| Cross Border Planning for Individuals |
Executive Tax Update |
2009 |
| The Case for Delaware: Achieving Asset Protection and Estate Planning Objectives with Delaware Trusts |
35th Annual Charitable Tax Seminar |
2007 |
| Asset Protection Planning |
American Association of Attorney-Certified Public Accountants |
2007 |
| Foreign Trust Reporting |
American Bar Association, 18th Annual Estate Planning Symposium |
2007 |
| Asset Protection Planning |
American Bar Association, 18th Annual Estate Planning Symposium |
2007 |
| Recent Developments in Wealth Transfer Tax |
Cleveland Tax Institute |
2007 |
| Estate and Asset Protection Issues in Planned Giving |
Estate and Asset Protection Issues in Planned Giving |
2007 |
| Deflating the Myths and Mystique of Asset Protection Planning |
Hot Topics for Estate Planners |
2007 |
| The Effect of Estate and GST Tax Repeal on Charitable Giving |
Ohio Association of Nonprofit Organizations |
2007 |
| Asset Protection Planning |
Understanding Asset Protection Planning (national webcast) |
2007 |
| Asset Protection Planning and Equity Stripping Transactions |
Mellon Private Wealth Management |
2006 |
| Asset Protection Planning and Family Limited Partnerships |
Mid-Atlantic Personal CFO Forum |
2006 |
| Asset Protection Planning: Principles and Techniques |
Midwest Personal CFO Forum |
2006 |
| Asset Protection Planning: Principles and Techniques |
Northern California Personal CFO Forum |
2006 |
| Estate and Asset Protection Strategies for Closely Held Businesses |
Ohio Accounting Show |
2006 |
| Asset Protection Planning: Principles and Techniques |
Southeast Personal CFO Forum |
2006 |
| Asset Protection Planning: Principles and Techniques |
Southern California Personal CFO Forum |
2006 |
| Asset Protection Planning: Principles and Techniques |
Southwest Personal CFO Forum |
2006 |
| The Art of Paying Taxes |
The Artist as Entrepreneur Institute |
2006 |
| Corporate Spinoffs |
Cleveland Tax Institute |
2005 |
| Tax Compliance |
The Artist as Entrepreneur Institute |
2005 |
| Controlled Group Issues Affecting Qualified Plans |
American Society of Pension Professionals and Actuaries |
2003 |
| Federal Regulatory Requirements of Nonprofit Organizations |
Cleveland Bar Association |
2003 |
| Restricted Stock and Equity Compensation |
Cleveland Tax Institute |
2003 |
| Controlled Group Issues Affecting Qualified Plans |
Employee Benefits Council of Northeast Ohio |
2003 |
