June 7, 2007 - National Center for Family Business, “Tax Traps you can Avoid, Cleveland, OH, Gary A. Zwick
May 14, 2007 - National Business Institute, “Advanced Tax Issues for LLCs,” Independence, OH, Gary A. Zwick
February 22, 2007 - Ohio Society of CPAs, “Soup-to-Nuts Tax Planning for Closely Held Businesses,” Cleveland, OH, Gary A. Zwick
February 1, 2007 - Ohio Society of CPAs, “Succession Planning for the Small Practitioner,” Maumee, Ohio, Gary A. Zwick
November 20, 2006 - Ohio Society of CPAs, “Tax Issues in Compensation Planning for Partnership and LLC Owners,” Cleveland, OH, Gary A. Zwick
November 14, 2006 - Kentucky Society of CPAs Annual Tax Institute, “Closely Held Business Succession Planning,” Louisville, KY, Gary A. Zwick
November 2, 2006 - Cohen & Company, “Pension Update,” Cleveland, OH, Gary A. Zwick
November 7, 2006 - National Center for Family Business, “Tax Planning: Cradle to Grave for Closely Held Family Businesses,” Aurora, OH, Gary A. Zwick
November 8, 2006 - Ohio Northern University, “Estate, Business and Financial Planning Continued Education Seminar,” Ada, OH, Gary A. Zwick
October 25, 2006 - Boy Scouts of America, “Family Limited Partnerships,” Cleveland, OH, Gary A. Zwick
October 18/19 2006 - Federal Tax Symposium, Moderator, Advanced Federal Tax Planning Symposium,” Columbus, OH, Gary A. Zwick
September 22, 2006 - National Center for Family Business, “More Tax Magic,” Aurora, OH, Gary A. Zwick
September 21, 2006 - Accounting Show, Ohio Society of CPAs, “Structuring Benefits Packages for Owners,” Cleveland, OH, Gary A. Zwick
September 21, 2006 - Accounting Show, Ohio Society of CPAs, “Tax Planning for High Net Worth Individuals,” Cleveland, OH, Gary A. Zwick
Augst 30, 2006 - Lake County Bar Association, “Choice of Entity,” Painesville, OH, Gary A. Zwick
August 24, 2006 - National Center for Family Business, “Unusual Tax Planning Ideas for Family Business Owners, Hudson, OH, Gary A. Zwick
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, Gary A. Zwick
May 11, 2006 - Lorman Education Services; "Second Annual Great Lakes Federal Tax Institute", Overview
, Gary A. Zwick
February 16, 2006 - "Current Thinking on Family Limited Partnerships", FPA Northeast Ohio Chapter, Gary A. Zwick
December 1, 2005 - Lorman Education Services; "Partnerships, LLC's and LLP's: Organization and Operation in Ohio", Clarion Hotel & Conference Center Cleveland South in Independence, Ohio, James M. Mackey / Gary A. Zwick.
November 17, 2005 - OSCPA Cleveland Outlying Area Program; “Federal Tax Update,” Cleveland, OH, Gary A. Zwick.
November 16, 2005 - "Advanced Tax Planning In Ohio: Planning For High Income Individuals", Clarion Hotel Conference Center Cleveland South in Independence, Ohio, James M. Mackey.
November 10, 2005 - National Center for Family Business; “Unusual Tax Planning Ideas for Family Business Owners,” Cleveland, OH, Gary A. Zwick.
November 1, 2005 - Ohio Society of CPAs; Advanced Federal Tax Planning Symposium; “Every Crafty Way to Sell a Closely Held Business,” Columbus, OH, Gary A. Zwick.
September 27, 2005 - Lorman Education Services, “Advanced Partnerships, LLCs and LLPs, Choice of Entity and Certain State Law Considerations, Mergers, Operations,” Cleveland, Ohio, Gary A. Zwick.
September 22, 2005 - OSCPA Accounting Show, “Executive Compensation,” Cleveland, Ohio, Gary A. Zwick.
