Recommended Reading

By John E. Mayer CFP


Abbin, Byrle M., David K. Carlson, Mark L. Vorsatz, Income Taxation of Fiduciaries & Beneficiaries: 2000 Edition, June 2000, $185, Stock # 14259 Aspen Pub.


Andersen, Arthur, Tax Economics of Charitable Giving, 13th edition. Chicago: Arthur Andersen, fall 1999. This book may be purchased by calling 800-872-2454 (941-373-2020)or fax to 941-373-2899 or mailing Vantage Source LLP 2805 Fruitville Rd #100 Sarasota, FL 34237-5318, cost $65.10

Anderson Kill & Olick, PC, The Policyholder Advisor, 2002, Juris Pub –     

Adams, Charles, When In The Course Of Human Events: Arguing the Case for Southern Secession, Rowman & Littlefield,  Published in 2000, $20

Adams, Les, The Second Amendment Primer: A Citizen’s Guidebook To The History, Sources, And Authorities For The Constitutional Guarantee Of The Right To Keep And Bear Arms, 1996, Palladium Press, $25

Alessandra, Tony, How to Become an Effective Listener, $95, 1997, Video Tape, ISBN# 6303397298

Alessandra, Tony, How to Positively Influence Anybody, 1995, Video Tape, $40, ISBN# 6303254543

Alessandra, Tony and Garry Schaeffer, Publish and Flourish: A Consultant’s Guide: How to Boost Visibility and Earning Through a Publishing Strategy, $18, 1992, John Wiley & Sons, ISBN# 0471571164

American Bar Association, The American Bar Association Guide to Wills and Estates: Everything You need to know About Wills, Trusts, Estates and Taxes, $!!, Times Books, 1995, ISBN# 081292536X

American College, McGill’s Life Insurance, 1994, $30, ISBN:0-943590-55-8

American Law Institute, Principles of Corporate Governance: Anlaysis and Recommendations Volume 1 & 2

American Law Institute, Restatement of the Law Third: Prudent Investor Rule / Trusts

American Law Institute, Fiduciary Accounting and Trust Administrative Guide,  Robert Whitman and David M. English published 2002

American Law Institute, Restatement of the Law Second / Trust 2nd

Armstrong, Lance & Sally Jenkins, It’s Not About the Bike: My Journey Back to Life, Published in 2000, $16, G.P. Putnam’s Sons

Aronoff, Craig E. Ph.D. & John L. Ward, Family Meetings: How To Build A Stronger Family and A Stronger Business, 1992, $14, Business Owner Resources 800-551-0633 or fax 770-425-1776.  Many other family business publications in their leadership series.

Bachrach, Bill. Values-Based Selling: The Art of Building High-Trust Client Relationships for Financial Advisors, Insurance Agents and Investment Reps. This book must be purchased directly from the publisher at 800-347-3707, cost: $40. 

Baldwin, Ben G., The Complete Book Of Insurance: The Consumer’s Guide to Insuring Your Life, Health Property & Income, Irwin 1996, $20, ISBN: 1-55738-880-6

Baldwin, Ben G., The Lawyer’s Guide to Insurance: Personal Insurance Coverage for Professional and Their Clients, American Bar Association, 1999, $18

Baldwin, Ben G., The New Life Insurance Investment Advisor, McGraw-Hill 1994, $18, ISBN: 1-55738-512-2

Barker, Joel Arthur, a futurist has four video’s available on change, they are:The Business of Paradigms, The Power of Vision, Paradigm Pioneers and Discovering the Future.  Contact ChartHouse International 800-727-2344. 

Bastiat, Frederic, The Law: The Classic Blueprint for a Just Society, (Author lived 1801-1850),  $3, 1998 copyright by Foundation for Economic Education 914-591-7230 or   

Beckwith, Harry, Selling the Invisible: A Field Guide to Modern Marketing. 1997. Book ISBN: 0446520942, cost $11. Audio ISBN: 1570124713, cost: $9.

Belasco, James A. & Ralph C. Stayer, The Flight of the Buffalo,Warner Books , 1993 $18.

Belsky, Gary & Thomas Gilovich, Why Smart People Make Big Money Mistakes: And How To Correct Them – Lessons From The New Science Of Behavior Economics, Simon & Schuster in 1999, $18

Beltrami, Edward, What Is Random?: Chance and Order in Mathematics and Life, 1999 by Copernicus, $22

Berg, Adriane, Warning: Dying May Be Hazardous to Your Wealth/How to Protect Your Life Savings for Yourself and Those You Love, $14, 1995, ISBN# 1564141616

Bernstein, Peter L., Against The Gods: The Remarkable Story Of Risk, 1997, $18, or audio book

Bernstein, Peter L., Capital Ideas: The Improbable Origins of Modern Wall Street, 1992, $20, Free Press Pub., ISBN# 0029030110


Bernstein, Peter L., The Power Of Gold: The History of an Obsession, $17, John Wiley & Sons, 2000 or audio book $25

Bernstein, William, The Four Pillars of Investing: Lessons For Building A Winning Portfolio, $20, 2002

Bernstein, William PhD., M.D., The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk, Published by MCGraw Hill 2001, $25

Bianco, Anthony, The Reichmanns: Family, Faith, Fortune and the Empire of Olympia & York, 1997, Times Books, $30.

Blattmachr, Jonathon G., Wealth Preservation and Protection for Closely-held Business Owners (and others). Washington, D.C.: Libey Publishing Incorporated, 1993. This book must be purchased directly from the author at 212-530-5066, Fax: 212-530-5219, cost: $75 (check made payable to Milbank, Tweed, Hadley & McCloy). Also available:  Wealth Transfer Planning for Windows® software (Technology Group) call 410-576-1776 cost $1895 which includes one year of update charges.

Block, Ralph L. The Essential Reit: A Guide To Profitable Investing In Real Estate Investment Trusts. 1997. Brunston Press. ISBN: 0-9657075-0-4. Cost: $20. Available only through the National Association of Real Estate Investment Trusts (NAREIT) 800-3NAREIT. In addition NAREIT offers many other resources about REIT's as well as "REIT Watch" a monthly statistical report on REIT's, etc.

Bock, Alan W., Ambush at Ruby Ridge: How Government Agents Set Randy Weaver Up and Took His Family Down, Dickens Press 1995, $20

Bogle, John C., Bogle on Mutual Funds, 1994, $12, Dell Pub.

Bogle, John C. Bogle On Mutual Funds:  New Perspectives for the Intelligent Investor. 1994. Dell Trade. ISBN: 0-440-50682-4

Boorstin, Daniel J. The Americans:  The Democratic Experience. 1973. Vintage. ISBN 0-394-71011-8.

Bovard, James, “Feeling Your Pain”: The Explosion and Abuse of Government Power in the Clinton-Gore Years, St. Martins Press in 2000, $22

Bovard, James, Freedom In Chains: The Rise of the State & The Demise of the Citizen, St. Martins Press in 1999, $15

Bovard, James, Lost Rights: The Destruction of American Liberty, St. Martins Press in 1994, $14

Bove, Alexander A Jr, The Medicaid Planning Handbook: A Guide To Protecting Your Family’s Assets from Catastrophic Nursing Home Costs(2nd Edition), $11, Little Brown & Co, ISBN# 0316103748

Brooks, Michael, Instant Rapport, 1990 Warner Books, $11

Brownlee, W. Elliot, Federal Taxation In America: A Short History, $18, Published 1996 by Cambridge Press

Bruck, Connie, The Predators’ Ball: The Junk Bond Raiders and The Man Who Staked Them, The American Lawyer/ Simon and Schuster, 1988, $20

Buford, Bob, Halftime: Changing Your Game Plan from Success to Significance. Grand Rapids: Zondervan Publishing House, 1994. This book should be available from your local bookstore – ISBN: 0-310-37540-1, cost: $16.

Burns, David D. M.D., Feeling Good: The New Mood Therapy Avon Books, 1980, ISBN# 0-380-71803-0, $7

Burns, David D. M.D., The Feeling Good Handbook, Penguin Books, 1989, $18, ISBN# 0-452-26174-0

Buzan, Tony. Super-Creativity. 1988. Audio Renaissance. ISBN: 0-940687-57-7.  $7.

