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Publications & Speeches

 

Date

Title

Author(s)

Group(s)
03/2010
 		 Roth Conversion - The "Nitty Gritty" Jerri Hammer
Gary Wyatt		 Individuals Group and
Compext
03/2010 Things to Consider When Seeking Financing
 		 William S. Boyd
Perry Kaufman
 		 Entrepreneurs Group
02/2010 Why Semi-bundled?
 		 Gary Wyatt Compext
02/2010 2010 Roth Conversions - A New Opportunity
Roth IRA Conversion Questionnaire
 		 Jerri Hammer
Gary Wyatt
Christina Gonzalez
 		 Individuals Group and
Compext
02/2010 New Mandatory Electronic Filing Requirements for
Form 5550
 		 Gary Wyatt
Melissa Morgan
 		 Compext
01/2010 401(k) Loans - Should You Consider This a Source of Financing? Jerri Hammer Individuals Group
 
12/2009 2009 Year End Tax Briefing - Top 10 Planning Ideas


 Jerri Hammer Individuals Group
11/2009 Year-End Planning Perry Kaufman Entrepreneurs Group
 
10/2009 How Today’s Environment Affects Your Exit Strategy
- Part 2

 Perry Kaufman Entrepreneurs Group
09/2009 New Disclosures for Derivatives Richard J. Sowan
Angie Moss
Michael J. Barber
 		 Enterprise Group
09/2009 Guidance on the Mutual Interpretation of FIN 46(R)
and SFAS 167

 Richard J. Sowan Enterprise Group
09/2009 How Today's Environment Affects Your Exit Strategy
- Part 1		 Perry Kaufman Entrepreneurs Group
 
08/2009 Business Combinations: Accounting for Contingent Consideration ASC 805-30-25
 		 Richard J. Sowan Enterprise Group
06/2009 The Administration’s New Income Tax Proposals  Jerri Hammer Individuals Group
 
06/2009 New Disclosure Requirements about Subsequent
Events		 Richard J. Sowan
Angie Moss
 		 Enterprise Group
06/2009 FASB Tightens Accounting and Reporting Rules on the
Mortgage Industry		 Richard J. Sowan
Angie Moss
Michael J. Barber
 		 Enterprise Group
06/2009 A New World of Planning Opportunities Jerri Hammer Individuals Group
 

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