Home
Contact Us
Practice Areas
Firm History
Publications
Upcoming Seminars
Dental Practice
Workers' Comp
Briefs Newsletter
Our Attorneys
Administrative Staff
Phone Directory
Feedback
Resource Links
Employment
Disclaimer


 

  Seminars Material -- Click Here  


Upcoming Seminars

September 10-13, 2008 The Group Western Regional Meeting

Lake Tahoe, Nevada by Richard A. Naegele, J.D., M.A.

September 17, 2008 Pension Update

IX Center, Cleveland, Ohio by Richard A. Naegele, J.D., M.A.

For more information go to www.ohioscpa.com/

 

September 19, 2008 Pension and Profit Sharing Plan Overview and Update

Indianapolis, Indiana by Richard A. Naegele, J.D., M.A.

For more information go to www.incpas.org.

 

October 17, 2008 Pension and Profit Sharing Plan Overview and Update

Toledo, Ohio by Richard A. Naegele, J.D., M.A.

For more information go to http://www.ohioscpa.com/

 

October 22, 2008 Retirement Plan Update and Design Options

Fairlawn Hilton, Akron, Ohio by Richard A. Naegele, J.D., M.A.

For more information go to http://www.ohioscpa.com/

 

October  31, 2008 Pension and Profit Sharing Plan Overview and Update

Cleveland, Ohio by Richard A. Naegele, J.D., M.A.

For more information go to www.ohioscpa.com/

 

November 7, 2008 Demystifying Employer Retirement Plans

Columbus, Ohio by Richard A. Naegele, J.D., M.A.

For more information go to http://www.ohiobar.org/

 

December 11, 2008, 10:15-11:45 a.m. Retirement Plan Update

OSCPA Mega -Tax Conference, Columbus, Ohio by Richard A. Naegele, J.D., M.A.

For more information go to www.ohioscpa.com/default.asp

 

December 22, 2008

Demystifying Employer Retirement Plans

Cleveland, Ohio by Richard A. Naegele, J.D., M.A.

For more information go to http://www.ohiobar.org/

 

Seminar Materials
Pension Update
   OSCPA Firm Management Group, Cleveland, Ohio Airport Holiday Inn, May 13, 2008 by Richard A. Naegele, J.D., M.A.
Retirement Plan Overview and Update Chart 2 - Comparison of Types of Tax-Qualified Retirement Plans
Chart 1 - Individual Retirement Accounts as Exempt Property Chart 3 - Retirement Plan Dollar and Percentage Limits
 
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.
 

Seminar Outline - Responsibilities of Qualified Plan Fiduciaries - Including Fee Disclosure

Seminar Outline - Plan Document Updates - EGTRRA and Beyond
 
OSCPA North Central Chapter Meeting (Pension Update)
   Presented in Mansfield, Ohio, April 22, 2008 by Richard A. Naegele, J.D., M.A.
Retirement Plan Overview and Update Chart 2 - Comparison of Types of Tax-Qualified Retirement Plans
Chart 1 - Individual Retirement Accounts as Exempt Property Chart 3 - Retirement Plan Dollar and Percentage Limits
 
Mega Tax Conference Presentation Materials
     Presented OSCPA Mega Tax Conference, Columbus, Ohio, November 8, 2007 by Richard A. Naegele, J.D., M.A.
Distribution For Qualified Retirement Plans and IRAs Retirement Plan Update and Pension Protection Act
Retirement Plan Update - Chart 1 Retirement Plan Update -- Chart 2
Retirement Plan Update -- Chart 3  
 
Spousal Rights and Tax-Qualified Retirement Plans
     Presented at ASPPA Benefits Council, Cleveland, Ohio, November 6, 2007 by Richard A. Naegele, J.D., M.A.
 
#77 Retirement Planning Options and Update and #85: 401(K) Plans/Creditor Protection Of Retirement Plans
     Presented at OSCPA Ohio Accounting Show, Cleveland, Ohio, September 20, 2007 by Richard A. Naegele, J.D., M.A.
Retirement Planning Chart 1 Chart 2 Chart 3
 
"All Things Roth"  and Update on Creditor Protection for Retirement Plans and IRAs
     Presented at The Group Meeting, Yountville, California, September 5 - 7, 2007 by Richard A. Naegele, J.D., M.A.
 
The ABCs and XYZs For The Denists (2006)
     Ohio State University, Columbus, Ohio by William P. Prescott, M.B.A., J.D.
 
Pension & Profit Sharing Plans - Overview and Update, 2007
     Presented at Ohio Society of Certified Public Accountants Seminar Richard A. Naegele, J.D., M.A.
Title Page Table of Contents Chapter 1 - Overview
Chapter 1 - Chart 1 Chapter 1 - Chart 2 Chapter 1 - Chart 3
Chapter 2 - Keoghs Chapter 3 - 401(k) Chapter 4 - Distributions
Chapter 5 - IRA Chapter 6 - Loans Chapter 7 - Spousal Rights
Chapter 8 - Voluntary Compliance Chapter 9 - Fiduciary Chapter 10 - ESOP
Chapter 11 - Multi-Employer Chapter 12 - Form 5500 Chapter 13 - Creditors Rights
Chapter 14 - Fringe Benefits    
     
Retirement Plan Options (as part of panel discussion on Business Tax Planning)  
    Advanced Federal Tax Planning Symposium, Columbus, Ohio, October 18, 2006 by Richard A. Naegele, J.D., M.A.
 

Is Your Retirement Plan Really Safe?  Protecting Qualified Plans and IRAS from Creditors
ERISA Fiduciary Issues/Avoiding and Dealing with Prohibited Transactions
 
     Presented at the Creative Pension & Benefits Seminars, Columbus, Ohio, May 5, 2006 Richard A. Naegele, J.D., M.A.
Is Your Retirement Plan Really Save? Involuntary Cash-Out Automatic IRA Rollovers ERISA Fiduciary Issues
 
Public Record Custodian Responsibilities After A Request Has Been Made, October, 2002
     
Public Records Quick Reference Guide
     by Wickens, Herzer, Panza, Cook & Batista Co., A Legal Professional Association
     
A View From The Newsroom:  Sunshine Laws - Outlook Still Cloudy, October 18, 2002
     Presented at 2002 Law & Media Conference by William F. Kolis, Jr.
     
A View From The Newsroom:  Sunshine Laws - Outlook Still Cloudy, October 19, 2001
     Presented at 2001 Law & Media Conference by William F. Kolis, Jr.
     
© WICKENS  HERZER PANZA COOK & BATISTA CO. | All Rights Reserved

Web Site Designed by Professional Educators