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)

Practice Areas

• Estate Planning
• Tax Controversy
• Probate, Estate, and Trust Administration

Office Locations

4520 East-West Highway
Suite 650
Bethesda, MD 20814
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Phone: 301-986-2200
Fax:      301-986-4155

1100 One Bentall Centre
505 Burrard Street
Vancouver, British Columbia, Canada
V7X 1M5
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Phone: 604-331-8323
Fax:      604-683-0570