November 20, 2006 - Ohio Society of CPAs, “Tax Issues in Compensation Planning for Partnership and LLC Owners,” Cleveland, OH
November 14, 2006 - Kentucky Society of CPAs Annual Tax Institute, “Closely Held Business Succession Planning,” Louisville, KY
November 2, 2006 - Cohen & Company, “Pension Update,” Cleveland, OH
November 7, 2006 - National Center for Family Business, “Tax Planning: Cradle to Grave for Closely Held Family Businesses,” Aurora, OH
November 8, 2006 - Ohio Northern University, “Estate, Business and Financial Planning Continued Education Seminar,” Ada, OH
October 25, 2006 - Boy Scouts of America, “Family Limited Partnerships,” Cleveland, OH
October 20, 2006 - Cleveland Estate Planning Institute, “Partnership Interests in Estate and Trust Administrations,” Independence, OH
October 18/19 2006 - Federal Tax Symposium, Moderator, Advanced Federal Tax Planning Symposium,” Columbus, OH
September 22, 2006 - National Center for Family Business, “More Tax Magic,” Aurora, OH
September 21, 2006 - Accounting Show, Ohio Society of CPAs, “Structuring Benefits Packages for Owners,” Cleveland, OH
September 21, 2006 - Accounting Show, Ohio Society of CPAs, “Tax Planning for High Net Worth Individuals,” Cleveland, OH
Augst 30, 2006 - Lake County Bar Association, “Choice of Entity,” Painesville, OH
August 28, 2006 - Euclid General Hospital, “Avoiding the Estate Tax Trap,” Euclid, OH
August 24, 2006 - National Center for Family Business, “Unusual Tax Planning Ideas for Family Business Owners, Hudson, OH
July 25, 2006 - AICPA, Advanced Estate Planning Conference, “Family Limited Partnerships,” San Diego, CA
May 18, 2006 - Mahoning Shenango Valley Estate Planning Council, “Effective Uses of the Intentionally Defective Trust” and “Zeroed-Out Grantor Retained Annuity Trust,” Mahoning Valley, OH
May 5, 2006 - Northern Ohio Planned Giving Council, “Tax Issues Arising from Charitable Trusts and Gift Substantiation Requirements,” Cleveland, OH
May 11, 2006 - Lorman Education Services; "Second Annual Great Lakes Federal Tax Institute", Overview
February 16, 2006 - "Current Thinking on Family Limited Partnerships", FPA Northeast Ohio Chapter
February 2, 2006 - National Center for Family Business, “Avoiding the estate tax trap,” Aurora, OH
December 1, 2005 - Lorman Education Services; “Partnerships, LLCs and LLPs: Organization and Operation,” Cleveland, OH
November 18, 2005 - Kentucky Society of CPAs; “Building Flexibility into the Typical Irrevocable Life Insurance Trust,” Louisville, KY
November 17, 2005 - OSCPA Cleveland Outlying Area Program; “Federal Tax Update,” Cleveland, OH
November 10, 2005 - National Center for Family Business; “Unusual Tax Planning Ideas for Family Business Owners,” Cleveland, OH
November 4, 2005 - Lorman Education Services; “Advanced Estate Planning for the Elderly,” “Planning for Non-Citizens,” “Sale to a Grantor Trust and Variations” and Zeroed-Out Grantor Retained Annuity Trust,” Cleveland, OH
November 1, 2005 - Ohio Society of CPAs; Advanced Federal Tax Planning Symposium; “Every Crafty Way to Sell a Closely Held Business,” Columbus, OH
September 27, 2005 - Lorman Education Services, “Advanced Partnerships, LLCs and LLPs, Choice of Entity and Certain State Law Considerations, Mergers, Operations,” Cleveland, Ohio
September 22, 2005 - OSCPA Accounting Show, “Executive Compensation,” Cleveland, Ohio
September 1, 2005 - Cleveland Financial Group, Planning Expo, “Estate Planning, Trust Protectors and Life Insurance Annuity,” Cleveland, Ohio
August 18, 2005 - Lorman Education Services, “Use of Trusts in Estate Planning: Tax Reasons for Using Trusts: Typical Types of Trusts; Income Taxation and Issues Related to Naming Trusts as Beneficiaries of Retirement Plan Accounts,” Cleveland, Ohio
August 4, 2005 - Lorman Education Services, “Distributions from C corporations,” Cleveland, Ohio
July 17-20, 2005 - AICPA Estate Planning Conference, “Family Limited Partnerships,” Toronto, Canada