Carlson, Richard Ph.D., Don’t Sweat The Small Stuff…and it’s all small stuff: simple ways to keep the little things from taking over your life, Hyperion Co., 1997, $10, ISBN# 0-7868-8185-2, you can reach author at P.O. Box 1196 Orinda, CA. 94563

Carmichael, Mark. The Charitable Giving Tax Service. R&R Newkirk Co., 8695 South Archer #10, Willow Springs, IL  60480, Tel: 800-342-2375, Fax: 708-839-9207, Email:  Cost:  $225 (4-volume library).

Chandler, Darlene K. J.D., The Annuity Handbook: A Guide to Nonqualified Annuities, 1999, $25, National Underwriter

Chernow, Ron, The Death of the Banker: The Decline & Fall of The Great Financial Dynasties & The Triumph of the Small Investor, 1997, $12

Chernow, Ron, The House Of Morgan: An American Banking Dynasty and The Rise Of Modern Finance, 1990, $24, Touchstone/Simon & Schuster

Chernow, Ron, Titan: The Life Of John D. Rockefeller, Sr., 1998, $21, Random House, Audiobook $20

Choate, Natalie B., Life and Death Planning for Retirement Benefits: The Essential Handbook for Estate Planners , 5TH EDITION 2003,  $90 Phone 800-694-7624  or fax 803-699-8080  IRS Forms additional $30  Website: 

Cialdini, Robert B., Ph.D. The Psychology Of Persuasion. 1984. Quill Pub. Revised ISBN: 0-688-12816-5. Cost: $12. Additional tapes available directly from author on subject from Newinformation Presentations 2248 South Forest Tempe, Az. 85282 Ph.-602-967-6070 or by fax-602-967-1044 (aurthor directly 602-965-4971)

Colliton, James W. Charitable Gifts. 2nd Ed. Warren, Gorman & Lamont, 31 St. James Avenue, Boston, MA 02116-4112. Tel: 800-950-1210, Fax: 617-423-1914, Web site:  Cost: $185.

Condon, Gerald M., Esq. and Jeffery L. Condon, Esq. Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others). New York: Harper Business, 1995. This book should be available through your local bookstore – ISBN: 0-887-30703-5, cost $23.

Connellan, Thomas K., Inside the Magic Kingdom: Seven Keys to Disney’s Success, $20, 1996, Bard Press

Cornuelle, Richard C. Reclaiming the American Dream: The Role of Private Individuals and Voluntary Associations. New Brunswick: Transaction Publishers, 1993. This book should be available through your local bookstore – ISBN: 1-560-00655-2, cost: $20.

Coulson, Andrew J., Market Education: The Unknown History, 1999, $25, Transaction

Covey, Stephen R. The Seven Habits of Highly Effective People: Restoring the Character Ethic. New York: Simon & Schuster, 1989. This book should be available from your local bookstore – ISBN: 0-671-70863-5, cost: $14 (paperback.

Covey, Stephen R. The Seven Habits of Highly Effective Families: Building a Beautiful Family Culture in a Turbulent World. Audio Cassette. Covey Leadership Center, 1995. ISBN: 18883219116. Cost: $21.

Covey, Stephen R. How to Develop a Family Mission Statement. Covey Leadership, 1996. ISBN: 1-883-219-28-0, cost: $18. Web site:

Covey, Stephen R. Principle-Centered Leadership. Covey Leadership Center, 1994. ISBN: 188321906X. Cost: $25.

Covey, Stephen R., Blaine Lee. The Power Principle/Cassettes. Covey Leadership Center, 1997. ISBN: 1883219957. Cost: $25.

Covey, Stephen R. First Things First. Covey Leadership Center, 1996. ISBN: 1883219264 (Cassettes). Cost: $49. 

Covey, Stephen R., A. Roger Merrill, Rebecca R. Merrill. First Things First: To Live, to Love, To Learn, to Leave a Legacy. Simon & Schuster, 1994 ISBN: 0671864416. Cost: $16.

Covey, Stephen R., A Roger Merrill, Rebecca R. Merrill. First Things First Every Day: Because Where You’re Headed Is More Important Than How Fast You’re Going. Fireside, 1997. ISBN: 0684842408. Cost: $9.

Cox, W. Michael & Richard Alm, Myths of Rich & Poor: Why We’re Better Off Than We Think, 1999, $17

Cramer, Clayton E., For The Defense Of Themselves And The State:The original Intent & Judicial Interpretation of the Right to Keep & Bear Arms, $50, 1994, Praeger Publications

Daryanani, Gobind Ph.D., Roth IRA Book: An Investor’s Guide

Davenport, Noa Ph.D., Ruth Distler Schwartz & Gail Pursell Elliott, Mobbing: Emotional Abuse in the American Workplace, Civil Society Publishing Ames, Iowa, $16, 1999

David, F.N., Games, Gods and gambling: A History of Probability and Statistical Ideas, 1998 republished from 1962, $15 by Dover Pub.

DeBono, Edward. Smart Thinking. 1988. Audio Renaissance. ISBN: 1-55927-239-2. Cost: $8.

DeBono, Edward. Lateral Thinking: Creativity Step By Step. Dove Audio. Ph. 800-328-DOVE. ISBN: 0-7871-0890-1. Cost: $18.

DeBono, Edward. Master Thinker II: Six Thinking Hats. Dove Audio. Ph. 800-328-DOVE. ISBN: 0-7871-0709-3. Cost: $25.

Debroitner, Rita Kirsch Ph.D.  and Avery Hart M.S.W., Moving Beyond A.D.D./A.D.H.D.: An Effective Holistic, Approach, $16, Contemporary Books, 1997, ISBN# 0-8092-3076-3

Dennison, Mark S. , Brownfield’s Redevelopment:Programs and Strategies for Contaminated Real Estate, Publisher is Government Inst., yet to publish 1998, ISBN# 0865875790, $80.

Dent, Harry S. The Great Boom Ahead: Your Comprehensive Guide to Personal and Business Profit in the New Era of Prosperity. Audio Cassette: Audio Renaissance, 1993. ISBN: 155927235X. Cost: $17. Book: Hyperion Pr, 1994. ISBN: 1562827588. Cost: $11.

Dertouzos, Michael L., What Will Be: How the New World of Information Will Change Our Lives. 1997. ISBN: 0062514792. Cost: $18.

Dilorenzo, Thomas J., The Real Lincoln: A New Look at Abraham Lincoln, His Agenda, and an Unnecessary War – with foreword by Walter E. Williams, $22, Forum / Prima Pub. 2002

Dominguez, Joe and Vicki Robin. Your Money or Your Life:  Transforming Your Relationship With Money & Achieving Financial Independence. 1992. Viking. ISBN: 0-670-84331-8.

Donnelly, Douglas J. The Money Monarchs:  The Secrets of 10 of America’s Best Investment Managers. 1994. Irwin. ISBN: 1-55623-898-3.

Druker, Peter F., Management Challenges for the 21st Century,  $17, 1999, Harperbusiness

Drucker, Peter F., The New Realities: In Government and Politics / In Economics and Business / In Society and World View. New York: Harper Business, 1989. This book should be available through your local bookstore – ISBN: 0-060-91699-0, cost: $12 (paperback).

Drucker, Peter F., Drucker in the Harvard Business Review, 1963-1989. This book should be available through your local bookstore, cost: $18.

Drucker, Peter F. Managing in a Time of Great Change. This auto cassette should be available through your local bookstore, cost: $15.

Drucker, Peter F. Managing the Non-Profit Organization: Principles and Practices. These audio cassettes should be available through your local bookstore, cost: $15.

Drucker, Peter F. The Effective Executive: How to Acquire the Effectiveness Habit. These audio cassettes should be available through your local bookstore, cost:

Drucker, Peter F. The Age of Discontinuity: Guidelines to Our Changing Society. This book should be available through your local bookstore, cost $25 (paperback).

Drucker, Peter F. The Five Most Important Questions You Will Ever Ask About Your Nonprofit Organization: Participant’s Workbook ( The Drucker Foundation Self-Assessment). This book should be available through your local bookstore, cost: $12 (paperback).

Duff, Richard W. J.D., Keep Every Last Dime: How To Avoid 201 Common Estate Planning Traps & Tax Disasters,  $40, call 800-756-3599

Eisen, Lewis S. The Canadian Lawyer’s Internet Guide, 2nd Edition. Pixley Press, 1996. ISBN: 0-9680154-1-7. Tel: 905-731-0403. Web site: 

Ellis, Charles D., “Winning The Loser’s Game” Timeless Strategies for Successful Investing, $18., McGraw Hill, 1998.

