Robert B. Danziger:

March 14, 2013, "Protecting the Assets for Your Dental Practice and Maintaining Your Personal and Professional Well-Being", Big Apple Dental Meeting, Mahwah, NJ.

February 12, 2013, "Billing and Coding Roundtable Discussion", Danziger & Markhoff LLP, White Plains, NY.

February 6, 2013, "Billing and Coding Roundtable Discussion", Danziger & Markhoff LLP, White Plains, NY.

November 14, 2012, "Employee Fraud - Protecting Your Practice from Your Employees, Your Partners and Yourself", Rockland County Branch Dental Society, Congers, NY

October 17, 2012, "Billing and Coding Roundtable Discussion", Danziger & Markhoff LLP, White Plains, NY.

July 18, 2012, "ESOPs: A Tax-Advantaged Succession Strategy", Marks Paneth & Shron, LLP, New York, NY

May 23, 2012, "ESOPs: A Tax-Advantaged Succession Strategy", Citrin Cooperman & Company, LLP, Norwalk, CT

May 15, 2012, "Employee Fraud: How to Spot and Prevent it", Bronx County Dental Society, Bronx, NY

May 10, 2012, "Practice Management", Scarsdale Dental Society, Scarsdale, NY

May 9, 2012, "Billing and Coding Update: Offensive and Defensive Strategies", Danziger & Markhoff LLP, White Plains, NY

March 1, 2012, "An Introduction to ESOPs", Entertainment, Arts and Sports Committee, New York State Society of Certified Public Accountants, New York, NY

December 1, 2011, "Introduction to ESOPs", M & T Bankers, Tarrytown, NY

November 9, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Yale Club, New York, NY

September 27, 2011, "Succession Strategies for Distributors, Manufacturers and Food Industry Businesses", Hunts Point Economic Development Corporation, Bronx, NY

September 19, 2011, "Selling Your Practice and Retiring from the Practice of Dentistry", Southern Orange Dental Study Group, Monroe, NY

February 9, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Yale Club, New York, NY

February 3, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Siller & Cohen, Rye Brook, NY

January 25, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Prager and Fenton LLP, New York, NY

January 12, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Citrin Cooperman & Company, LLP, White Plains, NY

December 9, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Blum, Shapiro & Company, P.C., West Hartford, CT

December 7, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Rosenberg & Manente, PLLC, Great Neck, New York.

October 28, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Danziger & Markhoff LLP, White Plains, NY

October 19, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Danziger & Markhoff LLP, White Plains, NY

April 19, 2010, "Dental Practice Management", Newburgh Dental Society, Newburgh, NY

January 26, 2010, "Employee Theft: How to Uncover, Address and Prevent It", Yonkers Dental Society, Yonkers, NY

Top

Jay Fenster:

June 4, 2013, "Succession Strategy, Business Exit, Value Buyers and ESOPs", Columbia Business School Alumni Club of NY, White Plains, NY.

October 30, 2012, "Sales Techniques for Closing Retirement Plan Business", Ramada Conference Center, Fishkill, NY

October 25, 2012, "Sales Techniques for Closing Retirement Plan Business", Danziger & Markhoff LLP, White Plains, NY

October 24, 2012, "Sales Techniques for Closing Retirement Plan Business", Yale Club, New York, NY

July 18, 2012, "ESOPs: A Tax-Advantaged Succession Strategy", Marks Paneth & Shron, LLP, New York, NY

May 23, 2012, "ESOPs: A Tax-Advantaged Succession Strategy", Citrin Cooperman & Company, LLP, Norwalk, CT

May 7, 2012, "ESOPs - Tax and Legal Consequences", Pennsylvania Institute of Certified Public Accountants, Lancaster, PA

March 1, 2012, "An Introduction to ESOPs", Entertainment, Arts and Sports Committee, New York State Society of Certified Public Accountants, New York, NY

December 6, 2011, "Sales Techniques for Closing Retirement Plan Business", Ramada Conference Center, Fishkill, NY

