Speaking Engagements 2018

Robert B. Danziger

“ESOPs: A Tax-Advantaged Succession Planning Option”

• New York State Society of CPAs, New York, NY. January 11, 2018

Jay Fenster

“Executive Compensation Arrangements for Successful Private Companies”

• Muskus & Partners. LLC, Fairfield, CT. November 13, 2018

“ESOPs: A Tax-Advantaged Succession Planning Option”

• New York State Society of CPAs, New York, NY. January 11, 2018

Mark Hamilton

“Executive Compensation Arrangements for Successful Private Companies"

• Muskus & Partners. LLC, Fairfield, CT. November 13, 2018

Michael Markhoff

“Beneficiary Designations”, Planning With Your Client’s Retirement and Life Insurance

• New York State Bar Association, Mount Kisco, NY. April 26, 2018

William Miller

“Qualified Retirement Plan Design for Law Firms”

• Kolinsky Wealth Management, Tarrytown, NY. November 6, 2018
• Kolinsky Wealth Management, Saddle Brook, NJ. November 1, 2018
• Kolinsky Wealth Management, Tarrytown, NY. May 22, 2018

"New Developments in Qualified Pension Plan Design"

• New York State Society of CPAs, New York, NY. October 25, 2018
• Citrin Cooperman & Company, New York. NY. September 17, 2018
• New York State Society of CPAs, White Plains, NY. September 12, 2018
• Marks Paneth LLC, Purchase, NY. September 6, 2018
• Gilman & Ciocia, Newburgh, NY. September 6, 2018
• Zelin and Associates, New York, NY. July 24, 2018
• Citrin Cooperman, White Plains, NY. July 19, 2018
• Maier Markey & Justic LLP, White Plains, NY. July 17, 2018
• Citrin Cooperman, New York, NY. July 16, 2018
• R.L DePanfilis & Company, LLC, Norwalk, CT. July 12, 2018
• Paritz & Company, P.A., Hackensack, NJ. July 10, 2018
• Buchbinder Tunick & Company, Little Falls, NJ. July 10, 2018
• Dworkin, Hillman, Lamorte & Sterczala, PC, Shelton, CT. June 28, 2018
• Rosenblatt, Radezky, Schiff & Tepper, CPA, P.C., New York, NY. June 12, 2018
• Judelson, Giordano & Siegel, CPAs, PC, Middletown, NY. June 11, 2018
• Kirshon & Co., Poughkeepsie, NY May 23, 2018

“Roth IRAs and Roth IRA Conversions” Planning with Your Client’s Retirement and Life Insurance

• New York State Bar Association, New York, NY. April 27, 2018
• New York State Bar Association, Mt. Kisco, NY. April 26, 2018

“Qualified Retirement Plan Design for Dental Practices”

• Big Apple Dental Meeting, Bronx County Dental Society, Mahwah, New Jersey March 22, 2018.

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

• Kolinsky Wealth Management, Tarrytown, NY. November 6, 2018
• Kolinsky Wealth Management, Saddle Brook, NJ. November 1, 2018
• New York State Society of CPAs, White Plains, NY. September 12, 2018
• Kolinsky Wealth Management, Tarrytown, NY. May 22, 2018
• Accountants in Industry Committee, New York State Society of CPAs, White Plains, NY. March 21, 2018.

“Designing Your Law Firm’s Retirement Plan”

• New York County Lawyers’ Association, New York, NY. January 25, 2018

Alex Nahoum

“New Developments in Retirement Plan Design”

• Martorella & Grasso, LLP, Floral Park, NY. December 4, 2018

“Qualified Retirement Plan Design for Law Firms”

• Prager Metis, New York, NY. July 26, 2018

“Innovative 2018 Tax Planning Strategies Utilizing Qualified Retirement Plans”

• Ameritas Investment Corp., Melville, NY. July 18, 2018

“New Developments in Qualified Pension Plan Design”

