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OVERVIEW Thomas Rogers, JD, C.P.A.
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Thom Rogers
J.D.,C.P.A.
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PERIODICALS AND ARTICLES
Our greatest challenge is communicating to prospective clients and their advisors the magnitude of what we can accomplish for them.
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PROFESSIONAL TEXTS
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JOURNALS
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| Estate Planning with Irrevocable Trusts, published 1999 by Warren Gorham & Lamont, New York, 600 pages. | "State Regulation of Charitable Solicitation", Esperti Peterson Publications, 1999. | |
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The Guidebook Series for Wealth Strategies Planning, 1997, Esperti Peterson Institute, Denver, Multi-volume set. |
"Charitable Giving to a Private Foundation, a Supporting Organizations, or a Donor Advised Fund", Esperti Peterson Publications, 1999. | |
| The Charitable Trust Compendium, 1994, Esperti Peterson Institute, Denver, 659 pages. | "The Joint Revocable Living Trust: Joint Trusts Are a Good Planning Tool for a Married Couple", Estate Planning Magazine, May/June, 1993. | |
| Funding a Revocable Living Trust, 1993, Esperti Peterson Institute, Denver, 467 pages. | "Proper Planning for the Use of Revocable Trusts", The Colorado Lawyer, December, 1992. | |
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The Irrevocable Life Insurance Trust, 1990; Second Edition, 1993, Esperti Peterson Institute, Denver, 146 pages. |
"Post-mortem Planning Differences For Trusts & Estates", 131 Trusts & Estates Magazine, February, 1992. | |
| An Estate Planning Compendium, (8 volumes) 1990; Second Edition, 1993, Third Edition, 1996, Esperti Peterson Institute, Denver, 1,940 pages. | "How to Value a Closely-Held Business", The Practical Accountant, April, 1989. | |
| Creating a Loving Trust Practice, 1989; Second Edition, 1993, Esperti Peterson Institute, Denver, 254 pages.. | "New Variable Maritable Deduction Eliminates Uncertainty in Estate Plans", The Tax Digest, August, 1978. | |
| The Loving Trust Guidebook, 1989, LTES Inc., Sarasota, 77 pages. | "The Variable Marital Deduction Technique", The Journal of Taxation, October, 1977. | |
| Estate and Gift Taxation, 1985, American Institute of Certified Public Accounting, New York, 477 pages. | ||
| An Estate Planning Compendium, (two volumes) 1984, AG Publishing, Houston, 515 pages. | ||
| The Inter Vivos Trust for Attorneys, 1984, AG Publishing, Houston, 305 pages. |