• 123 Main Street
  • White Plains, NY 10601
  • Tel: 914.948.1556
  • Fax: 914.948.1706

Robert B. Danziger:

March 14, 2013, "Protecting the Assets of 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

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Jay Fenster:

November 13, 2014, "Increasing Assets Under Management with Qualified Retirement Plans", Yale Club, New York, NY.

November 4, 2014, "Increasing Assets Under Management with Qualified Retirement Plans", Ramada Conference Center, Fishkill, NY.

October 28, 2014 "Increasing Assets Under Management with Qualified Retirement Plans", White Plains, NY

October 21, 2014, "Employee Stock Ownership Plans", Orange County Trust Company, Middletown, New York.

July 29, 2014, Tax Planning for Deferred Compensation Under IRC Sec. 409A", McGladrey LLP, New York, NY.

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

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.

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David Gesser:

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

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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

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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

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Harris Markhoff:

November 11, 2014, "Trusts and Estates and Asset Protection" "Entity Taxation" National Conference of CPA Practitioners, Tarrytown, NY.

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.

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Michael Markhoff:

November 11, 2014, "Trusts and Estates and Asset Protection" "Entity Taxation" National Conference of CPA Practitioners, Tarrytown, NY

October 21, 2014, "Trusts and Estates and Asset Protection", Orange County Trust Company, Middletown, New York.

September 30, 2013, "Estate Planning for Periodontists", American Academy of Periodontists, Philadelphia, PA.

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

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William Miller:

December 9, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", WeiserMazars, LLP, New York, NY.

November 21, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Connecticut Society of CPAs, Rocky Hill, CT.

November 21, 2014, " Qualified Retirement Plans: Maximizing Owners' Benefits", Connecticut Society of Certified Public Accountants, Inc., Rocky Hill, CT.

November 18, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Baker Tilly, New York, NY.

November 11, 2104, "Qualified Retirement Plans: Maximizing Owners' Benefits" "Entity Taxation" National Conference of CPA Practitioners, Tarrytown

November 5, 2014, "Retirement Plans: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Long Island CFO Group, Melville, NY.

November 4, 2014, "Retirement Plan Design: How to Maximize the Business Owners" Contributions and Minimize Staff Cost", Allen C. Schneider & Company, LLP, 350 Fifth Avenue, New York, NY.

September 23, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Gilman Ciocia, Newburgh, NY.

September 11, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Blum, Shapiro & Company, P.C., West Hartford, CT.

September 4, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Siller & Cohen, Rye Brook, NY.

August 28, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Judelson, Giordano & Siegel, CPA, PC, Middletown, NY.

August 12, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Buchbinder Tunick & Company LLP, New York, NY.

August 11, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Goldstein Karlewicz Goldstein, Chestnut Ridge , NY.

August 5, 2014, "Qualified Retirement Plan Design for Law Firms", Citibank, N.A., New York, NY.

August 5, 2014 "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citibank, N.A., New York, NY.

July 31, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron, New York, NY.

July 29, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", McGladrey, LLP, New York, NY.

July 28, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, Norwalk, CT.

July 24, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Rosenblatt Radezky Schiff & Tepper, C.P.A.'s., P.C., New York, NY.

July 23, 2014, "Retirement Planning for Flow-Through Entities", New York State Society of CPAs Closely Held & Flow Through Conference, New York, NY.

July 2, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Markowitz Fenelon & Bank LLP, Riverhead, NY.

July 1, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Kirshon & Company, PC, Riverhead, NY.

June 27, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Nugent & Haeussler, P.C., Montgomery, NY.

June 26, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Newman & Cohen, C.P.A., P.C., New York, NY.

June 24, 2014, "Retirement Plan Design: How to Maximize Owners' Benefits and Minimize Staff Cost", WithumSmith + Brown, New York, NY.

June 19, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", WithumSmith + Brown, Somerset, NJ.

June 17, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", R.L. DePanfilis & Company, LLC, Norwalk, CT.

