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. 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
  • 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. 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

“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”

  • Martorella & Grasso , LLP, Floral Park, NY. November 7, 2018,
  • CBIZ & Mayer Hoffman McCann CPA, New York, NY. October 29, 2018
  • The Chwast CPA Group, P.C. Melville, NY. September 27, 2018
  • G.S. Garritano & Associates, Islandia, NY. September 25, 2018
  • Marks Paneth LLC, New York, NY. September 19, 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

“Innovative 2018 Tax Planning Strategies Utilizing Qualified Retirement Plans”

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

"New Developments in Qualified Pension Plan Design"

  • 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
  • The Chwast CPA Group, P.C. Melville, NY. September 27, 2018
  • G.S. Garritano & Associates, Islandia, NY. September 25, 2018
  • Marks Paneth LLC, New York, NY. September 19, 2018
  • Citrin Cooperman & Company, New York. NY. September 17, 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"

  • 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. 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

Gregory Tapfar

"Solving the Mystery of Dental Practice Transitions"

  • Dutchess County Dental Society, LaGrangeville, NY. June 19, 2018
  • Rockland County Dental Society, Congers, NY. May 23, 2018
  • Southern Orange County Dental Group, Chester, NY. March 12, 2018

"Dental Practice Transitions"

  • Greater Long Island Dental Meeting, Melville, NY. April 17, 2018

"Preparing for the Sale of Your Dental Practice"

  • New York State Dental Association, White Plains, NY. June 7, 2018