Speaking Engagements 2016

Robert B. Danziger

"Succession Planning Options for Family Owned Businesses"

• Kahan, Steiger & Company, PC, Stamford, CT October 25, 2016
• Judelson, Giordano & Siegel, CPA, PC, Middletown, NY September 19, 2016
• Citrin Cooperman & Company, White Plains, NY July 12, 2016

Jay Fenster

“Retirement Plan Options for Not-for-Profits”

• New York State Society of CPAs, New York, NY December 7, 2016

"ESOPs - A Tax-Advantaged Succession Strategy,"

• Puglisi, Moore & Co., Armonk, NY August 31, 2016
• Citrin Cooperman & Company, White Plains, NY July 14, 2016

“Making Your Non-Profit Organization More Impactful-Innovative Ideas for Efficient Financial Management, Growth and Sustainability"

• Buchbinder Tunick & Company LLP, New York, NY, May 12, 2016

Mark Hamilton

"Executive Compensation Arrangements for Successful Private Companies"

• New York State Society of CPA’s, Rye Brook, NY November 11, 2016
• Judelson, Giordano & Siegel, CPA, PC, Middletown, NY September 19, 2016
• Puglisi, Moore & Co., Armonk, NY August 31, 2016
• R.L. DePanfillis & Co., Inc. Norwalk, CT August 30, 2016
• Citrin Cooperman & Company, White Plains, NY July 12, 2016

Harris Markhoff

"Preparation of Form-706"

• Westchester County Bar Association, White Plains, NY September 29, 2016

"Asset Protection - Estate Planning"

• Goldstein, Karlewicz & Goldstein, LLP, Chestnut Ridge, NY, September 22, 2016

Michael Markhoff

“Succession Planning For Family Owned Businesses”

• Kahan, Steiger & Company, PC, Stamford, CT October 25, 2016

“Preparation of Form-706”

• Westchester County Bar Association, White Plains, NY September 29, 2016

"Asset Protection - Estate Planning"

• Goldstein, Karlewicz & Goldstein, LLP, Chestnut Ridge, NY, September 22, 2016
• Judelson, Giordano & Siegel, CPA, PC, Middletown, NY September 19, 2016
• Citrin Cooperman & Company, White Plains, NY, July 14, 2016

William Miller

“Qualified Retirement Plans: Maximizing Owners Benefits”

• New York State Society of CPAs, New York, NY December 6, 2016

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

• Moses and Schreiber LLP, Lake Success, NY October 27, 2016
• Puglisi, Moore & Co., Armonk, NY August 31, 2016
• New York State Society of CPAs, CFO Committee, New York, NY, August 30, 2016
• Newman & Cohen, New York, NY August 29, 2016
• Perelson Weiner LLP, New York, NY, July 18, 2016

“Qualified Retirement Plan Design for Law Firms"

• New York County Lawyers’ Association, New York, NY July 19, 2016
• Mount Vernon Bar Association and Eastchester Bar Association, Mount Vernon, NY, June 28, 2016
• Oppenheimer & Co., Inc. , New York, NY May 19, 2016
• Wells Fargo, New York, NY, February 11, 2016

"New Developments in Retirement Plan Design"

• Bessemer Trust, Garden City, NY December 7, 2016
• Pellegrino, Saccomani & Wells, Thornwood, NY November 28, 2016
• New York State Society of CPAs Closely Held and Flow-Through Entities Conference, New York, NY November 9, 2016
• HFTP New York City Chapter, New York, NY October 26, 2016
• Prager Metis, CPAs, LLC, New York, NY August 30, 2016
• Citrin Cooperman & Company, White Plains, NY, July 19, 2016
• Axa Advisors, New York, NY, April 13, 2016
• Wells Fargo Bank, White Plains, NY, January 28, 2016,
• Wells Fargo Advisors, Greenwich, CT, January 21, 2016
• Wells Fargo Bank, New York, NY, January 14, 2016

"Keep More of the Money You Make-A Guide to Retirement and Pension Planning,"

• Capital One Bank, New York, NY, April 21, 2016

Timothy O’Connell

“Qualified Retirement Plan Design Issues and Solutions”

• New York State Society of CPAs, New York, NY October 25, 2016

“Common ESOP Administrative Errors”

• 2016 Multi-State ESOP Conference, Wilkes-Barre, PA.September 14, 2016

Peter Opitz

"Keep More of the Money You Make-A Guide to Retirement and Pension Planning,"

