Philip R. Fink

Professor, College of Business and Leadership

Education

• J.D., Ohio Northern University
• M.B.A., University of Toledo
• B.B.A., University of Toledo

Areas of Expertise

• Investment planning
• Retirement planning
• Estate planning

Recent publications

• “Bear Market Presents Good Opportunity for Making Gifts of Securities,” Practical Tax Strategies, May, 2009.
• “IRA Recharacterizations: The Time Machine of Retirement Planning,” Journal of Retirement Planning, March-April, 2009 (co-authored with Donald Saftner).
• “Series EE Savings Bonds Offer Investors a Variety of Tax Opportunities,” Practical Tax Strategies, September, 2008.
• “Prolonging Distributions From a Traditional IRA May ‘Backfire’ Under Certain Circumstances,” Journal of Retirement Planning, July-August, 2007.
• “Election can Raise Deduction Limit for Investment Interest Expense,” Practical Tax Strategies, March, 2007 (co-authored with Laura J. Kirkendall).
• “Deciding Whether to Select a Spouse or Child as a Designated Beneficiary of Traditional IRA Can Result in an Additional Million Dollars of Distributions, CCH Financial and Estate Planning, December, 2006, This was a reprint of the article that originally appeared in the November-December, 2006 issue of the Journal of Retirement Planning.

Professional Affiliations

• Ohio Society of CPAs

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