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Partners

Danziger, Joel – In Memoriam

Danziger, Robert B.

Fenster, Jay

Gesser, David P.

Hamilton, Mark

Levine, Joshua S.

Markhoff, Harris

Markhoff, Michael

Miehl, Christopher

Roth, Andrew E.

Sastow, Gary

Of Counsel

Burg, Andrew

Dalrymple, James

Rubin, Irwin N.

Actuaries

Abolafia, Andrea L.

Cupp, Chelsea N.

Haugbro, Tina

Hill, Mickaela

Miller, William

Nahoum, Alex

Rosenfeld, Howard

Associates

English, Nicole

Kissel, Claudia

Lai, Brittni

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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.

Client Alerts

Estate and Gift Tax Update – February, 2024
Update on New York State non-compete and LLC transparency laws
Estate Planning Update
MyCTSavings – Connecticut State Retirement Savings Mandate: Doing Nothing Isn’t a Great Option For Connecticut Employers

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

2022

Qualified Retirement Plans for Law Firms

Presented By: Roth, Andrew E.
  • Suffolk Academy of Law, Hauppauge, NY. January 11, 2022
  • Bronx County Bar Association, webinar. March 16, 2022
  • Mamaroneck Harrison Larchmont Bar Association, Harrison, NY. May 6, 2022
  • Westchester Black Bar Association, Webinar. July 26, 2022
  • California Lawyers Association, Webinar, September 28, 2022
  • San Mateo County Bar Association, Webinar, October 6, 2022

Innovative 2022 Tax Planning Strategies Utilizing Qualified Retirement Plans

Presented By: Roth, Andrew E.
  • CBIZ MHM, LLC, Webinar. January 12, 2022
  • Blumenthal Squire & Blanck, CPAs, Webinar. June 8, 2022
  • Muskus & Wilensky, LLC, Webinar. June 23, 2022
  • Kahan, Steiger & Company PC, Webinar. June 28, 2022
  • Garritano & Associates, Webinar. June 29, 2022
  • Maier, Markey & Justic LLP, Webinar. July 12, 2022
  • Janover LLC, Webinar. July 13, 2022
  • Catenacci Markowitz DeLandri Rosner & Co., Webinar. July 14, 2022
  • Kolbrenner & Alexander LLC, Webinar. July 20, 2022
  • PKF O’Connor Davies, Webinar. July 21, 2022
  • Zelin & Associates CPA LLC, Webinar. July 21, 2022
  • Topche & Company LLC, Webinar. August 2, 2022
  • New York State Society of CPAs, Webinar. August 5, 2022
  • Loeb & Loeb, Webinar, October 27, 2022
  • Rockland Chapter, New York State Society of CPAs, Webinar. December 6, 2022
  • PKF O’Connor Davies, Webinar. December 16, 2022

Innovative 2022 Tax Planning Strategies to Increase Assets Under Management Utilizing Qualified Retirement Plans

Presented By: Roth, Andrew E.
  • Barnum Financial Group, Webinar. September 19, 2022
  • Danziger & Markhoff LLP, Webinar. November 2, 2022
  • Danziger & Markhoff LLP, Webinar. November 10, 2022
  • Danziger & Markhoff LLP, Webinar. November 16, 2022
  • Merrill Lynch, Webinar. December 7, 2022

A Review of Laws Applicable to Dental-Practice-Qualified Retirement Plans – Strategies for Avoiding Possible Discrimination

Presented By: Roth, Andrew E.
  • Southern Westchester Dental Forum, Webinar. January 11, 2022
  • Westchester South Dental Society, Seminar, Tuckahoe, NY. September 13, 2022
  • Queens County Dental Society, Seminar, Jamaica, NY. October 11, 2022

2022 Employee Benefit Plan Methodology – Update

Presented By: Roth, Andrew E.
  • Citrin Cooperman & Company, LLP, Webinar. August 9, 2022

Qualified Retirement Plan Designs and Tax Savings for Your Business

Presented By: Roth, Andrew E.
  • Business Council of Westchester, Webinar, November 18, 2022

Innovative 2022 Tax Planning Strategies Utilizing Qualified Retirement Plans

Presented By: Miller, William
  • Muskus & Wilensky, LLC, Webinar. June 23, 2022
  • Maier, Markey & Justic LLP, Webinar. July 12, 2022
  • Catenacci Markowitz DeLandri Rosner & Co., Webinar. July 14, 2022
  • PKF O’Connor Davies, Webinar. July 21, 2022
  • Zelin & Associates CPA LLC, Webinar. July 21, 2022

A Review of Laws Applicable to Dental-Practice-Qualified Retirement Plans – Strategies for Avoiding Possible Discrimination

Presented By: Hamilton, Mark
  • New York Dominican Dental Association, New York, NY., August 31, 2022

2021

Executive Compensation Updates 2021

Presented By: Hamilton, Mark
  • EisnerAmper 2021 Tax Conference, Webinar. May 19, 2021

Innovative 2021 Tax Planning Strategies Utilizing Qualified Retirement Plans

Presented By: Hamilton, Mark
  • Long Island Accountants & Financial Planners Network, Webinar. December 1, 2021

Innovative 2021 Tax Planning Strategies Utilizing Qualified Retirement Plans

Presented By: Miller, William
  • 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

Presented By: Miller, William
  • EisnerAmper 2021 Tax Conference, Webinar. May 21, 2021

Innovative 2021 Tax Planning Strategies Utilizing Qualified Retirement Plans

Presented By: Roth, Andrew E.
  • 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

Presented By: Roth, Andrew E.
  • 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

Presented By: Roth, Andrew E.
  • Nassau County Dental Society, Webinar. October 20, 2021

Innovative 2021 Tax Planning Strategies to Increase Assets Under Management

Presented By: Roth, Andrew E.
  • Ameriprise Financial, Webinar. November 16, 2021

2020

Preparing for the Sale of Your Dental Practice

Presented By: Danziger, Robert B.
  • New York State Dental Society, Tarrytown, NY. February 5, 2020

Answers to Your Coronavirus Employment Questions

Presented By: Danziger, Robert B.
  • NYS Ninth District Dental Association, Webinar, March 26, 2020

Innovative 2020 Tax Planning Strategies to Increase Assets Under Management

Presented By: Danziger, Robert B.
  • Firm Webinar (with Jay Fenster), November 10, 2020
  • Firm Webinar (with Jay Fenster), November 18, 2020
  • Firm Webinar (with Jay Fenster), December 1, 2020

CARES Act and SECURE Act

Presented By: Hamilton, Mark
  • 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

Presented By: Hamilton, Mark
  • 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

Presented By: Hamilton, Mark
  • Melville, NY. February 5, 2020

CARES Act and SECURE Act

Presented By: Nahoum, Alex
  • 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

Presented By: Nahoum, Alex
  • 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

Presented By: Roth, Andrew E.
  • 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

Presented By: Roth, Andrew E.
  • 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