2025 RECIPIENTS
First Place:
Lewis B. Hershey, PhD, MA, for
“After You Are Gone: Using Letters of Intent to Coordinate the Roles of Guardians and Trustees,”
January 2024
Second Place:
Davidson B. Gillette, PhD, CPA, and Douglas K. Schneider, PhD, CPA, for
“Roth Distributions and Tax Avoidance on Social Security Benefits and Medicare Premiums,”
July 2024
Third Place:
Chet R. Bennetts, CFP, CLU, ChFC, RICP, CLF; Jason N. Anderson, CFP, CPA; and Blain Pearson, PhD, CFP, AFC, for
“Mental Accounting, Estate Bequests, and Retirement Satisfaction,”
May 2024
2024 RECIPIENTS
First Place:
Steve Parrish, JD, AEP, RICP, ChFC, CLU
Snowbirding: Financial Considerations of Owning Two Residences in Retirement
September 2023
Second Place:
Annemarie M. Kelly, JD, LLM
Lewis B. Hershey, PhD, MA
Coordinating an ABLE Account and a Special Needs Trust
January 2023
Third Place:
Douglas B. Richards, JD, MBA, CLU, CFP
Ethical and Regulatory Environment Surrounding the Sale of Premium-Financed Indexed Universal Life Insurance
March 2023
2023 RECIPIENTS
First Place:
Terence B. Stanaland, JD, ChFC, CFP
Grantor-Trust Income Tax Reporting Obligations: A Definitive Field Guide and Suggested Best Practices
March 2022
Second Place:
Steve Parrish, JD, RICP, CLU, ChFC, AEP
A Survey of Planning Tools for Addressing Clients’ Diminished Capacity
July 2022
Third Place:
Michael W. Valenti, CPA, CFP, MAcc
Navigating the Tax Code in the Crypto Universe
May 2022
2022 RECIPIENTS
First Place:
Sophia Duffy, JD, CPA
Michael Finke, PhD, CFP
David Blanchett, PhD, CFA, CFP
The Value of Delayed Social Security Claiming for Higher-Earning Women
September 2021
Second Place:
David G. Freitag, CLU, ChFC, CRPC
Bruce Tannahill, JD, CPA/PFS, CLU, ChFC, AEP
Using Social Security Filing Strategies to Address Changed Circumstances
March 2021
Third Place:
Kathryn S. Berkow, PhD
Richard Jakotowicz, CFA, CFP
Navigating the Skew: Strategies for Facing the Underperforming Majority
November 2021
2021 RECIPIENTS
First Place:
Marc R. Belletsky, JD, CLU, ChFC, RICP
Christina Anstett, JD
Mark A. Teitelbaum, JD, LLM, CLU, ChFC
Life and Financial Planning in the Time of COVID-19
July 2020
Second Place:
Paul J. Schneider, JD, LLM
Final Regulations Could Expand the Use of Health Reimbursement Arrangements
July 2020
Third Place:
April Caudill, JD, CLU, ChFC, AEP
Buy-Sell Planning with Third-Party Ownership
March 2020
2020 RECIPIENTS
First Place:
Paul J. Schneider, JD, LLM
Divorce Is Hard, but a Failure to Change Life Insurance Beneficiaries Can Compound the Pain
May 2019
Second Place:
Lewis Hershey, PhD, MA
Annemarie Kelly, JD, LLM
Using Roth Conversions of Legacy Retirement Plans to Fund Special Needs Planning
March 2019
Third Place:
Zhixin Wu, PhD, ASA, MAAA
Lei Liang, PhD, CFA, CFP, CAIA, FRM
College Education Planning: Indexed Universal Life Insurance versus 529 College Saving Plans
March 2019
2019 RECIPIENTS
First Place:
April Caudill, JD, CLU, ChFC, AEP
Best Practices in Buy-Sell Agreement Planning
November 2018
Second Place:
Alisha M. Harper, JD, LLM
Jonathan P. Smith, CRPC, APMA
Patricia Miller Selvy, PhD, CPA, CGMA
A Financial Advisor’s Guide to Avoiding Required Minimum Distribution Land Mines
May 2018
Third Place:
William Waller, PhD
David Nanigian, PhD, CFP
Michael Finke, PhD, CFP
Redemption Fees: Reward for Punishment
March 2018
2018 RECIPIENTS
First Place:
Lewis Hershey, PhD, MA
Annemarie M. Kelly, JD, LLM
Boris Abbey, PhD, JD, MBA
Enabling ABLE: Five Potential Positives for Implementing the ABLE Act
March 2017
Second Place:
Robert Pokorski, MD, MBA
Brett W. Berg, JD, LLM, CLU, ChFC
Retirement Planning: Coping with Higher Health Care Costs
May 2017
Third Place:
John L. Olsen, CLU, ChFC, AEP
Index Annuities: Looking under the Hood
November 2017
2017 RECIPIENTS
First Place (tie):
Kelly Dancy, JD
The State of a Trust’s Situs
November 2016
First Place (tie):
Alan Jay Koshner, Esq.
Reaching Favorable Life Insurance Outcomes in a Negotiated Divorce Settlement
March 2016
Third Place:
David A. Gresham, JD, CLU, ChFC
Seeking Stable, Efficient Coverage for Long-Term Care with Asset-Based Products
July 2016
2016 RECIPIENTS
First Place:
Kenneth M. Cymbal, JD, LLM, CLU
Tax Basis Planning
July 2015
Second Place:
Stephen R. Pepe, JD
Home Equity Conversion Mortgage for Purchase: A Nonrecourse Financing Solution for Older Home Buyers
March 2015
Third Place:
Vickie Bajtelsmit, JD, PhD
Anna M. Rappaport, FSA, MAAA
When Should Your Clients Claim Social Security?
January 2015