Ellis, Charles D., Investment Policy: How to Win the Loser’s Game, 1992, Irwin Pref Pub, $25., ISBN# 1556230885

Englund, Gregory J. Beyond Death & Taxes: A Guide to Wealth Control.  Essential Edition  Estate Planning Press, 2004, ISBN# 0963640100. This book may be purchased directly from the publisher by calling 617-451-5057

Englund, Gregory J.,  Season of Decisions:  A Practical Guide to Making Life’s Financial and Legal Decisions, Pub 2000 by Estate Planning Press – see above

Epstein, Richard A., Takings: Private Property and the Power of Eminent Domain, $21, Harvard Univ. Press, 1989

Esperti, Robert A. and Renno L. Peterson, Loving Trust: The Right Way to Provide for Yourself and Guarantee the Future of Your Loved Ones, $18, Viking Press, 1994, ISBN# 0670847151

Evans, Richard E. & Burton G. Malkiel, Earn More (Sleep Better): The Index Fund Sloution-A step-By-Step Investor’s Guide, Publisher Simon & Schuster 1999, $20

Faber, Marc, Tomorrow’s Gold: Asia’s Age of Discovery, CLSA Books

or Marc Faber Limited Suite 3308-3310, The Centre 99 Queen's Road Central Hong Kong Tel: (852)-2801-5411/10 Fax: (852)-2845-9192

Fagan, Peter J., Charitable Remainder Trusts: A Proven Strategy for Reducing Estate and Income Taxes through Charitable Giving. Chicago: Irwin Professional Publishing, 1996. This book should be available through your local bookstore or through IAFP, Tel: 800-945-4237, Fax: 404-845-3660.  ISBN: 0-786-30229-1, cost: $50.

Fallows, James, Free Flight: From Airline Hell to a New Age of Travel, $25, May 2001 by Public Affairs

Farah, Joseph & Richard Pombo, This Land is Our Land: How To End The War On Private Property, 1996 by St. Martin’s Press, $18

Faust, David, The Limits of Scientific Reasoning, ISBN#  0816613591,  $16, Pub 1984

Fine, Debra. The Fine Art Of Small Talk. Careertrack. Ph. 303-440-7440. Web:  ISBN: 1-55977-505-X. Cost: $13.

Fisher, Kenneth L. 100 Minds That Made the Market. 1993. Business Classics. ISBN: 0-931133-01-7.

Fleming, Dr. Carol, The Sound of Your Voice. Audio Cassette. Simon & Schuster Sound Ideas. ISBN# 0-671-79665-8. Cost: $34.

Folsom, Burton W. Jr. ,  Empire Builders: How Michigan Entrepreneurs Helped Make America Great,  1998 Pub by Rhodes & Easton to order call  800-706-4636, $15, ISBN# 1-890394-06-8

Folsom, Burton W. Jr., Entrepreneurs VS. the  State, 1989 out of print ISBN# 0895265737  Regnery Pub

Folsom, Burton W. Jr.-Editor, The Industrial Revolution and Free Trade, Foundation for Economic Education (FEE), $12, 1997, ISBN# 1572460571

Folsom, Burton W. Jr. The Myth of the Robber Barons: A New Look at the Rise of Big Business in America. 1991. Young  America’s Foundation. ISBN# 0-9630203-0-7.

Folsom, Burton W. Jr.-Editor, The Spirit Of Freedom: Essays in American History, Pub May 1994 by The Foundation for Economic Education (FEE) ISBN# 0-910614-94-6, $14

Folsom, Burton W. Jr., Urban Capitalists: Entrepreneurs and City Growth in the Lackawanna Lehigh Valleys, 1800-1920, 1981,  John Hopkins Univ. Press ISBN# 0801825202

Foot, David K. & Danial Stoffman. Boom, Bust & Echo: How To Profit From The Coming Demographic Shift. 1997. Stoddart Publishing. ISBN: 0921912978. Cost: $30.

Francis, Diane, BRE-X: The Inside Story, 1997, Key Porter Books

Frankl, Viktor Emil. Man's Search for Meaning. 1988. Mass Market Paperback. ISBN: 067166736X. Cost $5. Hardcover. ISBN: 1568490119. Cost $26. Audio book available from Blackstone 800-729-2665. 

Franz, Steven J. and Joan C. McDonagh, John Michael Maier, Willaim C. Kalke and Lisa R. Richardson,  401(K) Answer Book 2001 Edition, Panel Publication, $170

Friedman, Milton, Free to Choose, Book or audio tapes available ($63) Blackstone audio books ISBN# 0786100214

Gallagher, Gregory W. & Charles L. Ratner as editors, Federal Income Taxation of Life Insurance 2nd Edition, The Insurance Counselor series, ABA, 1999,  $65

Gentle, James E., Statistics and Computing: Random Number Generation and Monte Carlo Methods, 1998, Springer Pub, $60

Gibson, Roger C. Asset Allocation: Balancing Financial Risk. Third Edition, $44, Foreward by Sir John M. Templeton. 2000. McGraw-Hill. ISBN: 0-07-135724-6

Gillham, Jane E., The Science of Optimism & Hope: Research Essays in Honor of Martin E. P. Seligman, published 2001 by Templeton Foundation Press, $22

Gleick, James, Faster: The Acceleration of Just About Everything, 1999, Pantheon Books, $16

Goldfarb, Steven G., Selling Your Business: Beat the Sharks At Their Own Game When You Cash Out, 2001, $29

Goldman Sachs Commodities Research, authors Steve Strongin  212-357-4706 & Melanie Petsch  212-357-6092 & Colin Fenton  212-357-5741 Commodities as an Asset Class, published 1977

Goldstein, Michael G., Michael A. Swirnoff & William A. Drennan, Taxation & Funding of Nonqualified Deferred Compensation: A Complete Guide to Design & Implementation, Real Property, Probate & Trust Law Section Am. Bar Assocition, $84, 1998,

Goleman, Daniel, Emotional Intelligence: Why It Can Matter More Than IQ. Audio Renaissance, 1995. Cost: $17.

Good, Walter R. CFA & Roy W. Hermansen CFA, Index Your Way to Investment Success: Use Institutional Investment Strategies To Boost returns & Control Risk,  published by New York Institute of Finance in 1998, $25

Graham, Benjamin. The Intelligent Investor. With introduction by Warren E. Buffett. 1973. Harper & Row. ISBN: 0-06-015547-7.

Graham, Stedman. You Can Make It Happen. 1997. Simon & Schuster Sound Ideas. ISBN: 0-671-57533-3  2 tapes. Cost: $15.

Haas, Richard E. , Advanced Wealth Transfer Under New Tax Laws: Case Studies Simplify Sophisticated Strategies To Reduce Estate Taxes, $40, Bonus Books, April 1998 ISBN# 1566250978

Hagel, John, Arthur Armstrong. Net Gain: Expanding Markets Through Virtual Communities. 1997. ISBN: 0895847595. Cost $ 17.

Hagstrom, Robert G., Jr. The Warren Buffet Way: Investment Strategies of the World’s Greatest Investor. With forward by Peter Lynch. John Wiley & Sons.

Halbrook, Stephen P., That Every Man Be Armed: The Evolution of a Constitutional Right, 1994, $17, Pub-The Independent Institute

Hallowell MD, Edward M. and John J. Rately MD, Driven to Distraction:Recognizing and Coping with Attention Deficit Disorder from Childhood through Adulthood, Touchstone Publishing, 1995, $12.  ISBN# 0-684-80128-0

Hart, Dr. Archibald D. The Hidden Link Between Adrenaline and Stress: The Exciting New Breakthrough That Helps You Overcome Stress Damage. 1995. Word Publishing. ISBN: 0-8499-3690-X. Cost: $12.  Other audio tapes available call his office 626-584-5538  or fax 626-584-9630.

Hart, Archibald. Habits of the Mind: Ten Exercised to Renew Your Thinking, $13

Hayek, Friedrich A., The Road to Serfdom, 1994,  University of Chicago Press, $14

Hazlitt, Henry, Economics on One Lesson, Fiftieth Annv. Issue published by Laissez Faire Books, $20, 1996  also audio version available from Blackstone audiobooks 800-729-2665 or

Hill and Kirschten. Federal and State Taxation of Exempt Organizations. Warren, Gorman & Lamont, 31 St. James Avenue, Boston, MA 02116-4112. Tel: 800-950-1210, Fax: 617-423-1914, Web site:  Cost: $190.

