Speaking Engagements 2021

Mark Hamilton

“Executive Compensation Updates 2021”

• EisnerAmper 2021 Tax Conference, Webinar. May 19, 2021

“Innovative 2021 Tax Planning Strategies Utilizing Qualified Retirement Plans”

• Long Island Accountants & Financial Planners Network, Webinar. December 1, 2021

William Miller

“Innovative 2021 Tax Planning Strategies Utilizing Qualified Retirement Plans”

• Citrin Cooperman & Company, Webinar. October 26, 2021
• Prager Metis CPAs, LLC, Webinar. September 23, 2021
• CohnResnick, LLP. Webinar. September 21, 2021
• K.K. Mehta CPA Associates PLLC, Webinar. September 17, 2021
• Pellegrino, Saccomani & Wells, LLP Webinar. August 9, 2021
• Zelin and Associates CPA LLC, Webinar. August 3, 2021
• Judelson, Giordano & Siegel, CPA, PC, Webinar. July 29, 2021
• Margolin, Winer & Evens LLP, Webinar. July 21, 2021

“Retirement Plans for Business Owners”

• EisnerAmper 2021 Tax Conference, Webinar. May 21, 2021

Andrew Roth

“Innovative 2021 Tax Planning Strategies Utilizing Qualified Retirement Plans”

• Accountants in Industry Committee, New York State Society of CPAs, Webinar. December 15, 2021
• R.L. DePanfilis & Company, LLC, Webinar. December 10, 2021
• Mazars USA LLP, Webinar. December 8, 2021
• Martorella & Grasso, LLP, Webinar. December 8, 2021
• Peretz, Resick, Mitgang & Marcus, LLP, Webinar. December 7, 2021
• Peretz, Resick, Mitgang & Marcus, LLP, Tarrytown, New York, December 7, 2021
• Long Island Accountants & Financial Planners Network, Webinar. December 1, 2021
• Steinberg & Shebairo, LLP, Webinar November 30, 2021
• Reynolds & Rowella, LLP, Webinar. November 17, 2021
• Rosenblatt Radezky Schiff & Tepper, CPA’s, P.C., Webinar. November 17, 2021
• Garritano & Associates, CPAs, Webinar. November 4, 2021
• Citrin Cooperman & Company, Webinar. October 27, 2021
• Strafford Webinars. October 26, 2021
• Moses & Schreiber, LLC., Webinar. October 20, 2021
• Prager Metis CPAs, LLC, Webinar. September 23, 2021
• CohnResnick, LLP. Webinar. September 21, 2021
• K.K. Mehta CPA Associates PLLC, Webinar. September 17, 2021
• Pellegrino, Saccomani & Wells, LLP Webinar. August 9, 2021
• Zelin and Associates CPA LLC, Webinar. August 3, 2021
• Blumenthal Squire & Blanck, CPAs. July 29, 2021
• Judelson, Giordano & Siegel, CPA, PC, Webinar. July 29, 2021
• Margolin, Winer & Evens LLP, Webinar. July 21, 2021

“Retirement Plans for Business Owners”

• EisnerAmper 2021 Tax Conference, Webinar. May 21, 2021
• Andrew Roth (with Jay Fenster), “Innovative 2021 Tax Planning Strategies to Increase Assets Under Management”, Webinar. December 2, 2021
• Andrew Roth (with Jay Fenster), “Innovative 2021 Tax Planning Strategies to Increase Assets Under Management”, Webinar. November 30, 2021
• Andrew Roth (with Jay Fenster), “Innovative 2021 Tax Planning Strategies to Increase Assets Under Management”, Webinar. November 17, 2021

“Qualified Retirement Plan Design for Dental Practices”

• Nassau County Dental Society, Webinar. October 20, 2021

“Innovative 2021 Tax Planning Strategies to Increase Assets Under Management”

• Ameriprise Financial, Webinar. November 16, 2021