Speaking Engagements 2020
“Preparing for the Sale of Your Dental Practice”
- New York State Dental Society, Tarrytown, NY. February 5, 2020
“Answers to Your Coronavirus Employment Questions”
- NYS Ninth District Dental Association, Webinar, March 26, 2020
Andrew Roth, “Innovative 2020 Tax Planning Strategies to Increase Assets Under Management”
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Firm Webinar (with Jay Fenster), November 10, 2020
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Firm Webinar (with Jay Fenster), November 18, 2020
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Firm Webinar (with Jay Fenster), December 1, 2020
“CARES Act and SECURE Act”
- Allen C. Schneider & Company, LLP, Webinar. November 4, 2020
- Rosenblatt Radezky Schiff & Tepper, CPA’s, P.C. , Webinar. November 11, 2020
- Long Island Accountants & Financial Planners Network, Webinar. November 18, 2020
“Enhancing Qualified Retirement Plans Under the CARES Act and SECURE Act and Optimizing Paycheck Protection Program Loan Forgiveness”
- HSBC, (Westchester County), Webinar. October 20, 2020,
- HSBC, (Suffolk County), Webinar. October 20, 2020
- HSBC, (Nassau County), Webinar. October 22, 2020
- HSBC, (New Jersey), Webinar. October 22, 2020
“Hot Topics for Plan Sponsors and Fiduciaries of Qualified Retirement Plan”
- Melville, NY. February 5, 2020
“CARES Act and SECURE Act”
- Martorella & Grasso, LLP, Webinar. May 28, 2020
- Held, Kranzler, McCosker& Pulice, LLP, Webinar. June 4, 2020
- Grassi & Co., Webinar. June 11, 2020
- Lamb & Barnosky, Webinar. July 8, 2020
- Westchester County Black Bar Association, Webinar. July 9, 2020
- Nugent & Haeussler, Webinar. July 21, 2020
- Tarlow & Co., Webinar. July 23, 2020
- LB Goodman & Co, Webinar. July 30, 2020
- Moses & Schreiber, LLP, Webinar. August 17, 2020
- Berotti, Robins & Guskin LLP, Webinar. August 18, 2020
- Steinberg Shebairo, Webinar. August 18, 2020
- Zelin & Associates CPA LLC, Webinar. August 19, 2020
- Puglisi, Moore & Co., Webinar. August 20, 2020
- Suffolk County Dental Society, Webinar. August 20, 2020
- Mamaroneck Harrison Larchmont Bar Association , Webinar. September 18, 2020
- Bronx County Bar Association, Webinar. September 22, 2020
- Judelson, Giordano and Siegel, CPA, P.C., Webinar. September 23, 2020
- National Tax Planning Services, Webinar. October 28, 2020
“Innovative 2020 Tax Planning Strategies Utilizing Qualified Retirement Plans”
- New York State Society of CPAs, New York, NY. March 19, 2020
“Enhancing Qualified Retirement Plans Under the CARES Act and SECURE Act and Optimizing Paycheck Protection Program Loan Forgiveness”
- HSBC, (Westchester County), Webinar. October 20, 2020
- HSBC, (Suffolk County), Webinar. October 20, 2020
- HSBC, (Nassau County), Webinar. October 22, 2020
- HSBC, (New Jersey), Webinar. October 22, 2020
“CARES Act and SECURE Act”
- Martorella & Grasso, LLP, Webinar. May 28, 2020
- Held, Kranzler, McCosker& Pulice, LLP, Webinar. June 4, 2020
- ITServe Alliance, Webinar. June 24, 2020
- Grassi & Co., Webinar. June 11, 2020
- Lamb & Barnosky, Webinar. July 8, 2020
- Westchester County Black Bar Association, Webinar. July 9, 2020
- Nugent & Haeussler, Webinar. July 21, 2020
- Tarlow & Co., Webinar. July 23, 2020
- LB Goodman & Co. Webinar. July 30, 2020
- Bronx County Bar Association, Webinar. September 22, 2020
- Moses & Schreiber, LLP, Webinar. August 17, 2020
- Steinberg Shebairo, Webinar. August 18, 2020
- Berotti, Robins & Guskin LLP, Webinar. August 18, 2020
- Zelin & Associates CPA LLC, Webinar. August 19, 2020
- Puglisi, Moore & Co., Webinar. August 20, 2020
- Suffolk County Dental Society, Webinar. August 20, 2020
- Mamaroneck Harrison Larchmont Bar Association , Webinar. September 18, 2020
- Bronx County Bar Association, Webinar. September 22, 2020
- Judelson, Giordano and Siegel, CPA, P.C., Webinar. September 23, 2020
- National Tax Planning Services, Webinar. October 28, 2020
- Allen C. Schneider & Company, LL , Webinar. November 4, 2020
- Rosenblatt Radezky Schiff & Tepper, CPA’s, P.C. , Webinar. November 11, 2020
- Long Island Accountants & Financial Planners Network, Webinar. November 18, 2020
- GOPIO, Webinar. December 4, 2020
- New York State Society of CPAs Closely Held and Flow-Through Entities/Partnerships and LLCs Conference, Webinar. December 2, 2020
“Innovative 2020 Tax Planning Strategies Utilizing Qualified Retirement Plans”
- Beers, Hamerman, Cohen & Burger, P.C., New haven CT. January 6, 2020
- Global Organization of People of Indian Origin, White Plains, NY. February 6, 2020
- New York State Society of CPAs, New York, NY. March 19, 2020
- New York State Society of CPAs, Westchester Chapter, Webinar. December 1, 2020
- Accountants in Industry Committee, New York State Society of CPAs, Webinar. December 16, 2020
“Hot Topics for Plan Sponsors and Fiduciaries of Qualified Retirement Plans”
- Melville, NY. February 5, 2020
“Qualified Retirement Plan Design for Dental Practices”
- Bronx County Dental Society, Bronx, NY. January 14, 2020
“Retirement Planning Under COVID-19”
- New York State Society of CPAs, Webinar. December 2, 2020
“Growing Your Life Insurance Sales and Assets Under Management Using Qualified Retirement Plans”
- National Life Group, Austin, TX, February 19, 2020
“CARES Act and SECURE Act”
- ITServe Alliance, Webinar. June 24, 2020
“Medical/Legal Ethics, Issues & Pitfalls in the Dental Profession”
- Touro College of Dental Medicine, Valhalla, NY. July 22, 2020