Hill, Napoleon, Think and Grow Rich, 1960, $6, audio book $14

Hoffman, Marc D., and Leland E. Hoffman, Jr. Harnessing the Power of the Charitable Remainder Trust. Fifth Edition  1999, This book is only available through PhilanthroTec, Inc. 10800 Independence Pointe Parkway Ste# F  Matthews, NC 28105. Their toll-free number is 800-332-7832, Fax: 704-845-5528 Web site:  Cost: $70.

Holcombe, Randall G., Writing Off Ideas: Taxation, Foundations, and Philanthropy in America, The Independent Institute in 2000,

Homer, Sidney, & Richard Sylla, foreword by Henry Kaufman, A History of Interest Rates, $30, Rutgers Univ. Press, 3rd Rev. edition 1996, 688 pages

Hsu, Hwei, Probability, Random Variables & Random Processes, 1997, Schaum, $22

Hummel, Jeffrey Rogers, Emancipating Slaves, Enslaving Free Men: A History of the American Civil War, Published 1996, $18

Hurley, Joseph F. CPA, The Best Way To Save for College: A Complete Guide to 529 Plans, 2001 Edition, $25

Huver, Joseph W., Structured Settlements: An Alternative Approach To The Settling Of Claims, 1992, $15, National Underwriter Co.

Ibbotson, Roger G. & Gary P. Prinson. Global Investing:  The Professional’s Guide to the World Capital Markets. 1993. McGraw-Hill. ISBN: 0-01-031683-X.

Jacobson, Paul S. Net Law: How Lawyers Use the Internet. Songline Studios and O’Reilly & Associates, 1997. ISBN: 1-56592-258-1. Tel: 800-998-9938. Web site:  Cost: $30

Johnson, Barry W., General Editor. Compendium of Federal Estate Tax Data and Personal Wealth Studies. Department of the Treasury, Internal Revenue Service, Publication 1773 (4-94), Cat. No. 20069P. This publications may be ordered by calling the Statistical Services Office at 202-874-0410, Fax: 202-874-0964, cost: $26.

Johnson, Spencer, Who Moved My Cheese?, $12, G.P. Putnam’s Sons, 1998 or audio book $12

Kahneman, Daniel, Paul Slovic & Amos Tversky, Judgment Under Uncertainty:Heuristics and Biases, Cambridge University Press, 1999, $21

Kaplan, H. Roy, Lottery Winners: How they won and how winning changed their lives,  Harper & Row, 1978

Kasun, Jacqueline, The War Against Population: The Economics & Ideology of Population Control, 1988, Ignatus Press

Kates, Don B. & Gary Kleck, The Great American Gun Debate: Essays on Firearms and Violence, Pacific Research Institute For Public Policy, $14, 1997

Kaye, Barry. Die Rich & Tax Free:  Over 50 Powerful Concepts for Wealth Creation & Preservation. 1994. Forman Publishing. ISBN: 0-936614-15-3.

Kaye, Barry, The Investment Alternative: A totally New Approach To Estate Planning, 1997, $18, ISBN# 0-936614-16-1.  Other video’s and resources call 800-343-7424.

Keats, Robert. Border Guild:A Canadian's Guide To Investment, Immigration, Tax And Retirement Planning In The United States  6th Edition. 2001. The Ontario Motorist Pubnishing Co. ISBN: 1-895654-11-4. Cost: $25. Keats, Connelly & Associates, Inc. 4645 N. 32 Street # A125 Phoenix, AZ. 85018 Ph.: 800-678 5007. 

Kelley, William A. Jr., Real Estate Investment Trusts Handbook, second edition, 1998, ALI-ABA, $92

Kennedy, James R and Walter D. Kennedy, The South Was Right, 1991, Pelican Pub

Kelly, Kate and Peggy Ramundo, You Mean I’m Not Lazy, Stupid or Crazy? Simon and Schuster audio book, 1995, $16, ISBN# 0-671-52446-1

Kindleberger, Charles P., Manias, Panics, and Crashes: A History of Financial Crises, 1996, Wiley, $20

Kleck, Gary, Targeting Guns: Firearms And Their Control, 1997, $22, Aldine De Gruyter

Klein, William D. and David C. Bahls, S Corporations and Life Insurance 2nd Edition,  ABA ,1992, The Insurance Counselor series

Kotter, John P. Leading Change. 1996. ISBN: 0875847471. Cost $17.

Kritzman, Mark, The Portable Financial Analyst: What Practitioners Need To Know, $35, 1994, Probus Pub, ISBN# 1557388318

Kuritz, Martin and John S. Sampson, David J. Sanchez, The Beneficiary Book, $21, 1996, Viking Press, ISBN# 0670867160

LeBlanc, Mary Ellen. The Internet Guide for Michigan Lawyers. October 1996 Edition. The Institute of Continuing Legal Education, 1996. Tel: 313-764-0533, cost $45.

LeFčvre, Edwin. A Marketplace Book Reminiscences of a Stock Operator. 1993. John Wiley & Sons. ISBN: 0-471-05968-4.

Leimberg, Stephan R. and Charles Plotnick, How to Settle an Estate: a Manual for Executors and Trustees, yet to publish  May 1998, $15, Penquin USA, ISBN# 0452279348

Leimberg, Stephan R., Esq., et al. The Book of Trusts: The Whole Truth About Trusts. Bryn Mawr, PA: Leimberg Associates, 1996. This book is available directly from the publisher by calling 610-527-5216, cost: $50. 

Leimberg, Stephan R , The Tools and Techniques of Estate planning, 5th Edition Publish date will be March of 1998  National Underwriter Co.,ISBN# 9997017722

Lerman, David, Exchange Traded Funds and E-Mini Stock Index Futures, Pub. 2001 John Wiley $26

Levy, Donald R. , Steven G. Lockwood, Gary S. Lesser & Ellen T. Lyons, Individual Retirement Account Answer Book 4th Edition, $120, 1998, Aspen Pub

Levy, Donald R., The 403b Answer Book, $62, Aspen Pub.

Lewontin, Richard C., It Ain’t Necessarily So:  The Dream of the Human Genome and Other Illusions, $20,  Published in 2000

Lewis, Michael, Liar’s Poker: Rising Through the Wreckage on Wall Street, 1989, Penquin Group

Lott, John R. Jr., More Guns Less Crime: Understanding Crime and Gun Control Laws, University of Chicago Press, 1998, $16

Lowenstein, Roger, When Genius Failed: The Rise and Fall of Long-Term Capital Management, 2000, Random House, $18

Lynch, Peter S. And John Rothchild. One Up On Wall Street:  How To Use What You Already Know to Make Money in the Market. 1989. Penguin Books. ISBN: 0-14-01-27925.

Mackay, Harvey. Dig Your Well Before You're Thirsty. 1997. Bantam Doubleday Dell Audio. ISBN: 0-533-47774-9. Cost: $18.

Mackay, Harvey. Beware The Naked Man Who Offers You His Shirt. 1990. Simon & Schuster. ISBN: 0-671-70373-0. Cost: $9.

Malkiel, Burton G., A Random Walk Down Wall Street. 1991. Norton. ISBN: 0-393-95961-9.

Maley, Dale C., Index Mutual Funds: How to Simplify your Financial Life & Beat the Pro’s, $12, Arthephius Pub, 1999

Maltz, Maxwell Foundation & Bobbe Sommer, Psycho-Cybernetics Revised Edition, 1993, $10, MJF Books

McPherson, James M., The Rise and Fall of the Confederate Governement

McWilliams, Peter, You Can’t Afford The Luxury Of A Negative Thought, Prelude Press, $6, 1995, ISBN# 0-931580-24-2, also available audio tapes 1-800-life-101.