December 1, 2011, "Introduction to ESOPs", M & T Bankers, Tarrytown, NY

November 10, 2011, "Sales Techniques for Closing Retirement Plan Business", Yale Club, New York, NY

November 9, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Yale Club, New York, NY

October 25, 2011, "ESOPs: A Diversification Strategy for Business Owners", New York State Bar Association, New York, NY

September 27, 2011, "Succession Strategies for Distributors, Manufacturers and Food Industry Businesses", Hunts Point Economic Development Corporation, Bronx, NY

February 16, 2011, "An Introduction to ESOPs", Estate Planning Council of Westchester County, White Plains, NY 10601

February 9, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Yale Club, New York, NY

February 3, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Siller & Cohen, Rye Brook, NY

January 25, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Prager and Fenton LLP, New York, NY

January 12, 2011, "ESOPs: A Tax-Advantaged Succession Strategy", Citrin Cooperman & Company, LLP, White Plains, NY

December 9, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Blum, Shapiro & Company, P.C., West Hartford, Connecticut.

December 7, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Rosenberg & Manente, PLLC, Great Neck, New York.

October 28, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Danziger & Markhoff LLP, White Plains, NY

October 19, 2010, "ESOPs: A Tax-Advantaged Succession Strategy", Danziger & Markhoff LLP, White Plains, NY

Jay has given ESOP presentations to accounting firms and financial planners. If you are interested in a presentation for your firm, please email Jay Fenster at jfenster@dmlawyers.com.

Top

David Gesser:

November 16, 2010, "First Year Employment Contracts", Beth Israel Residency in Urban Family Health, New York, NY

Top

Ira Langer:

August 13, 2013, "Qualified Retirement Plans: Maximizing Owner's Benefits", NYS Society of CPAs, New York, NY

May 15, 2012, "Dealing With Your Client's Retirement Assets", New York State Bar Association, Tarrytown, NY

Top

Joshua S. Levine:

February 12, 2013, "Billing and Coding Roundtable Discussion", Danziger & Markhoff LLP, White Plains, NY

February 6, 2013, "Billing and Coding Roundtable Discussion", Danziger & Markhoff LLP, White Plains, NY

December 5, 2012, "Buying or Selling a Small Business", Statewide Planning Chair and Moderator, New York State Bar Association, New York, NY

October 17, 2012, "Billing and Coding Roundtable Discussion", Danziger & Markhoff LLP, White Plains, NY

May 9, 2012, "Billing and Coding Update: Offensive and Defensive Strategies", Danziger & Markhoff LLP, White Plains, NY

June 21, 2010, "The Legal Ramifications of Healthcare Reform", "Healthcare Reform: What it Means to Providers", Danziger & Markhoff LLP, White Plains, NY

October 15, 2008, "Opening a Freestanding Ambulatory Surgery Center", Danziger & Markhoff LLP, White Plains, NY

Top

Harris Markhoff:

May 23, 2013, "Succession Planning and Using a Closely Held Corporation as a Source of Income for the Surviving Spouse and Children Not Active in the Business", UJA Federation Westchester Estate, Tax and Financial Planning Conference, Tarrytown, NY

May 8, 2013 "Succession Planning and Using a Closely Held Corporation as a Source of Income for the Surviving Spouse and Children Not Active in the Business",
Estate Planning Council of New York City, New York, NY

May 24, 2012, "Drafting Corporate Buy-Sell Agreements", UJA-Federation Westchester Estate, Tax & Financial Planning Conference, Tarrytown, NY

May 8, 2012, "Drafting Corporate Buy/Sell Agreements", New York State Society of CPAs, Newburgh, NY

March 27, 2012, "Wealth Protection For Business Owners", Key Private Bank Business Advisory Symposium, White Plains, NY.

February 16, 2012, "Buy Sell Agreements for Close Corporations", Continuing Legal Education, Trusts and Estates Section, White Plains, New York.

December 5, 2011, "Estate Planning With Irrevocable and Revocable Trusts Under the 2010 Tax Act", Individual and Estate Planning Tax Conference, Westchester Chapter, New York Society of CPA's, Armonk, NY.