June 12, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Vanacore DeBenedictus DiGovanni & Weddell LLP, Newburgh, NY.

June 5, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost" ,D'Arcangelo & Co., LLP, Rye Brook, NY.

June 3, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", McGladrey LLP, Stamford, CT.

May 29, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron LLP, Tarrytown, NY.

May 22, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Catenacci Markowitz DeLandri Rosner & Co., Hawthorne, NY.

May 12, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", KWC Partners, LLP, Englewood Cliffs, NJ.

December 4, 2013, "End of Year Planning: Qualified Plans", Hudson Valley Investment Advisors and Orange County Trust, Middletown, NY.

November 12, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Buchbinder Tunick & Company, LLP, New York, NY.

November 8, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Benefits and Minimize Staff Cost", CPE Webinar, NYSSCPE, New York, NY.

November 4, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Rosenberg & Manente, Great Neck, NY.

November 4, 2013,"Retirement Plan Design- How to Maximize the Business Owners' Contributions and Minimize Staff Cost", New York State Society of CPAs Foundation for Accounting Education, Rye Brook, NY.

October 31, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, Norwalk, CT.

October 31, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, Norwalk, CT.

October 29, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", D'Arcangelo & Co., LLP, Poughkeepsie, NY.

October 24, 2013, "Retirement Plan Design: How to Maximum the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, New York, NY.

October 2, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Schiffer & Weihs, C.P.A., P.C., Garden City, NY.

September 24, 2013, "Retirement Plan Design: How to Maximum the Business Owners' Contributions and Minimize Staff Cost", Pellegrino & Sherwin, Hawthorne, NY.

September 23, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Gilman Ciocia, Newburgh, NY.

September 16, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Buck, Sturmer & Company, CPAs, New York, NY.

September 16, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Rosenblatt Radezky Schiff & Tepper, CPA's, P.C., New York, NY.

September 13, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Markowitz Fenelon & Bank LLP, Riverhead, NY.

September 11, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Withum Smith & Brown, P.C., New York, NY.

August 28, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Siller and Cohen, Rye Brook, NY.

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

August 26, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Judelson, Giordano & Siegel, CPA, P.C., Middletown, NY.

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

August 2, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Vanacore DeBenedictus DiGovanni & Weddell LLP, Newburgh, NY.

July 31, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Kirshon & Company, P.C., Poughkeepsie, NY.

July 30, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", D'Arcangelo & Co., LLP, Rye Brook, NY.

July 29, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", CohnReznick, LLP, New York, NY.

July 25, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Muskus & Wilemski, LLC, Fairfield, CT.

July 24, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Topche & Company LLC, Cranford, NJ.

July 23, 2013, "New Developments in Qualified Plan Design", Mercy College, New York, NY.

July 18, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", NYSSCPA Estate Planning Committee, New York, NY.

July 17, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Housman, Bloch & Elezovic, LLP, White Plains, NY.

July 17, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Newman & Cohen, CPA, P.C., New York, NY.

July 16, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Kahan Steiger & Company, P.C., Stamford, CT.

July 11, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron, LLP, Tarrytown, 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.

July 8, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron, New York, NY.

July 8, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Catenacci Markowitz DeLandri Rosner & Co., Hawthorne, NY.

June 25, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Nugent & Hauessler, P.C., Montgomery, NY.

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

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Peter J. Opitz:

December 11, 2013, "Sales Techniques for Closing Retirement Plan Business", Ameriprise Financial Services, New York, NY.

November 26, 2013, "Sales Techniques for Closing Retirement Plan Business", Ameriprise Financial Services, Briarcliff Manor, NY.

November 14, 2013, "Sales Techniques for Closing Retirement Plan Business", Element Financial Group, New York, NY.

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.

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Andrew E. Roth:

December 9, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", WeiserMazars, LLP, New York, NY.

November 21, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Connecticut Society of CPAs, Rocky Hill, CT.

