| Journal of Financial Service Professionals 2001 |
| Title | Subject | Authors |
|---|
| Additional planning considerations under the new tax act.(planning for grantor-retained annuity trusts under the Economic Growth and Tax Relief Reconciliation Act of 2001) | Business | Marcus, Fred J., Freeman, Douglas K. |
| A model of savings behavior and the amount saved in retirement accounts. | Business | DeVaney, Sharon A., Chien, Yi-Wen |
| An examination of policy yields: participating whole life and universal life.(life insurance) | Business | Carson, James M., Forster, Mark D. |
| An individual-accounts system coordinated with social security: an overwhelming administrative mess. | Business | Myers, Robert J. |
| Asset allocation among retirement investors.(California) | Business | Cascarelli, Joseph C. |
| Avoid private litigation: go behind a fund's prospectus. | Business | Cascarelli, Joseph C. |
| Coupling insurance-funded buy-sell agreements with a partnership: a preferred approach. | Business | Scolaro, Richard S. |
| CPAs broaching new territory as financial service professionals. | Business | Rybka, Lawrence J. |
| Current period earnings and indicators of long-term performance. | Business | Hall, Steven C. |
| Disability income: the most complex benefit. | Business | Schultz, Roger S. |
| Drafting suggestions for irrevocable life insurance trusts. | Business | Balter, Robert S. |
| E-commerce and employee benefits. | Business | Schultz, Roger S. |
| Economic implications of the Tax Reduction Act and its sunset provisions. | Business | Ratajczak, Donald |
| Equity collateral assignment split dollar and IRS notice 2001-10: trade winds or the perfect storm? | Business | Landsberg, Richard D. |
| Equity-indexed annuities: what they are and how to sell them suitably. | Business | Cascarelli, Joseph C. |
| Estate, gift, and generation-skipping transfer tax changes in the 2001 act. | Business | Kurlowicz, Ted |
| Estate planning impact of the new distribution rules.(IRA and retirement plan distribution rules) | Business | Marcus, Fred J., Freeman, Douglas K. |
| Estate tax law changes: more sales opportunities for financial advisers. | Business | Graff, Hal |
| Ethical leadership in insurance and financial services. | Business | Duska, Ronald F. |
| Ethics awareness month.(insurance professionals' ethics) | Business | Duska, Ronald F. |
| Financial services reform: the Gramm-Leach-Bliley Act and its implications for insurance. | Business | Hogan, John D. |
| Future pensions, current financial worries, and the human wealth span.(California) | Business | Cutler, Neal E. |
| Holistic marketing support.(in the insurance industry) | Business | Lynch, J. Timothy |
| How much is enough?(financial planning for the future) | Business | Ratajczak, Donald |
| If the estate tax is repealed.(impact on advance sales life insurance) | Business | Commito, Thomas F. |
| Improving effective estate planning for family-owned businesses. | Business | Cassill, Arthur D., Harden, J. William |
| Income tax implications of the Economic Growth and Tax Relief Reconciliation Act of 2001. | Business | Miller, Sandra K. |
| Increase your business by correcting poorly planned trusts.(estate planning) | Business | Croke, Frank J. |
| Investment advising in goods times and bad. | Business | Cordell, David M. |
| Investment counseling. | Business | Cascarelli, Joseph C. |
| Is there life after life? Building a financial planning practice. | Business | Rogers, Jon M. |
| Kenneth Black, Jr.: dedicated to furthering insurance education. | Business | Skipper, Harold D., Jr. |
| Lessons to be learned from the latest bear market. | Business | Ratajczak, Donald |
| Longevity: risk or reward?(in terms of income planning) | Business | Timmermann, Sandra |
| Maybe an eight-hundred-pound gorilla is better.(evaluation of insurance industry oversight by states) | Business | Press, Alan |
| Measuring income.(for taxation) | Business | Hall, Steven C. |
| Measuring the causes of economic insecurity: construction of a composite index. | Business | Haley, Joseph D., Rejda, George E. |
| Mid-year election changes for cafeteria plan benefits. | Business | Chandler, Darlene K. |