• Capital One Bank, New York, NY, April 21, 2016

Andrew E. Roth

“Retirement Plan Options for Not-for-Profits”

• New York State Society of CPAs, New York, NY December 7, 2016

“Qualified Retirement Plan Design for Lawyers”

• Bronx Bar Association, Bronx, NY December 14, 2016

“Qualified Retirement Plans: Maximizing Owners Benefits”

• New York State Society of CPAs, New York, NY December 6, 2016,

“Developments in Retirement Planning for Closely Held Entities”

• New York State Society of CPAs, New York, NY November 9, 2016

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

• Moses and Schreiber LLP, Lake Success, NY October 27, 2016
• Reynolds & Rowella, LLP, Ridgefield, CT, October 24, 2016
• Puglisi, Moore & Co., Armonk, NY August 31, 2016
• New York State Society of CPAs, CFO Committee, New York, NY, August 30, 2016
• Newman & Cohen, New York, NY August 29, 2016
• Perelson Weiner LLP, New York, NY, July 18, 2016
• AXA Advisors, New York, NY, June 8, 2016

“Qualified Retirement Plan Design for Law Firms"

• New Rochelle Bar Association, Mamaroneck, NY, October 20, 2016
• New York County Lawyers’ Association, New York, NY, October 5, 2016
• Fairfield County Bar Association, Stamford, CT, September 8, 2016
• New York County Lawyers’ Association, New York, NY July 19, 2016
• Mount Vernon Bar Association and Eastchester Bar Association, Mount Vernon, NY June 28, 2016
• "Port Chester-Rye Bar Association, Port Chester, NY, June 21, 2016
• Mamaroneck Harrison Larchmont Bar Association, Harrison, NY, June 3, 2016
• Oppenheimer & Co., Inc. , New York, NY, May 19, 2016
• Ameriprise Financial, Suffern, NY, May 18, 2016
• Wells Fargo, White Plains, NY, April 26, 2016
• Wells Fargo, New York, NY, February 11, 2016

"New Developments in Retirement Plan Design"

• Bessemer Trust, Garden City, NY December 7, 2016
• Pellegrino, Saccomani & Wells, Thornwood, NY November 28, 2016
• New York State Society of CPAs Closely Held and Flow-Through Entities Conference, New York, NY November 9, 2016
• HFTP New York City Chapter, New York, NY October 26, 2016
• Prager Metis, CPAs, LLC, New York, NY August 30, 2016
• Citrin Cooperman & Company, White Plains, NY, July 19, 2016
• Axa Advisors, New York, NY, April 13, 2016
• Axa Advisors, New York, NY, February 25, 2016
• Wells Fargo Advisors, Greenwich, CT, January 21, 2016
• Wells Fargo Bank, New York, NY, January 14, 2016
• Wells Fargo Bank, White Plains, NY, January 28, 2016

“Qualified Retirement Plan Design Issues and Solutions”

• New York State Society of CPAs, New York, NY October 25, 2016

“New Developments in Retirement Plan Design and Executive Compensation for Private Companies”

• New York State Society of CPAs, Westchester Chapter, Rye Brook, NY November 11, 2016
• Citrin Cooperman, New York, NY August 9, 2016
• PKF O’Connor Davies, July 21, 2016

"Making Your Non-Profit Organization More Impactful-Innovative Ideas for Efficient Financial Management, Growth and Sustainability,"

• Buchbinder Tunick & Company LLP, New York, NY, May 12, 2016

“Keep More of the Money You Make-A Guide to Retirement and Pension Planning”

• Capital One Spark Business, New York, NY, April 21, 2016

“Qualified Retirement Plan Design for Dental Practices”

• New Rochelle Dental Forum, Larchmont, NY, October 18, 2016
• Bronx County Dental Society, Bronx, NY, September 13, 2016

“Qualified Retirement Plan Design for Golf Professionals”

• Scarsdale, New York, NY February 25, 2016

“Qualified Retirement Plan Design for Real Estate Professionals”

• Wells Fargo, New York, NY, February 17, 2016

“Increasing Assets Under Management with Qualified Retirement Plans”

• Firm Seminar, Long Island, NY November 2, 2016 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, New York, NY, November 10, 2016 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, Stamford, CT, November 29, 2015 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, White Plains, NY, November 30, 2016 [with Jay Fenster and Harris Markhoff]