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Seminars
Material -- Click Here |
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Upcoming
Seminars
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October 17 - 20, 2010 |
ASPPA National
Conference, "Prevailing Wage Pension Plans"
National Harbor,
Maryland by
Richard A. Naegele, J.D., M.A. |
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October 26, 2010 |
Tax Exempt
Organizations from Start to Finish
National Business
Institute (NBI), Cleveland, Ohio by
Linda C. Ashar, J.D., M.A. |
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October 27, 2010 |
OSCPA Cleveland
Accounting Show, "Retirement Plan Update"
IX Center, Cleveland,
Ohio by
Richard A. Naegele, J.D., M.A. |
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November 1, 2010 |
Pension and Profit
Sharing Plan Overview and Update
The Ohio Society of
Certified Public Accountants, Columbus, Ohio
by
Richard A. Naegele, J.D., M.A.
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December 3, 2010 |
Pension and Profit
Sharing Plan Overview and Update
The Ohio Society of
Certified Public Accountants, Cleveland,
Ohio by
Richard A. Naegele, J.D., M.A.
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December 6, 2010 |
Demystifying
Employer Retirement Plans
the Ohio State Bar Association, Columbus,
Ohio by
Richard A. Naegele, J.D., M.A.
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December 21, 2010 |
Demystifying
Employer Retirement Plans
the Ohio State Bar Association, Ritz-Carlton
Hotel in Cleveland,
Ohio by
Richard A. Naegele, J.D., M.A.
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Seminars
Material |
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Seminar Outlines for
Creative Pension and Benefits Seminar to be
held on April 30, 2010 at The Ohio State
University by
Richard A. Naegele, J.D., M.A.
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EPCRS Case Studies - Outline and
Staying Out of Trouble: Prohibited
Transaction Case Studies - Outline |
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Retirement Plan Dollar and Percentage Limits
- Chart by
Richard A. Naegele, J.D., M.A. |
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NBI (National Business
Institute)
"Employment Discrimination Law",
The Forum Conference Center, Cleveland, OH by
Linda C. Ashar,
J.D. |
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"OSCPA "Retirement
Plan Update"
Presented at
Cleveland Accounting
Show, IX Center, Cleveland, Ohio, September
23, 2009 by
Richard A. Naegele, J.D., M.A. |
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Plan Correction Methods - IRS & DOL
Voluntary Compliance Programs
Presented at OSU Creative Pension and Benefits Seminar,
Columbus, Ohio, May 1, 2009 by
Richard A. Naegele, J.D., M.A. |
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Retirement Planning Update and Design,
Chart 1 - Comparison of Types of
Tax-Qualified Retirement Plans,
Chart 2 - Retirement Plan Dollar and
Percentage Limits
Presented at
OSCPA Mega
-Tax Conference, Columbus, Ohio, December
11, 2008 by
Richard A. Naegele, J.D., M.A. |
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Key Strategies For NonProfit Operation And
Compliance -
Protecting Intellectual Property And Reputation of A
NonProfit and
Charitable Giving
Presented at National Business Institute (NBI),
Cleveland, Ohio, November 10, 2008 by
Marsha L. Collett, J.D. |
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(Session 35) Retirement Plan
Overview and Update |
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Presented
at Ohio Society of Certified Public Accounts 2008
Cleveland Accounting Show, IX Center, Cleveland, Ohio,
September 17, 2008 by
Richard A. Naegele, J.D., M.A. |
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(Session #45) Distribution
Planning For Qualified Retirement Plans and
IRAs/Creditor Protection |
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Presented
at Ohio Society of Certified Public Accounts 2008
Cleveland Accounting Show, IX Center, Cleveland, Ohio,
September 17, 2008 by
Richard A. Naegele, J.D., M.A. |
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IRS and DOL voluntary compliance Programs |
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Presented
at The Group Western Regional Meeting, San Francisco,
California, September 10-13, 2008 by
Richard A. Naegele, J.D., M.A. |
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Creative Pension & Benefits Seminar |
Presented at
The Ohio State University Department of
Continuing Education, Fawcett Center,
Columbus, Ohio, May 2, 2008 by
Richard A. Naegele, J.D., M.A.
