Robert E. Ward and Associates, P.C.

Seminars

Our attorneys are frequently invited to speak at professional presentations.  Some of the seminars in which attorneys of Robert E. Ward & Associates, P.C. have participated as speakers include the following:

2008 SEMINARS

  • Association of Practicing Certified Public Accountants 
    Asset Protection Planning and Related Estate Tax Planning for High Net Worth Individuals 
    Rockville, Maryland 
    May 28, 2008 (REW)
  • ADVOCIS Greater Vancouver 
    2008 Professional Development Day  
    So Your Client Wants to Buy U.S. Real Estate: Pitfalls, Traps, and Planning Opportunities 
    April 14, 2008 (REW)
  • National Business Institute 
    Demystifing Asset Protection Planning 
    Baltimore, Maryland
    January 17, 2008 (REW)
    • National Business Institute 
      Demystifing Asset Protection Planning 
      Baltimore, Maryland
      January 17, 2008 (REW)
      • National Business Institute 
        Demystifing Asset Protection Planning 
        Baltimore, Maryland
        January 17, 2008 (REW)
        • National Business Institute 
          Demystifing Asset Protection Planning 
          Baltimore, Maryland
          January 17, 2008 (REW)

          2007 SEMINARS

          • Estate Planning Council of Northern Virginia
            Asset Protection Planning: 2007
            Tysons Corner, Virginia
            May 22, 2007 (REW)
          • National Business Institute: "Is an LLC Right for You?"
            Tax and Asset Protection Considerations
            Fairfax, Virignia
            May 11, 2007 (REW)

          2006 SEMINARS

          • MACPA Southern Maryland Chapter Business Succession Planning and the Pension Protection Act of 2006
            Waldorf, Maryland
            December 6, 2006 (REW)
          • AICPA Personal Financial Planning Conference Estate and Business Planning for Owners of Privately Held Businesses San Diego, California
            January 12, 2006 (REW)

          2005 SEMINARS

          • AICPA Personal Financial Planning Conference
            Domestic and Foreign Asset Protection Planning
            Fajardo, Puerto Rico
            January 11, 2005 (REW)

          2004 SEMINARS

          • NAMI Northern Virginia Chapter
            Estate Planning for Individuals with Disabilities
            Falls Church, Virginia
            March 22, 2004 (REW)
          • Financial Advisor Forum
            Protecting Your Financial Future
            Rockville, Maryland
            January 20, 2004 (REW)

          2003 SEMINARS

          • Maryland Association of Public Accountants
            2003 Practitioners Conference: What Will Your Estate Planning Practice Look Like in 2008 or 2010?
            Baltimore, Maryland
            October 21, 2003 (REW)
          • Virginia Society of Certified Public Accountants
            Estate and Business Planning for Owners of Privately Held Businesses
            Herndon, Virginia
            September 18, 2003 (REW)
          • Whitney Education Group, Inc.
            Foreign Asset Protection Planning
            Los Suenos, Costa Rica
            March 14, 2003 (REW)
          • Whitney Education Group, Inc.
            Foreign Income Tax Planning
            Los Suenos, Costa Rica
            March 13, 2003 (REW)

          2002 SEMINARS

          • Whitney Education Group, Inc.
            Foreign Income Tax Planning
            Los Suenos, Costa Rica
            December 5-6, 2002 (REW)
          • VSCPA Northern Virginia Chapter
            Tax Planning for IRAs
            Centreville, Virginia
            November 22, 2002 (REW)
          • Legg Mason Estate Planning 2002
            Waldorf, Maryland
            October 15, 2002 (REW)
          • Goodman & Company
            Advanced Estate Planning Strategies and Techniques
            Falls Church, Virginia
            September 5, 2002 (REW)
          • Merrill Lynch
            Economic Growth and Tax Relief Reconciliation Act of 2001 Rockville, Maryland
            May 1, 2002 (REW)
          • Alexandria City Bar Association
            Tax Section Income Tax Issues Involving Trusts and Estates Alexandria, Virginia
            April 3, 2002 (REW)