November 21, 2014, "Qualified Retirement Plans: Maximizing Owners' Benefits", Connecticut Society of Certified Public Accountants, Inc., Rocky Hill, CT.

November 18, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Baker Tilly, New York, NY.

November 13, 2014, "Increasing Assets Under Management with Qualified Retirement Plans", Yale Club, New York, NY.

November 11, 2104, "Qualified Retirement Plans: Maximizing Owners' Benefits" "Entity Taxation" National Conference of CPA Practitioners, Tarrytown, NY.

November 5, 2014, "Retirement Plans: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Long Island CFO Group, Melville, NY.

November 4, 2014, "Increasing Assets Under Management with Qualified Retirement Plans", Ramada Conference Center, Fishkill, NY.

November 4, 2014, "Retirement Plan Design: How to Maximize the Business Owners" Contributions and Minimize Staff Cost", Allen C. Schneider & Company, LLP, 350 Fifth Avenue, New York, NY.

October 28, 2014, "Increasing Assets Under Management with Qualified Retirement Plans", White Plains, NY.

October 23, 2014, "Increasing Assets Under Management with Qualified Retirement Plans", Mutual of Omaha, New York, NY.

September 23, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Gilman Ciocia, Newburgh, NY.

September 11, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Blum, Shapiro & Company, P.C., West Hartford, CT.

September 4, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Siller & Cohen, Rye Brook, NY.

August 28, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Judelson, Giordano & Siegel, CPA, PC, Middletown, NY.

August 12, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Buchbinder Tunick & Company LLP, New York, NY.

August 11, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Goldstein Karlewicz Goldstein, Chestnut Ridge , NY.

August 5, 2014, "Qualified Retirement Plan Design for Law Firms", Citibank, N.A., New York, NY.

August 5, 2014 "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citibank, N.A., New York, NY.

July 31, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron, New York, NY.

July 29, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", McGladrey, LLP, New York, NY.

July 28, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, Norwalk, CT.

July 24, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Rosenblatt Radezky Schiff & Tepper, C.P.A.'s., P.C., New York, NY.

July 23, 2014, "Retirement Planning for Flow-Through Entities", New York State Society of CPAs Closely Held & Flow Through Conference, New York, NY.

July 2, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Markowitz Fenelon & Bank LLP, Riverhead, NY.

July 1, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Kirshon & Company, PC, Riverhead, NY.

June 27, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Nugent & Haeussler, P.C., Montgomery, NY.

June 26, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Newman & Cohen, C.P.A., P.C., New York, NY.

June 24, 2014, "Retirement Plan Design: How to Maximize Owners' Benefits and Minimize Staff Cost", WithumSmith + Brown, New York, NY.

June 23, 2014, "Increasing Assets Under Management with Qualified Retirement Plans", Merrill Lynch, White Plains, NY.

June 19, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", WithumSmith + Brown, Somerset, NJ.

June 17, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", R.L. DePanfilis & Company, LLC, Norwalk, CT.

June 12, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Vanacore DeBenedictus DiGovanni & Weddell LLP, Newburgh, NY.

June 5, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost" ,D'Arcangelo & Co., LLP, Rye Brook, NY.

June 3, 2014 "Qualified Retirement Plans: Maximizing Owners' Benefits" Morgan Stanley, Mamaroneck, NY.

June 3, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", McGladrey LLP, Stamford, CT.

May 29, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron LLP, Tarrytown, NY.

May 22, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Catenacci Markowitz DeLandri Rosner & Co., Hawthorne, NY.

May 13, 2014, "Sophisticated Retirement Plans That Companies Use to Significantly Reduce Taxes and Exceed Retirement Goals", Citibank, New York, NY.

May 12, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", KWC Partners, LLP, Englewood Cliffs, NJ.

February 4, 2014, "New Developments in Qualified Plan Design for Real Estate Professionals", Houlihan Lawrence, Rye, NY.

