Description: This article summarizes the treatment of changes in the basis for determining life insurance tax reserves under prior law and describes the changes enacted by the Tax Cuts and Jobs Act. It further explains the procedures for changing the basis of computing reserves under the new rules as outlined in Revenue Procedure 2019-10, the IRS’s December 2018 guidance on the subject, and discusses the uncertainties that remain.

Description: Author of Content won "Best Quote" category of L&D writing contest. Looks at the source of courage both in history and in his own professional life. Valuable to better understand how to face moments in leadership that could inspire fear and trembling. Discusses ways to improve courage when called to lead.

Description: Have you ever thought you did something very well just to be given feedback that proves you wrong? A leadership story that started with delegation.

Description: Providing ways to master the art of soft skills and embracing agility to propel actuarial success in today's market.

Description: This paper is based on work the authors did for the Committee on Retirement Systems Research of the Society of Actuaries. The authors' task was to perform data analysis for that Committee in support of a study of the effects of the Safest Annuity Rule. The Committee's conclusions will be released in a separate report. This paper describes their overall study only to put the authors' own work in context. The real purpose of this paper is to discuss the data analysis skills and principles which were applied in this project, and to argue that these same skills and principles should be part of an actuarial student's education. From Actuarial Research Clearing House 1998 Vol. 1.

Description: The August/September 2015 edition of The Actuary magazine—the Society of Actuaries’ flagship publication.

Description: The December2012/January 2013 edition of The Actuary magazine—the Society of Actuaries’ flagship publication.

Description: Editorial discussing competencies actuaries need to have in order for the profession to be recognized as the leading professionals in the modeling and management of financial risk.