          2001 SEMINARS

          • Askey, Askey & Associates
            Estate and Business Planning for Owners of Privately-Held Businesses
            Lexington Park, Maryland
            November 20, 2001 (REW)
          • River Road Unitarian Church Estate Planning
            Bethesda, Maryland
            November 3, 2001 (REW)
          • MACPA Western Maryland Chapter
            Economic Growth and Tax Relief Reconciliation Act of 2001 Oakland, Maryland
            September 19, 2001 (REW)
          • VSCPA Northern Virginia Chapter
            Economic Growth and Tax Relief Reconciliation Act of 2001 Centreville, Virginia
            September 4, 2001 (REW)
          • MACPA Capital Area Chapter Economic Growth and Tax Relief Reconciliation Act of 2001
            Rockville, Maryland
            July 11, 2001 (REW)
          • Merrill Lynch Asset Protection Planning
            Rockville, Maryland
            March 8, 2001 (REW)
          • Merrill Lynch Tax Reform 2001:
            New Planning Opportunities and Pitfalls
            Bethesda, Maryland
            March 1, 2001 (REW)
          • Legg Mason Wood Walker, Inc.
            Estate Planning
            Waldorf, MD
            February 27, 2001 (REW)

          2000 SEMINARS

          • Jewish National Fund
            Limiting Estate Taxation
            Rockville, Maryland
            May 9, 2000 (REW)
          • Securities Industry Association
            Innovative Retirement Planning Techniques:
            Non-Qualified but Nonetheless Tax Efficient Techniques to Create And Protect Retirement Wealth
            Washington, DC
            May 16, 2000 (REW)
          • Merrill Lynch
            What the New President's Tax Proposals Will Mean to You Bethesda, MD
            November 14-16, 2000 (REW)

          1999 SEMINARS

          • National Capital Chapter - International Association for Financial Planning Succession Planning for Professional Practices
            Rosslyn, Virginia
            May 6, 1999 (REW)
          • TrustOne Capital Mergers and Acquisitions Workshop Tysons Corner, Virginia
            May 7, 1999 (REW)
          • National Capital Chapter - International Association for Financial Planning
            Cutting Edge Income, Estate and Asset Protection Planning Techniques
            Rosslyn, Virginia
            October 7, 1999 (REW)
          • National Capital Chapter - International Association for Financial Planning
            What is Congress Doing? - New Tax Legislation
            Rosslyn, Virginia
            November 4, 1999 (REW)

          1998 SEMINARS

          • Gartenhaus Financial Retirement Planning
            Rockville, Maryland
            March 31, 1998 (REW)
          • MACPA Capital Area Chapter IRS Audit Trends
            Bethesda, Maryland
            May 6, 1998 (REW)
          • Gartenhaus, Bender & Ward Retirement Planning
            Rockville, Maryland
            October 1998 (REW)
          • River Road Unitarian Church Estate Planning
            Bethesda, Maryland
            November 11, 1998 (REW)

          1997 SEMINARS

          • Transamerica - Legg Mason Estate Planning
            Beltsville, MD
            May 8, 1997 (REW)
          • 5th District Homemakers Club
            Legal Issues in Estate Planning
            Mechanicsville, Maryland
            May 13, 1997 (REW)
          • Mass Mutual Life Insurance Company
            Split Dollar Life Insurance
            Reston, Virginia
            May 28, 1997 (REW)
          • Southern Maryland Electric Cooperative Estate Planning Hughesville, Maryland
            September 14, 1997 (REW)
          • Heymann, Smith & Suissa Taxpayer Relief Act
            Rockville, Maryland
            September 25, 1997 (REW)
          • Legg Mason Wood Walker, Inc.
            Taxpayer Relief Act
            Bethesda, Maryland
            October 15, 1997 (REW)
          • Regan, Russell, Schickner & Shah Taxpayer Relief Act Columbia, Maryland
            October 17, 1997 (REW)
          • Legg Mason Wood Walker, Inc. Taxpayer Relief Act Greenbelt, Maryland
            October 28, 1997 (REW)