July 14, 2005 - National Center for Family Business Leadership Academy; “More Tax Magic,” Cleveland, Ohio
June 24, 2005 - Ohio Society of CPAs, Akron CPE Day; “Transitioning our Clients into Their Retirement Years,” Akron, OH
May 17, 2005 - Cleveland Bar Association; “New Circular 230 Rules and Expected Effect on Estate Planning Practice,” Cleveland, OH
May 12, 2005 - Great Lakes Tax Institute; “Equity Compensation Planning for Partners and Employees of Pass-Through Entities,” Independence, OH
April 27, 2005 - National Business Institute, “Navigating Entity Options in Ohio: Comprehensive Analysis for Effective Decision Making,” Cleveland, OH
April 12, 2005 - Estate Planning Council of Cleveland, “Navigating a Transfer Tax Audit,” Cleveland, OH
March 8, 2005 - National Center for Family Business Leadership Academy; “Avoiding Transfer Tax Traps,” Cleveland, Ohio
January 13 & 24, 2005 - The Group 2005 Annual Meeting; “The Carol Gold Memo and Section 401(a)(4) Issues,” San Diego, CA
January 18, 2005 - Sterling Education Services; “Using Gifts and Trusts for Wealth Transfers” and “Tax Considerations,” Cleveland, OH
December 14, 2004 - Ohio Society of CPAs East Side Caucus; “Federal Tax Update – 2004,” Cleveland, OH.
December 13, 2004 - National Business Institute; “Impact of Economic Growth and Tax Relief Reconciliation Act of 2001 on Estate Planning,” Cleveland, OH.
December 7, 2004 - Lorman Education Services; “Partnerships, LLCs and LLPs: Organization and Operation in Ohio,” Independence, OH.
November 18, 2004 - Ohio Society of CPAs Outlying Areas; “Federal Tax Update – 2004,” Independence, OH.
November 17, 2004 - National Center for Family Business; “Tax Planning Ideas for High Income Individuals,” Hudson, OH.
November 9, 2004 - Institute for Continuing Professional Education, Inc., 2004 Federal Tax Symposium; “Estate Planning”.
November 5, 2004 - “Advanced Estate Planning for the Elderly,” “Planning for Non-Citizens,” “Sale to a Grantor Trust and Variations,” and “Zeroed-Out Grantor Retained Annuity Trust,” Lorman Education Services.
October 28, 2004 - OSCPA Federal Tax Symposium; “Tax Planning Ideas for High Income Individuals,” Columbus, OH.
October 7, 2004 - Lorman Education Services; “Business Succession Planning” and “A Primer on S Corporations in Ohio,” Cleveland, OH.
October 1, 2004 - Baker College Presentation to Family Business Owners; “Creative Tax and Succession Planning Ideas,” Flint, MI.
September 23, 2004 - OSCPA Accounting Show; “Fringe Benefits and Compensation Planning,” Cleveland, OH.
September 23, 2004 - “Historic Tax Credits and Conservation Easements,” Ohio Society of CPAs Accounting Show.
September 9, 2004 - “Advanced Partnerships, LLCs and LLPs: Organization and Operations,” Lorman Education Services.
August 3, 2004 - Lorman Education Services; “Strategies for Partnership, S Corps and Closely Held Corporation Distributions: Distributions from C Corps,” Independence, OH.
July 15, 2004 - National Center for Family Business, Leadership Academy – Summer Session; “Tax Planning for Closely Held Businesses, Hudson, OH.
July 8, 2004 - Cleveland Financial Group Planning Expo; “Estate Planning and Issues; Hudson, OH.
June 25, 2004 - Lorman Education Services; “Closely Held Corporations: Business Succession and Estate Planning; Choice of Entity; Retirement Planning,” Independence, OH.
June 9, 2004 - American Institute of Federal Taxation; “Equity Compensation Planning for Partners and Employees of Pass-Through Entities,” Birmingham, AL.
May 26, 2004 - 8th Internal Revenue Service Conference on Federal Tax Wealth Transfer Taxation; “Annual Section 2503(b) Present Interest Exclusion,” Cleveland, OH.
May 21, 2004 - Lorman Education Services; “Use of Trusts in Estate Planning in Ohio,” Independence, OH.
April 23, 2004 - Lorman Education Services; “State Tax Considerations” and Income Taxation of LLCs Treated as Partnerships,” Cleveland, OH.
April 20, 2004 - National Business Institute; “Income Taxation of Family Limited Partnerships and Limited Liability Companies,” Cleveland, OH.
