Speaking Engagements 2015

Jay Fenster

"ESOPS- A Tax-Advantaged Succession Strategy"

  • Perelson Weiner LLP, New York, N, October 27, 2015
  • R.L. DePanfilis & Company, LLC, Norwalk, Connecticut, October 27, 2015
  • Margolin Winer & Evens LLP, Garden City, NY, September 2, 2015
  • Citrin Cooperman & Company, LLP, New York, NY, July 14, 2015
  • Goldstein, Karlewicz & Goldstein, LLP, Chestnut Ridge, NY, July 6, 2015
  • D'Arcangelo & Co., Rye Brook, NY June 23, 2015

“Making Your Non-Profit Organization More Impactful-Innovative Ideas for Efficient Financial Management, Growth and Sustainability,” Buchbinder Tunick & Company LLP, New York, NY, June 25, 2015

"Overview of Retirement Plans/DOL Issues," Connecticut CPA NFP Conference, Plantsville, CT, June 25, 2015

Michael Markhoff

"Estate Planning and Asset Protection," New York Life, White Plains, NY, January 26, 2015

William Miller

"Retirement Plan Design: How To Maximize the Owners" Benefits and Minimize Staff Cost"

  • Schulman Lobel Zand Katzen Williams & Blackman LLP, New York, NY, June 24, 2015
  • DDK & Co., New York, NY, May 19, 2015

"New Developments in Retirement Plan Design"

  • Band, Rosenbaum & Martin, PC, New Rochelle, NY, December 10, 2015
  • Maier, Markey & Justic, White Plains, NY, November 2, 2015
  • R.L. DePanfilis & Company, LLC, Norwalk, CT, October 27, 2015
  • K.K. Mehta CPA PC, Garden City, NY, October 1, 2015
  • Dworken, Hillman, Lamorte & Sterczala, PC, Shelton, CT, September 23. 2015
  • Judelson, Giordano & Siegel, CPA, PC, Middletown, NY, September 10. 2015
  • Kahan Steiger & Company, Stamford, CT, July 20, 2015
  • Buchbinder Tunick & Company, LLP, New York, NY. July 22, 2015
  • Marks Paneth LLP, Tarrytown, NY, July 16, 2015
  • Newman & Cohen, CPA, PC, New York, NY, July 21, 2015
  • Bloch & Elezovic, LLP, White Plains, NY, July 13, 2015
  • McGladrey, LLP, Stamford, CT, June 22, 2015

Peter Opitz

"Increasing Assets Under Management With Qualified Retirement Plans"

  • McGladrey Wealth Management LLC, Westport, CT, July 21, 2015
  • Janney Montgomery Scott, Purchase, NY, June 23, 2015

Andrew E. Roth

"New Developments in Retirement Plan Design"

  • Band, Rosenbaum & Martin, PC, New Rochelle, NY, December 10, 2015
  • Long Island Tax Professional Group of the National Conference of CPA Practitioners Symposium, Woodbury, NY, November 20, 2015
  • Maier, Markey & Justic, White Plains, NY, November 2, 2015
  • R.L. DePanfilis & Company, LLC, Norwalk, CT., October 27, 2015
  • Allen C. Schneider & Co., New York, NY
  • K.K. Mehta CPA PC, Garden City, NY, October 20, 2015, October 1, 2015
  • Dworken, Hillman, Lamorte & Sterczala, PC, Shelton, CT., September 23. 2015
  • Judelson, Giordano & Siegel, CPA, PC, Middletown, NY, September 10. 2015
  • O'Connor Davies Munns & Dobbins LLP, Harrison, NY, August 14, 2015
  • McGladrey, LLP, Stamford, CT, June 22, 2015
  • Kahan Steiger & Company,Stamford, CT, July 22, 2015
  • Bloch & Elezovic, LLP, White Plains, NY, July 13, 2015
  • National Life Group, New York, NY, May 7, 2015

“Increasing Assets Under Management with Qualified Retirement Plans”

  • Newman & Cohen, CPA, PC, New York, NY, July 21, 2015
  • Buchbinder Tunick & Company, LLP, New York, NY, July 20, 2015
  • Marks Paneth LLP, Tarrytown, NY, July 16, 2015
  • Janney Montgomery LLC, Purchase, NY, June 23, 2015
  • Mutual of Omaha, New York, NY, April 23, 2015
  • New York Life, White Plains, NY, January 26, 2015

"ESOPs: A Tax Advantaged Succession Strategy"

  • Perelson Weiner LLP, New York, NY, November 3, 2015
  • Margolin Winer & Evens LLP, Garden City, NY, October 28, 2015
  • Citrin Cooperman & Company, LLP, New York, NY, July 14, 2015
  • Goldstein, Karlewicz & Goldstein, LLP, Chestnut Ridge, NY, July 6, 2015
  • Kirshon & Co., Poughkeepsie, NY, July 2, 2015
  • D'Arcangelo & Co., Rye Brook, NY, June 23, 2015
  • Firm Seminar, White Plains, NY, June 15, 2015

"ESOPs: A Tax Advantaged Succession Strategy", and "New Developments in Retirement Plan Design," R.L. DePanfilis & Company, LLC, Norwalk, Connecticut, October 27, 2015

"Qualified Retirement Plans: Maximizing Owners' Benefits”

  • Gilman Ciocia, Newburgh, NY, October 6, 2015
  • Orange County Trust Company, Middletown, NY, September 21, 2015
  • Maglin, Miskiv & Associates, Parsippany, NJ, August 11, 2015
  • Muskus & Wilemski LLC, Fairfield, CT, June 29, 2015
  • Dugan, Colthart & Zoch, P.A., Closter, NJ, June 15, 2015

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

  • DDK & Co., New York, NY, May 19, 2015
  • Schulman Lobel Zand Katzen Williams & Blackman LLP, New York, NY, June 24, 2015

"Qualified Retirement Plan Design for Law Firms"

  • Oppenheimer & Co. Inc., New York, NY, July 16, 2015
  • Oppenheimer & Co. Inc. , New York, NY, April 23, 2015

"Overview of Retirement Plans/DOL Issues," Connecticut CPA NFP Conference, Plantsville, CT, June 25, 2015

"The Shoemaker Without Shoes," Lawline.com, New York, NY, January 15, 2015

Gregory R. Tapfar

"The Shoemaker Without Shoes," Lawline.com, New York, NY, January 15, 2015