Stanley E. Bulua:

April 30, 2010, "The Sale of Stock in a Closely-Held Business to an 'ESOP' (Employee Stock Ownership Plan): A Diversification Strategy for Business Owners", XPX Connecticut, Hartford, Connecticut

February 3, 2010, "The Sale of Stock in a Closely-Held Business to an ESOP" (Program Chair and Speaker, Seminar/Webinar), New York State Bar Association, White Plains, NY

November 10, 2009, "The ABCs of ESOPs: A Tax-Favored Business Strategy", Pioneer Financial, New York, NY

October 15, 2009, "Smart Gifting to Children and Grandchildren: Estate, Gift and Capital Gains Taxes", Westchester County Senior Law Day, White Plains, NY

September 24, 2009, "The ABCs of ESOPs: A Tax-Favored Strategy for Business Owners", New York, NY

March 3, 2009, "GRATs, GRUTs and GST Planning", UBS, New York, NY


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

Top

Robert B. Danziger:

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

November 19, 2009, "Employee Theft: How to Uncover, Address and Prevent It", Scarsdale Dental Study Group, Hartsdale, NY

October 14, 2009, "Dental Practice Management", Hambletonian Dental Study Group, Middletown, NY

April 21, 2009, "Employment Contracts, Partnership Agreements and Practice Purchase Agreements for Dentists", NYU Residency Program, New York, NY

Top

Jay Fenster:

May 12, 2009, "Navigating Through Qualified Plans in Troubled Economic Times", 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.

Top

Ira Langer:

November 18, 2009, "Dealing with 403(b) Plans Under the New IRS Regulations", Cornell University Extension, Stony Point, NY

June 12, 2009, "IRAs and Qualified Plans — Estate Tax Implications", "Estate Planning for the Middle Class Client", New York State Bar Association, Trusts & Estates section, White Plains, NY

March 24, 2009, "Successfully Using 403(b) Plans After the Final Regulations", Cornell University Extension, Stony Point, NY

Top

Joshua S. Levine:

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 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

November 19, 2009, "Preparation and Audit of the Federal Estate Tax Return", Connecticut Society of Certified Public Accountants, Easton, CT

November 4, 2009, "Asset Protection", Westchester Estate Planning Council, 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

March 2, 2009, "Federal Estate Tax Returns: Issues for Preparation and Audit", Estate Planning Council of New York City, Inc, New York, NY

Top

Michael Markhoff:

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 20, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Rockland County Bar Association, New City, 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

Top

William Miller:

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

Top

Andrew E. Roth:

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

September 20, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Rockland County Bar Association, New City, NY

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 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.

Top

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, NY

Top

Gregory R. Tapfar:

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

September 20, 2010, "The Shoemaker Has No Shoes: Estate Planning, Retirement Planning and Partnership Agreements for Attorneys", Rockland County Bar Association, New City, 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

Top