Speaking Engagements 2013

Robert B. Danziger

"Protecting the Assets of Your Dental Practice and Maintaining Your Personal and Professional Well-Being," Big Apple Dental Meeting, Mahwah, NJ, March 14. 2013

Jay Fenster

"Succession Strategy, Business Exit, Value Buyers and ESOPs," Columbia Business School Alumni Club of NY, White Plains, NY, June 4, 2013

Ira Langer

"Qualified Retirement Plans: Maximizing Owner's Benefits," NYS Society of CPAs, New York, NY, August 13, 2013

Harris Markhoff

"Succession Planning and Using a Closely Held Corporation as a Source of Income for the Surviving Spouse and Children Not Active in the Business"

  • UJA Federation Westchester Estate, Tax and Financial Planning Conference, Tarrytown, NY, May 23, 2013
  • Estate Planning Council of New York City, New York, NY, May 8, 2013

Michael Markhoff

"Estate Planning for Periodontists", American Academy of Periodontists, Philadelphia, PA, September 30, 2013

"Succession Planning and Using a Closely Held Corporation as a Source of Income for the Surviving Spouse and Children Not Active in the Business"

  • UJA Federation Westchester Estate, Tax and Financial Planning Conference, Tarrytown, NY, May 23, 2013
  • Estate Planning Council of New York City, New York, NY, May 8, 2013

"Protecting the Assets for Your Dental Practice and Maintaining Your Personal and Professional Well-Being." Big Apple Dental Meeting, Mahwah, NJ, March 14, 2013

Peter Opitz

"Sales Techniques for Closing Retirement Plan Business"

  • Ameriprise Financial Services, New York, NY, December 11, 2013
  • Ameriprise Financial Services, Briarcliff Manor, NY, November 26, 2013
  • Element Financial Group, New York, NY, November 14, 2013
  • AXA Advisors, Poughkeepsie, NY, January 22, 2013

"Qualified Retirement Plans: Maximizing Owner's Benefits," NYS Society of CPAs, New York, NY, August 13, 2013

Gregory R. Tapfar

"Dental Transactions Today: Capitalizing on the Value of Your Practice"

  • New York State Dental Association, Buffalo, NY, October 24, 2013
  • New York State Dental Association, Rochester, NY, October 23, 2013
  • New York State Dental Association, Fayetteville, NY, October 22, 2013