Seminars/Speakers

Cavitch attorneys recognize the importance of sharing their skills, education and experience with the community and with allied professionals in the fields of accounting, financial services and insurance as well as with our fellow attorneys.  We appear upon request of event sponsors and other professional organizations.  We also have our own Spring and Fall seminars for allied professionals in the fields of insurance, accounting and financial services.

 

Upcoming events:

James S. Aussem to Speak

Event:  Lexington Kentucky Chapter of the Society of Financial Service Professionals

Succession Planning using Employee Stock Ownership Plans (ESOP)

Date:   September 12, 2017

 

James S. Aussem to Speak

Event:  Boy Scouts of America Annual Estate Planning Institute 

Succession Planning for Professional Advisory Practices

Date:   September 18, 2017

Location:  Boy Scouts of America Headquarters, Cleveland, OH

 

James S. Aussem to Speak

Event:  Toledo Ohio Chapter of the Society of Financial Service Professionals 

Succession Planning for Professional Advisory Practices

Date:   September 21, 2017

 

James S. Aussem to Speak

Event:  Maine Chapter of the Society of Financial Service Professionals

Succession Planning for Family and Closely Held Businesses

Date:   September 26, 2017   8:00am – 9:00am

Location:  Embassy Suites, Portland, MA

 

James S. Aussem to Speak

Event:  Houston Chapter of Society of Financial Service Professionals

 

Types, Uses and Methods to Fund Buy-Sell Agreements

Date:   October 10, 2017

 

James S. Aussem to Speak

Event:  Greensboro Chapter of Society of Financial Service Professionals

What is Best; Traditional C corporation, an S Election or an LLC Taxed as a Partnership

Date:   October 17, 2017

 

James S. Aussem to Speak

Event:  Ohio Society of CPA’s Annual Accounting Show

Exit Planning for Family and Closely Held Business Owners

Date:   October 25, 2017

Location:  IX Center, Cleveland, OH

 

Event: 24th Annual Strategies for Insurance and Estate Planning Seminar

Back by popular demand CE Ethics Presentation (Morning Session)

Date: October 27, 2017
Location: Holiday Inn Rockside, Independence, OH

 

James S. Aussem to Speak

Event:  Pittsburgh Chapter of the Society of Financial Service Professionals / Pittsburgh Estate Planning Council

Case Study on Collaborative Client Advisory Services

Date:   November 2, 2017

Location:  Hilton Garden Inn – Southpointe, Canonsburg, PA