October 24, 2011, "The Sale and Valuation of a Law Practice", "Planning for a Financially Secure Retirement - A Primer for Lawyers and Their Clients", New York State Bar Association, New York, NY

May 19, 2011, "Estate Planning With Irrevocable and Revocable Trusts and Sales to Defective Grantor Trusts under the 2010 Tax Act", 21st Annual UJA Federation of New York- Westchester Estate Tax and Financial Planning Conference, White Plains, NY

November 19, 2010, "Estate Planning and Asset Protection", New York Life Insurance Company, New York, NY

October 19, 2010, "Asset Protection for the Fee Conscious Client and the Use of Retirement Plans to Avoid Creditors", Westchester County Bar Association, White Plains, NY

May 10, 2010, "Practical Planning for Asset Protection", Estate, Tax and Financial Planning Conference, NYSSCPA Westchester Chapter Estate and Financial Planning Committee, Armonk, NY

April 21, 2010, "Asset Protection for Fee-Conscious Clients", New York State Society of Certified Public Accountants, Trust and Estates Administration Committee, New York, NY

January 8, 2010, "Corporate and Tax Considerations When Representing Seller and Purchaser of Family Business", Westchester County Bar Association, Tax Section, White Plains, NY

Top

Michael Markhoff:

May 23, 2013, "Succession Planning and Using a Closely Held Corporation as a Source of Income for the Surviving Spouse and Children Not Active in the Business", UJA Federation Westchester Estate, Tax and Financial Planning Conference, Tarrytown, NY

May 8, 2013 "Succession Planning and Using a Closely Held Corporation as a Source of Income for the Surviving Spouse and Children Not Active in the Business", Estate Planning Council of New York City, New York, NY

March 14, 2013, " Protecting the Assets for Your Dental Practice and Maintaining Your Personal and Professional Well-Being", Big Apple Dental Meeting, Mahwah, NJ.

October 9, 2012, "Probate and Estate Administration", Financial Planning Association of the Greater Hudson Valley, White Plains, NY.

May 24, 2012, "Drafting Corporate Buy-Sell Agreements", UJA-Federation Westchester Estate, Tax & Financial Planning Conference, Tarrytown, NY

May 8, 2012, "Drafting Corporate Buy/Sell Agreements", New York State Society of CPAs, Newburgh, NY

April 17, 2012, "ABC's of Will Drafting", Westchester County Bar Association, White Plains, NY

February 29, 2012, "Protecting Your Clients' Assets From Creditors", Pace Law School Center for Continuing Education, White Plains, NY

December 5, 2011, "Estate Planning With Irrevocable and Revocable Trusts Under the 2010 Tax Act", Individual and Estate Planning Tax Conference, Westchester Chapter, New York Society of CPA's, Armonk, NY

September 16, 2011, "Estate Planning for Oral Surgeons", American Association of Oral and Maxillofacial Surgeons, Philadelphia, PA

May 19, 2011, "Estate Planning With Irrevocable and Revocable Trusts and Sales to Defective Grantor Trusts under the 2010 Tax Act", 21st Annual UJA Federation of New York- Westchester Estate Tax and Financial Planning Conference, White Plains, NY

April 7, 2011, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Orange County Bar Association, Goshen, NY.

April 6, 2011 , "Estate Planning with Life Insurance and Irrevocable Trusts", Westchester County Bar Association, White Plains, NY

March 31, 2011, "Estate Planning for Dentists", Big Apple Dental Meeting 2011, Mahwah, NJ

March 1, 2011, "Estate Planning and the Use of Life Insurance and Retirement Plans", Pace Law School, White Plains, NY

November 19, 2010, "Estate Planning and Asset Protection", New York Life Insurance Company, New York, NY

October 21, 2010, "Administering the Estate: Probate and Administration of Estates", New York State Bar Association, Tarrytown, NY

October 19, 2010, "Asset Protection for the Fee Conscious Client and the Use of Retirement Plans to Avoid Creditors", Westchester County Bar Association, White Plains, NY

