Speaking Engagements 2017

Robert B. Danziger

“Asset Protection and Estate Planning”

  • Kahan Steiger & Company, P.C. Stamford, CT. November 13, 2017

“Dental Practice Transitions”

  • Westchester Sound Shore Dental Association, Larchmont, NY. February 16, 2017

Jay Fenster

“ESOPs: A Tax Advantaged Succession Strategy”

  • Hertz Herson, CPA, PC. New York, NY. July, 10, 2017

Michael Markhoff

“Asset Protection and Estate Planning”

  • GOPIO-CT, Stamford, CT. December 2, 2017
  • Kahan Steiger & Company, P.C. Stamford, CT. November 13, 2017

William Miller

“Retirement Plan Options for Not-for-Profits”

  • New York Council of Nonprofits, Inc., New Paltz, NY. October 5, 2017

“Retirement Plan Design: How to Maximize the Business Owners Contribution and Minimize Staff Cost”

  • Stroock & Stroock & Lavan LLP, New York, NY. July 27, 2017
  • Cion Investments, New York, NY July 26, 2017
  • New York Society of Independent Accountants, Queens, Nassau and Suffolk Chapters, Howard Beach, NY June, 21, 2017

"New Developments in Retirement Plan Design"

  • Nugent & Hauessler, PC, Montgomery, NY. November 6, 2017
  • New York State Society of CPAs (Estate Planning Committee), New York, NY. July 27, 2017
  • Marks Paneth LLP, Purchase, NY. July 17, 2017
  • Citrin Cooperman, White Plains, NY. July 17, 2017
  • Topche & Company, LLC, Cranford, NJ. July 11, 2017
  • Marks Paneth LLP, New York, NY. July 10, 2017
  • Maier, Markey & Justic, LLP, White Plains, NY. June 27, 2017
  • Citrin Cooperman, New York, NY. June 26, 2017
  • New York Society of Independent Accountants, Howard Beach , NY. June 21, 2017
  • Martin, DeCruze & Company, Stamford, CT. September 20, 2017
  • Gilman & Ciocia, Newburgh. NY. September 12, 2017
  • Muskus & Wilemsky, LLC, Fairfield, CT. June 22, 2017
  • Newman & Cohen, CPA, P.C., New York, NY. June 5, 2017
  • Bessemer Trust, Woodbridge, NJ February 16, 2017

Alex Nahoum

“Innovative Year-End Tax Planning Strategies Utilizing Qualified Retirement Plans”

  • Melville, NY. December 5, 2017

“Retirement Plan Design: How to Maximize the Business Owner’s Contribution and Minimize Staff Cost”

  • UHY Advisors, New York, NY. November 28, 2017,
  • Morris/Sussex Chapter of the New Jersey Society of CPAs, Mountain Lakes, NJ. October 23, 2017

“Increasing Assets Under Management With Qualified Retirement Plans”

  • Edward Jones, Stamford, CT. June 20, 2017

“New Developments in Retirement Plan Design”

  • Connecticut State Society of CPAs , Rocky Hill, CT. December 7, 2017
  • Kahan Steiger & Company, P.C., Stamford, CT. September 18, 2017
  • D’Arcangelo & Co., LLP, Poughkeepsie, NY. August 16, 2017
  • Berdon LLP, New York, NY. October 18, 2017
  • Markowitz Fenelon & Bank, Riverhead, NY. July 12, 2017
  • Moses & Schreiber, LLP, Lake Success, NY. July 20, 2017
  • Fuoco Group, Hauppauge, NY. July 12, 2017
  • Peller Wealth Management, New York, NY. June 20, 2017

Timothy O’Connell

“Common ESOP Administration Errors”

  • Multi-State ESOP Conference, Scranton, PA. September 15, 2017

Peter Opitz

“Increasing Assets Under Management With Qualified Retirement Plans”

  • Edward Jones, Stamford, CT June 20, 2017

Andrew E. Roth

"Innovative Strategies to Increase Assets Under Management"

  • Pell Wealth Advisors, Rye Brook, NY. November 27, 2017

"Innovative Year-End Tax Planning Strategies Utilizing Qualified Retirement Plans"

  • Melville, NY. December 5, 2017

"Retirement Plan Options for Not-for-Profits"

  • New York Council of Nonprofits, Inc., New Paltz, NY. October 5, 2017

"Qualified Retirement Plan Design for Optometric Practices"

  • Suffolk Optometric Society, Huntington, October 18, 2017

"ESOPs: A Tax Advantaged Succession Strategy"

