IN THE NEWS
Books:
Independently
Wealthy—by Dr. Robert Goodman
[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)
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)
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 [Photo of Davis, Page 131])
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)
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
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