The Federal tax, ERISA, securities laws, and bankruptcy issues associated with nonqualified deferred compensation plans part 2
401(k) plans
Type of Work:
Multimedia kit
Registration Number / Date:
PA0000265660 / 1985-05-22
Date of Publication:
February 1, 1985
Date of Creation:
1985
Title:
401(k) plans : a comprehensive review.
Copyright Note:
C.O. correspondence.
Imprint:
[Bryn Mawr, PA] : American Society of C L U, c1985.
Description:
1 manual, 5 sound cassettes, in container.
Other Title:
Keeping Current Clinic X, Atlanta
Copyright Claimant:
American Society of C L U
Copyright Notice:
notice: American Society of Chartered Life Underwriters
Notes:
Proceedings of the Keeping Current Clinic X, Atlanta.
Authorship on Application:
sound recording, printed & recorded text: American Society of C L U, employer for hire.
Names:
Keeping Current Clinic X, Atlanta
American Society of Chartered Life Underwriters (24 documents)
example document: New perspectives in sophisticated estate tax planning
American Society of C L U. (18 documents)
example document: Financial planning focus
American Society of Chartered Life Underwriters (24 documents)
example document: New perspectives in sophisticated estate tax planning
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American Society of C L U. (18 documents)
example document: Financial planning focus
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The Anatomy of the corporate sale
Type of Work:
Multimedia kit
Registration Number / Date:
PA0000353080 / 1987-08-24
Date of Publication:
May 20, 1987
Date of Creation:
1987
Title:
The Anatomy of the corporate sale / producer, Ron Ermold ; director, Frank Gilbuena.
Copyright Note:
C.O. correspondence.
Description:
1 kit.
Copyright Claimant:
American Society of C L U & Ch F C
Authorship on Application:
American Society of C L U & Ch F C, employer for hire.
Names:
Ron Ermold (2 documents)
example document: Tax planning strategies after T R A '86
Frank Gilbuena
American Society of C L U & Ch F C
example document: Tax planning strategies after T R A '86
Frank Gilbuena
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American Society of C L U & Ch F C
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Split dollar--caveats and controversies
Type of Work:
Multimedia kit
Registration Number / Date:
PA0000405654 / 1989-01-25
Date of Publication:
November 16, 1988
Date of Creation:
1988
Title:
Split dollar--caveats and controversies.
Description:
1 kit.
Copyright Claimant:
American Society of C L U & Ch F C
Notes:
Video teleconference--audio & video tape packages.
Names:
American Society of C L U & Ch F C
Creative pension planning after T E F R A
Type of Work:
Multimedia kit
Registration Number / Date:
SR0000050431 / 1983-10-24
Date of Publication:
August 1, 1983
Date of Creation:
1983
Title:
Creative pension planning after T E F R A.
Basis of Claim:
New Matter: additional text, editing, sound cassettes.
Previous Registration:
Most text prev. reg. 1983, TX 1-129-292.
Series:
CLU continuing education cassette library
Imprint:
[Bryn Mawr, PA] : American Society of C L U, Division of Continuing Education, c1983.
Description:
1 kit.
Copyright Claimant:
The American Society of C L U
Authorship on Application:
American Society of C L U, employer for hire.
Names:
American Society of Chartered Life Underwriters
American Society of C L U. (18 documents)
example document: Financial planning focus
American Society of C L U. (18 documents)
example document: Financial planning focus
DBO's--death benefit only plans
Type of Work:
Multimedia kit
Registration Number / Date:
SR0000069987 / 1986-03-05
Date of Publication:
February 1, 1986
Date of Creation:
1986
Title:
DBO's--death benefit only plans / by Michael A. Swirnoff and David J. Tolan.
Basis of Claim:
New Matter: "additional text and sounds."
Previous Registration:
Some text preexisting.
Series:
Keeping current
Imprint:
[Bryn Mawr, PA] : American Society of C L U, c1986.
Description:
1 sound cassette, 1 syllabus.
Other Title:
D B O plans
Copyright Claimant:
American Society of C L U
Copyright Notice:
notice: American Society of Chartered Life Underwriters
Notes:
Title on cassette: D B O plans.
Authorship on Application:
sound recording, syllabus: American Society of C L U, employer for hire.