March 19, 2004 - National Business Institute; “Sophisticated Estate Planning Strategies for the Advanced Practitioner in Ohio,” Cleveland, OH.
March 11, 2004 - National Center for Family Business; “Avoiding the Estate Tax Traps,” Hudson, OH.
March 8, 2004 - Cleveland Marshall Law Alumni Association; “Elder Law/Estate Planning Law,” Cleveland, OH.
February 17, 2004 - Lorman Education Services; “Partnerships, LLCs and LLPS: Organization and Operation in Ohio,” Akron, OH.
February 1-3, 2004 - The Group 2004 Annual Meeting; “Advanced Estate Planning for the Elderly,” Orlando, FL.
January 30, 2004 - ABA Tax Section–Closely Held Business Section; “Fringe Benefits for Professional Corporations,” Mid-Year Meeting Orlando, FL.
January 30, 2004 - “Fringe Benefits for Professional Corporations,” ABA Tax Section Closely Held Business Section, Mid-Year Meeting.
December 17, 2003 - Institute for Continuing Professional Education, Inc; Various Topics for the 2003 Tax Symposium, Cleveland, OH.
December 16, 2003 - OSCPA Cleveland Chapter; “Executive Compensation Plans for Closely Held Businesses,” Cleveland, OH.
December 11, 2003 - Lorman Education Services; “Partnerships and LLCs in Ohio: Organization and Operation,” Independence, OH.
December 9, 2003 - OSCPA Cleveland Chapter, Westside Group, “Traditional and Non-Traditional Compensation Planning,” Cleveland, OH.
December 5, 2003 - Half Moon Seminars; “Drafting Revocable Trusts,” Middleburg Heights, OH.
December 2, 2003 - OSCPA Cleveland Chapter, East Side Group; “Federal Tax Update, Cleveland, OH.
November 19, 2003 - National Business Institute; “Family Limited Partnerships in Ohio,” Cleveland, OH (November 19, 2003)
November 13, 2003 - Lorman Education Services; “Eight Great Estate Planning Ideas,” Cleveland, OH
October 21, 2003 - OSCPA Advanced Estate Planning Conference; “Estate Planning for Retirement Assets,” Columbus, OH (11/5/03)OSCPA Advanced Federal Tax Symposium; “Tax Planning for High Income Individuals,” Dublin, OH
September 18, 2003 - National Business Institute; “Advanced Estate Planning Techniques,” Cleveland, OH
September 18, 2003 - OSCPA Accounting Show; “Family Business Succession” and “Executive Compensation Plans,” Cleveland, OH
September 4, 2003 - Lorman Education Services; “Advanced Partnerships, LLCs and LLPs: Organization and Operation in Ohio,” Cleveland, OH
August 21, 2003 - American Society of Pension Actuaries; “Benefits Workshop, Estate Planning for Retirement Plans,” Independence, OH
August 19, 2003 - Lorman Education Services; “Strategies for Partnerships, S Corporations and C Corporation Distributions,” Cleveland, OH
July 10, 2003 - ALI-ABA Estate Planning Course of Study; “Compensation Planning,” Boston, MA,
June 20, 2003 - Lorman Education Services; “Business Succession and Estate Planning for Owners of Closely Held Businesses,” Cleveland, OH
June 19, 2003 - Akron Benefit Council; “Cash Balance Floor Offset Planning,” Akron, OH
June 17, 2003 - National Business Institute; “Family Limited Partnerships and Limited Liability Companies in Ohio,” Cuyahoga Falls, OH
May 7, 2003 - Parker Hannifin Corporation Distributor Conference; “Succession Planning,” Cleveland, OH
April 3, 2003 - National Business Institute; “Considerations in Buying or Selling a Business in Ohio,” Cleveland, OH
March 27, 2003 - Lorman Education Services; “Compensation Planning and Fringe Benefits,” Cleveland, OH
February 26, 2003 - Lorman Education Services; “Tax Aspects of Mergers and Acquisitions in Ohio,” Cleveland, OH
January 31, 2003 - Lorman Education Services; “Primer on Estate Planning in Ohio,” and “Planning for the Unmarried Client,” Cleveland, OH
December 12, 2002 - Lorman Education Services, “Choice of Entity and Tax Issues,” Independence, OH
December 5, 2002 - Federal Tax Symposium, “Special Problems with LLCs and How to Deal with Them,” Cleveland, OH
December 5, 2002 - Cleveland Chapter CPE Day, “Recent Developments in Federal Income Taxation,” Cleveland, OH
