“Form 5500: Tackling Compliance Risks, Understanding Applicability of IRS Paid Preparer Rules.” Interactive webinar for accounting professionals (2010).
Roundtable: “Maintaining a Compliant Retirement Plan” (2010).
“Auditing Your Retirement Plans.” Interactive webinar for Human Resource Professionals, members of the National Society of Human Resource Management (2009).
“Compliance & Cash Savings for 2010: Your Company’s Retirement Plan and Employee Benefits.” Presentation for Human Resources and Finance Department Professionals (2009).
“Look What Tax Defects Your Clients Have.” Presentation before the Virginia Society of Certified Public Accountants (2009).
“Don’t be Surprised by the IRS: How to Avoid 403b Plan Problems Now: What’s on the IRS Target List? What’s the Difference Between a 401(k) and 403(b) Plan?” Workshop before financial advisers to and HR professionals of tax-exempt organizations (2007).
“Who’s Stealing From Your Retirement Plan?” Radio address to Virginia, Maryland, and Washington, DC listening area (2007).
“Payroll Outsourcing: Compliance and Risk Reduction,” Lorman Education Services (2007).
“Executive Briefing on Employee Benefits: Your Nonqualified Deferred Compensation Plan; The New 409A Regime; Limiting Your Fiduciary Responsibility with ERISA 404(c); Avoid These Common Retirement Plan Mistakes.” Workshop before chief executives and in-house counsel (2006).
“The Complete Payroll Process in Virginia.” Lorman Education Services (2005).
“Compliance, Compliance, Compliance: Why You Shouldn’t Rely on Your 401(k) Third Party Administrator.” Seminar before HR administrators who run 401(k) plans (2005).