August 4, 2005 - Lorman Education Services, “Distributions from C corporations,” Cleveland, Ohio, Gary A. Zwick.
July 14, 2005 - National Center for Family Business Leadership Academy; “More Tax Magic,” Cleveland, Ohio, Gary A. Zwick.
June 24, 2005 - Ohio Society of CPAs, Akron CPE Day; “Transitioning our Clients into Their Retirement Years,” Akron, OH, Gary A. Zwick.
May 12, 2005 - Great Lakes Tax Institute; “Equity Compensation Planning for Partners and Employees of Pass-Through Entities,” Independence, OH, Gary A. Zwick.
April 27, 2005 - National Business Institute, “Navigating Entity Options in Ohio: Comprehensive Analysis for Effective Decision Making,” Cleveland, OH, Gary A. Zwick.
January 13, 2005 & January 24, 2005 - The Group 2005 Annual Meeting; “The Carol Gold Memo and Section 401(a)(4) Issues,” San Diego, CA, Gary A. Zwick.
December 14, 2004 - Ohio Society of CPAs East Side Caucus; “Federal Tax Update – 2004,” Cleveland, OH, Gary A. Zwick.
December 7, 2004 - Lorman Education Services; “Partnerships, LLCs and LLPs: Organization and Operation in Ohio,” Independence, OH, Gary A. Zwick.
November 18, 2004 - Ohio Society of CPAs Outlying Areas; “Federal Tax Update – 2004,” Independence, OH, Gary A. Zwick.
November 17, 2004 - National Center for Family Business; “Tax Planning Ideas for High Income Individuals,” Hudson, OH, Gary A. Zwick.
October 28, 2004 - OSCPA Federal Tax Symposium; “Tax Planning Ideas for High Income Individuals,” Columbus, OH, Gary A. Zwick.
October 7, 2004 - Lorman Education Services; “Business Succession Planning” and “A Primer on S Corporations in Ohio,” Cleveland, OH, Gary A. Zwick.
October 1, 2004 - Baker College Presentation to Family Business Owners; “Creative Tax and Succession Planning Ideas,” Flint, MI, Gary A. Zwick.
September 23, 2004 - OSCPA Accounting Show; “Fringe Benefits and Compensation Planning,” Cleveland, OH, Gary A. Zwick.
September 23, 2004 - “Historic Tax Credits and Conservation Easements,” Ohio Society of CPAs Accounting Show, Gary A. Zwick.
September 9, 2004 - “Advanced Partnerships, LLCs and LLPs: Organization and Operations,” Lorman Education Services, Gary A. Zwick / James M. Mackey.
August 3, 2004 - Lorman Education Services; “Strategies for Partnership, S Corps and Closely Held Corporation Distributions: Distributions from C Corps,” Independence, OH, Gary A. Zwick.
July 15, 2004 - National Center for Family Business, Leadership Academy – Summer Session; “Tax Planning for Closely Held Businesses, Hudson, OH, Gary A. Zwick.
June 9, 2004 - American Institute of Federal Taxation; “Equity Compensation Planning for Partners and Employees of Pass-Through Entities,” Birmingham, AL, Gary A. Zwick.
April 23, 2004 - Lorman Education Services; “State Tax Considerations” and Income Taxation of LLCs Treated as Partnerships,” Cleveland, OH, Gary A. Zwick.
April 20, 2004 - National Business Institute; “Income Taxation of Family Limited Partnerships and Limited Liability Companies,” Cleveland, OH, Gary A. Zwick.
February 17, 2004 - Lorman Education Services; “Partnerships, LLCs and LLPS: Organization and Operation in Ohio,” Akron, OH, Gary A. Zwick.
January 30, 2004 - ABA Tax Section–Closely Held Business Section; “Fringe Benefits for Professional Corporations,” Mid-Year Meeting Orlando, FL, Gary A. Zwick.