| Money, health, and aging consumers: ongoing challenges and new opportunities for retirement planning. | Business | Cutler, Neal E. |
| New regulatory duties.(for financial service professionals) | Business | Kelvin, Jeffrey B. |
| New tax law requires review of existing estate plans.(Economic Growth and Tax Relief Reconciliation Act of 2001) | Business | Blase, James G. |
| New tax rules accommodate an improved standard of care for trustee investing. | Business | Cascarelli, Joseph C. |
| Nonqualified "excess" plans continue to grow in popularity.(pension plans) | Business | Curran, Michael G. |
| Painless premium payment planning.(strategic cash-flow planning to complement life insurance liquidity plans) | Business | Owens, Rodney J. |
| Planning for the rest of your life: a new perspective.(retirement planning points from Henry C. Simmons and E. Craig MacBean's 'Thriving After 55') | Business | Timmermann, Sandra |
| Purchase life insurance in qualified retirement plans: myths and realities. | Business | Allen, James R., Jr. |
| Recent law changes still leave restrictions on home office deduction. | Business | McClain, Bruce W., Spero, Abba Z. |
| Retirement distribution planning, including the new minimum-distribution rules. | Business | Littell, David A. |
| Reviewing IRA deductions for homemakers and IRA transfers for divorce settlements. | Business | Brinker, Thomas M., Jr. |
| Some observations about the Senior Citizens' Freedom to Work Act of 2000. | Business | Hollman, Kenneth W., Ford, William F., Hayes, Robert D. |
| Steps for successful coordination of life insurance and retirement benefits. | Business | Willms, Andrew J., Handal, Jason R., Burns, Scott G. |
| Taxpayer as dealer, trader, or investor. | Business | Miller, Pasquale A. |
| Tax planning for social security and similar benefits. | Business | Brinker, Thomas M., Jr. |
| The changing needs of your aging parents: have you talked to mom and dad lately?(financial planning, long-term care plans, final wishes) | Business | Timmermann, Sandra |
| The executive benefit team.(benefits management) | Business | Parrish, Steve |
| The expanding top hat: greater opportunities with nonqualified deferred compensation. | Business | Goldstein, Michael G., Drennan, William A., Erblich, Christopher E. |
| The importance of proper structure in long-term care insurance. | Business | Morith, Nancy P. |
| The insurer - what should a broker expect? | Business | Schultz, Roger S. |
| The legal, regulatory, and compliance-related implications of using soft-dollar arrangements.(investment advisors' use of soft-dollar arranagements) | Business | Kelvin, Jeffrey B. |
| The need for retirement planning as an employee benefit.(Editorial) | Business | Tacchino, Kenn Beam |
| The recession that wasn't but still could be.(end of year 2001) | Business | Ratajczak, Donald |
| Three fiduciary cases.(in estate planning, Estate of Devlin v. Commissioner) | Business | Marcus, Fred J., Freeman, Douglas K. |
| Today's watchword is "flexibility".(in estate planning) | Business | Marcus, Fred J., Freeman, Douglas K. |
| Understanding basis rules for gifts and inheritances. | Business | Brinker, Thomas M., Jr. |
| Understanding how social security works and why it needs immediate attention.(Statistical Data Included) | Business | Gebhardtsbauer, Ron |
| Understanding the Society's new Code of Professional Responsibility.(Society of Financial Service Professionals) | Business | Webber, Jon W., Rigney, Anne |
| What is a recession and should we care? | Business | Ratajczak, Donald |
| What to do about new estate tax rules. | Business | Marcus, Fred J., Freeman, Douglas K. |
| When bigger is not better.(ethical implications of company growth, mergers, and acquisitions) | Business | Soule, Charles E. |
| Who uses a financial planner, and why not. | Business | Cutler, Neal E. |
| Will there be enough government bonds for social security? | Business | Ratajczak, Donald |
| Work-site marketing: where is the future?(marketing of employee benefit insurance services) | Business | Schultz, Roger S. |
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