the KPMG Peat Marwick Foundation to pursue this and other research topics,
March 1988, $25,000.
“A Critical Analysis of the Taxation of Corporate Mergers and Acquisitions in the United
States and Selected Foreign Countries,” (co-authored with Joseph E. Gibson and
David W. LaRue).
Funded through the Arthur Young Foundation’s Tax Research
Grant Program, May 1984, $32,000.
“An Evaluation of the Pedagogical and Professional Potential of Lotus 1-2-3-Based Tax
Templates,” August 1985, “Funds for Excellence,” State Council of Higher
Education in Virginia, Commonwealth of Virginia.
Refereed Journal Articles
“Planning for Capital Gains and Losses in an Uncertain Environment,” (co-authored
with James E. Smith),
Practical Tax Strategies
, October 2010, pp. 164-174.
“How Defined Benefit Pension Assets Affect the Returns and Volatility of the
Sponsor’s Stock,” (co-authored with Brooks Marshall, Timothy B. Michael, and
The International Journal of Banking and Finance
February—March 2008, pp. 87-100.
“Distribution Options for Defined-Contribution Plans (Part
II),” (co-authored with
James E. Smith),
The Tax Adviser
, June 2007, pp. 339-343.
“Distribution Options for Defined-Contribution Plans (Part I),” (co-authored with James