December 17, 2003 - Institute for Continuing Professional Education, Inc; Various Topics for the 2003 Tax Symposium, Cleveland, OH, Gary A. Zwick.
December 16, 2003 - OSCPA Cleveland Chapter; “Executive Compensation Plans for Closely Held Businesses,” Cleveland, OH, Gary A. Zwick.
December 11, 2003 - Lorman Education Services; “Partnerships and LLCs in Ohio: Organization and Operation,” Independence, OH, Gary A. Zwick.
December 9, 2003 - OSCPA Cleveland Chapter, Westside Group, “Traditional and Non-Traditional Compensation Planning,” Cleveland, OH, Gary A. Zwick.
December 2, 2003 - OSCPA Cleveland Chapter, East Side Group; “Federal Tax Update, Cleveland, OH, Gary A. Zwick.
November 19, 2003 - National Business Institute; “Family Limited Partnerships in Ohio,” Cleveland, OH, Gary A. Zwick (November 19, 2003)
September 18, 2003 - OSCPA Accounting Show; “Family Business Succession” and “Executive Compensation Plans,” Cleveland, OH, Gary A. Zwick
September 4, 2003 - Lorman Education Services; “Advanced Partnerships, LLCs and LLPs: Organization and Operation in Ohio,” Cleveland, OH, Gary A. Zwick
August 19, 2003 - Lorman Education Services; “Strategies for Partnerships, S Corporations and C Corporation Distributions,” Cleveland, OH, Gary A. Zwick
July 10, 2003 - ALI-ABA Estate Planning Course of Study; “Compensation Planning,” Boston, MA, Gary A. Zwick
June 19, 2003 - Akron Benefit Council; “Cash Balance Floor Offset Planning,” Akron, OH, Gary A. Zwick
June 17, 2003 - National Business Institute; “Family Limited Partnerships and Limited Liability Companies in Ohio,” Cuyahoga Falls, OH, Gary A. Zwick
May 7, 2003 - Parker Hannifin Corporation Distributor Conference; “Succession Planning,” Cleveland, OH, Gary A. Zwick
April 3, 2003 - National Business Institute; “Considerations in Buying or Selling a Business in Ohio,” Cleveland, OH, Gary A. Zwick
March 27, 2003 - Lorman Education Services; “Compensation Planning and Fringe Benefits,” Cleveland, OH, Gary A. Zwick
February 26, 2003 - Lorman Education Services; “Tax Aspects of Mergers and Acquisitions in Ohio,” Cleveland, OH, Gary A. Zwick
December 17, 2002 - Cleveland Chapter OSCPA, CPE Day, “Family Business Succession, Independence, OH, Gary A. Zwick
December 12, 2002 - Lorman Education Services, “Choice of Entity and Tax Issues,” Independence, OH, Gary A. Zwick
December 5, 2002 - Federal Tax Symposium, “Special Problems with LLCs and How to Deal with Them,” Cleveland, OH, Gary A. Zwick
December 5, 2002 - Cleveland Chapter CPE Day, “Recent Developments in Federal Income Taxation,” Cleveland, OH, Gary A. Zwick
November 5, 2002 - OSCPA Cleveland Chapter, East Side Group; “Federal Tax Update,” Mayfield Heights, OH, Gary A. Zwick
October 26, 2002 - OSCPA Cleveland Accounting Show; “Compensation Planning for Closely Held Businesses and Family Business Succession,” Cleveland, OH, Gary A. Zwick
October 24, 2002 - OSCPA Outlying Areas Committee; “Federal Tax Update,” Middleburg Heights, OH, Gary A. Zwick
October 22, 2002 - OSCPA Advanced Federal Tax Symposium; “Sale of S Corporations and the Deemed Asset Sale Election under Section 338h-(10),” Dublin, OH, Gary A. Zwick
October 21, 2002 - National Business Institute; “Income Taxation of Family Partnerships and Drafting Family Partnership Agreements,” Eastlake, OH, Gary A. Zwick
