Captive Insurance & 419 Plans Litigation: September 2013

412I 419E Tax Advisor Expert

· Speaker of the year and member of the AICPA faculty of teaching professionals 
· Frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters
· Writes about 412(i), 419, and captive insurance plans 
· Speaks at more than ten conventions annually
· Writes for more than fifty publications
· Is quoted regularly in the press and has been featured on television and radio financial talk shows including
NBC, National Pubic Radio's All Things Considered, and others
· Author of Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons
· Author of Bisk Education's CPA's Guide to Life Insurance and Federal Estate and Gift Taxation
· Author of AICPA best-selling books, including Avoiding Circular 230 Malpractice Traps and Common Abusive
Small Business Hot Spots
· Authored numerous articles in professional publications aimed at accountants, attorneys and tax advisors

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