AIMR (CFA Institute) · Ataxplan Publications
| title | ISBN-13 | year of publica- tion | other author(s) |
|---|---|---|---|
| Investment Counseling for Private Clients IV | 978-0-935015-86-7 | 2002 | Lori R. Runquist · Louisa W. Sellers · Jean L.P. Brunel · David M. Stein · Andrew F. Siegel · Fredda Herz Brown · John Philip Coghlan |
| Life & Death Planning for Retirement Benefits | 978-0-9649440-7-7 | 2006 | |
| Life & Death Planning for Retirement Benefits: The Essential Handbook for Estate Planners | 978-0-9649440-0-8 | 1996 | |
| Life and Death Planning for Retirement Benefits 2011: The Essential Handbook for Estate Planners | 978-0-9649440-4-6 | 2010 | |
| The QPRT Manual: the Estate Planner's Guide to Qualified Personal Residence Trusts | 978-0-9649440-1-5 | 2004 | |