• InterContinental Capital Group, Melville, NY. November 28, 2018
• Steinberg & Shebairo, New York, NY. November 27, 2018
• Markowitz, Fenelon & Bank, LLP, Bridgehampton, NY. November 14, 2018
• Martorella & Grasso , LLP, Floral Park, NY. November 7, 2018,
• CBIZ & Mayer Hoffman McCann CPA, New York, NY. October 29, 2018
• Tarlow & Co., CPA, PC, NY. October 23, 2018
• The Chwast CPA Group, P.C. Melville, NY. September 27, 2018
• G.S. Garritano & Associates, Islandia, NY. September 25, 2018
• Wells Fargo., White Plains, NY. September 20, 2018
• Marks Paneth LLC, New York, NY. September 19, 2018
• Marks Paneth LLP, New York, NY. September 18, 2018
• Lawrence B. Goodman & Co., Fairlawn, NJ. September 17, 2018
• KKB&N, Middletown, NY. September 11, 2018
• BloomSchon CPAs LLC, Jericho, NY. August 16, 2018
• Margolin, Winer & Evens LLP, Garden City, NY. August 16, 2018
• CBIZ & Mayer Hoffman McCann CPA, New York, NY. August 13, 2018
• Prager Metis, New York, NY. July 26, 2018
• Markowitz, Fenelon & Bank, Riverhead, NY. July 25, 2018
• D’Arcangelo & Company, Poughkeepsie, NY. July 23, 2018
• Boris Benic CPAs, Garden City, NY. June 26, 2018
• Schwarz Robinson , Larchmont, NY. June 18, 2018

Peter Opitz

“Increasing Assets Under Management with Qualified Retirement Plans”

• DiPaola Financial Group, Melville, NY. April 4, 2018

Andrew E. Roth

“Choosing a Career in Law"

• Baruch College, New York, NY. November 21, 2018

“Using Qualified Retirement Plans to Maximize Business Owners’ Tax Deductions Under the New Tax Law"

• Oppenheimer & Co., Inc. New York, NY. November 8, 2018

“New Developments in Retirement Plan Design”

• Markowitz, Fenelon & Bank, LLP, Bridgehampton, NY. November 14, 2018
• Martorella & Grasso, LLP, Floral Park, NY. December 4, 2018

“Designing Your Law Firm’s Retirement Plan”

• Port Chester/Rye Bar Association, Port Chester, NY. November 20, 2018
• Benchmark Title Agency, Elmsford, NY. November 14, 2018
• Mamaroneck/Harrison/Larchmont Bar Association, Harrison, NY. November 2, 2018

“Pension Plan Design for Law Firms”

• Westchester Black Bar Association, White Plains, NY. October 24, 2018
• Citibank, New York, NY. October 18, 2018
• Fairfield County Bar Association, Stamford, CT. October 9, 2018

“Qualified Retirement Plan Design for Medical Practices”

• Suffolk County Optometric Society, Location TBD. November 27, 2018
• Westchester Shore Dental Forum, Larchmont, NY. November 15, 2018
• Bronx County Medical Society, Bronx, NY. September 5, 2018

“Innovative 2018 Tax Planning Strategies Utilizing Qualified Retirement Plans”

• Ameritas Investment Corp., Melville, NY. July 18, 2018

"New Developments in Qualified Pension Plan Design"

