Speaking Engagements 2014

Jay Fenster

"Increasing Assets Under Management with Qualified Retirement Plans"

  • Ramada Conference Center, Fishkill, NY, November 4, 2014

"Employee Stock Ownership Plans," Orange County Trust Company, Middletown, New York, October 21, 2014

Tax Planning for Deferred Compensation Under IRC Sec. 409A," McGladrey LLP, New York, NY, July 29, 2014

Harris Markhoff

"Trusts and Estates and Asset Protection," "Entity Taxation" National Conference of CPA Practitioners, Tarrytown, NY, November 11, 2014

Michael Markhoff

"Trusts and Estates and Asset Protection"

  • "Entity Taxation" National Conference of CPA Practitioners, Tarrytown, NY, November 11, 2014
  • Orange County Trust Company, Middletown, New York, October 21, 2014

William Miller

"Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost"

  • Wells Fargo Bank, NA, White Plains, NY, December 10, 2014
  • WeiserMazars, LLP, New York, NY, December 9, 2014
  • Signature Bank, Uniondale, NY, December 3, 2014
  • Connecticut Society of CPAs, Rocky Hill, CT, November 21, 2014
  • Baker Tilly, New York, NY, November 18, 2014
  • Long Island CFO Group, Melville, NY, November 5, 2014
  • Allen C. Schneider & Company, LLP, 350 Fifth Avenue, New York, NY, November 4, 2014
  • Gilman Ciocia, Newburgh, NY, September 23, 2014
  • Blum, Shapiro & Company, P.C., West Hartford, CT, September 11, 2014
  • Siller & Cohen, Rye Brook, NY, September 4, 2014
  • Judelson, Giordano & Siegel, CPA, PC, Middletown, NY, August 28, 2014
  • Buchbinder Tunick & Company LLP, New York, NY, August 12, 2014
  • Goldstein Karlewicz Goldstein, Chestnut Ridge , N, August 11, 2014
  • Citibank, N.A., New York, NY, August 5, 2014
  • Marks Paneth & Shron, New York, NY, July 31, 2014
  • McGladrey, LLP, New York, NY, July 29, 2014
  • Citrin Cooperman & Company, LLP, Norwalk, CT, July 28, 2014
  • Rosenblatt Radezky Schiff & Tepper, C.P.A.'s., P.C., New York, NY, July 24, 2014
  • Markowitz Fenelon & Bank LLP, Riverhead, NY, July 2, 2014
  • Kirshon & Company, PC, Riverhead, NY, July 1, 2014
  • Nugent & Haeussler, P.C., Montgomery, NY, June 27, 2014
  • Newman & Cohen, C.P.A., P.C., New York, NY, June 26, 2014
  • WithumSmith + Brown, New York, NY, June 24, 2014
  • WithumSmith + Brown, Somerset, NJ, June 19, 2014
  • R.L. DePanfilis & Company, LLC, Norwalk, CT, June 17, 2014
  • Vanacore DeBenedictus DiGovanni & Weddell LLP, Newburgh, NY, June 12, 2014
  • D'Arcangelo & Co., LLP, Rye Brook, NY, June 5, 2014
  • McGladrey LLP, Stamford, CT, June 3, 2014
  • Marks Paneth & Shron LLP, Tarrytown, NY, May 29, 2014
  • Catenacci Markowitz DeLandri Rosner & Co., Hawthorne, NY, May 22, 2014
  • KWC Partners, LLP, Englewood Cliffs, NJ, May 12, 2014

"Qualified Retirement Plans: Maximizing Owners' Benefits"

  • Connecticut Society of Certified Public Accountants, Inc., Rocky Hill, CT, November 21, 2014
  • "Entity Taxation" National Conference of CPA Practitioners, Tarrytown, November 11, 2104

"Qualified Retirement Plan Design for Law Firms"

  • "Qualified Retirement Plan Design for Law Firms"
  • Citibank, N.A., New York, NY, August 5, 2014

"Retirement Planning for Flow-Through Entities", New York State Society of CPAs Closely Held & Flow Through Conference, New York, NY, July 23, 2014