September 27, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Rockland County Bar Association, New City, NY

September 21, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Westchester Women's Bar Association, White Plains, NY

June 8, 2010, "Basic Will Drafting Skills in Order to Avoid Litigation", "Estate Planning After Divorce", New York State Bar Association, Mount Kisco, NY

May 10, 2010, "Practical Planning for Asset Protection", Estate, Tax and Financial Planning Conference, NYSSCPA Westchester Chapter Estate and Financial Planning Committee, Armonk, NY

April 21, 2010, "Asset Protection for Fee-Conscious Clients", New York State Society of Certified Public Accountants, Trust and Estates Administration Committee, New York, NY

March 18, 2010, "Estate Planning for Dentists", Big Apple Dental Meeting 2010, Mahwah, NJ

January 26, 2010, "Estate Planning for Dental Practice Owners", Stamford Dental Society, Stamford, CT

Top

William Miller:

August 27, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Maglin, Miskiv & Associates, Parsippany, NJ.

August 13, 2013, "Qualified Retirement Plans: Maximizing Owners' Benefits", NYS Society of CPAs, New York, NY.

July 10, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", R.L. DePanfilis & Company, LLC Norwalk, CT.

June 24, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Martin, DeCruze & Co., LLP, Stamford, CT.

June 10, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Goldstein Karlewicz & Goldstein, LLP, Chestnut Ridge, NY.

June 4, 2013, "Qualified Retirement Plans: Maximizing Owners' Benefits", McGladrey LLP, Stamford, CT.

May 20, 2013, "Qualified Retirement Plan Design for Dental Practices", 57th Street Study Club, New York, NY

May 13, 2013, "Qualified Retirement Plans: Maximizing Owner's Benefits", Dugan, Colthart and Zoch, P.A., Closter, NJ

March 12, 2013, "Qualified Retirement Plan Design for Dental Practices", MWC Dental Society, Wallingford, CT. Note: This seminar was originally scheduled for February 12, 2013.

February 12, 2013, "Qualified Retirement Plan Design for Dental Practices", MWC Dental Society, Wallingford, CT.

February 6, 2013, "Qualified Retirement Plans: Maximizing Owners' Benefits", Hudson Valley Investment Advisors, Inc., Chester, NY.

November 12, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", Westchester Chapter of the New York State Society of CPA's - Small Business Tax Conference, Armonk, NY.

November 9, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", New York State Society of CPAs, Foundation for Accounting Education Conference Center, New York, NY.

October 16, 2012, "Retirement Plan Design", New York Life Insurance Company, New York, NY.

August 16, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", UHY Advisors, Inc., New York, NY

July 25, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", New York State Society of CPAs, Foundation for Accounting Education Conference Center, New York, NY

July 11, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Becher, Della Torre, Gitto & Company, CPAs, Ridgewood, NJ

February 9, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", D'Arcangelo & Co., LLP, Rye Brook, NY

December 14, 2011, "Qualified Retirement Plans: Maximizing Owner's Benefits", Raich Ende Malter & Co. LLP, New York, NY.

November 28, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", New York Life Insurance Company, Rye, NY

November 2, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Actuarial Society of Greater New York, New York, NY

September 21, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Morton's Restaurant, Stamford, CT

August 17, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Halpern & Associates, LLC, Wilton, CT

August 9, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", MBAF-ERE, CPA's, New York, NY

July 13, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Hudson Valley Investment Advisors, LLC, Goshen, NY

June 23, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Raich Ende Malter & Co. LLP, East Meadow, NY

May 19, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Smolin, Lupin & Company, P.A., Fairfield, NJ

May 19, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", The Chinese American Society of CPAs, Flushing, NY

February 16, 2011, "Retirement Plan Design", Association of Japanese CPAs, New York Life Insurance Company, New York, NY

January 26, 2011, "Qualified Plan Design" (A New Perspective of Risk-10 Things CPA's Need to Know about the New World of Small Business Financing), Provident Bank, Carmel, NY

