
Robert B. Danziger:
December 1, 2011, "Introduction to ESOPs", M & T Bankers, Tarrytown, NYJay Fenster:
December 6, 2011, "Sales Techniques for Closing Retirement Plan Business", Ramada Conference Center, Fishkill, NYDavid Gesser:
November 16, 2010, "First Year Employment Contracts", Beth Israel Residency in Urban Family Health, New York, NYIra Langer:
November 18, 2009, "Dealing with 403(b) Plans Under the New IRS Regulations", Cornell University Extension, Stony Point, NYJoshua S. Levine:
June 21, 2010, "The Legal Ramifications of Healthcare Reform", "Healthcare Reform: What it Means to Providers", Danziger & Markhoff LLP, White Plains, NYHarris Markhoff:
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.Michael Markhoff:
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
November 19, 2009, "Preparation and Audit of the Federal Estate Tax Return", Connecticut Society of Certified Public Accountants, Easton, CT
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 4, 2009, "Asset Protection", Westchester Estate Planning Council, White Plains, NY
October 24, 2009, "What's In It for Them? Wills & Trusts", Hudson Valley Estate Planning Council, New Paltz, NY
October 19, 2009, "Estate Planning Devices: Transfers on Death", "Introduction to Estate Planning", New York State Bar Association, New York, 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
June 25, 2009, "Estate Planning with Revocable Trusts and Irrevocable Trusts", Hudson Valley Bank, New York, NY
June 12, 2009, "Revocable Trusts", "Estate Planning for the Middle Class Client", New York State Bar Association, Trusts & Estates section, White Plains, NY
May 21, 2009, "Estate Planning With a Close Corporation", 19th Annual UJA Federation of New York- Westchester Estate Tax and Financial Planning Conference, White Plains, NY
April 30, 2009, "The Revocable Trust, Irrevocable Trust and Estate Planning", Connecticut Society of Certified Public Accountants, Inc.
April 29, 2009, "Trust Drafting From Soup to Nuts", Pace Law School Center for Continuing Legal Education, White Plains, NY
March 19, 2009, "Trust Agreements for Hedge Fund Owners and Executives", Herbert L. Jamison Group, New York, NY
March 18, 2009, "The 6 Greatest Estate Planning Techniques in New York", Lorman Education Services, White Plains, NY
March 2, 2009, "Federal Estate Tax Returns: Issues for Preparation and Audit", Estate Planning Council of New York City, Inc, New York, NY
February 3, 2009, "Choice of Entity: Income Tax, Estate Tax and Related Issues When Choosing or Planning for a Business Entity", Westchester County Bar Association, White Plains, NY
William Miller:
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
Peter J. Opitz:
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
Andrew E. Roth:
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.
Irwin N. Rubin:
June 25, 2009, "Which Web and Print Resources are Part of a Good ERISA Library?", "Understanding ERISA 2009", Practicing Law Institute, New York, NYGregory R. Tapfar:
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, NYSeptember 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
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 11, 2009, "Purchasing or Selling a Dental Practice in a Difficult Economy", New York State Dental Association, New York, NY
November 11, 2009, "How to Avoid the Pitfalls of Buying and Selling a Dental Practice", New York Dental Association, New York, NY
November 11, 2009, "Practice Transitions", New Canaan Dental Study Group, New Canaan, CT
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
September 11, 2009, "Employing an Associate and Structuring Buy/Sell Agreements", Suffolk County Dental Society, Islandia, NY
June 24, 2009, "Law Firm Partnership Agreements", Westchester County Bar Association and Hudson Valley Bank, Yonkers, NY
February 2, 2009, "How to Avoid the Pitfalls of Buying or Selling a Dental Practice", Southampton Dental Study Group, Southampton Hospital, Southampton, NY
Speaking Engagements
Forms & Publications 