Speaking Engagements on Corporate & General Business

Legal Issues Concerning the Use of Social Media

Westfair Business Roundtable

International Tax Transfer Pricing

International Business Conference, Perm, Russia

Laws relating to Municipal Government Use of Social Media. Click here to see presentation on this program.

Westchester Municipal Planning Federation's Land Use Training Institute, White Plains, New York

Government Use of Social Media. Click here to see presentation on this program.

Information Technology Law Association, Bangalore, India

IRS Form 1099 Reporting

Lorman Education, Bridgeport, Connecticut

Business & Tax Issues on Migration to the United States

International Tax Systems and Planning Techniques Professional Association

Legal Issues on Government Use of Social Media to Inform & Involve the Public

Westchester Municipal Planning Federation, Greenburgh, New York

IRS Form 1099 Reporting. Click at Power Point to see presentation.

Lorman Education, Cromwell, Connecticut

Taxes And Valuation Issues; Special Valuation Rules Under Chapter 14

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 21st Annual Westchester Estate, Tax and Financial Planning Conference, Tarrytown, New York

Update on Family Partnerships

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 20th Annual Westchester Estate, Tax and Financial Planning Conference, Tarrytown, NY

Estate Planning Techniques Best Suited for the Current Economic Environment

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 19th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, NY

"Selected Aspects of Family Wealth Transfer", as part of an all-day program entitled "Practical Skills: Introduction to Estate Planning"

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association

"Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts"

For lecture materials, click on Seminar Outline.

Credit Suisse, Rye Brook, New York

New Deferred Compensation Rules

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 17th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, NY

FLPs and LLCs – Current Status

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference

Resolution of Conflicts Between E-Sign & UETA – “Another Oar Dipped Into Troubled Waters” See Seminar Presentation.

National Association for Variable Annuities, Washington, D.C.

"Advanced Partnerships, LLCs And LLPs: Organization and Operation In New York". Click on Family Limited Partnerships and Hedge Funds for Power Point presentations.

Lorman Education Services, White Plains, New York

"Current Strategies Using Family Limited Partnerships”

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference

"Forming and Advising Businesses"

New York State Bar Association

"IRS Attacks on Family Limited Partnerships and Current Strategies”

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference

IRS Attacks on Family Limited Partnerships and Current Strategies

For lecture materials, click on Seminar Outline.

Westchester County Bar Association
(Co-Sponsored by the Tax and Trusts and Estates Section)

"Forming and Operating the Partnership and LLP” as part of a program entitled "Practical Skills-Forming and Advising Businesses"

New York State Bar Association

"Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”

Westchester County Bar Association

"Utilizing Non-Qualified Deferred Compensation in Estate, Gift & Income Tax Planning"

UJA-Federation of NY

New Qualified Plan Minimum Distribution Rules

Westchester County Bar Association (Trusts & Estates and Tax Sections)

Compensation Issues, Including Qualified And Non-Qualified Stock Options And Deferred Compensation

UJA-Federation of NY’s Westchester Division

Taxation of Technology Companies

Lorman Education