December 16, 2010, "Year End Tax Planning Using Qualified Retirement Plans", "10 Things CPA's Need to Know about the New World of Small Business Financing", Provident Bank, New City, NY

November 19, 2010, "Retirement Plan Design", New York Life Insurance Company, New York, NY

July 28, 2010, "Qualified Retirement Plans; Sales Strategies". AM&M Financial Services/ Tompkins Financial, Pittsford, NY

January 15, 2010, "Retirement Update", CPA Seminar, The Alive in Hope Foundation, Douglaston, NY

Top

Peter J. Opitz:

August 13, 2013, "Qualified Retirement Plans: Maximizing Owner's Benefits", NYS Society of CPAs, New York, NY.

January 22, 2013, "Sales Techniques for Closing Retirement Plan Business", AXA Advisors, Poughkeepsie, NY.

October 4, 2012, "New Developments in Qualified Plan Designs for Alternative Investment Firms", FAE New York Networking Group, First Republic Bank, New York, NY.

September 27, 2011, "Component Plans - Breaking Down Plans To Build Up Benefits", Merrill Lynch Retirement Forum, Stamford, CT

September 19, 2011, "Qualified Retirement Plan Design for Dental Practices", Southern Orange Dental Study Group, Monroe, NY

May 19, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Smolin, Lupin & Company, P.A., Fairfield, New Jersey

May 19, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", The Chinese American Society of CPAs, Flushing, New York

Top

Andrew E. Roth:

August 27, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Maglin, Miskiv & Associates, Parsippany, NJ.

August 13, 2013, "Qualified Retirement Plans: Maximizing Owners' Benefits", NYS Society of CPAs, New York, NY

July 10, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", R.L. DePanfilis & Company, LLC Norwalk, CT.

June 24, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Martin, DeCruze & Co., LLP, Stamford, CT.

June 12, 2013, "New Developments in Qualified Retirement Plan Design for Hotels and Clubs", Ameriprise, Oradell, NJ.

June 10, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Goldstein Karlewicz & Goldstein, LLP, Chestnut Ridge, NY.

June 4, 2013, "Qualified Retirement Plans: Maximizing Owners' Benefits", McGladrey LLP, Stamford, CT.

May 20, 2013, "Qualified Retirement Plan Design for Dental Practices", 57th Street Study Club, New York, NY

May 16, 2013, "Qualified Retirement Plan Design for Dental Practices", Putnam County Dental Society, Croton Falls, NY

May 13, 2013, "Qualified Retirement Plans: Maximizing Owner's Benefits", Dugan, Colthart and Zoch, P.A., Closter, NJ

March 21, 2013, "New Developments in Qualified Plan Design for Hotels and Clubs", Hospitality Financial & Technology Professionals Association, New York, NY

March 14, 2013, " Protecting the Assets for Your Dental Practice and Maintaining Your Personal and Professional Well-Being", Big Apple Dental Meeting, Mahwah, NJ

March 13, 2013, "New Developments in Qualified Plan Designs for Physician Practices", Dutchess County Medical Society, Poughkeepsie, NY

March 12, 2013, "Qualified Retirement Plan Design for Dental Practices", MWC Dental Society, Wallingford, CT. Note: This seminar was originally scheduled for February 12, 2013.

February 12, 2013, "Qualified Retirement Plan Design for Dental Practices", MWC Dental Society, Wallingford, CT.

February 6, 2013, "Qualified Retirement Plans: Maximizing Owners' Benefits", Hudson Valley Investment Advisors, Inc., Chester, NY.

December 7, 2012, :Qualified Retirement Plans: Maximizing Ownership Benefits", NYSSCPA's Closely Held and S Corporations Committee, FAE Conference Center, New York, NY 10016.

November 28, 2012, "Sales Techniques for Closing Retirement Plan Business", Ramada Conference Center, Fishkill, NY

November 12, 2012, "Qualified Retirement Plans: Maximizing Owners'
Benefits", Westchester Chapter of the New York State Society of CPA's -
Small Business Tax Conference, Armonk, NY.

