Seminars & Resources

UPCOMING SEMINARS

 

10/24-27/18 – Richard A. Naegele

The Group Western Regional Meeting; Louisville, KY


11/08/18 (12:00-1:00 PM) – William P. Prescott

American Dental Association Webinar: “GPS Managing Finances Webinar: Making More Dollars and Sense through Strategic Practice Planning”.

Click here to visit the ADA registration page.
For more information about this webinar, click here to visit the ADA website.


01/19-22/19 – Richard A. Naegele

The Group 2019 Annual Meeting; New Orleans, LA


SEMINAR MATERIALS

2019 Retirement Plan Dollar & Percentage Limits
By Richard A. Naegele, Esq.

 

Professional Practice Transitions, Section 197, And The Anti-Churning RulesThe Practical Tax Lawyer, Summer 2018, Co-authored by Mark P. Altieri, J.D., LL.M., CPA, PFS and William P. Prescott, M.B.A.-Executive Program.

 

Multi-Employer Pension Plan Withdrawal Liability: Buyer Beware 

Reprinted from the Spring 2018 issues of ALI-CLE’s The Practical Tax Lawyer

ALI-CLE Webinar, March 6, 2018

By Richard A. Naegele, Esq.

PowerPoint: Multi-Employer Pension Plan Withdrawal Liability: Buyer Beware

 

Creditor Protection of Retirement Plan Assets

Reprinted from the Spring 2017 issue of ALI-CLE’s The Practical Tax Lawyer

By Richard A. Naegele, Esq. and Mark P. Altieri, J.D., L.L.M., CPA, PFS

Creditor Protection PowerPoint (7/26/18 webinar)

 

Ohio Society of Certified Public Accountants Cleveland Accounting Show, October 17, 2018, Cleveland, Ohio

By Richard A. Naegele, Esq.

PowerPoint PDF – Retirement Plan Update & Overview

 

Appleby Retirement Consulting Inc. Webinar, July 26, 2018

By Richard A. Naegele, Esq.

PowerPoint PDF – Is Your Retirement Plan Really Safe?

 

ALI-CLE Webinar, March 6, 2018

By Richard A. Naegele, Esq.

PowerPoint PDF – Multi-Employer Pension Plan Withdrawal Liability: Buyer Beware

 

The Group Annual Meeting, February 10 – 13, 2018, San Diego, California

By Richard A. Naegele, Esq.

PowerPoint PDF – IRS Voluntary Compliance Programs (EPCRS) For Tax-Qualified Retirement Plans

 

American Bar Association / Real Property, Trust and Estate Law Section eCLE Seminar, August 19, 2014
“Protection of IRA & Qualified Retirement Plan Assets After Clark v. Rameker
By Richard A. Naegele, Esq.

Handout PDF – Protection of IRA & Qualified Retirement Plan Assets After Clark v. Rameker
PowerPoint PDF – Protection of IRA & Qualified Retirement Plan Assets After Clark v. Rameker
PowerPoint – Protection of IRA & Qualified Retirement Plan Assets After Clark v. Rameker

 

ASPAA Benefits Council of Cleveland, October 17, 2013 – 2:00-4:00 PM, Cleveland, Ohio
“Spousal Rights, QDROs, and Tax Qualified Retirement Plans”
By Richard A. Naegele, Esq.

Handout – Spousal Rights, QDROs, and Tax Qualified Retirement Plans (10-17-13).pdf
PDF of PowerPoint – Spousal Rights, QDROs, and Tax Qualified Retirement Plans (10-17-13).pdf
PowerPoint – Spousal Rights, QDROs, and Tax Qualified Retirement Plans (10-17-13).pptx

 

ASPPA Annual Conference, Workshop #20, October 24, 2011, National Harbor, Maryland
“Audit Crossfire”
By Richard A. Naegele, Esq.

Audit Crossfire PowerPoint

 

Cleveland Tax Institute, November 30, 2010, Cleveland, Ohio
“Employee Stock Ownership Plans”
By Richard A. Naegele, Esq.

Employee Stock Ownership Plans (ESOP)

 

Pension and 401(k) Plan Overview and Update / Demystifying Employer Retirement Plans (2016)
By Richard A. Naegele, Esq.

PowerPoint Presentations:

Chapter 1 – PowerPoint Handout – Retirement Plan Overview and Update
Chapter 2 – PowerPoint Handout – Retirement Plan Choices and Design Options
Chapter 3 – PowerPoint Handout – Distribution Planning for Qualified Retirement Plans and IRAs
Chapter 4 – PowerPoint Handout – Is Your Retirement Plan Really Safe? Protecting Qualified Plans and IRAs From Creditors
Chapter 5 – PowerPoint Handout – Spousal Rights and Tax Qualified Retirement Plans
Chapter 6 – PowerPoint Handout – IRS Voluntary Compliance Programs (EPCRS) For Tax-Qualified Retirement Plans
Chapter 7 – PowerPoint Handout – Loans from Tax Qualified Retirement Plans

Materials:

Title Page and Table of Contents – “Pension & 401(k) Plan Overview and Update”
(Ohio Society of Certified Public Accountants Program)
Title Page and Table of Contents – “Demystifying Employer Retirement Plans”
(Ohio State Bar Association Program)
Chapter 1 – Overview of Tax Qualified Retirement Plans
Chapter 2 – Retirement Plan Choices and Design Options
Chapter 3 – Distribution Planning for Qualified Retirement Plans and IRAs
Chapter 4 – Loans from Tax Qualified Retirement Plans
Chapter 5 – Spousal Rights and Tax Qualified Retirement Plans
Chapter 6 – Plan Correction Methods – Internal Revenue Service and Department of Labor Voluntary Compliance Programs
Chapter 7 – Is Your Retirement Plan Really Safe? Protecting Qualified Plans and IRAs From Creditors
Chapter 8 – Individual Retirement Accounts:  A User’s Guide to the Varied World of IRAs
Chapter 9 – Responsibilities of Qualified Plan Fiduciaries and Staying Out of Trouble: Prohibited Transactions
Chapter 10 – Employee Stock Ownership Plans (ESOP)
Chapter 11 – Multi-Employer Pension Plan Withdrawal Liability
Chapter 12 – Keogh Plans, Top-Heavy Plans and Controlled Groups
Chapter 13 – Cafeteria Plans, Fringe Benefits and COBRA (2012)