  • Hertz Herson, CPA, PC. New York, NY. July 10, 2017

"New Developments in Retirement Plan Design for Medical Practices"

  • Bronx County Medical Society, Bronx, NY. November 14, 2017
  • Queens County Medical Society, Queens, NY. September 28, 2017
  • Fairfield County Medical Association, Stamford, CT. June 1, 2017
  • Westchester County Medical Society, Mamaroneck, NY. March 30, 2017

“Retirement Plan Design: How to Maximize the Business Owner's Contribution and Minimize Staff Cost”

  • GOPIO-CT, Stamford, CT. December 2, 2017
  • UHY Advisors, New York, NY. November 28, 2017
  • Morris/Sussex Chapter of the New Jersey Society of CPAs, Mountain Lakes, NJ. October 23, 2017
  • Stroock & Stroock & Lavan LLP, New York, NY. July 27, 2017
  • Cion Investments, New York, NY July 26, 2017
  • New York Society of Independent Accountants, Queens, Nassau and Suffolk Chapters, Howard Beach, NY June, 21, 2017

“Saving for Retirement in Private Practice”

  • New York State Psychological Association, Scarsdale, NY. April 21, 2017

“ERISA Law & How to Set Up a Retirement Plan for Your Law Firm”

  • Columbian Lawyers Association, New York, NY. February 1, 2017

“Qualified Retirement Plan Design for Law Firms"

  • Wofsey Rosen Kweskin & Kuriansky LLP, Stamford, CT. October 3, 2017
  • Hauppauge, NY. July 12, 2017
  • Greenwich County Bar Association, Greenwich, CT January 19, 2017

"New Developments in Retirement Plan Design"

  • Connecticut State Society of CPAs , Rocky Hill, CT. December 7, 2017
  • Berdon LLP, New York, NY. October 18, 2017
  • Nugent & Hauessler, PC, Montgomery, NY. November 6, 2017
  • Kahan Steiger & Company, P.C., Stamford, CT. September 18, 2017
  • D’Arcangelo & Co., LLP, Poughkeepsie, NY. August 16, 2017
  • New York State Society of CPAs (Estate Planning Committee), New York, NY. July 27, 2017
  • Moses & Schreiber, LLP, Lake Success, NY. July 20, 2017
  • Marks Paneth LLP, Purchase, NY. July 17, 2017
  • Citrin Cooperman, White Plains, NY. July 17, 2017
  • Markowitz Fenelon & Bank, Riverhead, NY. July 12, 2017
  • Topche & Company, LLC, Cranford, NJ. July 11, 2017
  • Marks Paneth LLP, New York, NY. July 10, 2017
  • Fuoco Group, Hauppauge, NY. July 12, 2017
  • Maier, Markey & Justic, LLP, White Plains, NY. June 27, 2017
  • Citrin Cooperman, New York, NY. June 26, 2017
  • New York Society of Independent Accountants, Howard Beach , NY. June 21, 2017
  • Peller Wealth Management, New York, NY. June 20, 2017
  • Martin, DeCruze & Company, Stamford, CT. September 20, 2017
  • Gilman & Ciocia, Newburgh. NY. September 12, 2017
  • Muskus & Wilemsky, LLC, Fairfield, CT. June 22, 2017
  • Newman & Cohen, CPA, P.C., New York, NY. June 5, 2017
  • Bessemer Trust, Woodbridge, NJ. February 16, 2017

“Qualified Retirement Plan Design for Dental Practices”

  • Westchester Sound Shore Dental Association, Larchmont, NY. Larchmont, February 16, 2017
  • Queens County Dental Society, Jamaica, NY. February 2, 2017

Gregory R. Tapfar

“Solving the Mystery of Dental Practice Transitions”

  • Putnam County Branch Dental Society, Yorktown Heights, NY. November 16, 2017

“Avoiding Legal and Financial Pitfalls in the Practice of Dentistry”

  • White Plains Dental Forum, White Plains, NY. November 14, 2017

“Steps to Take for a Successful Dental Practice Transaction”

  • New York State Dental Association, Woodbury, NY. May 17, 2017

“Preparing for the Sale of your Dental Practice”

  • New York State Dental Association, White Plains, NY. June 8, 2017
  • Bank of America, White Plains, NY. June 8, 2017

“Legal Aspects of Practice Transitions”

  • Ninth District Dental Society, Briarcliff Manor, March 15, 2017