Mercer, William M., Social Security & Medicare Newsletter and other Publications 800-477-4541 or fax 502-561-4747,  3 years for $48,

Michaels, Nancy, How To Be A Big Fish In Any Pond: Memorable Marketing Strategies for Micro-Business & Enterpreneurs,  Call Impression Impact  at 800-95-BIG-FISH. other titles are Media Madness and A to Z Visibility    

Miller, David and Kenneth Blum Ph.D., Overload: Attention Deficit Disorder and the Addictive Brain, $10, Andrews & McMeel Pub, 1996, ISBN# 0-8362-0460-3

Montoya, Peter, The Personal Branding Phenomenon, 2002,         

Moore, Geoffrey A. Inside the Tornado: Marketing Strategies from Silicon Valley's Cutting Edge. 1995. ISBN: 0887307655. Cost $18.

Moore, Thomas. Meaningful Work. Borden Publishing, 1997. Audio Cassette, cost: $17.

Morgen, Sharon Drew. Selling with Integrity: Reinventing Sales Through Collaboration, Respect, and Serving. Berrett Koehler, 1997. ISBN: 1-57675-015-9. Cost: $17.

Morgen, Sharon Drew. Sales On The Line: Meeting The Business Demands Of The 90's Through Phone Partnering. 1993. Metamorphous Press. Ph. 503-228-4972. ISBN: 1-55552-047-2. Cost: $15.

Murray, Nick, The Craft of Advice: Essays 1995-1998, $30, 1999, ISBN:0-9669763-0-4

Murray, Nick, The Excellent Investment Advisor, 1996, $43, private publisher phone-516-765-9430/ fax-516-765-9431, ISBN# 0-9655161-0-5

Mylroie, Laurie, Study of Revenge: Saddam Hussein’s Unfinished War against America, AEI Press, $24

Nass, Herbert E., Wills of the Rich & Famous: Fascinating Look at the Rich, Often Surprising Legacies of Yesterday’s Celebrites,$10, Warner Books, 1991, ISBN# 0446392189

Novak, Michael. Business As A Calling: Work In the Examined Life. Freepress. 1996. ISBN: 0-684-8248-4. Cost: $23.

Novak, Michael. The Spirit of Democratic Capitalism. Madison Books, 1991. ISBN: 0-8191-7822-5.

O’Higgins, Michael B., Beating the Dow with Bonds: A high-Return, Low-Risk Strategy for Outperforming the Pros Even When Stocks Go South, 1999, book-$18 and audio book $12

Olasky, Marvin. The Tragedy of American Compassion. 1992. Crossway Books. ISBN: 0-89107-863-0.

Ormerod, Paul, Butterfly Economics: A New General Theory of Social & Economic Behavior, 1998, Random House, $21

O’Shaughnessy, James P, How to Retire Rich: Time Tested Strategies to Beat the Market & Retire In Style, 1998, $18, Broadway Books, ISBN# 0767900723.

O’Shaughnessy, James P. Invest Like the Best:  Using Your Computer to Unlock the Secrets of the Top Money Managers. 1994. McGraw-Hill. ISBN: 0-07-047984-4.

O’Shaughnessy, James P. What Works On Wall Street:  A Guide to the Best Performing Investment Strategies of All Time. 1997. McGraw-Hill. ISBN: 0-07-047985-2.

Pendergrast, Mark, Uncommon Grounds: The History of Coffee and How It Transformed Our World, 1999, $21, Basic Books

Perry, John C., Myths & Realities of American Slavery: The True History of Slavery in America

Peters, Joan, From Time Immemorial: The Origins of The Arab-Jewish Conflict Over Palestine, $25

Peters, Tom, The Brand You 50: Fifty Ways To Transform Yourself From An “Employee” Into A Brand That Shouts Distinction, Commitment, and Passion!,$14, Published 1999, Knopf

Pilzer, Paul Zane. Unlimited Wealth: The Theory and Practice of Economic Alchemy. New York: Crown Publishers Inc. ISBN: 0-517-58211-2. Cost $20 (hardcover), $11 (audio cassette).

Plotnick, Charles K. LLB, and Stephan R. Leimberg. How to Settle an Estate:  A Manual for Executors and Trustees. 1991. Consumer Reports Books. ISBN: 0-89043-442-5.

Plous, Scott, The Psychology of Judgment & Decision Making, McGraw Hill, 1993, $18

Polak, Frederick Lodewiljk, The Image of the Future. Elsevier Science, 1973. ISBN: 0875891527.

Pollock, Ellen Joan, The Pretender: How Martin Frankel Fooled the Financial World and Led the Feds on One of the Most Publicized Manhunts in History, 2002, Simon & Schuster

Pollock, Ellen Joan, Turks & Brahmins: How one firm’s struggle to survive the frenzied 1980’s mirrors the raucous dynamics of law and business in today’s America, 1990, Touchstone Simon & Schuster

Pratt, Larry-Editor, Safeguarding Liberty: The Constitution & Citizen Militias, $15, Legacy Communications Franklin, TN, 1995

Prince, Russ Alan, & Karen Maru File, Building Your Business: Marketing Your Way to $100 Million Investment Advisory Business. HNW Press, 1997, Ph- 203-255-8772 or fax 203-256-9147 ISBN:0-9658391-0-9 $40.

Prince, Russ Alan, & Karen Maru File. Cultivating the Affluent. New York: Institutional Investor, 1995. This book is available by calling 203-924-5804.

Prince, Russ Alan, & Karen Maru File. Cultivating the Affluent II. New York: Institutional Investor, 1997. This book is available by calling 203-924-5804.

Prince, Phillips and Apolinsky. Physician Financial Planning in a Changing Environment. California: PMIC. This book is available by calling 800-MED-SHOP.

Prince, Russ Alan, & Karen Maru File. Marketing Through Advisors: A Toolkit for the Life Insurance Professional. Cincinnati: The National Underwriter Co., 1996. This book may be ordered direct from the publisher at 800-543-0874, cost: $25.

Prince, Russ Alan, & Karen Maru File. Marketing to Family Businesses: A Toolkit for the Life Insurance Professional. Cincinnati: The National Underwriter Co., 1995. This book may be ordered direct from the publisher at 800-543-0874, cost: $25.

Prince, Russ Alan, & Karen Maru File. Marketing to the Affluent: A Toolkit for the Life Insurance Professional. Cincinnati: The National Underwriter Co., 1995. This book may be ordered direct from the publisher at 800-543-0874, cost: $25.

Prince, Russ Alan, & Karen Maru File. Building an Affluent Clientele: Marketing Personal Lines to the Wealthy. Cincinnati, OH: National Underwriter, 1996. This book is available directly from the publisher at 800-543-0874.

Prince, Russ Alan, William J. McBride & Karen Maru File. Charitable Estate Planning: How to Find and Work With The Philanthropic Affluent. Lexington House, 1994. Tel: 800-356-5936, cost: $29.

Prince, Russ Alan, & Karen Maru File. The Seven Faces of Philanthropy. San Francisco: Jossey-Bass, 1994. This book is available by calling 415-433-1740.

Reavis, Dick J., The Ashes of Waco: An Investigation, Syracuse University Press, 1995, $20

Reichheld, Frederick F. & Thomas Teal, The Loyalty Effect: The Hidden Force Behind Growth, Profits and Lasting Value, Harvard Business Press 1996, $18, ISBN# 0875844480

Richardson, Senator H.L., Confrontational Politics, $8, 1998, Gun Owners Foundation Springfield, Virginia

Ropke, Wilhelm, A Humane Economy: The Social Framework of the Free Market, 3rd edition 1998, $15, ISI  website

Rosenberg, Claude, Jr. Wealthy and Wise: How You and America Can Get the Most Out of Your Giving. Boston: Little, Brown and Company, 1994. This book should be available through your local bookstore – ISBN: 0-316-75741-1, cost: $24.

Rowland, Mary, A Commonsense Guide to Your 401(k), 1997, $14, ISBN# 157660019X

Rummel, R.J., Death By Government, 1997, $21, available Laissez Faire Books 938 Howard St. #202 San Francisco, CA 94103,  800-326-0996,        

Russo, J. Edward and Paul J. H. Schoemaker, Decision Traps: The Ten Barriers To Brilliant Decision-Making & How to Overcome Them, 1990, $13, Fireside

Sande, Ken, Peacemaker: Resolving Conflict God’s Way, audio or book call 406-256-1583

Sapadin, Dr. Linda, & Jack Maguire. It's About Time: The Six Styles Of Procrastination And How To Overcome Them. 1996. Viking Pub. ISBN: 0-670-85878-0. Cost: $10.

