In the News
Authored Articles: Scholarly
Client Letters
July 2013
By Nicholas Burkholder
Journal of Financial Planning
March 2008
By Joe Kapp and Nicholas Burkholder
Media Coverage and Appearances
WASHINGTON, DC, December 18, 2013
Investment News
“Niche Campaign Begins”
April 7, 2008
The Advocate
You’re So Money –Editorials about our column
July 17, 2007
The Washington Business Journal
The Back Page – Column Launch Coverage
July 13-19, 2007
The Advocate Magazine
Rollover Roadblock: The IRS puts a snag in the Pension Protection Act’s provision allowing direct 401(k) rollovers to non-spouses
March 13, 2007
Washington Blade
IRS won’t require inclusive pension rules Companies can limit 401(k) rollovers to spouses
February 02, 2007
Washington Blade
Gay breakups are hard to do - Planning can prevent property, financial disputes
Sep. 01, 2006
Associated Press
New Law Helps Same-Sex Couples
August 18, 2006
Washington Blade
New pension rules benefit gay couples - partners can now inherit funds without penalty.
August 25, 2006
Concerned Women of America
For Many Federal Agencies, the Color of June is Pink
June 22, 2006
Washington Blade
Perfect weather for Capital Pride
June 15, 2006
Washington Blade
Activism, commercialism compete at Capital Pride Annual D.C. event expected to generate millions of dollars
June 08, 2006
The Washington Blade
To Register or Not to register
The Advocate
War of the Roses - The best time to discuss the end of your relationship is at the beginning.
May 6, 2008
The Washington Blade
The Geography of Taxes – Living in MD, VA or DC makes a difference in what gay couples will pay.
March 28, 2008
The Advocate
South of the Border - “Want to save money and still enjoy a nice lifestyle in retirement? Join the hundreds of other gay retirees relocating to Mexico and other countries where the dollar still goes far.”
February 26, 2008
The Advocate
South of the Border - “Want to save money and still enjoy a nice lifestyle in retirement? Join the hundreds of other gay retirees relocating to Mexico and other countries where the dollar still goes far.”
February 26, 2008
The Advocate
Steady As She Goes: In uncertain financial times like these, stay the course and resist the urge to react to the market.
Nov. 6 2007
The Advocate
Your Money: Life Insurance
August 28, 2007
The Advocate
HIV and Retirement
July 17, 2007
The Advocate
Your Money: Top five financial inequalities for gay couples.
June 19, 2007
The Advocate
Your Money: Titling A New Home
The Advocate
March 27, 2007
Your Money: Totten Trusts
The Washington Blade
Gay Employees Should Insist On Equality At Work
February 2007
The Washington Blade
February 2007
Joe Solmonese Reponds to Blade Article on our issue with the changes to the Pension Protection Act
Public Speaking
August 2009 - National Gay and Lesbian Journalist Association
April 17th 2009 - James Madison University
Gay and Lesbian Financial Estate Planning
April 10th 2008 – Joint HRC Campaign – Financial and Estate Planning Webinar with HRC Legal Director Lara Schwartz and HRC State Legislative Director Chris Edelson
April 8th2008 – Joint HRC Campaign –Virtual Town Hall with HRC’s Workplace Project and 150 participants
April 7th2008 – “Seven Days to a Better You.” XM Satellite Radio. The Agenda with Joe Solmonese and Mary Breslauer.
April 7th2008 - Launch of Joint HRC Campaign “Seven Days to a Better Financial You.” Press Conference
April 3, 2008 – Washington DC Gay and Lesbian Law Continuing Legal Education. “Issues for Gay, Lesbian, and Same-Sex financial and Estate Planning.
November 15, 2007 – Washington DC Bar Association – Estate Planning Division. “Gay, Lesbian and Same-Sex Financial and Estate Planning”
November 13, 2007 - Equality Maryland – Major Donors and Contributors. “EstatePlanning for Same-Sex Couples”
November 1, 2007 - Equality Maryland – Major Donors and Contributors. “EstatePlanning for Same-Sex Couples”
September 28, 2007 – Out and Equal National Annual Conference, Washington DC “Gay Straight Alliances that Increase the Bottom Line.
September 27, 2007 - Out and Equal National Annual Conference, Washington DC. “Speed Networking.”
August 6th2007 – “Gay and Lesbian Financial and Estate Planning.” XM Satellite Radio. The Agenda with Joe Solmonese and Mary Breslauer.
July 25, 2007 - Environmental Protection Agency. Las Vegas, NV National Conference. “Planning for your Future.”
Fall 2006 – Environmental Protection Agency. Employee Education. General planning topics
June 23, 2006 – KPMG Washington, DC “Gay, Lesbian, and Same-sex couple financial and estate planning.”
June 21, 2006 – The World Bank. Washington DC“Gay, Lesbian, and Same-sex couple financial and estate planning.”
June 20, 2006 – Environmental Protection Agency, Washington, DC “Gay, Lesbian, and Same-sex couple financial and estate planning.”
June 13, 2006 – United States Department of State, Washington DC“Gay, Lesbian, and Same-sex couple financial and estate planning.”
April 26 2006 - “Same-Sex Financial and Estate Planning” Estate Planning Division of the Montgomery County Maryland Bar Association
Spring -2005 “Financial planning for Gay, Lesbian, and Domestic Partner Relationships” Montgomery County Adult Education
Spring -2005 “Financial planning for entrepreneurs” Adjunct Faculty Southeastern University.
January 27, 2005 “Financial Planning for Gay Men” Whitman Walker Clinic
September 24, 2004 Capitol Area Gay and Lesbian Physicians. “Financial planning and asset protection strategies for LGBT doctors”