OVERVIEW
Introduction
Location
Background
What We Do

Profile
Our Planning
Time Parameter
How We Charge
CREDENTIALS
Professional Information
Books
Texts & Articles
MODEL
Wealth Strategies GETTING STARTED
Protocol
Important Links

Contacting Us

Thomas Rogers, JD, C.P.A.
 All rights reserved.

 






Thom
Thom Rogers J.D.,C.P.A.

PERIODICALS AND ARTICLES

Our greatest challenge is communicating to prospective clients and their advisors the magnitude of what we can accomplish for them.

PROFESSIONAL TEXTS
 
JOURNALS
Estate Planning with Irrevocable Trusts, published 1999 by Warren Gorham & Lamont, New York, 600 pages. "State Regulation of Charitable Solicitation", Esperti Peterson Publications, 1999.

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.

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.