December 17, 2002 - Cleveland Chapter OSCPA, CPE Day, “Family Business Succession, Independence, OH
November 18, 2002 - Lorman Education Services; “Eight Great Estate Planning Techniques,” Independence, OH
November 14, 2002 - National Business Institute; “Intentionally Defective Trusts, Choice of Trustees, Uses of Trusts in Estate Planning,” Cleveland, OH
November 5, 2002 - OSCPA Cleveland Chapter, East Side Group; “Federal Tax Update,” Mayfield Heights, OH
October 26, 2002 - OSCPA Cleveland Accounting Show; “Compensation Planning for Closely Held Businesses and Family Business Succession,” Cleveland, OH
October 24, 2002 - Half Moon Seminars; “Drafting Revocable Trusts,” Strongsville, OH
October 24, 2002 - OSCPA Outlying Areas Committee; “Federal Tax Update,” Middleburg Heights, OH
October 24, 2002 - Catholic Diocese Charitable Planning Seminar; “Intentionally Defective Trusts,” Cleveland, OH
October 22, 2002 - OSCPA Advanced Federal Tax Symposium; “Sale of S Corporations and the Deemed Asset Sale Election under Section 338h-(10),” Dublin, OH
October 21, 2002 - National Business Institute; “Income Taxation of Family Partnerships and Drafting Family Partnership Agreements,” Eastlake, OH
September 26, 2002 - OSCPA Accounting Show; “Compensation Plans for Closely Held Businesses,” Cleveland, OH
August 21, 2002 - OSBA Advanced Level Program, Ohio Tax Institute; “Recent Developments in Federal Income Taxation, Cleveland, OH
July 30, 2002 - Lake County Bar Association; “Sales to Defective Trusts,” Painesville, OH
July 24, 2002 - National Business Institute; “Income Taxation of Limited Partnerships and LLCs,” Cleveland, OH
June 19, 2002 - Lorman Education Services; “Business Succession and Estate Planning for Owners of Closely Held Businesses,” Independence, OH
June 4, 2002 - National Business Institute; “Limited Liability Companies in Ohio,” Cleveland, OH
May 31, 2002 - National Center for Family Business; “Unusual Tax Planning Ideas,” Hudson, OH
May 23, 2002 - Sterling Education; “Fundamentals of Estate Planning;” Cleveland, OH
February 14, 2002 - National Business Institute; “Successful Wealth Transfer Techniques in Ohio,” Cleveland, OH
February 14, 2002 - Lorman Education Services, “Partnerships, LLCs and LLPs in Ohio, Choice of Entity,” Cleveland, OH
February 12, 2002 - Fairview / Lutheran Foundation; “Creative Tax Planning Opportunities for Physicians,” Fairview, OH
January 24, 2002 - Cleveland Financial Group Planning Expo; “Tax Law, Planning and Issues,” Cleveland, OH
January 5, 2002 - National Center for Family Business; “Tax Law, Planning and Issues,” Hudson, OH
December 13, 2001 - Lorman Education Services, “Partnerships, LLCs and LLPs,” Independence, OH
December 6, 2001 - Ohio Society of CPAs State & Federal Tax Forum, “Compensation Planning,” Independence, OH
December 4, 2001 - Ohio Society of CPAs Cleveland Chapter CPE Day, “Asset Protection,” Independence, OH
October 18, 2001 - Ohio Society of CPAs, Advanced Federal Tax Symposium, “Family Succession Issues” co-presentation with Donald Jonovic, Ph.D., Columbus, OH
October 4, 2001 - National Business Institute, Counseling Small Business in Ohio, “Choice of Entity,” Eastlake, OH
September 28-30, 2001 - National Center for Family Business, “Tax Planning Ideas You’ve Never Heard Before,” Nemacolin Woods Resort, PA,
September 7, 2001 - Planned Giving Council of Cleveland Ohio, “Estate Planning Provisions of the 2001 Tax Act,” Independence, OH
July 31, 2001 - Ohio Society of CPAs, Cleveland Chapter Financial Planning Group, “Pension Provisions of 2001 Tax Act,” Cleveland, OH
July 26, 2001 - Cleveland Museum of Art, “Estate Planning Provisions of the 2001 Tax Act,” Cleveland, OH
June 14, 2001 - National Business Institute, Advanced Estate Planning Techniques in Ohio, What’s New and What’s Left in Sophisticated Estate Planning,” Eastlake, OH
May 23, 2001 - Cleveland State University, 7th Wealth Transfer Seminar; Panelist with IRS Valuation Expert, Dr. Mukesh Bajaj, Cleveland, OH
