April Caudill, JD, CLU, ChFC, AEP, is a Director of Business and Advanced Solutions at Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. The Principal Advanced Solutions team offers consulting services in the business market, including informal business valuations, buy-sell agreement reviews, business succession planning, key employee benefits, and estate planning for business owners and their key employees.
Prior to joining Principal in 2015, April was an advanced planning attorney for two other major carriers and was the managing editor of Tax Facts at the National Underwriter Company, where she worked for 19 years. She was the national president of the Society of Financial Service Professionals in 2012, and the recipient of its Kenneth Black, Jr. Leadership Award in 2014.
April is a prolific author and three-time winner of the Ken Black Jr. Journal Author Award in 2002, 2018, and 2020. In addition to Tax Facts, April has contributed to a number of other publications, such as:
“Special Needs Trusts and Retirement Benefits” (author; BNA Tax Management Portfolios: Estate, Gifts and Trusts Journal, November 2009)
ERISA, A Comprehensive Guide, by Paul J. Schneider and Brian M. Pinheiro, (contributor, Wolters Kluwer 2008 – 2010).
Retirement Income Redesigned by Harold Evensky and Deena Katz, (contributor, Bloomberg 2006)
The Mutual Fund Handbook (coauthor; National Underwriter Co., 2001).
April is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law and licensed to practice law in Ohio.