• InterContinental Capital Group, Melville, NY. November 28, 2018
• Steinberg & Shebairo, New York, NY. November 27, 2018
• Markowitz, Fenelon & Bank, LLP, Bridgehampton, NY. November 14, 2018
• Martorella & Grasso , LLP, Floral Park, NY. November 7, 2018
• CBIZ & Mayer Hoffman McCann CPA, New York, NY. October 29, 2018
• New York State Society of CPAs, New York, NY. October 25, 2018
• Tarlow & Co., CPA, PC, NY. October 23, 2018
• Citibank, New York, NY. October 18, 2018
• The Chwast CPA Group, P.C. Melville, NY. September 27, 2018
• G.S. Garritano & Associates, Islandia, NY. September 25, 2018
• Wells Fargo., White Plains, NY. September 20, 2018
• Marks Paneth LLC, New York, NY. September 19, 2018
• Marks Paneth LLP, New York, NY. September 18, 2018
• Lawrence B. Goodman & Co., Fairlawn, NJ. September 17, 2018
• Citrin Cooperman & Company, New York. NY. September 17, 2018
• New York State Society of CPAs, White Plains, NY. September 12, 2018
• KKB&N, Middletown, NY. September 11, 2018
• Marks Paneth LLC, Purchase, NY. September 6, 2018
• Gilman & Ciocia, Newburgh, NY. September 6, 2018
• BloomSchon CPAs LLC, Jericho, NY. August 16, 2018
• Margolin, Winer & Evens LLP, Garden City, NY. August 16, 2018
• CBIZ & Mayer Hoffman McCann CPA, New York, NY. August 13, 2018
• Prager Metis, New York, NY. July 26, 2018
• Markowitz, Fenelon & Bank, Riverhead, NY. July 25, 2018
• Zelin and Associates, New York, NY. July 24, 2018
• D’Arcangelo & Company, Poughkeepsie, NY. July 23, 2018
• Citrin Cooperman, White Plains, NY. July 19, 2018
• Maier Markey & Justic LLP, White Plains, NY. July 17, 2018
• Citrin Cooperman, New York, NY. July 16, 2018
• R.L DePanfilis & Company, LLC, Norwalk, CT. July 12, 2018
• Paritz & Company, P.A., Hackensack, NJ. July 10, 2018
• Buchbinder Tunick & Company, Little Falls, NJ. July 10, 2018
• Dworkin, Hillman, Lamorte & Sterczala, PC, Shelton, CT. June 28, 2018
• Boris Benic CPAs, Garden City, NY. June 26, 2018
• Schwarz Robinson , Larchmont, NY. June 18, 2018
• Rosenblatt, Radezky, Schiff & Tepper, CPA, P.C., New York, NY. June 12, 2018
• Judelson, Giordano & Siegel, CPAs, PC, Middletown, NY. June 11, 2018
• Kirshon & Co., Poughkeepsie, NY. May 23, 2018

"Qualified Retirement Plan Design for Dental Practices"

• HSBC, White Plains, NY. June 21, 2018

"Qualified Retirement Plan Design for Law Firms"

• Kolinsky Wealth Management, Tarrytown, NY November 6, 2018
• Kolinsky Wealth Management, Saddle Brook, NJ. November 1, 2018
• Prager Metis, New York, NY. July 26, 2018
• Kolinsky Wealth Management, Tarrytown, NY. May 22, 2018

“Roth IRAs and Roth IRA Conversions” Planning with Your Client’s Retirement and Life Insurance

• New York State Bar Association, New York, NY. April 27, 2018
• New York State Bar Association, Mt. Kisco, NY. April 26, 2018

"Qualified Retirement Plan Design for Dental Practices"

• Bronx County Dental Society, Mahwah, New Jersey. May 22, 2018
• Big Apple Dental Meeting, Bronx County Dental Society, Mahwah, New Jersey. March 22, 2018,

"Retirement Plan Design: How to Maximize the business Owner’s Contributions and Minimize Staff Cost"

• Kolinsky Wealth Management, Tarrytown, NY. November 6, 2018
• Kolinsky Wealth Management, Saddle Brook, NJ. November 1, 2018
• New York State Society of CPAs, White Plains, NY. September 12, 2018
• Kolinsky Wealth Management, Tarrytown, NY. May 22, 2018
• Accountants in Industry Committee, New York State Society of CPAs, White Plains, NY. March 21, 2018

"Increasing Assets Under Management with Qualified Retirement Plans"

• DiPaola Financial Group, Melville, NY. April 4, 2018
• Watts Capital, New York, NY. March 19, 2018

"Qualified Retirement Plan Design for Podiatrists"

• Bronx, NY. May 9, 2018

"Designing Your Law Firm’s Retirement Plan"

• New York County Lawyers’ Association, New York, NY. January 25, 2018

“Innovative 2018 Tax Planning Strategies to Increase Assets Under Management”

• Firm Seminar, Long Island, NY, October 20, 2018 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, New York, NY, November 15, 2018 [with Jay Fenster and Harris Markhoff]
• Firm Seminar, White Plains, NY, November 29, 2018 [with Jay Fenster and Harris Markhoff]

“The Shoemaker has No Shoes: Estate Planning, Retirement Planning, and Partnership Agreements for Attorneys”

• Clear Law Institute Webinar July 17, 2018 [with Gregory R. Tapfar and Michael Markhoff]

“Innovative 2018 Tax Planning Strategies Utilizing Qualified Retirement Plans”

• Firm Seminar, Melville, NY. July 25, 2018 [with Alex Nahoum]
• Firm Seminar, Long Island, NY. November 28, 2018 [with Alex Nahoum]