Admitted
1974, Illinois; 1976, Wisconsin
Law School
University of Illinois Law School, J.D. with honors, 1974
Law School Graduation Year
1974
College
University of Illinois, B.S. in Accountancy with highest honors, 1971
Memberships
Dane County, Illinois State and American Bar Associations; State Bar of Wisconsin; American Institute of Certified Public Accountants; Wisconsin Institute of Certified Public Accountants (Member, 1976—, Federal Taxation Committee, 1990-1992, 1992—; Chair and Instructor: CLEW Tax Workshop, 1999—; IRS Liaison Subcommittee, 1992—).
Biographical
Author: Wisconsin's Reaction to Check-the-Box, The Wisconsin CPA, June, 1997; The Tax Advisor, Tax Clinic Treatment of Deferred Compensation in Divorce in a Marital Property State. February 1994; Tax Clinic IRS Targets Retirement Plan Funds, February 1992; Tax Clinic Marital Deduction for Estate Tax Purposes, February 1989; Tax Clinic Re-classifying Ownership of Qualified Plans in Community Property States, February 1988; Taxation for Accountants, New Safe Harbors for Separate Plan Coverage, May 1992; Physicians' Tax & Investment Adviser, What You Should Know About Section 410 (b), April 1991; New Tax Rules for Medical Seminars, April/May 1990. Co-Author: Principles of Effective Employee and Benefit Plan Risk Management in Wisconsin, National Business Institute, 1997; Family Limited Partnerships in Wisconsin, National Business Institute, 1996. Lecturer, Fiduciary Income Taxation, CLEW Tax Workshop, University of Wisconsin Law School, 1999, 2000, 2001, 2002. Member, 1993 and President, 1995-1996, Madison Estate Council; Member, 1981 and President, 1988-1989, Madison Pension Council; International Foundation of Employee Benefit Plans.