March 13, 2001 - Parker Hannifin Corp., “Succession Planning for Distributors,” Cleveland, OH
March 2, 2001 - Financial Planning Association, 2001 Annual Retreat, “Planning for the Very Elderly Client,” Tampa, FL
February 24, 2001 - Cleveland State University, Seminar Chair and Speaker, “Buying and Selling Closely Held Businesses,” Cleveland, OH
February 8, 2001 - National Business Institute, “Family Limited Partnerships and Limited Liability Companies in Ohio,” Akron, OH
January 10, 2001 - The Group, Inc.; “General Tax Planning Topics,” Scottsdale, AZ,
January 8, 2001 - Cleveland Financial Group, “Primer on Stock Options,” Cleveland, OH
December 14, 2000 - Lorman Seminar, “LLCs and Partnerships in Ohio,” Cleveland, OH
December 7, 2000 - Ohio Society of CPAs, “Planning with Non-Qualified Deferred Compensation,” Independence, OH
December 6, 2000 - National Center for Family Business, “Cutting Edge Planning Tips,” Hudson, OH
November 7, 2000 - Ohio Society of CPAs MAP Conference, “Federal Tax Update,” Cleveland, OH
October 14, 2000 - American Bar Association, Tax Section, Small Law Firms, Group; Panel Discussion on “Sales of Closely Held Businesses,” Los Angeles, CA,
September 2000 - Ohio Society of CPAs Advanced Federal Tax Symposium, “Non-Qualified Deferred Compensation,” Columbus, OH
September 19, 2000 - National Business Institute, “Choice of Entity,”
August 25, 2000 - Ohio State Bar Association, “Uses of Trusts in Estate Planning,” Cleveland, OH
June 22, 2000 - Akron CPA Study Group; “Electing Small Business Trusts,” Akron, OH
June 7, 2000 - National Center For Family Business, Breakfast Series; “Tax and Estate Planning for Family Businesses and Their Owners,” Hudson, OH
May 16, 2000 - Cleveland Bar Association, Estate Planning, Probate and Trust Law Section; “Income Tax Planning Aspects of Continuing Case Study,” Cleveland, OH
May 10-12, 2000 - National Center For Family Business, Family Business Retreat; “Tax Planning Ideas You’ve Never Heard Before,” Hilton Head, SC
May 5, 2000 - Ohio State University, Pension Strategies Seminar; “Controlled Groups,” Columbus, OH
February 2, 2000 - Ohio State Bar Association, “S corporations,” Columbus, OH
January 19, 2000 - The Group, Inc.; “ Choice of Entity for a Small Business ,” San Diego, CA
December 13, 1999 - Akron Tax and Estate Planning Council; “Sales to Defective Trusts Revisited,” Akron, OH
November 10, 1999 - National Business Institute; “Limited Liability Companies Under Ohio Law,” Cleveland, OH
September 18, 1999 - CSU Law School; “Tax Planning Practicum - Planning for the Closely Held & Family Business,” Cleveland, OH
August 19, 1999 - Ohio State Bar Assn. CLE Institute; “Estate Planning for S Corporations & LLCs,” Cleveland, OH
June 10, 1999 - OSCPA Technical Forum; “Qualified Family-Owned Business Deduction,” Independence, OH
May 6, 1999 - National Business Institute; “Choice of Entity for a Small Business,” Independence, OH
March 6, 1999 - CSU Law School; “Income Tax Planning for the Small Estate,” Cleveland, OH
December 7, 1998 - OSCPA State and Federal Tax Forum; “IRS Restructuring,” Westlake, OH
November 6, 1998 - Cleveland Estate Planning Institute; “Income Taxation of Estates & Trusts,” Cleveland, OH
November 3, 1998 - OSCPA East Side Caucus Group; “Year-End Tax Planning,” Mayfield Hts., OH
October 27, 1998 - David N. Myers College Annual Tax Institute; “Federal Individual Tax Update,” Middleburg Heights, OH
September 8, 1998 - Tax Club of Cleveland; “IRS Audit Panel,” Cleveland, OH
June 22, 1998 - Jewish Welfare Fund-Charitable Tax Seminar; “Panel Case Study on Estate Planning,” Beachwood, OH
May 27, 1998 - Cleveland State University-Cleveland-Marshall College of Law-Wealth Transfer Seminar; “Panel Discussion with IRS on Current Issues in the Use of Family Limited Partnerships,” Cleveland, OH
May 11, 1998 - American Society of Pension Actuaries 401(k) and Cross-Testing Workshop; “What’s Hot in 1998: Current Developments in Retirement Planning,” Independence, OH
