• 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:

January 26, 2015, "Estate Planning and Asset Protection", New York Life, White Plains, NY.

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:

May 19, 2015, "Retirement Plan Design: How to Maximize the Business Owners" Contributions and Minimize Staff Cost", DDK & Co., New York, NY

December 12, 2014, "Maximizing Qualified Retirement Plan Benefits for Real Estate Professionals", Wells Fargo, New York, NY.

December 10, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Wells Fargo Bank, NA, White Plains, NY.

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

December 3, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Signature Bank, Uniondale, 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 20, 2014, "Qualified Retirement Plan Design for Law Firms", Wells Fargo, White Plains, NY.

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.

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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:

May 19, 2015, "Retirement Plan Design: How to Maximize the Business Owners" Contributions and Minimize Staff Cost", DDK & Co., New York, NY.

January 26, 2015, "Increasing Assets Under Management with Qualified Retirement Plans" , New York Life, White Plains, NY

January 15, 2015, "The Shoemaker Without Shoes", Lawline.com, New York, NY.

December 12, 2014, "Maximizing Qualified Retirement Plan Benefits for Real Estate Professionals", Wells Fargo, New York, NY.

December 10, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Wells Fargo Bank, NA, White Plains, NY.

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

December 3, 2014, "Retirement Plan Design: How to Maximize the Business Owners' Contributions and Minimize Staff Cost", Signature Bank, Uniondale, 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 20, 2014, "Qualified Retirement Plan Design for Law Firms", Wells Fargo, White Plains, NY.

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.

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:

January 15, 2015, "The Shoemaker Without Shoes", Lawline.com, New York, NY.

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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