Title: The Adviser's Guide to the Revised Trust Accounting Rules,
AICPA Publications, www.cpa2biz.com, product code 061073

Title: Fundamentals of Trust Accounting Income and Principal Rules Under the New York State Uniform Principal and Income Act,
IRG Publications (516) 222-0422

Title: Fundamentals of Trust Accounting Income and Principal Rules Under the Connecticut Uniform Principal and Income Act,
IRG Publications (516) 222-0422

Title: Fundamentals of Trust Accounting Income and Principal Rules Under the New Jersey Uniform Principal and Income Act,
IRG Publications (516) 222-0422

Title: Fundamentals of Trust Accounting Income and Principal Rules Under the Pennsylvania Uniform Principal and Income Act,
IRG Publications (516) 222-0422

Title: Advisor’s Guide to the Retirement Distribution Rules, American Bar Association,
www.aba/books.org, product code 1610053

Title: Retirement Distribution Practice Aids, American Institute of Certified Public Accountants,
www.cpa2biz.com, AICPA Publications, product code 017247DOC