Broker Check

In the News

Authored Articles: Scholarly

Client Letters

DOMA Article

July 2013

By Nicholas Burkholder

Journal of Financial Planning

A Guide to Serving the Estate and Financial Planning Needs of Gay Men, Lesbians, and Same-Sex Couples

March 2008

By Joe Kapp and Nicholas Burkholder


Media Coverage and Appearances

DOMA Congressional Briefing

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”