November 9, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", New York State Society of CPAs, Foundation for Accounting Education Conference Center, New York, NY.

October 29, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", Halper-Rawiszer Financial Group, Westport, CT.

October 25, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", Oppenheimer & Co., Hudson Ribs & Fish, Fishkill, NY.

October 25, 2012, "Sales Techniques for Closing Retirement Plan Business", Danziger & Markhoff LLP, White Plains, NY

October 24, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", Hudson Valley Investment Advisors, LLC, Goshen, NY.

October 24, 2012, "Sales Techniques for Closing Retirement Plan Business", Yale Club, New York, NY

October 16, 2012, "Retirement Plan Design", New York Life Insurance Company, New York, NY.

October 9, 2012, "Qualified Retirement Plan Design for Dental Practices", Ninth District Dental Association Member Benefits Committee, Hawthorne, NY.

October 4, 2012, "New Developments in Qualified Plan Designs for Alternative Investment Firms", FAE New York Networking Group, First Republic Bank, New York, NY.

August 16, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", UHY Advisors, Inc., New York, NY

July 26, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Connecticut Society of CPAs, Easton Public Library, Easton, CT

July 25, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", New York State Society of CPAs, Foundation for Accounting Education Conference Center, New York, NY

July 24, 2012, "Qualified Retirement Plan Design for Law Firms", Nassau County Bar Association, Mineola, NY

July 11, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Becher, Della Torre, Gitto & Company, CPAs, Ridgewood, NJ

June 21, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", Oppenheimer & Co., Hudson Ribs & Fish, Fishkill, NY

June 21, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Rosenberg Rich Baker Berman & Co., Somerset, NJ

June 18, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Livingston, NJ

June 12, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Merrill Lynch, New York, NY

May 23, 2012, "Qualified Retirement Plan Design for Asset Managers", Woodbury Country Club, Darien, CT

May 10, 2012, "Qualified Retirement Plan Design for Law Firms", Wingate Russotti Shapiro & Halperin, Douglaston Club, Douglaston Manor, NY

May 9, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", Hudson Valley Investment Advisors,LLC, Goshen, NY

May 8, 2012, "Qualified Retirement Plan Design for Business Owners", Woodbury Country Club, Darien, CT

April 23, 2012, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Orange County Bar Association, Goshen, NY

March 19, 2012, "Qualified Retirement Plans: Maximizing Owners' Benefits", Oppenheimer & Co., Fishkill, NY

February 29, 2012, "Protecting Your Clients' Assets From Creditors", Pace Law School Center for Continuing Education, White Plains, NY.

February 21, 2012, "Retirement Plan Design: How To Maximize The Owner's Benefits and Minimize Staff Cost", Parthenon Associates LLC, White Plains, New York.

February 28, 2012, "Protecting Your Clients' Assets from Creditors", Pace Law School, White Plains, NY

February 9, 2012, "Qualified Retirement Plans: Maximizing Owner's Benefits", D'Arcangelo & Co. LLP, Rye Brook, NY

December 14, 2011, "Qualified Retirement Plans: Maximizing Owner's Benefits", Raich Ende Malter & Co. LLP, New York, NY.

December 8, 2011, "Qualified Retirement Plan Design for Business Owners", Woodbury Country Club, Darien, CT.

December 6, 2011, "Sales Techniques for Closing Retirement Plan Business", Ramada Conference Center, Fishkill, NY

November 28, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", New York Life Insurance Company, Rye, NY

November 10, 2011, "Sales Techniques for Closing Retirement Plan Business", Yale Club, New York, NY

November 2, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Actuarial Society of Greater New York, New York, NY

September 21, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits for CPAs", Morton's Restaurant, Stamford, CT

September 19, 2011, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Orange County Bar Association, Goshen, NY

August 17, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Halpern & Associates, LLC, Wilton, CT

August 9, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", MBAF-ERE, CPA's, New York, NY

July 13, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Hudson Valley Investment Advisors, LLC, Goshen, NY

June 29, 2011, "Qualified Pension Plans - Design and Administration", NYSSCPA Entertainment and Sports Committee, New York, NY

June 23, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Raich Ende Malter & Co. LLP, East Meadow, NY

June 22, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Webinar, White Plains, New York

June 14, 2011, "Qualified Retirement Plans: Maximizing Owners' Benefits", Rosenberg, Neuwirth & Kuchner, CPA's, New York , NY

May 17, 2011, "Sales Techniques for Closing Retirement Plan Business", Yale Club, New York, NY

April 7, 2011, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Orange County Bar Association, Goshen, NY.

