Robert E. Ward & Associates, P.C.
Tax, Business, and Estate Planning for Individuals and Businesses

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)

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)
 
This web site is designed for general information only.  The information presented at this site should not be construed as legal advice and in no circumstance forms an attorney/client relationship.