April 17, 1998 - CLU Meeting; “Family Business Tax Planning,” Cleveland, OH
February 27, 1998 - OSCPA Outlying Areas Committee; “ Pass-Through Entities Including Parterships, LLCs, S Corporations and Trusts ,” Independence, OH
December 9, 1997 - Estate Planning Council of Cleveland; “Estate Planning with S Corporation in Light of New Law,” Cleveland, OH
December 4, 1997 - OSCPA/Ohio Bar Association Joint Tax Seminar; “IRS Appeals,” Columbus, OH
November 25, 1997 - Society of Estate Analysts; “Tax Planning for S Corporations,” Cleveland, OH
November 4, 1997 - OSCPA East Side Caucus Group; “Tax Planning Under the New Law,” Mayfield Hts., OH
October 6, 1997 - OSCPA Accounting Show; “Recent Developments Affecting Family Businesses,” Cleveland, OH
July 19, 1997 - Union Central Life Insurance Co., training for 45 top agents; “Estate Planning Issues for Family Business Owners with Emphasis on S corporations,” Cincinnati, OH
June 17, 1997 - OSCPA Technical Forum; “Simple Plans,” Independence, OH
June 10, 1997 - Kent State University/Greater Cleveland Growth Association; “Succession Planning in Family Businesses – Alternatives to ESOPS,” Cleveland, OH
February 22, 1997 - Taiwan Merchants Association of Ohio, Greater Cleveland Chapter; “What to Do with Large Qualified Plan Account Balances,” Cleveland, OH
February 19, 1997 - Lake Erie College Family Business Group; “Sales to Defective Trusts,” Painesville, OH
November 21, 1996 - Israel Bonds Organization; “Tax Update: Focus on Recently Passed Tax Laws,” Cleveland, OH
November 3-8, 1996 - Family Business Journal, Family Business Retreat; “Non-Obvious Tax Planning Tips,” Marco Island, FL
October 16, 1996 - Spring Valley Country Club; “Qualified Plan Distribution Planning in Light of Recent Developments,” Lorain, OH
October 10, 1996 - OSCPA Outlying Areas Committee; “Family Business Tax Planning,” Eastlake, OH
October 8, 1996 - Case Western Reserve University, Family Business Panel; “Sales to Defective Trusts,” Cleveland, OH
June 20, 1996 - OSCPA Technical Forum; “Federal Tax Update 1995-96 Developments Affecting Businesses,” Cleveland, OH
February 26, 1996 - Akron Tax & Estate Planning Council; “Sales to Defective Trusts,” Akron, OH
November 14, 1995 - Cohen & Company, CLE Day; “Special Tax Problems in Transfers of Closely Held Family Businesses, Cleveland, OH
November 7, 1995 - OSCPA East Side Caucus Group; “Federal Tax Planning and Update,” Mayfield Heights, OH
October 26, 1995 - American Society of Women Accountants; “IRS Audit Panel,” Cleveland, OH
October 26, 1995 - Real Estate Roundtable; “Estate Planning for the Real Estate Professional,” Cleveland, OH
October 25, 1995 - IAFP; “Tax Planning Tips and Sales Opportunities to Aid Financial Planners in Dealing with Clients and Potential Clients,” Cleveland, OH
September 21, 1995 - OSCPA Accounting Show; “GRATs, GRUTs & GRITs, Planning Tools you Cannot Afford to be Without,” Cleveland, OH
September 20, 1995 - OSCPA Accounting Show; “Special Tax Problems in Transferring a Family Business,” Cleveland, OH
June 21, 1995 - Southwest Community Health Foundation; “Charitable Gift Annuities,” Cleveland, OH
April 10, 1995 - Cigna Financial; “Special Tax Problems in Transferring a Family Business,” Cleveland, OH
October 20, 1994 - Beechmont Country Club; “Family Transition Planning,” Pepper Pike, OH (3/15/95) OSCPA Ohio Accounting Show; “Special Tax Problems in Transferring a Family Business,” Cleveland, OH
October 20, 1994 - OSCPA Cleveland Chapter; “How to Prepare a Fiduciary Income Tax Return,” Cleveland, OH
September 27, 1994 and October 17, 1994 - Southwest Community Health Foundation; “Estate Planning Made Simple,” Cleveland, OH
October 14, 1994 - 13th Annual Dyke College Institute on Federal Taxation; “Individual Federal Tax Update,” Cleveland, OH
August 13, 1994 - Baldwin-Wallace College; “Non-Obvious Tax Planning Tips,” Berea, OH (8/13/94) aldwin-Wallace College; “The Importance of Accurate Record Keeping,” Berea, OH
