Trusts & Estates Thought Leadership Award Nominee Announcement

Recent News, Self Directed IRA, Tax law,

 

I am honored to announce that the article I co-authored with esteemed tax attorney Natalie B. Choate, entitled “The Care and Feeding of Large IRAs“, has been selected by Trusts & Estates magazine’s editorial team for a “Thought Leadership award”.  A survey will be sent (via email) on Thursday, June 1st to all Trusts & Estates subscribers so they can vote on the nominated authors/articles.  The authors receiving the first, second and third most number of votes in each category will be finalists.  The winners will be announced and the awards presented at the WealthManagement.com Executive Forum and Industry Awards, to be held on October 11 in New York City.

Exciting!!!