Act Now To Avoid A Tax Shock Next Spring,” 10/31/83

“Van De Kamp’s Cooks Up An Ethnic Formula,” 10/24/83

“The Bookkeepers Catch Up With Futures Trading,” 10/17/83

“An Exodus Of Capital Is Sapping The LDC Economies,” 10/3/83

“Computer Security: What Can Be Done,” 9/26/83

“California’s Home-Grown Threat To Tax Shelters,” 9/26/83

“Throttling Down To A Safer Speed,” 9/12/83

“The Healthier Look Of Pension Funds,” 9/12/83

“What’s Clogging The CPAs’ ‘Supreme Court’,” 6/6/83

“How To Get At The Nitty-Gritty In An Annual Report,” 5/30/83

“The Recovery Fails To Lift First-Quarter Profits,” 5/16/83

“A Real Look At Earnings: 1982 Was A Dismal Year,” 5/2/83

“Profits Are Beginning To Snap Back,” 5/2/83

“Annuities May Not Really Be Forever,” 4/18/83

“Putting A Crimp In Bank Mergers,” 4/18/83

“How The Top 200 Banks Performed In 1982,” 4/11/83

“Aetna And The SEC,” 4/4/83

“A Profit Year U.S. Business Would Rather Forget,” 3/14/83

“Profits The SEC Wants To Deflate,” 2/28/83

“Job Cutbacks Could Get Costlier,” 1/24/83

“Rocky Stocks Put The Spotlight On Estimated Taxes,” 6/15/00

“The IRS: Postponing The Day Of Tax Reckoning,” 4/12/00

“Being Mature About The Kiddie Tax,” 4/11/00

“The Weird World Of The Alternative Minimum Tax,” 4/5/00

“Facing The 1099 Without Fear,” 3/28/00

“These Tax Shelters Were Passe For Awhile,” 11/16/99

“Note to Clinton: The Estate Tax Deserves To Be Killed,” 9/3/99

“Stocks Are Your Best Bet For Charitable Donations,” 8/10/99

“Combining Business And Vacation – And Writing Off The Expense,” 6/18/99

“So You’re Gonna Miss The April 15 Tax Deadline,” 4/14/99

“Behind On Your Taxes? Here’s A Helpful Shortcut,” 4/8/99

“Need A Tax Break? Look To Your Kids,” 4/1/99

“Tax Basics: Quick Tips For Organizing Your Paperwork,” 2/26/99

“Q&A: What Small Biz Should Watch Out For This Year,” 2/1/99

“The Best Time To Prepare For April 15 Is Right Now,” 1/19/99

“Down-To-The-Wire Tax-Trimming Tips,” 12/23/98

“Cutting The Bite On Your Mutual Fund Gains,” 11/9/98

“Got A Sideline? Last Chance To Start A Simple IRA,” 9/25/98

“Finding A Tax Advantage In A Battered Portfolio,” 9/14/98

Investment Advisor Magazine
“Trading Down – A Heretofore Little-Used Section Of The Tax Code…” October 2001
“Joint Return – As Tax Season Approaches…” January 2001
“You Can Take It With You – Trends In Trusts…” November 2000
“The End Game – The Estate Tax Isn’t Dead Yet…” October 2000
“Free At Last – Repeal of Glass-Steagal…” December 1999
“Now & Again – Last Year, Roth Conversions Saved Taxpayers A Bundle…” April 1999
“Swat Team – Planning For Y2K…” March 1999
“The $18 Billion Question – Eli Broad Sold SunAmerica For $18 billion…” October 1998
“Almost Accountable – A New Law Is Supposed To …” September 1998
“Fear & Loathing In Hartford – As Your Clients Seek Insurance Advice…” August 1998
“Saving Their Bacon – Estate Planning Is More Complicated…” April 1998
“Second Chances – Survivorship Life Offers Some Planning Opportunities…” March 1998
“When The Shark Bites – It’s A Broker/Dealer-Eat-Broker/Dealer World…” January 1998
“Is The Estate Tax Repeal For Real?” 6/08/01
“2001 Tax Odyssey: Your Worst Moves,” 4/3/01
“Bush Tax Plan Falls Short,” 3/13/01
“Double Taxation Standards,” 3/5/01
“Putting Back Some Of The Incentive,” 2/13/01
“Estate Tax Insurance,” 12/08/00
“December Balancing Act,” 11/29/00
“Soapbox: John Calhoun, Angel Investor,” 10/25/00
“Election Decides Wisdom of Giving,” 10/17/00
“Stock Options Can Be More Trouble Than They’re Worth,” 9/28/00

Worth Magazine
“The Real Money In Real Estate,” June 1994
“Cheap Is Beautiful,” November 1993
“How To Create A Bear-Proof Portfolio,” September 1993
“Universal Life: Is It Time To Bail Out?” May 1993
“Tax Alert: Watch Out For The AMT,” March 1993
“Mutual Fund Taxes: Protecting Your Gains,” February 1993
“Your Guide To Aggressive Tax Filing,” January 1993
“Desktop Analyst,” November 1991
“Value Investing Revisited,” September 1991
“Utilities: The Spark Is Gone,” July 1991

CFO Magazine
“Power To The PC,” January 1992
“Keeping Independent Contractors In Their Place,” June 1991
“Cashing Out Of LBOs,” November 1990
“The CFO Compensation Survey,” October 1990
“Beating Swords Into Stock Shares,” August 1990
“Need Capital? Look Overseas,” May 1990
“Low Income Housing: Doing Good And Doing Well,” April 1990
“A Commercial Paper Option For Midsized Companies,” March 1990
“Swaps, Caps, Swaptions, Captions And Other Interest Rate Hedges,” February 1990

Fidelity Focus Magazine
“Tips For Transfers To Heirs,” Fall 1998
“Steps To Take Now For ’98 Tax Savings,” Summer 1998
“Making The Most Of Your Disposable Income,” Spring 1998 (Stages Magazine)
“Coping With Well-Stuffed Retirement Accounts,” Spring 1997
“Boosting Your Income,” Spring 1996
“Offsetting Gains With Losses,” Winter 1996
“Net Gains – More And More Investors Are Hopping On The Internet…” Fall 1995
“The Tricks To Taking Capital Gains,” Winter 1995

Portland Business Journal
“Community Bankers Offer Tips For Getting Small-Business Loans,” 10/1/10
“Pension Fund Managers Finding Investment Niche,” 8/27/90
“Well-Touted Housing Boom Not As Loud As First Appears,” 6/25/90

New York Newsday
“Someone To Watch Over Your Broker,” 4/12/89
“Insurance Options For Self-Employed,” 5/9/89

Business Month
“The Sad Saga Of Variable Pay,” April 1990
“Locked Out – Why Middle Managers May Never Find The Key…” October 1989

Golf Digest Retirement Planner
“Ready For Retirement?” Summer 1996

Financial World Magazine
“The Next Chapter…In Which Bill Jovanovich Tries To Make His Stockholders …” 6/13/89