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Seminar Outline - Responsibilities of
Qualified Plan Fiduciaries - Including Fee
Disclosure |
Seminar Outline - Plan Document Updates -
EGTRRA and Beyond |
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Spousal Rights and Tax-Qualified Retirement Plans |
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Presented
at ASPPA Benefits Council, Cleveland, Ohio, November 6,
2007 by
Richard A. Naegele, J.D., M.A. |
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"All Things Roth" and
Update on Creditor
Protection for Retirement Plans and IRAs |
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Presented
at The Group Meeting, Yountville, California, September
5 - 7, 2007 by
Richard A. Naegele, J.D., M.A. |
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The ABCs and XYZs For The Dentist
(2006) -- revised 4/14/2008 |
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Ohio
State University, Columbus, Ohio by
William P. Prescott, M.B.A., J.D. |
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Pension & Profit Sharing Plans - Overview
and Update, 2009 |
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Presented at Ohio Society of Certified Public
Accountants Seminar
Richard A.
Naegele, J.D., M.A. |
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Title Page and Table of Contents |
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Chapter 1 - Overview of Tax Qualified Retirement Plans |
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Chapter 2 - Keogh Plans, Top-Heavy Plans and Controlled
Groups |
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Chapter 3 - 401(k) Plans |
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Chapter 4 - Distribution Planning for Qualified
Retirement Plans and IRAs |
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Chapter 5 - Individual Retirement Accounts-A Users Guide
to the Varied World of IRAs |
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Chapter 6 - Loans from Tax Qualified Retirement Plans |
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Chapter 7 - Spousal Rights and Tax-Qualified Retirement
Plans |
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Chapter 8 - Plan Correction Methods-IRS and DOL
Voluntary Compliance Programs |
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Chapter 9 - Responsibilities of Qualified Plans
Fiduciaries, Including Fee Disclosure |
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Chapter 10 - Employee stock Ownership Plans (ESOP) |
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Chapter 11 - Multi-Employer Pension Plan Withdrawal
Liability |
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Chapter 12 - An Overview of Form 5500 |
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Chapter 13 - Is your Retirement Plan Really Safe -
Protecting Qualified Plan and IRAs From Creditors |
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Chapter 14 - Cafeteria Plans, Employee Fringe Benefits
and COBRA |
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Retirement Plan Options (as part of panel
discussion on Business Tax Planning)
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Advanced Federal Tax Planning Symposium,
Columbus, Ohio, October 18, 2006 by
Richard A. Naegele, J.D., M.A. |
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•Is Your
Retirement Plan Really Safe? Protecting Qualified
Plans and IRAS from Creditors
•ERISA
Fiduciary Issues/Avoiding and Dealing with Prohibited
Transactions
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Presented at the Creative Pension & Benefits Seminars,
Columbus, Ohio, May 5, 2006
Richard A.
Naegele, J.D., M.A. |
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Is Your Retirement Plan
Really Save? |
Involuntary Cash-Out Automatic IRA Rollovers |
ERISA Fiduciary Issues |
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Public Record
Custodian Responsibilities After A Request Has Been Made, October, 2002 |
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Public
Records Quick Reference Guide |
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by
Wickens, Herzer, Panza, Cook & Batista Co., A Legal
Professional Association |
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A
View From The Newsroom: Sunshine Laws - Outlook Still Cloudy, October 18,
2002 |
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Presented at 2002 Law & Media Conference by
William F. Kolis,
Jr. |
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A
View From The Newsroom: Sunshine Laws - Outlook Still Cloudy, October 19,
2001 |
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Presented at 2001 Law & Media Conference by
William F. Kolis,
Jr. |
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