Names:
Michael A. Swirnoff (2 documents)
example document: New perspectives in sophisticated estate tax planning
David J. Tolan
American Society of Chartered Life Underwriters (24 documents)
example document: Financial planning focus
American Society of C L U. (18 documents)
example document: Executive compensation--supplemental income plans
example document: New perspectives in sophisticated estate tax planning
David J. Tolan
American Society of Chartered Life Underwriters (24 documents)
example document: Financial planning focus
American Society of C L U. (18 documents)
example document: Executive compensation--supplemental income plans
Capital preservation techniques for the corporate owner
Type of Work:
Multimedia kit
Registration Number / Date:
TX0000796221 / 1981-10-16
Date of Publication:
April 25, 1981
Date of Creation:
1980
Date in Notice:
notice: 1980
Title:
Capital preservation techniques for the corporate owner / [David J. Tolan, Martin Kalb, William A. Seligmann, Marshall I. Wolper]
Basis of Claim:
New Matter: "all other text."
Previous Registration:
Some text prev. pub.
Description:
1 v. + 5 sound cassettes.
Copyright Claimant:
American Society of Chartered Life Underwriters
Authorship on Application:
entire text (manual and cassette): American Society of Chartered Life Underwriters, employer for hire.
Names:
David J. Tolan
Martin Kalb (1 documents)
example document: New perspectives in sophisticated estate tax planning
William A. Seligmann
Marshall I. Wolper
American Society of Chartered Life Underwriters
Martin Kalb (1 documents)
example document: New perspectives in sophisticated estate tax planning
William A. Seligmann
Marshall I. Wolper
American Society of Chartered Life Underwriters
What a chartered financial consultant can mean to you
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001137451 / 1983-06-17
Date of Publication:
March 15, 1983
Date of Creation:
1983
Title:
What a chartered financial consultant can mean to you.
Description:
4 p.
Copyright Claimant:
American Society of Chartered Life Underwriters
Names:
American Society of Chartered Life Underwriters
American Society of C L U. (18 documents)
example document: Financial planning focus
American Society of C L U. (18 documents)
example document: Financial planning focus
Keeping Current Clinic
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001305404 / 1984-02-03
Date of Publication:
October 17, 1983
Date of Creation:
1983
Title:
Keeping Current Clinic : IX : Four Seasons Hotel, Philadelphia, Pennsylvania, October 17-18, 1983 / American Society of C L U.
Description:
1 v.
Variant title:
Keeping Current Clinic : IX
Copyright Claimant:
American Society of Chartered Life Underwriters
Names:
American Society of Chartered Life Underwriters (24 documents)
example document: Universal life insurance
Keeping Current Clinic, 4th, Philadelphia, 1983
American Society of C L U.
example document: Universal life insurance
Keeping Current Clinic, 4th, Philadelphia, 1983
American Society of C L U.
The Federal tax, ERISA, securities laws, and bankruptcy issues associated with nonqualified deferred compensation plans
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001551953 / 1985-03-27
Date of Publication:
February 6, 1985
Date of Creation:
1985
Title:
The Federal tax, ERISA, securities laws, and bankruptcy issues associated with nonqualified deferred compensation plans.
Copyright Claimant:
Michael A. Swirnoff
Notes:
Cataloged from appl. only.
Authorship on Application:
entire text: Michael Allen Swirnoff.
Names:
Michael Allen Swirnoff 1936-
The Federal income, gift, and estate tax consequences associated with death benefit only plans
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0001552007 / 1985-03-27
Date of Publication:
February 6, 1985
Date of Creation:
1984
Date in Notice:
notice: 1984
Title:
The Federal income, gift, and estate tax consequences associated with death benefit only plans.
Copyright Claimant:
Michael A. Swirnoff
Notes:
Cataloged from appl. only.
Authorship on Application:
entire text: Michael Allen Swirnoff.
Names:
Michael Allen Swirnoff 1936-
ChFC chartered financial consultant
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002172791 / 1987-08-13
Date of Publication:
October 1, 1987
Date of Creation:
1987
Title:
ChFC chartered financial consultant.
Copyright Note:
C.O. correspondence.
Description:
folder.
Copyright Claimant:
American Society of C L U & ChFC
Names:
American Society of C L U & ChFC (8 documents)
example document: Financial planning focus
example document: Financial planning focus
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CLU chartered life underwriter
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0002172792 / 1987-08-13
Date of Publication:
October 1, 1987
Date of Creation:
1987
Title:
CLU chartered life underwriter.
