“Tax Issues in Separation Agreements & Post-Employment Health Insurance & Other Benefits,” Ohio CLE Institute, 1997
“Employee Benefits Update ’96 – Recent Developments and Future Trends,” Cincinnati Chapter of OSCPA, 1996
“Basics of Client Development and Client Relations,” Cincinnati Bar Association, 1996, 1997, 1998 and 2000
“Participant Education and Plan Investments,” WVXU, Simply Money, 1995
“Overview of Qualified and Non-Qualified Retirement Plans,” Cincinnati Chapter of OSCPA, 1994, 1995
“Introduction to Qualified Retirement Plans and Overview of ERISA,” Cincinnati/Dayton Chapter of International CEBS Society, 1994, 1996
“What You Need to Know About Current Compliance Issues When Working With Qualified Plans and How to Design Alternate Plans to Maximize Your Client’s Wealth,” Cincinnati Chapter of IAFP, 1994
“Maximizing Owner Benefits Through Qualified and Non-Qualified Retirement and Health Care Plans,” Ohio CLE Institute, Summer Tax Institute, 1994
“Retirement Planning,” PNC Bank “Money Matters” Seminar Series, 1993
“Qualification Requirements for Retirement Plans,” Dayton Bar Association, 1993
“Retirement Plans for Professional Businesses,” PNC Bank “For Your Financial Health” Seminar Series, 1993
Selected as an Acritas Star, a “client-nominated, stand-out lawyer”
AV® Preeminent Rated by Martindale-Hubbell
Selected to Ohio Super Lawyers list, 2003 to 2008; 2010 to 2014. Ranked in the Top 100, 2008
Recommended in The Legal 500 for Employee Benefits, Executive Compensation and Retirement Plans, 2020 to 2024; listed in The Legal 500 since 2018
Selected for inclusion in The Best Lawyers in America® 2001-2025 for Employee Benefits (ERISA) Law
Georgia Bankers’ Association, Award in Estate Planning, 1987
Featured in The American Lawyer, Big Deals Section, March 2006
Selected for inclusion in Chambers USA: America’s Leading Lawyers for Business, Employee Benefits & Executive Compensation, Ohio
Professional Associations
American Bar Association, member, Section of Taxation, Employee Benefits Committee and Subcommittee on Fiduciary Responsibility
Georgia State Bar Association
Cincinnati Bar Association, member, Employee Benefits Committee: chair, 1995 to 1997; member, Committee on Committees, 1996 to 1999; member, Continuing Legal Education Advisory Committee, 1997 to 1998; member, BLAC-CBA Roundtable, 1990 to 1994