December 11, 2013, "Sales Techniques for Closing Retirement Plan Business", Ameriprise Financial Services, New York, NY.

December 4, 2013, "End of Year Planning: Qualified Plans", Hudson Valley Investment Advisors and Orange County Trust, Middletown, NY.

November 26, 2013, "Sales Techniques for Closing Retirement Plan Business", Ameriprise Financial Services, Briarcliff Manor, NY.

November 14, 2013, "Sales Techniques for Closing Retirement Plan Business", Element Financial Group, New York, NY.

November 12, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Buchbinder Tunick & Company, LLP, New York, NY.

November 8, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Benefits and Minimize Staff Cost", CPE Webinar, NYSSCPE, New York, NY.

November 4, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Rosenberg & Manente, Great Neck, NY.

November 4, 2013,"Retirement Plan Design- How to Maximize the Business Owners' Contributions and Minimize Staff Cost", New York State Society of CPAs Foundation for Accounting Education, Rye Brook, NY.

October 31, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, Norwalk, CT.

October 31, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, Norwalk, CT.

October 29, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", D'Arcangelo & Co., LLP, Poughkeepsie, NY.

October 24, 2013, "Retirement Plan Design: How to Maximum the Business Owners' Contributions and Minimize Staff Cost", Citrin Cooperman & Company, LLP, New York, NY.

October 2, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Schiffer & Weihs, C.P.A., P.C., Garden City, NY.

September 26, 2013, "New Developments in Retirement Plan Design", CCS Knowledge Exchange Seminar-Corporate Retirement Strategies, New York, NY.

September 24, 2013, "Retirement Plan Design: How to Maximum the Business Owners' Contributions and Minimize Staff Cost", Pellegrino & Sherwin, Hawthorne, NY.

September 23, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Gilman Ciocia, Newburgh, NY.

September 16, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Buck, Sturmer & Company, CPAs, New York, NY.

September 16, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Rosenblatt Radezky Schiff & Tepper, CPA's, P.C., New York, NY.

September 13, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Markowitz Fenelon & Bank LLP, Riverhead, NY.

September 11, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Withum Smith & Brown, P.C., New York, NY.

August 28, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Siller and Cohen, Rye Brook, NY.

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

August 26, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Judelson, Giordano & Siegel, CPA, P.C., Middletown, NY.

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

August 2, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Vanacore DeBenedictus DiGovanni & Weddell LLP, Newburgh, NY.

July 31, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Kirshon & Company, P.C., Poughkeepsie, NY.

July 30, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", D'Arcangelo & Co., LLP, Rye Brook, NY.

July 29, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", CohnReznick, LLP, New York, NY.

July 25, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Muskus & Wilemski, LLC, Fairfield, CT.

July 24, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Topche & Company LLC, Cranford, NJ.

July 23, 2013, "New Developments in Qualified Plan Design", Mercy College, New York, NY.

July 18, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", NYSSCPA Estate Planning Committee, New York, NY.

July 17, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Housman, Bloch & Elezovic, LLP, White Plains, NY.

July 17, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Newman & Cohen, CPA, P.C., New York, NY.

July 16, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Kahan Steiger & Company, P.C., Stamford, CT.

July 11, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron, LLP, Tarrytown, 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.

July 8, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Marks Paneth & Shron, New York, NY.

July 8, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Catenacci Markowitz DeLandri Rosner & Co., Hawthorne, NY.

June 25, 2013, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Nugent & Hauessler, P.C., Montgomery, NY.

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

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:

October 24, 2013, "Dental Transactions Today: Capitalizing on the Value of Your Practice", New York State Dental Association, Buffalo, NY.

October 23, 2013, "Dental Transactions Today: Capitalizing on the Value of Your Practice", New York State Dental Association, Rochester, NY.

October 22, 2013, "Dental Transactions Today: Capitalizing on the Value of Your Practice", New York State Dental Association, Fayetteville, NY.

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

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