Copyright Note:
C.O. correspondence.
Description:
folder.
Copyright Claimant:
American Society of C L U & ChFC
Names:
American Society of C L U & ChFC
Occupational mathematics
Type of Work:
Non-dramatic literary work
Registration Number / Date:
TXu000260115 / 1986-11-17
Date of Creation:
1986
Title:
Occupational mathematics / Michael P. Swirnoff.
Description:
sheets.
Copyright Claimant:
Michael P. Swirnoff
Names:
Michael P. Swirnoff 1940-
New York logo, American Society of C L U, annual meeting & forum
Type of Work:
Two-dimensional art work
Registration Number / Date:
VAu000040947 / 1982-05-07
Date of Creation:
1982
Title:
New York logo, American Society of C L U, annual meeting & forum.
Copyright Note:
C.O. correspondence.
Copyright Claimant:
American Society of C L U
Notes:
Cataloged from appl. only.
Authorship on Application:
ill.: American Society of C L U, employer for hire of Elaine Ejdaharian.
Names:
Elaine Ejdaharian
American Society of C L U (7 documents)
example document: San Francisco logo, annual meeting/forum American Society of C L U
American Society of C L U (7 documents)
example document: San Francisco logo, annual meeting/forum American Society of C L U
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Toronto
Type of Work:
Art work
Registration Number / Date:
VA0000163477 / 1984-05-23
Date of Publication:
February 6, 1984
Date of Creation:
1984
Title:
Toronto : American Society of C L U Annual Meeting/Forum, Oct. 21-23, 1984.
Description:
Logo.
Copyright Claimant:
American Society of C L U
Authorship on Application:
American Society of C L U, employer for hire of Elaine Gulezian.
Names:
Elaine Gulezian (1 documents)
example document: San Francisco logo, annual meeting/forum American Society of C L U
American Society of C L U (7 documents)
example document: Financial planning focus
example document: San Francisco logo, annual meeting/forum American Society of C L U
American Society of C L U (7 documents)
example document: Financial planning focus
Orlando, logo, annual forum
Type of Work:
Art work
Registration Number / Date:
VA0000198330 / 1985-08-06
Date of Publication:
February 1, 1985
Date of Creation:
1985
Title:
Orlando, logo, annual forum.
Copyright Claimant:
American Society of C L U
Notes:
Cataloged from appl. only.
Authorship on Application:
American Society of C L U, employer for hire of Janet Seidel.
Names:
Janet Seidel
American Society of C L U
American Society of C L U
CLU journal
Title:
CLU journal : a publication of the American Society of Chartered Life Underwriters / [editor, Kenneth Black, Jr. ... et al.].
Serial Publication Year:
1980
Serial Key Title:
CLU journal
Imprint:
Bryn Mawr, Pa. : The Society.
ISSN:
0007-8573
Description:
print material.
Frequency:
Quarterly.
Description based on:
Vol. 32, no. 1, Jan. 1978.
Copyright Claimant:
The American Society of Chartered Life Underwriters.
Authorship on Application:
The American Society of Chartered Life Underwriters, employer for hire.
Names:
Black, Kenneth, Jr. (14 documents)
example document: Human behavior and life insurance
American Society of Chartered Life Underwriters.
The American Society of Chartered Life Underwriters.
American Society of C L U.
example document: Human behavior and life insurance
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American Society of Chartered Life Underwriters.
The American Society of Chartered Life Underwriters.
American Society of C L U.
CLU journal
Title:
CLU journal : a publication of the American Society of Chartered Life Underwriters / [editor, Kenneth Black, Jr. ... et al.].
Serial Publication Year:
1981
Serial Key Title:
CLU journal
Imprint:
Bryn Mawr, Pa. : The Society.
ISSN:
0007-8573
Description:
print material.
Frequency:
Quarterly.
Description based on:
Vol. 32, no. 1, Jan. 1978.
Copyright Claimant:
The American Society of Chartered Life Underwriters.
Authorship on Application:
The American Society of Chartered Life Underwriters, employer for hire.
Names:
Black, Kenneth, Jr. (14 documents)
example document: Human behavior and life insurance
American Society of Chartered Life Underwriters.