Andrew E. Roth

"Maximizing Qualified Retirement Plan Benefits for Real Estate Professionals", Wells Fargo, New York, NY, December 12, 2014

"Qualified Retirement Plans: Maximizing Owners' Benefits"

  • Connecticut Society of Certified Public Accountants, Inc., Rocky Hill, CT, November 21, 2014
  • Wells Fargo, White Plains, NY, November 20, 2014
  • "Entity Taxation" National Conference of CPA Practitioners, Tarrytown, NY, November 11, 2014
  • Morgan Stanley, Mamaroneck, NY, June 3, 2014

"Qualified Retirement Plan Design for Law Firms", Citibank, N.A., New York, NY, August 5, 2014

"Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost"

  • Wells Fargo Bank, NA, White Plains, NY, December 10, 2014
  • WeiserMazars, LLP, New York, NY, December 9, 2014
  • Signature Bank, Uniondale, NY, December 3, 2014
  • Connecticut Society of CPAs, Rocky Hill, CT, November 21, 2014
  • Baker Tilly, New York, NY, November 18, 2014
  • Long Island CFO Group, Melville, NY, November 5, 2014
  • Allen C. Schneider & Company, LLP, 350 Fifth Avenue, New York, NY, November 4, 2014
  • Gilman Ciocia, Newburgh, NY, September 23, 2014
  • Blum, Shapiro & Company, P.C., West Hartford, CT, September 11, 2014
  • Siller & Cohen, Rye Brook, NY, September 4, 2014
  • Judelson, Giordano & Siegel, CPA, PC, Middletown, NY
  • Buchbinder Tunick & Company LLP, New York, NY, August 12, 2014
  • Goldstein Karlewicz Goldstein, Chestnut Ridge , NY, August 11, 2014
  • Judelson, Giordano & Siegel, CPA, PC, Middletown, NY, August 28, 2014
  • Citibank, N.A., New York, NY, August 5, 2014
  • Marks Paneth & Shron, New York, NY, July 31, 2014
  • McGladrey, LLP, New York, NY, July 29, 2014
  • Citrin Cooper, July 28, 2014
  • Citrin Cooperman & Company, LLP, Norwalk, CT, July 28, 2014
  • Rosenblatt Radezky Schiff & Tepper, C.P.A.'s., P.C., New York, NY, July 24, 2014
  • Markowitz Fenelon & Bank LLP, Riverhead, NY, July 2, 2014
  • Kirshon & Company, PC, Riverhead, NY, July 1, 2014
  • Nugent & Haeussler, P.C., Montgomery, NY, June 27, 2014
  • Newman & Cohen, C.P.A., P.C., New York, NY, June 26, 2014
  • WithumSmith + Brown, New York, NY, June 24, 2014
  • WithumSmith + Brown, Somerset, NJ, June 19, 2014
  • R.L. DePanfilis & Company, LLC, Norwalk, CT, June 17, 2014
  • Vanacore DeBenedictus DiGovanni & Weddell LLP, Newburgh, NY, June 12, 2014
  • D'Arcangelo & Co., LLP, Rye Brook, NY, June 5, 2014
  • McGladrey LLP, Stamford, CT, June 3, 2014
  • Marks Paneth & Shron LLP, Tarrytown, N, May 29, 2014
  • Catenacci Markowitz DeLandri Rosner & Co., Hawthorne, NY, May 22, 2014.
  • KWC Partners, LLP, Englewood Cliffs, NJ, May 12, 2014

"Increasing Assets Under Management with Qualified Retirement Plans"

  • Ramada Conference Center, Fishkill, NY, November 4, 2014
  • Mutual of Omaha, New York, NY, October 23, 2014
  • Merrill Lynch, White Plains, NY, June 23, 2014

"Retirement Planning for Flow-Through Entities," New York State Society of CPAs Closely Held & Flow Through Conference, New York, NY, July 23, 2014

"Sophisticated Retirement Plans That Companies Use to Significantly Reduce Taxes and Exceed Retirement Goals," Citibank, New York, NY, May 13, 2014

"New Developments in Qualified Plan Design for Real Estate Professionals," Houlihan Lawrence, Rye, NY, February 4, 2014