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   Professional Biography:  JJ MacNab

JJ MacNab is an independent planner, analyst, and author who has worked with high net worth individuals, corporations, and family offices for the past 20 years.  She specializes in advanced tax, charitable, and insurance analysis. 

Ms. MacNab has published numerous technical, consumer-oriented, and editorial articles on insurance analysis, tax planning trends, and charitable techniques for Planned Giving Today, CA Trusts & Estates Quarterly, Keeping Current, Journal of Planned Giving, Financial Planning, Chronicle of Philanthropy, and other national publications.  She is on the Editorial Board for the Keeping Current monthly publication, has co-authored a book entitled Tools & Techniques of Charitable Planning, and is currently working on a new book about tax protester schemes and other internet scams.

In addition to being a writer, analyst, and researcher, Ms. MacNab is one of only a handful of fee-only insurance analysts in the US.  As owner and analyst of Insurance Barometer LLC, she provides technical insurance research for high net worth individuals, family offices, trustees, corporations, and professional advisors across the country.  She also prepares annual reports on key insurance companies for consumers who need a second opinion for potential acquisitions, or who would like to monitor the risk in their insurance portfolio on a regular basis.

Ms. MacNab is a frequent source of information and is quoted regularly in such respected publications as Forbes, Fortune, Wall Street Journal, USA Today, Boston Globe, Smart Money, Worth, Financial Times, Chronicle of Philanthropy, New York Times, Washington Post, San Francisco Chronicle, Baltimore Sun, Investment News, Los Angeles Times, Journal of Financial Planning, Currents, Kansas City Star, Chicago Times Tribune, Annuity Market News, and Dow Jones Investment Advisor.  She has been interviewed as an expert on NBC Nightly News, CBS Marketwatch, CNN, CNN Financial, and ABC World News Tonight, and has appeared as a featured guest on C-SPAN.

Ms. MacNab recently testified twice as an expert on  tax and financial scams (2001) and charity schemes (2004) in front of the Senate Finance Committee in Washington, DC and prepared and presented a white paper on variable annuity sales abuses to the Northern America Securities Administrators Association, and recently presented testimony before the California Senate Insurance Committee on the subject of variable annuity sales abuses, charitable gifts annuities, and life settlement abuses.  She has earned various professional designations and licenses and is a graduate of the University of California at Berkeley.

Questions? Comments? Criticisms?
Email : jj@DeathAndTaxes.com