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| Selected List of Speaking Engagements: |
- American Bar Association (ABA) - June 2010, Aug 2007, Aug 1998, Aug 1997
- Ventura County EPC - May 2010
- Heckerling Luncheon (Orlando)- Jan 2011, Jan 2010, Jan 2009, Jan 2008, Jan 2007
- Family Office Exchange Webinar - Jan 2010
- Institute for Private Investors (New York, NY) - Dec 2009, 2001
- Wealth Counsel Annual Meeting (Chicago, IL) - Aug 2009
- NAEPC Conference - Nov 2010
- WTAS Webinar - Feb 2009
- Rockland County Estate Planning Council - Feb 2009
- Lorman - Feb 2009
- Hawaii Tax Institute - Dec 2011, Oct 2010, Oct 2008, Oct 2007, Oct 1997
- NAEPC Webinar - Sept 2008, March 2009
- STEP (San Francisco) - September 2008
- 2008 Family Office Metrics
- Financial Events International - Advanced Trust Planning (NYC) - 2008
- AALU Annual Meeting (D.C.) - May 2008
- AICPA Tax Strategies for the High-Income Individual (Las Vegas, NV) - May 2008
- Notre Dame Tax Institute 2007
- InfoVisa Technology Conference - Key Note Speaker - Sept 2007 (TX)
- NYCLE - May 2007
- Lorman - Feb 2007 (NYC)
- AXA Equitable Agents -Feb 2007 (Boca Raton)
- Lorman Teleconference -Nov 2006
- Naples Estate Planning Council - Sept 2007
- Million Dollar Round Table - June 2006 (San Diego)
- Lorman (Buffalo and NYC) 2006
- Los Angeles STEP Chapter - May 2006
- AXA Advisors (PPG) - March 2005
- Producers Group - Feb 2005
- South Dakota Estate Planning Council - Nov 2004
- Southern California (Orange County) Estate Planning Council - Oct 2010, March 2004
- UNCW Institute for Tax and Investment Planning - Nov 2003
- NY CPA's Closely-Held Group - June 2003
- AIG Adv. Pl. Seminars LI, NYC, NJ, Westchester County Feb/Mar 2003
- Fairfield County Connecticut Estate Planning Council - Oct 2002
- Naples, Florida Estate Planning Council - March 2002
- Long Island Bar Association -2001
- National AICPA PFP Technical Conference - 1999
- Washington County Hospital Association
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- New York City Bar - June 1997
- New York Society of CPAs PFP Seminar - June 1997
- New York CPA Network (NYC)
- Florida Bar (Business Section)
- Cleveland Clinic Planned Giving
- Florida Bar Association
- New York State Bar Association
- Tri-State LINC CPA Society
- San Francisco CPA/Bar Alliance
- Citco Seminar Miami - Oct 2005
- NYU Tax Institute - July 2005
- Red River Estate Planning Council (ND) - Feb 2005
- International Insurance Forum - Jan 2005
- Long Island Estate Planning Council - Sept 2004
- Nevada Estate Planning Council - Jan 2004
- NYC Trusts & Estates Magazine Conference - Oct 2003
- NY State CPA's Estate Administration Conference NYC - May 2003
- The Planned Giving Council of Central Florida - Sept 2002
- President Bush Inaugural Dinner Sponsored by Salomon Smith Barney
- Bank Administration Institute (BAI) - March 2002
- Maryland Bar Association
- Estate Planning Councils: Hartford, Westchester, Rockland, Miami, New York, San Gabriel Valley, Central Arizona
- Nevada Estate Planning Council
- Million Dollar Round Table Conference - June 1997
- New Jersey State CPA Society Seminar 1996, 1997
- Long Island Federation of Women's Clubs
- Financial Executives Institute (NJ)
- CPAs in Industry Society (Ohio)
- Connecticut Society of CLUs
- Connecticut Estate and Gift Tax Council
- American Association of Independent Investors
- American Association of Retired Persons
- National Fortress Conference (Dallas)
- International Association of Financial Planners
- Institute of Certified Financial Planners (NYC)
- NAPFA - Advanced Planners Conference (Williamsburg, VA)
- NY State Society of CPAs Personal Financial Planning Conference- 1995, 1996
- National Conference of CPA Practitioners
- National AICPA Personal Financial Planning Conference
- NY State Banker's Association (Marketing and Estate Planning Seminars)
- Interactive Legal Webinar -Sept 2010
- Todorovitch Lecture- March 2011
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