September 26, 2002 - OSCPA Accounting Show; “Compensation Plans for Closely Held Businesses,” Cleveland, OH, Gary A. Zwick
August 21, 2002 - OSBA Advanced Level Program, Ohio Tax Institute; “Recent Developments in Federal Income Taxation, Cleveland, OH, Gary A. Zwick
July 24, 2002 - National Business Institute; “Income Taxation of Limited Partnerships and LLCs,” Cleveland, OH, Gary A. Zwick
June 4, 2002 - National Business Institute; “Limited Liability Companies in Ohio,” Cleveland, OH, Gary A. Zwick
May 31, 2002 - National Center for Family Business; “Unusual Tax Planning Ideas,” Hudson, OH, Gary A. Zwick
February 14, 2002 - Lorman Education Services, “Partnerships, LLCs and LLPs in Ohio, Choice of Entity,” Cleveland, OH, Gary A. Zwick
February 12, 2002 - Fairview / Lutheran Foundation; “Creative Tax Planning Opportunities for Physicians,” Fairview, OH, Gary A. Zwick
January 24, 2002 - Cleveland Financial Group Planning Expo; “Tax Law, Planning and Issues,” Cleveland, OH, Gary A. Zwick
January 5, 2002 - National Center for Family Business; “Tax Law, Planning and Issues,” Hudson, OH, Gary A. Zwick
December 13, 2001 - Lorman Education Services, “Partnerships, LLCs and LLPs,” Independence, OH, Gary A. Zwick
December 6, 2001 - Ohio Society of CPAs State & Federal Tax Forum, “Compensation Planning,” Independence, OH, Gary A. Zwick
October 4, 2001 - National Business Institute, Counseling Small Business in Ohio, “Choice of Entity,” Eastlake, OH, Gary A. Zwick
September 28-30, 2001 - National Center for Family Business, “Tax Planning Ideas You’ve Never Heard Before,” Nemacolin Woods Resort, PA, Gary A. Zwick
July 31, 2001 - Ohio Society of CPAs, Cleveland Chapter Financial Planning Group, “Pension Provisions of 2001 Tax Act,” Cleveland, OH, Gary A. Zwick
March 13, 2001 - Parker Hannifin Corp., “Succession Planning for Distributors,” Cleveland, OH, Gary A. Zwick
February 24, 2001 - Cleveland State University, Seminar Chair and Speaker, “Buying and Selling Closely Held Businesses,” Cleveland, OH, Gary A. Zwick
February 8, 2001 - National Business Institute, “Family Limited Partnerships and Limited Liability Companies in Ohio,” Akron, OH, Gary A. Zwick
January 10, 2001 - The Group, Inc.; “General Tax Planning Topics,” Scottsdale, AZ, Gary A. Zwick
January 8, 2001 - Cleveland Financial Group, “Primer on Stock Options,” Cleveland, OH, Gary A. Zwick
December 14, 2000 - Lorman Seminar, “LLCs and Partnerships in Ohio,” Cleveland, OH, Gary A. Zwick
December 7, 2000 - Ohio Society of CPAs, “Planning with Non-Qualified Deferred Compensation,” Independence, OH, Gary A. Zwick
December 6, 2000 - National Center for Family Business, “Cutting Edge Planning Tips,” Hudson, OH, Gary A. Zwick
November 7, 2000 - Ohio Society of CPAs MAP Conference, “Federal Tax Update,” Cleveland, OH, Gary A. Zwick
October 14, 2000 - American Bar Association, Tax Section, Small Law Firms, Group; Panel Discussion on “Sales of Closely Held Businesses,” Los Angeles, CA, Gary A. Zwick
September 2000 - Ohio Society of CPAs Advanced Federal Tax Symposium, “Non-Qualified Deferred Compensation,” Columbus, OH, Gary A. Zwick
September 19, 2000 - National Business Institute, “Choice of Entity,” Gary A. Zwick
June 7, 2000 - National Center For Family Business, Breakfast Series; “Tax and Estate Planning for Family Businesses and Their Owners,” Hudson, OH, Gary A. Zwick
