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

“ESOPs: A Tax-Advantaged Succession Planning Option”

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

William Miller

“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”

  • 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

Peter Opitz

“Increasing Assets Under Management with Qualified Retirement Plans”

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

Andrew E. Roth

“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"

  • 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"

  • 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