Schervish, Paul G., Planton E. Coutsoukis and Ethan Lewis. Gospels of Wealth. Greenwood Publishing Group, 1994. ISBN: 0-275-95094-8. Cost: $20.

Schervish, Paul G., Wealth in Western Thought. Greenwood Publishing Group, 1994. ISBN: 0-275-94677-0. Cost: $55.

Schervish, Paul G. (Editor), Virginia A. Hodgkinson, Margaret Gates. Care and Community in Modern Society: Passing on the Tradition of Service to Future Generations. 1995. Jossey-Bass Non-Profit Sector Series. ISBN: 0-787-0109-1

Schoenhals, G. Roger. On My Way to Planned Giving: Inspiring Anecdotes and Advice for Gift-Planning Professionals. Cost: $30.

Schwantz, Randy,  The Wedge: A Proven Technique For Separating Prospective Clients from your Competitors and Winning New Business, 1998, National Underwriter, $30

Schwartz, Evan I. Webonomics: Nine Essential Principles for Growing Your Business on the World Wide Web. 1997. ISBN: 0553061720. Cost $18.

Schwartz, John J. Modern American Philanthropy: A Personal Account. 1994. John Wiley & Sons, Inc. 1 Wiley Dr., Somerset, NJ  08875. Tel: 800-879-4539, Fax: 908-302-2300. ISBN: 0-471-59283-8

Schwartz, Peter. The Art of the Long View: Planning for the Future in an Uncertain World. 1996. Book ISBN: 0385267320, cost $12. Audio ISBN: 055347362X.

Schwartz, Richard A. & Catherine R. Turner, Life Insurance Due Care: Carriers, Products and Illustrations 2nd Edition (Formerly Life Insurance Products, Illustrations and Due Diligence), ABA 1994, The Insurance Counselor series

Schwarzbein M.D. and Nancy Deville, The Schwarzbein Principle: The Truth About Losing Weight, Being Healthy and Feeling Younger, HCI in 1999, $25

Schwarzbein M.D. and Marilyn Brown, The Schwarzbein PrincipleII: The Transition

Schwarzbein M.D., Nancy Deville and Evelyn Jacob, The Schwarzbein PrincipleVegetarian Cookbook

Sedgwick, John. Rich Kids: America’s Young Heirs and Heiresses, How They Love and Hate Their Money. New York: William Morrow and Company, Inc., 1985.

Seligman, Martin, E.P., Ph.D.  Learned Optimism: How To Change Your Mind And Your Life. 1990. Pocket Books. ISBN: 0-671-74158-6. Cost: $12.  Also see book edited by Jane E. Gillham entitled The Science of optimism & Hope: Research essays in Honor of martin E. P. Seligman  published 2001.

Seligman, Martin, E.P., Ph.D. The Optimistic Child: A Proven Program To Safeguard Children Against Depression And Build Lifelong Resilience. 1996. Audio Series. ISBN: 0-694-517380.

Seligman, Martin, E.P., Ph.D. Helplessness On Development, Depression And Death. 1992, W. H. Freeman. ISBN: 0-7167-2328-X. Cost: $14.

Shenkman, Martin M, The Complete Book of Trusts, $20, John Wiley & Sons, 1997, ISBN# 0471170445

Shechtman, Morris R., The Internal Frontier: Creating The Personal Transformations That lead To Success, 1998, audio or book $20

Shechtman, Morris R., Working Without a Net: How to Survive & Thrive in Today's High Risk Business World . ISBN: 0-671-53582-X. Audio Cassette Cost: $11. Various audio tapes available directly from author 800-807-5906 or fax-406-755-5551.

Shechtman, Morris R., Successfully Selling in a High Risk Culture.  $40. Audio Book from The Shechtman Institute 329 Boulder Hill Pass Oswego, IL 60543 800-807-5906  ask for Pam Brauer.

Shechtman, Morris R., High Performance Leadership: Business & Personal Life in a High Risk Culture.  $100. Audio Book from The Shechtman Institute 329 Boulder Hill Pass  Oswego, IL 60543, 800-807-5906 ask for Pam Brauer.

Shilling, A. Gary,  Deflation: Why it’s coming, whether it’s good or bad, and how it will affect your investments, business, and personal affairs, Lakeview Pub., 1998, $16

Shimpock, Kathy. Business Research Handbook: Methods and Sources for Lawyers and Business Professionals. Little, Brown and Co., 1996. ISBN: 0-316-80881-4. Tel: 800-331-1664. Cost: $8.

Siegel, David, Futurize Your Enterprise: Business Strategy in the Age of the E-customer, 1999, $18

Siegel, Jeremy J. Stocks For the Long Run:  A Guide to Selecting Markets for Long-Term Growth. 1994. Irwin. ISBN: 1-55623-804-5.

Simon, Julian L.,The Economics of Population: Classic Writings, Julian L. Simon Editor, 1998, $35

Simon, Julian L., Population Matters: People, Resources, Environment & Immigration, 1999, $20, Transaction Publishers

Simon, Julian L., The Ultimate Resource 2, 1996, $18, Princeton

Simon, W. Scott, The Prudent Investor Act: A Guide to Understanding, 2002, Namborn Pub. ISBN: 0-9661172-8-1

Shlaes, Amity, The Greedy Hand: How Taxes Drive Americans Crazy and What to Do About it, Random House, 1999,$16.

Slesnick, Twila PhD & John C. Suttle JD, CPA, IRA’s, 401(K)s & Other Retirement Plans: Taking Your Money Out, 2nd Edition,  Published in 2000, $20

Small, Stephen J. Preserving Family Lands: Essential Tax Strategies For The Land Owner. Landowner Planning Press, 1993. ISBN: 096-2455-717. Cost: $9.

Small, Stephen J. Preserving Family Lands: Book II.  Landowner Planning Center (617-357-1644). Book available  from Preserving Family Lands Box 2242  Boston, MA. 02107, 1997. ISBN:0-9624557-3. Cost $15.

Smith, Adam, Wealth of Nations, $8,

Sowell, Thomas, The Vision of the Anointed: Self-Congratulation a Basis for Social Policy, 1995, Basic Books, $20

Stanley, Thomas J., Ph.D. and William D. Danko, Ph.D. The Millionaire Next Door. 1996. Longstreet Press. ISBN: 1-56-352-330-2. Cost: $15.

Steward, Thomas A. Intellectual Capital: The New Wealth of Organizations. 1997. ISBN: 0385482280. Cost: $19.

Stone, Deanne. Building Family Unity Through Giving: The Story of the Namaste Foundation.  The Whitman Institute, 1992. This book is available from The Whitman Institute. Call John Esterle at 415-982-0386, Fax: 415-392-2097.

Storr, Anthony, Solitude: A Returning To the Self. 1988, $10

Swedroe, larry E., The Only Guide To A Winning Investment Strategy You’ll Ever Need, Truman Tally Books in 1998, $20

Taussig, F.W., The Tariff History of the United States, Capricorn Books

Taylor, Jim , Watts Wacker & Howard Means,  The 500 Year Delta: What Happens After What Comes Next, Published July 1998 by Harper Collins, $11., ISBN# 0887309119

Teitell, Conrad. Charitable Lead Trusts: Explanation, Specimen Agreements, Forms. Old Greenwich, CT: Taxwise Giving, 1995. This book may be purchased directly from the publisher by calling 800-243-9122, cost: $145.

Thaler, Richard H., The Winner’s Curse: Paradoxes & Anomalies of Economic Life, 1994, $14

Thaler, Richard H., Advances in Behavioral Finance, 1993, $20

Thorton, Mark & Robert B. Ekelund Jr., Tariffs, Blockades, and Inflation: The Economics of the Civil War, 2004, SR Books

Trock, Gary R., The Roth IRA: Made Simple –Pay No Taxes At Retirement!, 1998, $15

Trone, Donald B., William R. Allbright & Philip R. Taylor, Procedural Prudence For Fiduciaries: The Handbook for The Management of Investment Decisions, Published 1997 , can order this book by calling Don B. Trone at the Foundation for Fiduciary Studies, Center for Fiduciary Studies at the Univ. of  Pittsburgh - phone 412-421-6663 or the main office 412-369-9925

Trone, Donald B., William R. Allbright & Philip R. Taylor, The Management of Investment Decisions, Published by Irwin Professional Pub. 1996, $52

Tufte, Edward R., The Visual Display of Quantitative Information, Graphics Press 1983  phone 800-822-2454 or fax-203-272-8600, $30 .