May 10-12, 2000 - National Center For Family Business, Family Business Retreat; “Tax Planning Ideas You’ve Never Heard Before,” Hilton Head, SC, Gary A. Zwick
May 5, 2000 - Ohio State University, Pension Strategies Seminar; “Controlled Groups,” Columbus, OH, Gary A. Zwick
February 2, 2000 - Ohio State Bar Association, “S corporations,” Columbus, OH, Gary A. Zwick
November 10, 1999 - National Business Institute; “Limited Liability Companies Under Ohio Law,” Cleveland, OH, Gary A. Zwick
September 18, 1999 - CSU Law School; “Tax Planning Practicum - Planning for the Closely Held & Family Business,” Cleveland, OH, Gary A. Zwick
May 6, 1999 - National Business Institute; “Choice of Entity for a Small Business,” Independence, OH, Gary A. Zwick
December 7, 1998 - OSCPA State and Federal Tax Forum; “IRS Restructuring,” Westlake, OH, Gary A. Zwick
November 6, 1998 - Cleveland Estate Planning Institute; “Income Taxation of Estates & Trusts,” Cleveland, OH, Gary A. Zwick
November 3, 1998 - OSCPA East Side Caucus Group; “Year-End Tax Planning,” Mayfield Hts., OH, Gary A. Zwick
October 27, 1998 - David N. Myers College Annual Tax Institute; “Federal Individual Tax Update,” Middleburg Heights, OH, Gary A. Zwick
September 8, 1998 - Tax Club of Cleveland; “IRS Audit Panel,” Cleveland, OH, Gary A. Zwick
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, Gary A. Zwick
April 17, 1998 - CLU Meeting; “Family Business Tax Planning,” Cleveland, OH, Gary A. Zwick
February 27, 1998 - OSCPA Outlying Areas Committee; “ Pass-Through Entities Including Parterships, LLCs, S Corporations and Trusts ,” Independence, OH, Gary A. Zwick
December 4, 1997 - OSCPA/Ohio Bar Association Joint Tax Seminar; “IRS Appeals,” Columbus, OH, Gary A. Zwick
November 4, 1997 - OSCPA East Side Caucus Group; “Tax Planning Under the New Law,” Mayfield Hts., OH, Gary A. Zwick
October 6, 1997 - OSCPA Accounting Show; “Recent Developments Affecting Family Businesses,” Cleveland, OH, Gary A. Zwick
June 17, 1997 - OSCPA Technical Forum; “Simple Plans,” Independence, OH, Gary A. Zwick
June 10, 1997 - Kent State University/Greater Cleveland Growth Association; “Succession Planning in Family Businesses – Alternatives to ESOPS,” Cleveland, OH, Gary A. Zwick
February 22, 1997 - Taiwan Merchants Association of Ohio, Greater Cleveland Chapter; “What to Do with Large Qualified Plan Account Balances,” Cleveland, OH, Gary A. Zwick
November 21, 1996 - Israel Bonds Organization; “Tax Update: Focus on Recently Passed Tax Laws,” Cleveland, OH, Gary A. Zwick
November 3-8, 1996 - Family Business Journal, Family Business Retreat; “Non-Obvious Tax Planning Tips,” Marco Island, FL, Gary A. Zwick
October 16, 1996 - Spring Valley Country Club; “Qualified Plan Distribution Planning in Light of Recent Developments,” Lorain, OH, Gary A. Zwick
October 10, 1996 - OSCPA Outlying Areas Committee; “Family Business Tax Planning,” Eastlake, OH, Gary A. Zwick
June 20, 1996 - OSCPA Technical Forum; “Federal Tax Update 1995-96 Developments Affecting Businesses,” Cleveland, OH, Gary A. Zwick
November 14, 1995 - Cohen & Company, CLE Day; “Special Tax Problems in Transfers of Closely Held Family Businesses, Cleveland, OH, Gary A. Zwick
November 7, 1995 - OSCPA East Side Caucus Group; “Federal Tax Planning and Update,” Mayfield Heights, OH, Gary A. Zwick