American Society of C L U. (18 documents)
example document: Financial planning focus
example document: Human behavior and life insurance
American Society of Chartered Life Underwriters.
American Society of C L U. (18 documents)
example document: Financial planning focus
CLU journal
Title:
CLU journal : a publication of the American Society of Chartered Life Underwriters / [editor, Kenneth Black, Jr. ... et al.].
Serial Publication Year:
1982
Serial Key Title:
CLU journal
Imprint:
Bryn Mawr, Pa. : The Society.
ISSN:
0007-8573
Description:
print material.
Frequency:
Quarterly.
Description based on:
Vol. 32, no. 1, Jan. 1978.
Authorship on Application:
The American Society of Chartered Life Underwriters, employer for hire.
Names:
Black, Kenneth, Jr. (14 documents)
example document: Human behavior and life insurance
American Society of Chartered Life Underwriters (24 documents)
example document: Financial planning focus
American Society of C L U. (18 documents)
example document: Executive compensation--supplemental income plans
example document: Human behavior and life insurance
American Society of Chartered Life Underwriters (24 documents)
example document: Financial planning focus
American Society of C L U. (18 documents)
example document: Executive compensation--supplemental income plans
Keeping current/editors' notebook
Title:
Keeping current/editors' notebook / American Society of C L U ; editor, Fred J. Dopheide, associate editor, Burke A. Christensen, assistant editor, Richard F. Breen, Jr.
Serial Publication Year:
1979
Imprint:
Bryn Mawr, PA : The Society, 1979-.
Description:
print material.
Frequency:
Frequency unknown.
Publication History:
Sept. 1979-
Other Title:
Keeping current.
Copyright Claimant:
American Society of Chartered Life Underwriters.
Notes:
Suppl. to: Keeping current.
Authorship on Application:
American Society of Chartered Life Underwriters, employer for hire.
Names:
Fred J. Dopheide
Burke A. Christensen
Breen, Richard F., Jr
American Society of Chartered Life Underwriters.
American Society of C L U. (18 documents)
example document: Financial planning focus
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Burke A. Christensen
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Breen, Richard F., Jr
American Society of Chartered Life Underwriters.
American Society of C L U. (18 documents)
example document: Financial planning focus
Syllabus for "Keeping current"
Title:
Syllabus for "Keeping current" / [C L U Department of Continuing Education] ; editor, Fred J. Dopheide.
Application Title:
"Keeping current" syllabus.
Basis of Claim:
New matter: compilation & additions.
Series:
CLU continuing education cassette library
Serial Publication Year:
1979
Imprint:
Bryn Mawr, Pa. : The Society.
Description:
print material.
Frequency:
Quarterly.
Other Title:
Keeping current
Keep current syllabus.
Keep current syllabus.
Description based on:
Vol. 9, no. 1, Dec. 1978.
Copyright Claimant:
American Society of Chartered Life Underwriters.
Authorship on Application:
American Society of Chartered Life Underwriters, employer for hire.
Names:
Fred J. Dopheide
American Society of Chartered Life Underwriters. Department of Continuing Education
American Society of Chartered Life Underwriters
CLU Department of Continuing Education.
American Society of Chartered Life Underwriters. Department of Continuing Education
American Society of Chartered Life Underwriters
CLU Department of Continuing Education.
CLU symposium .
Title:
CLU symposium . / [The American Society of Chartered Life Underwriters].
Serial Publication Year:
1983
Imprint:
[s.l.] : The Society.
Description:
print material.
Frequency:
Frequency unknown.
Other Title:
Creative pension planning after T E F R A.
Description based on:
No. 7.
Copyright Claimant:
The American Society of C L U.
Names:
American Society of Chartered Life Underwriters
American Society of C L U. (18 documents)
example document: Financial planning focus
American Society of C L U. (18 documents)
example document: Financial planning focus
Satellite education network
Title:
Satellite education network.
Serial Publication Year:
1983
Imprint:
[Bryn Mawr, PA] : The Society.
Description:
print material.
Frequency:
Frequency unknown.
Other Title:
Financial planning issues
Description based on:
No. 2.
Copyright Claimant:
American Society of C L U.
Authorship on Application:
American Society of C L U, employer for hire.
