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August 24, 2011 |
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Dividing
Government Plan Benefits in Divorce
Speaker:
Elizabeth M. Sales
Location:
North County Courthouse
Time:
12:00 PM. |
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September 7, 2011 |
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ESOPs and
Business Succession Planning
Speaker:
Marc S. Schechter
Location:
San Diego Bar Center
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October 5-7, 2011 |
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ESOPs: From
Soup to Nuts
2011 ESOP Association California/Western
States Chapter Conference
Speaker:
Marc S. Schechter
Session:
Session 6B: DEALING WITH "HAVES" AND
"HAVE-NOTS": GUESS WHO'S COMING TO DINNER?
Friday, October 7, 10:30-11:45 AM
Location:
Paradise Point Resort on Mission Bay in San
Diego, California
Download Acrobat PDF brochure of event
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Past Speaking Engagements |
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June 21, 2011 |
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Monthly Breakfast Meeting
"What you Should but May Not Know about
Employee Ownership"
Speaker:
Marc Schechter
Location:
Del Mar Marriott
ACG San Diego
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April
13-15, 2011 |
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THE
NCEO-Beyster Institute 2011 Employee
Ownership Conference April 13-15, 2011
Speaker:
Marc Schechter
Location:
Denver, CO
Download slides for presentation in
PowerPoint format
Download slides for presentation in PDF
format |
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April 20-22, 2010 |
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The
NCEO-Beyster Institute 2010 Employee
Ownership Conference
April 20-22, 2010
Speaker:
Marc Schechter
Location:
Minneapolis, MN
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April 22-24, 2009 |
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Employee
Ownership Conference 2009
April 22-24, 2009
Speaker:
Marc Schechter
Location:
Portland, Oregon
Download Acrobat PDF event presentation |
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March 17, 2009 |
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Dividing
Retirement Plans in an Unpredictable Economy
Speaker:
Elizabeth Sales
Download Acrobat PDF event presentation |
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December 8, 2008 |
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Employee
Stock Ownership Programs
Speaker:
Marc Schechter
Location:
UC San Diego
Rady School of Management
Download Acrobat PDF brochure of event
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November 2008 |
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San Diego Tax & Accounting Institute
Update and Refresher
Listed Transactions Connected with Benefit
Plans
Speaker:
Robert K. Butterfield
View the
Outline
October 1, 2008 IRS Memo re "Rollovers
as Business Start-ups (ROBS)"
View the
Presentation: |
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November 2007 |
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San Diego Tax & Accounting Institute
Presentation:
Everything You Need to Know About Listed
Transactions Connected with Benefit Plans
Speaker:
Robert K. Butterfield
View the
Outline
View the
Presentation: |
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