Events

We regularly organize events and speaking engagements for professional services firms and invite you to join us! Many of our events offer networking, continuing education credit and serve as opportunities for meeting your potential referral sources, clients and colleagues.

Click on event name to view event invitation, and feel free to register if you would like to join us:

Upcoming Events:

• Live Event: How to Prevent Critical Financial Mistakes During Divorce
  • presented by Jeff Sturman, Partner, Kolodny & Anteau

• Panel Webinar: Getting Maximum Value in a Sale or Recapitalization of a Family Owned Business
  • moderated by Alexander B. Kasdan, Founder, Convergence Capital Partners, LLC;
  • panel members:
    • Lauren Petkin, partner, Kolodny & Anteau
    • Neal Jannol, partner, Loeb & Loeb
    • Barbara C. Kogen, C.P.A., J.D., partner, Miller, Kaplan, Arase & Co., LLP
    • David Guterman, principal, Private Client Financial Advisor, Gureman Org.
    • Jim Baer, Principal and Founding Partner: Baer & Troff, LLP
    • Nevin Sanli, President: Sanli, Pastore & Hill

Recent Events:

• How to Maximize Value in Selling a Business: Pre-Transactional and Transactional Considerations
  • presented by Alexander B. Kasdan, Founding Partner, Convergence Capital Partners, LLC
  • guest speaker Jim Baer, Principal and Founding Partner: Baer & Troff, LLP
    • Click here to view/download the webinar recording

• In- House Event at Kolodny & Anteau, Beverly Hills: The Art of Prenuptial Agreements
  • presented by Lauren Petkin, Partner, Kolodny & Anteau

• Webinar: Asset Protection In California: A Primer for Trusted Advisors
  • presented by Jacob Stein, Partner, Klueger & Stein, LLP

• Meet The Partners Networking Event
  • hosted by Kolodny & Anteau

• Essential Estate Planning for Blended and Divorced Families Webinar
  • presented by Jane B. Hall, Partner, Hall Doyon Law Group

• Live Event & Webinar: New Estate Tax Laws Provide Historic Opportunities for a Limited Time
  • presented by Michelle Lerman, Partner, Leman Business Partners, LLP

• Live CE & Networking Event, Asset Protection for Real Estate, Beverrly Hills, CA
  • presented by Robert F. Klueger, Partner, Kluger & Stein, LLP

• Live Panel: Promoting Your Business in a 3.0 World
  • moderated by Cindy Rakowitz, CEO, BR Public Relations
  • panel members:
    • Stevel Lee, Forensic Accountant, President, Stevel Lee & Associates
    • Louis Ashamallah, Financial Adivsor, UBS
    • Chris Stevenson, Business Owner, Stevenson Fitness
    • Jacob Stein, Partner, Kluger & Stein, LLP