Upcoming Seminars

March 16, 2018 (10:00 AM – 12:00 PM | Orthodontic Residents

Ohio State University, Cleveland, Ohio, by William P. Prescott, Esq., M.B.A. – Executive Program


June 18, 2018 | Construction Contracts from Start to Finish

NBI, Inc. Seminar, Cleveland, Ohio, by Philip J. Truax, Esq.


Snacks & Snippets Elder Law Seminar

We are excited to come together to offer you, your family and your loved ones the opportunity to attend the Snacks & Snippets panel discussion on how you can protect yourself now and in the future through asset protection, financial planning and more.

It’s never too late (or early) to start planning. Topics will include:

• Legal and financial elder care (including asset protection, incapacity planning and long-term care planning)
• Aging-in-place (being proactive and prepared)
• Estate and healthcare planning

At the end of the panel discussion, we will allow time for questions and answers from our four panel members.

 

May 21, 2018
1:00 – 2:00pm: Panel Discussion
2:00 – 2:30pm: Open questions and answers

Location:
Avon Senior Center
36784 Detroit Road
Avon, OH 44011
Coffee, water and tea provided by the Avon Senior Center. Snacks provided by Wickens Herzer Panza.

Register now at http://bit.ly/AvonPanel




Seminar Materials

Creditor Protection of Retirement Plan Assets
The Practical Tax Lawyer, Spring 2017
By Richard A. Naegele, J.D. and Mark P. Altieri, J.D., L.L.M., CPA, PFS

View Publication PDF

2018 Retirement Plan Dollar & Percentage Limits
By Richard A. Naegele, Esq.

2018 Retirement Plan Dollar & Percentage Limits

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

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

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

Ohio Society of Certified Public Accountants, Mega Tax Conference, December 12, 2017, Columbus, Ohio
3:45 PM-5:00 PM – “Retirement Plan Update”
By Richard A. Naegele, Esq.

PowerPoint PDF – Retirement Plan Update and Overview

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 #4, October 28, 2012, National Harbor, Maryland
“Participant Loan Issues Including Refinance Loans and Deemed Distributions”
By Richard A. Naegele, Esq. and James E. Turpin, FSA

Participant Loan Issues Including Refinance Loans and Deemed Distributions

ASPPA Annual Conference, Workshop #9, October 28, 2012, National Harbor, Maryland
“Davis-Bacon Act, Prevailing Wages Pension Plans”
By Richard A. Naegele, Esq.

Davis-Bacon Act, Prevailing Wages Pension Plans

The Group Annual Meeting, February 19 – 22, 2012, San Diego, California
“Multi-Employer Pension Plan Withdrawal Liability”
“Choice of Business Entity & Ohio Mechanics Lien Law”
By Richard A. Naegele, Esq.

Multi-Employer Pension Plan Withdrawal Liability
Choice of Business Entity & Ohio Mechanics Lien Law

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: Buyer Beware
Chapter 12 – Keogh Plans, Top-Heavy Plans and Controlled Groups
Chapter 13 – Cafeteria Plans, Fringe Benefits and COBRA (2012)