March 31, 2011, "New Developments in Qualified Retirement Plan Design for Dental Practices", Big Apple Dental Meeting 2011, Mahwah, NJ

March 1, 2011, "Estate Planning and the Use of Life Insurance and Retirement Plans", Pace Law School, White Plains, NY

February 16, 2011, "Retirement Plan Design", Association of Japanese CPAs, New York Life Insurance Company, New York, NY

January 26, 2011, "Qualified Plan Design" (A New Perspective of Risk-10 Things CPA's Need to Know about the New World of Small Business Financing), Provident Bank, Carmel, NY

December 16, 2010, "Year End Tax Planning Using Qualified Retirement Plans", "10 Things CPA's Need to Know about the New World of Small Business Financing", Provident Bank, New City, NY

December 2, 2010, "Sales Techniques for Closing Retirement Plan Business", Holiday Inn and Conference Center, Fishkill, NY

December 1, 2010, "Sales Techniques for Closing Retirement Plan Business", Yale Club, New York, NY

November 19, 2010, "Retirement Plan Design", Association of Chinese American Physicians, New York Life Insurance Company, New York, NY

November 17, 2010, "Managing Your 401(k) Plan Effectively", John Hancock and Columbia Management, Morgan Stanley Smith Barney, New Rochelle, NY

November 3, 4, and 9, 2010, "Sales Techniques for Closing Retirement Plan Business", Danziger & Markhoff LLP, White Plains, NY

October 29, 2010, "Retirement Plan Design: How to Maximize the Owner's Contributions and Minimize Staff Cost", Nassau County Dental Society, Garden City, NY

October 27, 2010, "Sales Techniques for Closing Retirement Plan Business", Danziger & Markhoff LLP, White Plains, NY

October 25, 2010, "New Developments in Qualified Plan Design", Provident Bank, Pomona, NY

October 21, 2010, "Qualified Retirement Plans: Maximizing Owners' Benefits", Morgan Stanley/Smith Barney, Newburgh, NY

October 19, 2010, "Asset Protection for the Fee Conscious Client and the Use of Retirement Plans to Avoid Creditors", Westchester County Bar Association, White Plains, NY

September 28, 2010, "New Developments in Qualified Plan Design for CPAs", New York Life Insurance Company, New York, NY

September 27, 2010, "New Developments in Qualified Plan Design", Provident Bank, Newburgh, NY

September 27, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Rockland County Bar Association, New City, NY

September 23, 2010, "Sales Techniques for Closing Retirement Plan Business", Wells Fargo Bank Advisors, Westport, CT

September 21, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Westchester Women's Bar Association, White Plains, NY

September 15, 2010, "New Developments in Qualified Plan Design", New York Life, Brooklyn, NY

July 28, 2010, "Qualified Retirement Plans; Sales Strategies". AM&M Financial Services/Tompkins Financial, Pittsford, New York

June 29, 2010, "Qualified Retirement Plans: Sales Strategies", UBS, Stamford, CT

June 3, 2010, "Sales Techniques for Closing Qualified Plan Business", New York Life Insurance Company, New York, NY

April 19, 2010, "Cutting Edge Retirement Plan Design as a Way to Reduce Expenses", Newburgh Dental Society, Newburgh, NY

March 18, 2010, "Retirement Plan Design: How to Maximize the Dental Practice Owner's Contributions", Big Apple Dental Meeting 2010, Mahwah, NJ