October 26, 1995 - American Society of Women Accountants; “IRS Audit Panel,” Cleveland, OH, Gary A. Zwick
October 26, 1995 - Real Estate Roundtable; “Estate Planning for the Real Estate Professional,” Cleveland, OH, Gary A. Zwick
October 25, 1995 - IAFP; “Tax Planning Tips and Sales Opportunities to Aid Financial Planners in Dealing with Clients and Potential Clients,” Cleveland, OH, Gary A. Zwick
October 20, 1994 - OSCPA Cleveland Chapter; “How to Prepare a Fiduciary Income Tax Return,” Cleveland, OH, Gary A. Zwick
October 14, 1994 - 13th Annual Dyke College Institute on Federal Taxation; “Individual Federal Tax Update,” Cleveland, OH, Gary A. Zwick
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, Gary A. Zwick
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, Gary A. Zwick
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, Gary A. Zwick
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, Gary A. Zwick
April 7, 1994 - Baldwin Wallace College 3rd Annual Family and Small Business Seminar; “Special Tax Problems for Family and Privately Held Businesses,” Cleveland, OH, Gary A. Zwick
March 7, 1994 - Tax Club of Cleveland; Audit Issues Panel-Subject: “Unreasonable Compensation,” Cleveland, OH, Gary A. Zwick
February 10, 1994 - OSCPA Outlying Areas Caucus Group; “How to Prepare a Fiduciary Tax Return,” Willoughby, OH, Gary A. Zwick
Jaunary 27, 1994 - The Group Annual Meeting; “Valuation Discounts,” Houston, TX, Gary A. Zwick
December 14, 1993 - 32nd Annual Arkansas Federal Tax Institute; “Family Business Consulting,” Little Rock, AK, Gary A. Zwick
December 10, 1993 - Akron Bar Association-Multiple Topics Seminar; “Family Business Tax Consulting,” Akron, OH, Gary A. Zwick
December 7, 1993 - OSCPA Local Firm Management East Side Caucus Group; “Year-End Planning Under the 1993 Revenue Act,” Cleveland, OH, Gary A. Zwick
August 13, 1993 - Baldwin-Wallace College-Family and Small Business Institute; “Non-Obvious Tax Planning Tips,” Berea, OH, Gary A. Zwick
July 22 & 23, 1993 - Practice Development Institute; “Family Business Niche Marketing,” Chicago, IL, Gary A. Zwick
November 21, 1992 - Enterprise Development Institute; “Choice of Entity for Startup Businesses,” Cleveland, OH, Gary A. Zwick
November 6, 1992 - Dyke College 11th Annual Tax Institute; “Converting from C Corporation to S,” Cleveland, OH, Gary A. Zwick (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, Gary A. Zwick
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, Gary A. Zwick
April 28, 1992 - Baldwin-Wallace College Family Business Forum; “Managing Soloman’s Dilemma,” Cleveland, OH, Gary A. Zwick
February 14, 1992 - The Group Annual Meeting; “Trends in Compensation and Business Perpetuation for Regular Corporations,” San Antonio, TX, Gary A. Zwick
January 10, 1992 - Ohio State University Pension Strategies Seminar; “Special Problems of Self-Employed Plans,” Columbus, OH, Gary A. Zwick
January 10, 1992 - Ohio State University Pension Strategies Seminar; “Selected Plan Termination Issues,” Columbus, OH, Gary A. Zwick
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, Gary A. Zwick
December 10, 1991 - OSCPA Local Firm Management Northwest Caucus Group; “Top 25 or So Things to Do Before Year-End, “Cleveland, OH, Gary A. Zwick
December 3, 1991 - OSCPA Local Firm Management East Side Caucus Group; “Top 25 or So Things to Do Before Year-End,” Cleveland, OH, Gary A. Zwick
