April 23, 2014
Topic: ERISA and Retirement Benefits for Business and Employment Law Attorneys
Location: San Diego Bar Center
Time: Noon
March 13, 2014
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m. - 12:05p.m.
Guest Speaker at CalWestern School of Law
October 31, 2013
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m. - 12:05p.m.
Webinar
September 18, 2013
Speakers: Elizabeth Van Clief and Paul Woodard
Topic: 5 Sound Strategies for Dividing Retirement Benefits
Time: 12:00 p.m. - 1:00 p.m.
Webinar
August 15, 2013
Speaker: Elizabeth Van Clief
Topic: 5 Sound Strategies for Dividing Retirement Benefits
Time: 12:00 p.m. - 1:00 p.m.
2013 Western Benefits Conference
July 23, 2013
Speaker: Elizabeth Van Clief - Moderator
Event: 2013 Western Benefits Conference
Workshop 37: Cross-Testing/New Comparability: A Review and Tips on Effective Use
Time: 4:00 p.m. – 5:15 p.m.
Location: Hilton San Diego Bayfront
2013 Western Benefits Conference
July 22, 2013
Speaker: Marc S. Schechter
Event: 2013 Western Benefits Conference
Workshop 5: The Big Picture and Current Issues for Retirement Plans Investing in Employer Securities
Time: 11:00 a.m. – 12:15 p.m.
Location: Hilton San Diego Bayfront
Webinar
May 30, 2013
Speaker: Elizabeth Van Clief
Topic: 5 Sound Strategies for Dividing Retirement Benefits
Time: 12:00 p.m. - 1:00 p.m.
The NCEO/Beyster Institute 2013 Employee Ownership Conference
April 25, 2013
Speaker: Marc S. Schechter
Topic: S Corporation ESOP Basics
Track: E1 - ESOP Basics, 4:00-5:15pm, Thursday, April 25, 2013
Location: Seattle, WA
Guest Speaker at CalWestern School of Law
March 5, 2013
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m. - 12:05p.m.
National Business Institute
December 5, 2012
Speaker: Robert K. Butterfield
Location: San Diego, CA
Time: 8:30 a.m. - 4:00 p.m.
SD 16th Annual Tax & Accounting Institute (CalCPA San Diego Chapter)
November 14-16, 2012
Speaker: Marc S. Schechter
Session: ESOPs - Session 2, 10:20-Noon, Wednesday, November 14
Location: Handlery Hotel & Resort, San Diego, California
2012 Annual Meeting of the California Tax Bar and California Tax Policy Conference
November 2, 2012
Speaker: Robert K. Butterfield
Topic: Retirement Plans, IRA Distributions, Rollovers And Roths (focus on Retirement Plans)
Guest Speaker at CalWestern School of Law
November 1, 2012
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m.
October 3-5, 2012
Speaker: Marc S. Schechter
Session: Session 6B: Creating Compensation and Incentive Systems that Support Your ESOP (Living the American Dream)
Friday, October 5, 10:30-11:45 AM
Location: Sheraton Wild Horse Pass, Phoenix, Arizona
North County Bar Association - Family Law Section
August 22, 2012
Speaker: Elizabeth Van Clief
Location: Department 12 of the Vista Courthouse
Time: Noon
The NCEO/Beyster Institute 2012 Employee Ownership Conference
April 25-27, 2012
Speaker: Marc Schechter
Location: Minneapolis, MN
ESOPs: From Soup to Nuts
2011 ESOP Association California/Western States Chapter Conference
October 7, 2011
Speaker: Marc Schechter
Session: Session 6B: Dealing With "Haves" and "Have-Nots": Guess Who's Coming To Dinner?
Location: Paradise Point Resort on Mission Bay in San Diego, California
Download: Event Brochure
ESOPs and Business Succession Planning
September 7, 2011
Speaker: Marc Schechter
Location: San Diego Bar Center
Dividing Government Plan Benefits in Divorce
August 24, 2011
Speaker: Elizabeth Van Clief
Location: North County Courthouse
June 21, 2011
Speaker: Marc Schechter
Location: San Diego, CA
Download: Event Website
THE NCEO / Beyster Institute 2011 Employee Ownership Conference
April 13-15, 2011
Speaker: Marc Schechter
Location: Denver, CO
Download: Event Presentation [PDF]
Retirement Benefits in Family Law: Procedures and Tips for Paralegals
June 26, 2010
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]
Retirement Benefits: Identifying and Dividing Retirement Benefits
June 15, 2010
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]
Retirement Benefits: Identifying and Dividing Retirement Benefits
May 19, 2010
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]
THE NCEO / Beyster Institute 2010 Employee Ownership Conference
April 20-22, 2010
Speaker: Marc Schechter
Location: Minneapolis, MN
Retirement Benefits in MSAs: How to Choose Appropriate MSA Language When A QDRO is Required
March 26, 2009
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]
Dividing Retirement Plans in an Unpredictable Economy
March 17, 2009
Event: San Diego Paralegal Association MCLE Event Getting Back To Basics...Divorce Settlements In A Difficult Economy | San Diego, CA
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]
ESOPs in Business Succession Planning and Estate Planning
April 22-24, 2009
Event: The NCEO / Beyster Institute 2009 Employee Ownership Conference | Portland, OR
Speaker: Marc Schechter
Download: Event Presentation [PDF]
Employee Stock Ownership Programs: What Every Professional Business Advisor Should Know
December 8, 2008
Speaker: Marc Schechter
Location: UC San Diego Rady School of Management
Download: Event Presentation [PDF]
Update and Refresher: Listed Transactions Connected with Benefit Plans
November 2008
Event: San Diego Tax & Accounting Institute
Speaker: Robert K. Butterfield
Outline: October 1, 2008 IRS Memo re "Rollovers as Business Start-ups (ROBS)
Download: Event Presentation [PDF]
Everything You Need to Know About Listed Transactions Connected with Benefit Plans
November 2007
Event: San Diego Tax & Accounting Institute
Speaker: Robert K. Butterfield
Download: Event Presentation [PDF]