August 8, 1994 - Society National Bank Program for CPAs and Practitioners; “Considerations in Planning for Distributions from Qualified and Non-Qualified Deferred Compensation Plans,” Cleveland, OH
May 25, 1994 - Fifth Annual IRS Cleveland District Director’s Conference on Federal Wealth Transfer Taxation; “Continuing Errors and Problems in Filing Fiduciary Income Tax Form 1041 Panel with IRS counterpart,” Cleveland, OH
May 7, 1994 - Cleveland-Marshall Law Alumni Association Continuing Legal Education Probate and Estate Planning Seminar; “Planning for Distributions from Qualified and Non Qualified Deferred Compensation Plans,” Cleveland, OH
April 7, 1994 - Baldwin Wallace College 3rd Annual Family and Small Business Seminar; “Special Tax Problems for Family and Privately Held Businesses,” Cleveland, OH
March 7, 1994 - Tax Club of Cleveland; Audit Issues Panel-Subject: “Unreasonable Compensation,” Cleveland, OH
February 10, 1994 - OSCPA Outlying Areas Caucus Group; “How to Prepare a Fiduciary Tax Return,” Willoughby, OH
Jaunary 27, 1994 - The Group Annual Meeting; “Valuation Discounts,” Houston, TX,
January 19, 1994 - Cleveland Bar Association, Banking & Corporate Law Section; “Panel Discussion on Family Business Succession,” Cleveland, OH
December 14, 1993 - 32nd Annual Arkansas Federal Tax Institute; “Family Business Consulting,” Little Rock, AK
December 10, 1993 - Akron Bar Association-Multiple Topics Seminar; “Family Business Tax Consulting,” Akron, OH
December 7, 1993 - OSCPA Local Firm Management East Side Caucus Group; “Year-End Planning Under the 1993 Revenue Act,” Cleveland, OH
September 17, 1993 - Youngstown State University-State/Local Taxes & Federal Estate Taxes Seminar; “Estate Freezes After Chapter 14: What’s Left,” Youngstown, OH
August 13, 1993 - Baldwin-Wallace College-Family and Small Business Institute; “Non-Obvious Tax Planning Tips,” Berea, OH
July 22 & 23, 1993 - Practice Development Institute; “Family Business Niche Marketing,” Chicago, IL
November 21, 1992 - Enterprise Development Institute; “Choice of Entity for Startup Businesses,” Cleveland, OH
November 6, 1992 - Dyke College 11th Annual Tax Institute; “Converting from C Corporation to S,” Cleveland, OH (Stood in for ill speaker)
October 21, 1992 - Advanced Federal Tax Symposium (Akron University Law School and OSCPA Joint Sponsors); “Panel Discussion of Internal Revenue and State of Ohio Audits and Appeals,” Columbus, OH
October 2, 1992 - Family Firm Institute; “Panel Discussion on How Can Accountants Address Family Issues While Performing Their Primary Service Function for Family Businesses,” Boston, MA
May 7, 1992 - Council of Smaller Enterprises; “Panel on Family Business Succession,” Cleveland, OH
April 28, 1992 - Baldwin-Wallace College Family Business Forum; “Managing Soloman’s Dilemma,” Cleveland, OH
February 14, 1992 - The Group Annual Meeting; “Trends in Compensation and Business Perpetuation for Regular Corporations,” San Antonio, TX
January 10, 1992 - Ohio State University Pension Strategies Seminar; “Special Problems of Self-Employed Plans,” Columbus, OH
January 10, 1992 - Ohio State University Pension Strategies Seminar; “Selected Plan Termination Issues,” Columbus, OH
December 17, 1991 - OSCPA’s State and Federal Tax Forum; “Get Back to Jack-Rebuttal to IRS District Director on IRS Audit Plans,” Cleveland, OH
December 10, 1991 - OSCPA Local Firm Management Northwest Caucus Group; “Top 25 or So Things to Do Before Year-End, “Cleveland, OH
December 3, 1991 - OSCPA Local Firm Management East Side Caucus Group; “Top 25 or So Things to Do Before Year-End,” Cleveland, OH
January 29, 1991 - The Group Annual Meeting; “Problems for Multi-State S Corporations,” Orlando, FL
January 20, 1991 - Council of Smaller Enterprises (COSE); “Estate Planning Case Study Panel Member,” Cleveland, OH
Ohio Society of CPAs; “Practical Tax Considerations for Physicians and Dentists,” a one-day seminar taught annually in various cities in Ohio-Discussion leader 1985 to 1990,
