Professional Resources
Whether you’re exploring new ways to take advantage of tax saving strategies, learning about business succession approaches, or protecting your assets from creditors, Danziger & Markhoff can help.
We are a nationally recognized business & tax oriented law and actuarial firm with two offices conveniently located in the New York City metropolitan area.
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Employee Census
We are confident that we will be able to significantly enhance your client’s current plan design. Please provide us with the following information and documentation so that a plan study and proposal can be prepared:- Plan document, summary plan description and any recent plan amendments.
- Most recent actuarial valuation report.
- Most recent Form 5500.
- Employee Census (Click to download)
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Services for CPAs and Financial Planners
Click on any of the following links for useful materials.
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Retirement Plan Review
We will perform a complimentary review of your client’s current qualified retirement plan structure and prepare a complimentary plan study and proposal.If your client does not currently maintain a qualified retirement plan, we will prepare a complimentary study and proposal if we are provided with an employee census only.
If you wish, we will also meet with the client to present the results of the plan study on a complimentary basis as well.
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Continuing Education
We provide CPE credit for New York, New Jersey and Connecticut accountants. Please see the attached list of
current topics.If you are interested in one of our presentations, please call Jody Tortorici at 914-948-1556 or email her at jtortorici@dmlawyers.com