March 10, 2010, "Qualified Retirement Plans: Maximizing Owners' Benefits", Morgan Stanley/Smith Barney and ING, Port Chester, NY

January 26, 2010, "Retirement Planning for Dental Practice Owners", Stamford Dental Society, Stamford, CT

January 15, 2010, "Retirement Update", CPA Seminar, The Alive in Hope Foundation, Douglaston, NY

December 7, 2009, "Sales Techniques for Closing Retirement Plan Business", New York Life Insurance Company, Rye, NY

December 4, 2009, "Sales Techniques for Closing Retirement Plan Business", New York Life Insurance Company, New York, NY

November 16, 2009, "Sales Techniques for Closing Retirement Plan Business", New York Life Insurance Company, New York, NY

November 12, 2009, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Westchester County Bar Association, White Plains, NY

November 10, 2009, "Cutting Edge Retirement Plan Design As a Way to Reduce Expenses", Pioneer Financial, New York, NY

October 14, 2009, "Cutting Edge Retirement Plan Design as a Way to Reduce Expenses", Hambletonian Dental Study Group, Middletown, NY

October 7, 2009, "Asset Protection for Investment Advisers and Professionals in a Litigious Environment", Herbert L. Jamison and Co., New York, NY

September 23, 2009, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Pace Law School Center for Continuing Legal Education, White Plains, NY

July 14, 2009, "Qualified Retirement Plan Design", Merrill Lynch Pension Boot Camp, Principal Financial Group, White Plains, NY

June 16, 2009, "Qualified Retirement Plans: Maximizing Owners' Benefits", Financial Planning and Investment Conference, Connecticut Society of CPAs, Plantsville, CT

March 11, 2009, "Recent Developments in Qualified Retirement Plan Design", Lenox Advisors, Inc., New York, NY

March 10, 2009, " New Developments in Qualified Plan Design", Financial Planning Association, Greater Hudson Valley Chapter, White Plains, NY

February 17, 2009, "Impact of GASB#45 on OPEB Plans", 2009 Training School and Annual Meeting, Association of Towns of the State of New York, Albany, NY

February 12, 2009, "Recent Developments in Qualified Retirement Plan Design for Hedge Funds", Jamison Insurance Group, New York, NY

Continuing Education Credits:

Andrew E. Roth has given presentations on qualified plan design (including new comparability plans and cash balance plans) to brokerage firms, accounting firms and business owners. The presentations include new techniques to maximize contributions for business owners and minimize staff cost. We can provide CPE credit for New York, New Jersey and Connecticut accounting firms. If you are interested in one of our presentations, please call Andrew at 914-948-1556 or email him at aroth@dmlawyers.com.

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Gregory R. Tapfar:

May 22, 2012, "Dental Practice Transitions", Columbia Dental School, New York, NY

November 30, 2011, "The ABCs of Buying and Selling a Dental Practice", 2011 Greater New York Dental Meeting, New York, NY.

November 15, 2011, "Associate Employment Contracts and Dental Practice Purchases", Columbia Dental School, New York, NY.

November 10, 2011, "Starting a Dental Practice", Young Dentist Lecture Series, Connecticut State Dental Association, Farmington, CT.

April 7, 2011, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Orange County Bar Association, Goshen, NY.

March 29, 2011, "The ABCs of Buying or Joining a Dental Practice", St. Barnabas Hospital, Bronx, NY

October 29, 2010, "How to Avoid the Pitfalls of Buying and Selling a Dental Practice", Nassau County Dental Society, Garden City, NY

September 29, 2010, "Dental Practice Transitions", Bank of America, White Plains, NY

September 27, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Rockland County Bar Association, New City, NY

September 21, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Westchester Women's Bar Association, White Plains, NY

April 20, 2010, "The ABCs of Buying and Selling a Dental Practice", Dutchess County Dental Society, Poughkeepsie, NY

March 2, 2010, "Practice Transitions", South Shore Dental Society, Jericho, NY

January 26, 2010, "Practice Transitions", Stamford Dental Society, Stamford, CT

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