Tufte, Edward R., Visual Explanations, 1997, Graphics Press, $30.

Tufte, Edward R., Envisioning Information, Graphics Press, 1990, $30

Tweddell, Jerry & Jack Pierce, Winning With Index Mutual Funds: How To Beat Wall Street At Its Own Game, American Management Association, 1997, $18

Ury, William. Getting Past No: Negotiating with Difficult People. Bantam Doubleday, 1991. Audio ISBN: 0-553-470221. Cost: $17.

Ury, William and Roger Fisher,  Getting to Yes: Negotiating Agreement without Giving in,  $17,  Pub Houghton  1992  ISBN#  0395631246

Vessenes, Katherine, Protecting Your Practice, for RIA’s, $35, 1997, ISBN# 157660053X

Weaver, Randy & Sara, The Federal Siege At Ruby Ridge, 1998, $14, Ruby Ridge Inc

Weylman, C. Richard, Opening Closed Doors: Keys to Reaching Hard-To-Reach People, $22, 1994, McGraw Hill

White, Douglas. The Art of Planned Giving: Understanding Donors and the Culture of Giving. John Wiley & Sons, Inc. 1 Wiley Dr., Somerset, NJ  08875. Tel: 800-879-4539, Fax: 908-302-2300, cost: $55.

Wiandt, Jim and Will McClatchy: Exchange Traded Funds: An Insider’s Guide to Buying The Market, Pub 2002 by Index Funds/John Wiley         Price $21

Williams, Walter E., All It Takes Is Guts, audio by Blackstone Audio Books(800-729-2665) 1997, $40 ISBN# 0786100206,

Williams, Walter E., Do the Right Thing:The People’s Economist Speaks, Hoover Press, $16, 1995, ISBN# 0817993827 Book of short essays from nationally syndicated column.

Williams, Walter E. & Ludwig von Mises, Liberalism, Blackstone Audio Books(800-729-2665), 1997, $45, ISBN# 0786102403.

Williams, Walter E., More Liberty Means Less Government: Our Founders Knew This Well, 1999, $15, Laissez Faire Books 800-326-0996

Wooster, Martin Morse. The Great Philanthropists and the Problem of “Donor Intent”. Capital Research Center, 1513 16th N.W., Washington, D.C.  20036, Tel: 202-483-6900, Fax: 202-483-6902, Web Site:  ISBN: 0882-5750.

Zabel, William D. The Rich Die Richer and You Can Too. New York: William Morrow and Company, Inc., 1995. This book should be available through your local bookstore – ISBN: 0-688-12350-3, cost: $18 (paperback).

Zaiss, Carl D. and Thomas Gordon. Sales Effectiveness Training : The Breakthrough Method to Become Partners With Your Customers. ISBN: 0-525-93676-9. Paperback Cost: $10. ISBN: 0-453-00872-0. Audio Cassette Cost: $$8.






Philanthropic Booklets and Pamphlets




Items available from Indiana University Center on Philanthropy, 550 West North Street, Suite 301, Indianapolis, IN 46202. Contact Pat Kelly at 317-274-4200, Fax: 317-684-8900, Web site: 

Burlingame, Dwight F. Altruism and Philanthropy: Definitional Issues. Essays on Philanthropy, No. 10, cost: $2.

Burlingame, Dwight F., Ed. The Responsibilities of Wealth. Bloomington, IN: Indiana University Press, 1992, cost: $25.

Karl, Barry D. Andrew Carnegie and His Gospel of Philanthropy: A Study in the Ethics of Responsibility. Essays on Philanthropy, No. 1, cost: $5.

Prewitt, Kenneth. Social Sciences and Private Philanthropy: The Quest for Social Relevance. Essays on Philanthropy, No. 15, cost: $2.

Saillant, John. Black, White, and “The Charitable Blessed”: Race and Philanthropy in the American Early Republic. Essays on Philanthropy, No. 8, cost: $2.

Smurl, James F. Three Religious Views About the Responsibilities of Wealth. Essays on Philanthropy, No. 4, cost: $5.

Stuart, Paul H. Philanthropy, Voluntarism, and Innovation: Settlement Houses in Twentieth-Century America. Essay on Philanthropy, No. 5, cost: $5.

Tuckman, Howard P. Competition Among Nonprofits and Between Nonprofits and For-Profits. Working Paper 90-1, cost: $5.

Items available from The Philanthropy Roundtable Publications, 1150 17th St. N.W. #503, Washington, D.C. 20036, Tel: 202-822-8333, Fax: 202-822-8325, Web site: 

Bork, Robert H. & Waldemar Nielsen. Donor Intent.

Heyne, Paul. The Promise of Community: Strengthening Civil Society.

Heyne, Paul. The Promise of Community: Local Voluntary Organizations as Problem-Solvers.

Higgins, Heather R., & Michael S. Joyce. Should Foundations Exist in Perpetuity?: Two Perspectives. Cost: $10 (paperback).

McKenzie, Richard B. The Market Foundations of Philanthropy $10

Olasky, Dr. Marvin, Questions To Ask Before You Write The Check, $25

Payne, James L., The Promise Of Community, $10

Reynolds, Alan. Death, Taxes and the Independent Sector: Reflections on the Past and Future Growth of Private Charities and Foundations.

Rhoads, Paul K.,  Managing A Private Foundation, $25

Rhoads, Paul K. & Stephanie Denby. Starting a Private Foundation.

Swim, Gaylord. Discovering Charity.



Philanthropic Newsletters




American Philanthropy Review published quarterly. 30021 Toman Street, Suite 300, Rancho Santa Margarita, CA  92688. Tel: 800-971-4438. Fax: 714-589-4399. Web site:  $156 annually.

Charitable Gift Planning News published monthly by Moerschbaecher, McCoy & Simmons, P. O. Box 214373, Dallas, TX 75221-4373. Tel: Carol Stone 214-978-3325 or call Lynda Moerschbaecher at 415-788-1414. Email:  Web site:  $144 annually.

Charitable Giving Tax Service, R&R Newkirk, 8695 S. Archer Suite 10, Willow Springs, IL 60480. Tel: 800-342-2375. Fax: 708-839-9207.

The Planned Gifts Counselor by Gale Research, 835 Penobscot Bldg., Detroit, MI 48226. Tel: 800-877-8238. Fax: 800-414-5043. Web site: 

Planned Giving Today, G. Roger Schoenhals editor/publisher, 2315 NW 198th Street, Seattle, WA 98177. Tel: 800-525-5748. Fax: 206-546-6268. Web site: 

Taxwise Giving by Conrad Teitell, 13 Arcadia Road, Old Greenwich, CT 06870. Tel: 800-243-9122. Fax: 203-637-4572. $185 annually.

Tax-Wise Money by Robert Carlson, JD, CPA. Agora Financial Publishing, 1217 St. Paul Street, Baltimore, MD 21202-4799. Tel: 800-433-1528. $69 annually.



Publications, Services & Software




Acton Institute for the Study of Religion and Liberty. Fr. Robert A. Sirico, 161 Ottawa N.W. Suite 301, Grand Rapids, MI  49503. Tel: 616-454-3080. Email:  Web site:  The Lord Action Book Shoppe has a myriad of books, addresses by Fr. Robert Sirico, cassette and video tapes and back issues of the Acton Institute publications.

American Philanthropy Review published quarterly. 30021 Toman Street, Suite 300, Rancho Santa Margarita, CA  92688. Tel: 800-971-4438. Fax: 714-589-4399. Web site: cost: $156 annually.

Back Forty land & Conservation Newsletter  Hastings College of the Law  200 McAllister St.  San Francisco, CA 94102  415-565-4857  or fax 415-551-4110 email  One year subscription is $110

Capital Research Center. 1513 16th N.W., Washington, D.C.  20036. Created in 1984 to study critical issues in philanthropy with a special focus on public-interest and advocacy groups, the funding sources that sustain them and their impact on public policy and society. They have produced a number of newsletters and studies in these areas. Tel: 202-483-6900, Fax: 202-483-6902, Web Site: 

Charitable Gift Planning News published monthly by Moerschbaecher, McCoy & Simmons, P. O. Box 214373, Dallas, TX 75221-4373. Tel: Carol Stone 214-978-3325 or call Lynda Moerschbaecher at 415-788-1414. Email:  Web site:  $144 annually.