December 18, 1990 - OSCPA State and Federal Tax Forum; “IRS Audit and Appeal Procedures,” Dayton (12/11/90); Cleveland, OH
December 13, 1990 - Greater Cleveland Chapter of the Ohio Society of Enrolled Agents; “Uses of Revocable Trusts in Estate and Probate Planning,” Cleveland, OH
Cuyahoga County Bar Association; “Managing a Law Practice,” Cleveland, OH
November 2, 1990 - Dyke College 9th Annual Institute on Federal Taxation; “Current Developments-Individuals,” Cleveland, OH
July 20, 1990 - Ohio Society of Enrolled Agents 1990 Annual Convention; “Retirement Plans,” Cleveland, OH
June 22, 1990 - Tax Dispute Resolution Forum-Institute for Government Forums Discussion Leader; “Writing a Meaningful Protest,” Cleveland, OH
May 21, 1990 - Jewish Community Federation Endowment Fund 22nd Annual Charitable Tax Seminar; “Succession Planning,” Cleveland, OH
February 20, 1990 - McDonald & Co. Securities, Inc. Solutions and Strategies for Retirement Planning; “Creative Planning for Retirement Plan Distributions,” Cleveland, OH
March 2 and February 16, 1990 - Ohio Academy of Trial Lawyers 1990 Family Law Seminar; “Estate Planning Considerations in Divorce,” Cleveland, OH (March 2, 1990), Columbus, OH and (February 16, 1990)
December 12, 1989 - OSCPA State and Federal Tax Forum; “Personal Service Corporations,” Cleveland, OH
November 30, 1989 - Paychex, Inc. CPE Seminar; “Section 89-Update,” Richfield, OH
November 30, 1989 - Cuyahoga County Bar Association Family Law Section; “Estate Planning Considerations in Divorce,” Cleveland, OH
November 3, 1989 - Dyke College 8th Annual Institute on Federal Taxation; “Extending IRS Deadlines,” Cleveland, OH
July 17, 1989 - National City Bank In-House Training Class on Estate Planning,
February 16, 1989 - Youngstown Ohio Chamber of Commerce; “Section 89-Update,” Youngstown, OH
January 13, 1989 - Ohio State University Pension Strategies Seminar; “Understanding and Using the New Regime of Plan Distribution Rules, Including How to Advise Clients About the Grandfathering Election,” Columbus, OH
1989 - Council of Smaller Enterprises (COSE); Tax Shelters and Deferrals, Weekend Case Study
November 15, 1988 - Council of Smaller Enterprises (COSE); “Valuations of Closely-Held Businesses,” Cleveland, OH
September 30, 1988 - OSCPA Personal Financial Planning Conference; “Estate Freezes After the Revenue Act of 1987: What’s Left?,” Columbus, OH ptember 30, 1988)
September 26, 1988 - DFK International Accountancy Group 8th Annual Tax Conference; “Estate Freezes,” Boston, MA
March 28, 1988 - National City Bank Trust New Business Department; “Self-Employed Qualified Plans,” Cleveland, OH
January 26, 1988 - The Group Annual Meeting; “Transition Period S Elections,” New Orleans, LA
December 10, 1987 - Estate Planning Council; “Planning for Buy/Sell Agreements,” Toledo, OH
November 5, 1987 - Advisors Pension Services, Inc. Seminar on How to Capture More Retirement Plan Business; “Qualified Plan Distributions,” Cleveland, OH
September 1987 - OSCPA Practical Financial and Estate Planning Conference; “Practical Problems and Planning with Buy/Sell Agreements After Tax Reform,” Akron, OH
September 22, 1987 - DFK International Accountancy Group 7th Annual Tax Conference; “S Corporation Built-In Gain Tax,” Washington, DC
January 24, 1987 - Council of Smaller Enterprises (COSE) Estate Planning Weekend Case Study, Cleveland, OH
October 1986 - National Association of Accountants 4th Annual Tax Practitioners Conference; “Corporate Provisions of the Tax Reform Act of 1986,” Painesville, OH
September 1986 - OSCPA Practical Estate Planning Conference; “Post-Mortem Income Tax Planning,” Columbus, OH
August 1986 - OSCPA Northeast Caucus Group; “Uses of Trusts in Estate Planning,” Cleveland, OH
December 1984 - COSE Strategic Planning Seminar; “Year-End Tax Planning,” Cleveland, OH
September 1984 - DFK International Accountancy Group Tax Conference; “Section 291 Depreciation Recapture,” Dallas, TX
Back to top |