          1996 SEMINARS

          • National Society of Fund Raising
            Executives Fund Raising Institute Charitable Giving Techniques
            Charlottesville, Virginia
            June 7, 1996 (REW)
          • St. Mary's County Chamber of Commerce Estate Planning Lexington Park, Maryland
            October 24, 1996 (REW)

          1995 SEMINARS

          • Indianapolis Life Insurance Company
            Life Insurance Applications in Business Planning Solutions Indianapolis, Indiana
            February 13, 1995 (REW)
          • Chesapeake Family Federal Credit Union Estate Planning Hunt Valley, Maryland
            May 25, 1995 (REW)
          • St. Mary's Hospital Foundation, Inc. Planned Giving Leonardtown, Maryland
            August 2, 1995 (REW)

          1994 SEMINARS

          • District of Columbia Institute of Certified Public Accountants Annual Federal Tax Conference Estate Planning for Middle Income Taxpayers
            Rockville, Maryland
            January 11, 1994 (REW)
          • Asbury Methodist Village Estate Planning
            Gaithersburg, Maryland
            February 8, 1994 (REW)
          • Cigna Financial Advisors Planning for Limited Liability Companies
            Vienna, Virginia
            February 21, 1994 (REW)
          • Asbury-Solomons Island Take Charge of Your Will Solomons Island, Maryland
            April 29, 1994 (REW)
          • Rotary Club of Gaithersburg
            Ten Tips to Provide for Your Family and Yourself
            (Instead of the IRS)
            Gaithersburg, Maryland
            May 10, 1994 (REW)
          • Chesapeake Federal Credit Union Trust Applications and Estate Planning
            Hunt Valley, Maryland
            July 27, 1994 (REW)
          • MACPA Southern Maryland Chapter Estate and Business Planning for Owners of Privately Held Enterprises
            Waldorf, Maryland
            October 12, 1994 (REW)

          1993 SEMINARS

          • Merrill Lynch Wealth Preservation and Estate Planning Rockville, MD
            April 17, 1993 (REW)
          • Massachusetts Mutual Non-Qualified Deferred Compensation Planning
            Vienna, Virginia
            June 11, 1993 (REW)
          • Prudential Estate Planning
            Bethesda, MD
            July 26, 1993 (REW)
          • Estate Planning Council of Suburban Maryland, Inc.
            Revenue Reconciliation Act of 1993
            Bethesda, Maryland
            December 2, 1993 (REW)

          1992 SEMINARS

          • Washington Financial Group Life Insurance Trusts
            Chevy Chase, Maryland
            January 30, 1992 (REW)
          • Suburban Maryland Estate Planning Council
            Qualified Domestic Trusts
            Bethesda, Maryland
            October 15, 1992 (REW)
          • Merrill Lynch Living Trusts and Estate Planning
            Rockville, Maryland
            October 27-28, 1992 (REW)
          • Massachusetts Mutual Washington - Gale Agency
            Buy-Sell Agreements
            Vienna, Virginia
            November 13, 1992 (REW)
          • Gartenhaus Financial / Capital Advantage Corp.
            Pitfalls & Opportunities for Tax-Wise Investors
            Rockville, Maryland
            November 15, 1992 (REW)
          • Merrill Lynch Tax & Succession Planning for Business Owners Rockville, Maryland
            November 19, 1992 (REW)

          1990 SEMINARS

          • Heymann & Company, P.C. Estate and Business Planning for Owners of Privately-Held Enterprises
            Rockville, Maryland
            June 7, 1990 (REW)
          • Northern Virginia Society of the ICFP, Inc. Innovative Tax Strategies for Estate Planning Clients
            McLean, Virginia
            September 13, 1990 (REW)

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          This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Robert E. Ward
          and Associates, P.C.
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