Speaking Engagements 2019

Mark Hamilton

“Innovative 2019 Tax Planning Strategies Utilizing Qualified Retirement Plans”

  • New York State Society of CPAs, New City, NY. August 6, 2019

William Miller

“New Developments in Retirement Plan Design”

  • Martin, DeCruze & Company, LLC, Stamford, CT. February 20, 2019

"Innovative 2019 Tax Planning Strategies Utilizing Qualified Retirement Plans"

  • CBIZ & Mayer Hoffman McCann CPAs, New York, NY. August 13, 2019
  • Rosenblatt, Radezky, Schiff & Tepper, CPA, P.C., New York, NY. August 13, 2019
  • Donald B. Schwartz & Associates, Larchmont, NY. August 6, 2019
  • Muskus & Partners, LLC, Fairfield, CT. August 6, 2019
  • Marks Paneth LLP, Purchase, NY. July 22, 2019

Alex Nahoum

“New Developments in Retirement Plan Design”

  • MBAF, New York, NY. January 23, 2019

“Innovative 2019 Tax Planning Strategies Utilizing Qualified Retirement Plans”

  • Citrin Cooperman & Company, LLP, White Plains, NY. August 27, 2019
  • Puglisi, Moore & Co., Armonk, NY. July 25, 2019
  • Martorella & Grasso, LLP, Floral Park, NY. July 24, 2019
  • Tarlow & Company, New York, NY. July 16, 2019

Andrew E. Roth

“Innovative 2019 Tax Planning Strategies Utilizing Qualified Retirement Plans”

  • Citrin Cooperman & Company, LLP, White Plains, NY. August 27, 2019
  • CBIZ & Mayer Hoffman McCann CPAs, New York, NY. August 13, 2019
  • Rosenblatt, Radezky, Schiff & Tepper, CPA, P.C., New York, NY. August 13, 2019
  • New York State Society of CPAs, New City, NY. August 6, 2019
  • Muskus & Partners, LLC, Fairfield, CT. August 6, 2019
  • Donald B. Schwartz & Associates, Larchmont, NY. August 6, 2019
  • Puglisi, Moore & Co., Armonk, NY. July 25, 2019
  • Martorella & Grasso, LLP, Floral Park, NY. July 24, 2019
  • Marks Paneth LLP, Purchase, NY. July 22, 2019
  • Tarlow & Company, New York, NY. July 16, 2019
  • New York State Society of Independent Accountants, Howard Beach, NY. June 25, 2019

“Qualified Retirement Plan Design for Dental Practices”

  • Westchester Shore Dental Forum, Larchmont, NY. March 14, 2019

“Qualified Retirement Plan Design for Business Owners”

  • Orange Bank and Trust, Goshen, NY. February 27, 2019

“New Developments in Retirement Plan Design”

  • Martin, DeCruze & Company, LLC, Stamford, CT. February 20, 2019
  • MBAF, New York, NY. January 23, 2019

“Designing Your Law Firm’s Retirement Plan"

  • Bronx County Bar Association, Bronx, NY. February 6, 2019