Books:
Independently Wealthy—by Dr. Robert Goodman See Publication
[Subtitled: How to Build Financial Security in the New Economic Era]
Dr. Goodman is the Senior Economic Advisor, Putnam Investments
Acknowledgement Section: “I am also grateful to James O. Davis whose
thoughtful comments helped clarify the technical details relating to the
taxation of some of the financial vehicles mentioned in the book.”
Periodicals:
Business Week: “Personal Business—Tax Plays of Unmarried Couples”
(February 1, 1999, Pg 128E10) See Publication
Money Magazine: “Family Trust”—An article featuring the estate plan of Jim
and Diane Jefferson designed by Mr. Davis including over two pages of
photographs of the Jefferson’s and their family.
(September, 1999, Pages 12, 134-141) See Publication
Financial Planning Magazine: “Strategic Planning: Marry, Marry? Quite Contrary”
—When Committed Couples aren’t married, planners must create
air-tight estates, obtain insurance and maximize tax benefits (July, 1996,
Pages 130-132) See Publication
Newspapers:
San Francisco Examiner: “Bay Area at Ground Zero as Market Falls”
(March 13, 2001, Section A-12)
San Francisco Examiner: “Local [Advisors] Look Askance at Tax Plan”
(August 8, 1993, Section A-6) See Publication
The Wall Street Journal: Interviewed by telephone on various topics
Radio & Television:
CNBC: Interviewed by telephone
CNN: Interviewed by telephone
KPIX (Channel 5): Interviewed by telephone