Charitable Giving Tax Service, R&R Newkirk, 8695 S. Archer Suite 10, Willow Springs, IL 60480. Tel: 800-342-2375. Fax: 708-839-9207.

Compulife Software  800-567-8376  / fax –606-885-3988  Great software to run term rates on multiple life insurance companies fast.

Council for Advancement and Support of Education, Suite 400, 11 Dupont Circle, Washington, D.C. 20036-1261. Tel: 202-328-5900. Fax: 202-387-4973. Fax on demand: 202-274-4700. Web site: 

Crescendo Planned Giving Software. Charles Schultz, J.D. or Ardis C. Schultz. Condel, Inc., 1601 Carmen Drive, Suite 103,  Camarillo, CA.  93010.  Tel: 800-858-9154. Fax: 805-388-2483. Web site:  Cost: $2090 + $595 annually (Windows® 95).

Crescendo also has Section 7520 rates for all months since inception, all on one page, available at

Dearborn Financial Institute   Pocket Tables 800-824-8742

Docs in a Box (CRT, CLT, PIF, CGA, and other planned giving documents and legal support services for attorneys). A Lynda Moerschbaecher Company, San Rafael CA  94901-5172. Tel: 415-788-1414. Fax: 415-788-1466. Email:  Web site:

Estate Planning Mag., Warren Gorham & Lamont / RIA Group Subscriptions $245 yearly, call 800-9501216

Foundation For Economic Education  Publishes “Ideas On Liberty” a journal on free market economic subjects.   Phone 914-591-7230   fax-914-591-8910.

Frontier Analytics Asset Allocation Software, 619-552-1268,

Gilder Technology Report   call 888-647-7304 or 800-292-4380

Giving Magazine,

Hillsdale College, Hillsdale, MI  49242. Imprimis Tel: 800-437-2268. Email John Cervini at  Web site: 

Ibbotson Products and Software 800-758-3557

Indiana University Center for Philanthropy, 550 W. North St., Suite 301, Indianapolis, IN  46202-3162. Tel: 317-274-4200. Fax: 317-684-8900. Web site: 

InsMark, Documents on a Disk- Private Split Dollar, Charitable Trust Documents, various other software programs call 888-467-6275 or fax 925-866-1567

Leimberg Associates  Myriad of tax books and financial tool software

Mackinac Center for Public Policy, 119 Ashman St., Box 568, Midland, MI  48640. Tel: 517-631-0900, Fax: 517-631-0964. Web site:  Automated publication order system 800-22-IDEAS. The Mackinac Center, headed by Larry Reed has a myriad of publications for sale. 

National Committee on Planned Giving. 310 N. Alabama, Suite 210, Indianapolis, IN  46204-2103. Tel: 317-269-6274. Fax: 317-269-6276. Web site: 

National Society of Fund Raising Executives. 1101 King Street, Suite 700, Alexandria, VA  22314-2967. Tel: 703-684-0410. Fax: 703-684-0540. Web site: 

PG Calc. Planned Giving software.  A source for Section 7520 rates for all months since inception, all on one page. also available.

PhilanthroTec, Inc. The Charitable Scenario. “Top of the Line” in planned giving software. This software allows you to calculate deductions, cash flow models for all income gifts and integrates the use of life insurance as a “wealth replacement” tool, if so desired. It is filled with reports and color graphs to fully illustrate your design. Cost: $1,895 includes first year maintenance fee of $595.  A source for Section 7520 rates for all months since inception, all on one page

Planned Giving Today, G. Roger Schoenhals editor/publisher, 2315 NW 198th Street, Seattle, WA 98177. Tel: 800-525-5748. Fax: 206-546-6268. Web site: 

Renaissance, The Social Capital Company. 11595 North Meridian St. #250, Carmel, IN  46032. Tel: 317-843-5400 or 800-843-0050. Fax. 317-843-5273. Administration of charitable vehicles and document drafting service. Web site:

Wealth Transfer Planning for Windows®. A revolutionary professional productivity tool for estate planners that combines leading edge technology with the expertise of four of the nation’s leading estate and trusts attorneys. Renowned estate planning experts Jonathan G. Blattmachr, Dan Hastings, Howard M. Zaritsky, and Dennis I Belcher have developed interactive software that helps you build complete estate plans and legal documents in just minutes instead of hours or days. Call The Technology Group at 410-576-2040

Robert F. Sharpe & Co. 5050 Poplar Avenue, Memphis, TN  38157. Tel: 901-680-5300. Fax: 901-761-2658. Web site:  Various planned giving booklets.  Training for planned giving professionals. Also National Planned Giving Institute. Tel: 800-249-0179. Fax: 757-253-4421. Web site: 

Taxwise Giving by Conrad Teitell, 13 Arcadia Road, Old Greenwich, CT 06870. Tel: 800-243-9122. Fax: 203-637-4572. $185 annually. Web site:

Trusts & Estates Mag., $129 yearly, Fax to 615-377-0525

Values-Based Selling™. Various books, videos and audios on values-based selling by Bill Bachrach. Bachrach & Associates. 8380 Miramar Mall, Suite 233. San Diego, CA 92121. Tel: 800-347-3707. Fax: 619-588-0748. Web site:

Interesting Web Links       Resources for Biblical Studies              Joel Barkers video “The Business of Paradigms” A best seller helps us to understand how paradigms determine the way we see the world and our future. Joel’s message will open you and your organization to opportunities and solutions you might not have considered because they didn’t fit your paradigm.  U.S. Tax Court site                  100 Hot Web Sites  Info Accounting Today                World’s largest online bookstore           Auto web site   Northwestern Mutual Life Complaint site           Stock Market quotes        Crash Course in Wills & Trusts     Texas Probate web site   Estate Planning Links web site           Elder Care web site National Association of Fin. Planners                     Financial planners discussion group                  Hoovers financial info on public companies                      International Association of Financial Planners                  The American College               The National Motorists Association             Online Dictionary               Online used & out of print bookstore         Talking Book World                   Wallstreet Journal online                   Foundation for Economic Education           Investment info           Investment info                 Life & Health Insurance Foundation for Education                          SEI Investment Co.                      Frank Russell Co.                       Forbes  Mag. Publications          Washington Post online            Investment info                          Investment info                       CNN Financial Network                      Federalist Society              S & P Compustat Investment Online           Aviation/ Airline/ Airport web page          Tax Analysts software web page            Software Spectrum(online software site)             Renaissance Inc Charitable Trust Administration    Probate Property software website               Flowers online                 ABC News             American Greetings           Seach engine                  Dell Computers            Federal Express           Etrade          Los Angeles Times       Map search engine            Online movie database    Microsoft      Microsoft Investor          Movie Link            MSNBC           New York Times                 PBS             Stock Market quotes            Planned Giving Today          American Philanthropy           Lynda Moerschbaecher web page    Conrad Teitell’s web page        Crescendo software & 7520 rates                     The Center for Philanthropy             Mackinac Center for Public Policy                  National Council on Planned Giving              Pgcalc Software               National Society of Fund Raising Executives            Philanthrotech software    Bill Bachrach’s web page              Robert F. Sharpe & Co Planned Giving

www.philanthropyroundtableorg              Philanthropy Roundtable          American Benefactor Mag                    Acton Institute in Grand Rapids, MI         Web site for Dogs Of the Dow update  The Practicing Attorney’s Home Page  The National Conference of Commissioners on Uniform State Laws                  American Medical Association                          Institute of Continuing Legal Education         Amusing web page.                           The Foundation for Economic Education                        American College of Trust and Estate Counsel                      American Bar Association  Law-On-The-Internet Booklist          ABA Tax Section  Microsoft Industry – Legal                          Heiros Gamos – The Comprehensive Legal Site                 USA Today Online  Winzip software    Dun & Bradstreet listing of companies  Michael Lovas, Ghost Writer       Sigma Broker Dealer web page/looking for a new broker dealer.  IRS home page                      National Association of Security Dealers home page                          U.S. Securities & Exchange Commission            Healthfinder Consumer Gateway              Directory of kids camps and summer experiences  Medical Web Database                          International Association of Financial Planning!rbeard/diction.html  Online dictionary                      Welcome to Legal Survival U.S. laws in force  Electric library of online magazines newspapers

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