January 29, 1991 - The Group Annual Meeting; “Problems for Multi-State S Corporations,” Orlando, FL, Gary A. Zwick
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, Gary A. Zwick
December 18, 1990 - OSCPA State and Federal Tax Forum; “IRS Audit and Appeal Procedures,” Dayton (12/11/90); Cleveland, OH, Gary A. Zwick
December 13, 1990 - Greater Cleveland Chapter of the Ohio Society of Enrolled Agents; “Uses of Revocable Trusts in Estate and Probate Planning,” Cleveland, OH, Gary A. Zwick
Cuyahoga County Bar Association; “Managing a Law Practice,” Cleveland, OH,
Gary A. Zwick
November 2, 1990 - Dyke College 9th Annual Institute on Federal Taxation; “Current Developments-Individuals,” Cleveland, OH, Gary A. Zwick
July 20, 1990 - Ohio Society of Enrolled Agents 1990 Annual Convention; “Retirement Plans,” Cleveland, OH, Gary A. Zwick
June 22, 1990 - Tax Dispute Resolution Forum-Institute for Government Forums Discussion Leader; “Writing a Meaningful Protest,” Cleveland, OH, Gary A. Zwick
February 20, 1990 - McDonald & Co. Securities, Inc. Solutions and Strategies for Retirement Planning; “Creative Planning for Retirement Plan Distributions,” Cleveland, OH, Gary A. Zwick
December 12, 1989 - OSCPA State and Federal Tax Forum; “Personal Service Corporations,” Cleveland, OH, Gary A. Zwick
November 30, 1989 - Paychex, Inc. CPE Seminar; “Section 89-Update,” Richfield, OH, Gary A. Zwick
November 3, 1989 - Dyke College 8th Annual Institute on Federal Taxation; “Extending IRS Deadlines,” Cleveland, OH, Gary A. Zwick
February 16, 1989 - Youngstown Ohio Chamber of Commerce; “Section 89-Update,” Youngstown, OH, Gary A. Zwick
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, Gary A. Zwick
November 15, 1988 - Council of Smaller Enterprises (COSE); “Valuations of Closely-Held Businesses,” Cleveland, OH, Gary A. Zwick
March 28, 1988 - National City Bank Trust New Business Department; “Self-Employed Qualified Plans,” Cleveland, OH, Gary A. Zwick
January 26, 1988 - The Group Annual Meeting; “Transition Period S Elections,” New Orleans, LA, Gary A. Zwick
December 10, 1987 - Estate Planning Council; “Planning for Buy/Sell Agreements,” Toledo, OH, Gary A. Zwick
November 5, 1987 - Advisors Pension Services, Inc. Seminar on How to Capture More Retirement Plan Business; “Qualified Plan Distributions,” Cleveland, OH, Gary A. Zwick
September 1987 - OSCPA Practical Financial and Estate Planning Conference; “Practical Problems and Planning with Buy/Sell Agreements After Tax Reform,” Akron, OH, Gary A. Zwick
September 22, 1987 - DFK International Accountancy Group 7th Annual Tax Conference; “S Corporation Built-In Gain Tax,” Washington, DC, Gary A. Zwick
October 1986 - National Association of Accountants 4th Annual Tax Practitioners Conference; “Corporate Provisions of the Tax Reform Act of 1986,” Painesville, OH, Gary A. Zwick
September 1986 - OSCPA Practical Estate Planning Conference; “Post-Mortem Income Tax Planning,” Columbus, OH, Gary A. Zwick
December 1984 - COSE Strategic Planning Seminar; “Year-End Tax Planning,” Cleveland, OH, Gary A. Zwick
September 1984 - DFK International Accountancy Group Tax Conference; “Section 291 Depreciation Recapture,” Dallas, TX, Gary A. Zwick
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