Speaking Engagements
Whether you’re exploring new ways to take advantage of tax saving strategies, learning about business succession approaches, or protecting your assets from creditors, Danziger & Markhoff can help.
Contact us today.
2025
2025 Retirement Plan Design for Dental Practices
Presented By: Roth, Andrew E.
- Nassau County Dental Society, January 23, 2025
2025 Tax Planning Using Qualified Retirement Plans
Presented By: Roth, Andrew E.
- Webinar, White Plains, NY, May 7, 2025
- Citizens Bank, New Rochelle, NY, February 12, 2025
- Webinar, Tompkins Financial Advisors, February 5, 2025
- Webinar, B. Riley Financial, January 22, 2025
Employee Benefit Plan Symposium
Presented By: Roth, Andrew E.
- CliftonLarsonAllen LLP, Essex Fells, NJ, May 13, 2025
- Strafford CPE National Pension Webinar, March 20, 2025
2024
2024 ESOPs-The Underutilized Succession Tool
Presented By: Fenster, Jay
- Reynolds & Rowella, LLP, Ridgefield, CT July 23, 2024
2024 ESOPs-The Underutilized Succession Tool
Presented By: Roth, Andrew E.
- Reynolds & Rowella, LLP, Ridgefield, CT July 23, 2024
2024 Tax Planning Using Qualified Plans
Presented By: Miller, William
- Zelin & Associates CPA LLC, webinar, July 23, 2024
- Rosenblatt Radezky Schiff & Tepper, CPA’s, PC, New York, NY, July 10, 2024
2024 Tax Planning Using Qualified Plans
Presented By: Roth, Andrew E.
- Zelin & Associates CPA LLC, webinar, July 23, 2024
- Schulman Lobel LLP, New York, NY, June, 18, 2024
- Rosenblatt Radezky Schiff & Tepper, CPA’s, PC, New York, NY, July 10, 2024
2024 Qualified Retirement Plan Design for Dental Practices
Presented By: Roth, Andrew E.
- Southern Westchester Dental Forum, Purchase, New York, February 27, 2024
- Nassau County Dental Society, webinar, January 24, 2024
2023
2023 Tax Planning Using Qualified Retirement Trusts
Presented By: Miller, William
- Zelin & Associates, CPA, LLC, November 16, 2023
- Donald B. Schwartz & Associates, Larchmont, NY, November 6, 2023
Innovative 2023 Tax Planning Strategies to Increase Assets Under Management Utilizing Qualified Retirement Plans
Presented By: Roth, Andrew E.
- Danziger & Markhoff LLP, Webinar, December 6, 2023
- Danziger & Markhoff LLP, Webinar, November 30, 2023
How DB (Defined Benefit) and CB (Cash Balance) Plans Can Help Reduce Taxes, Provide Asset Protection and Support Recruiting & Retaining Staff
Presented By: Roth, Andrew E.
- USA 500 Healthcare Provider Round Table. June 15, 2023
Qualified Retirement Plans for Dental Practices
Presented By: Roth, Andrew E.
- Bronx County Dental Society, Bronx, NY. February 28, 2023
- Nassau County Dental Society, Webinar. January 23, 2023
2023 Tax Planning Using Qualified Retirement Plans
Presented By: Roth, Andrew E.
- Reynolds & Rowella LLP, Ridgefield, CT, December 13, 2023
- Zelin & Associates, CPA, LLC, November 16, 2023
- Schulman Lobel LLP, New York, New York, November 9, 2023
- NYSSCPAs (Westchester Rockland Chapter) webinar, November 7, 2023
- Donald B. Schwarz & Associates, Larchmont, NY, November 6, 2023
- B. Riley Financial, New Windsor, NY, November 2, 2023
- Kolbrenner & Alexander LLC. October 18, 2023
- Held, Kranzler McCosker & Pulice, LLP. September 22, 2023
- Citizens Bank , New Rochelle, NY. September 20, 2023
- Citizens Bank , New Rochelle, NY. August 9, 2023
- Spears Abacus Advisors, LLC, New York, NY. July 26, 2023
- Rosenblatt, Radezky, Schiff & Tepper, CPAs, LLC, New York, NY. July 25, 2023
- Citizens Bank , New Rochelle, NY. July 19, 2023
- Kahan Steiger & Company , Stamford, CT. June 20, 2023
- Blumenthal, Squire & Blanck, CPAs, Webinar. June 13, 2023
- Muskus & Wilemsky , CPAs, Fairfield, CT. June 13, 2023
- New York State Society of CPAs. February 15, 2023
- Treloar & Heisel, LLC. January 18, 2023
- Grassi & Co. January 12, 2023
Qualified Retirement Plan Design for Law Firms
Presented By: Roth, Andrew E.
- Flagstar Bank), New York, NY. September 27, 2023
- Citizens Bank, Yonkers, NY. May 3, 2023
2023 Tax Planning Using Qualified Retirement Plans
Presented By: Hamilton, Mark
- Grassi & Co. January 12, 2023