Names:
American Society of C L U (7 documents)
example document: You are cordially invited to display your company's services at the American Society of C L U's annual meeting/forum in the San Francisco Hilton from October 9-11, 1983
example document: You are cordially invited to display your company's services at the American Society of C L U's annual meeting/forum in the San Francisco Hilton from October 9-11, 1983
Journal of the American Society of C L U
Title:
Journal of the American Society of C L U / [editor, Kenneth Black, Jr. ... [et al.]].
Serial Publication Year:
1984
Serial Key Title:
Journal of the American Society of C L U
Imprint:
Bryn Mawr, PA : The Society, 1984-.
ISSN:
0742-9517
0007-8573
0007-8573
Description:
print material.
Frequency:
Bimonthly.
Publication History:
Vol. 38, no. 1, Jan. 1984-
Continues:
CLU journal = ISSN 0007-8573.
Copyright Claimant:
The American Society of Chartered Life Underwriters.
Authorship on Application:
The American Society of Chartered Life Underwriters, employer for hire.
Names:
Black, Kenneth, Jr. (14 documents)
example document: Human behavior and life insurance
American Society of Chartered Life Underwriters
American Society of C L U. (18 documents)
example document: Executive compensation--supplemental income plans
example document: Human behavior and life insurance
American Society of Chartered Life Underwriters
American Society of C L U. (18 documents)
example document: Executive compensation--supplemental income plans
Journal of the American Society of C L U
Title:
Journal of the American Society of C L U / [editor, Kenneth Black, Jr. ... [et al.]].
Copyright Note:
No issues recorded for year
Serial Publication Year:
1987
Serial Key Title:
Journal of the American Society of C L U
Imprint:
Bryn Mawr, PA : The Society, 1984-1986.
ISSN:
0742-9517
0007-8573
0007-8573
Description:
print material.
Frequency:
Bimonthly.
Publication History:
Vol. 38, no. 1, Jan. 1984-v 40, no 5, Sept 1986
Continues:
CLU journal = ISSN 0007-8573.
Authorship on Application:
The American Society of C L U & Ch F C, employer for hire.
Names:
Black, Kenneth, Jr. (14 documents)
example document: Human behavior and life insurance
American Society of C L U & Ch F C
American Society of C L U.
example document: Human behavior and life insurance
American Society of C L U & Ch F C
American Society of C L U.
Keeping current. Annual index
Title:
Keeping current. Annual index / American Society of C L U, American Society/Continuing Education Division ; Fred J. Dopheide, editor].
Copyright Note:
No issues recorded for year
Serial Publication Year:
1984
Imprint:
[Bryn Mawr, PA] : The Division.
Description:
print material.
Other Title:
Keeping current
Description based on:
Vol. no. 13, Dec. 1982/Sept. 1983.
Authorship on Application:
American Society of Chartered Life Underwriters, employer for hire.
Names:
Fred J. Dopheide
American Society of Chartered Life Underwriters
American Society of Chartered Life Underwriters. Continuing Education Division
American Society of C L U, American Society/Continuing Education Division.
American Society of C L U.
American Society of Chartered Life Underwriters
American Society of Chartered Life Underwriters. Continuing Education Division
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American Society of C L U, American Society/Continuing Education Division.
American Society of C L U.
The Financial Monitor
Title:
The Financial Monitor.
Serial Publication Year:
1987
Imprint:
[S.l. : s.n.]
Description:
print material.
Frequency:
Bimonthly.
Description based on:
Aug./Sept. 1987 issue.
Copyright Claimant:
American Society of C L U & Ch F C.
Names:
American Society of C L U & Ch F C
Query
Title:
Query : questions and answers about managing your money.
Serial Publication Year:
1987
Imprint:
[S.l. : s.n.]
Description:
print material.
Frequency:
Bimonthly.
Description based on:
July 1987 issue.
Copyright Claimant:
American Society of C L U & Ch F C.
Names:
American Society of C L U & Ch F C
Society page
Title:
Society page / the American Society of C L U & Ch F C.
Serial Publication Year:
1987
Imprint:
Bryn Mawr, PA : The Society.
Description:
print material.
Frequency:
Bimonthly.
Description based on:
June 1987 issue.
Copyright Claimant:
American Society of C L U & Ch F C.
Names:
American Society of C L U & Ch F C
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