BOOKS

Ostler Jameson Publishing

• Missionary Discussions.  (Orem, Utah: Ostler Jameson Publishing, 2005).

• Senior Missionary Discussions.  (Orem, Utah: Ostler Jameson Publishing, Forthcoming).

BOOK CHAPTERS

Bloomberg Wealth Manager Strategies Series: National Underwriter

• “Stress Testing: Recognizing signs of trouble in a client’s business.” Business-Ownership Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Using and Abusing the 412(i): 412(i) plans.” Business-Ownership Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Modern Medicine: Health savings accounts.” Business-Ownership Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Splitting More than Hairs: Split-dollar life insurance.” Wealth Transfer Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Charity begins at retirement: Lifestyle choices.” Retirement-Planning Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Wait & seek: Real-options analysis.” Retirement-Planning Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Passive Income Generators: This Little Piggy.” Tax-Planning Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Offshore Accounts: Searching for Scofflaws.” Tax-Planning Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “Stock Options: Escape Options.” Tax-Planning Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).

• “The Rewards of Giving: Selling a small business.” Charitable-Giving Strategies. Bloomberg Wealth Manager Strategies Series.  (Cincinnati: National Underwriter, 2005).