301-986-2200 301-986-2200

Seminars

2017 SEMINARS

Association of Practicing Certified Public Accountants
United States Compliance Issues for Foreign and Domestic Businesses and Individuals
Rockville, Maryland
May, 2017
Richard S. Chisholm, Esq.

National Business Institute
Trust Income Taxation
Gaithersburg, Maryland
May, 2017
Richard S. Chisholm, Esq.

National Business Institute
Estate Planning and Administration: The Complete Guide
Trust Administration and Termination Basics
May 16, 2017
Gaithersburg, Maryland
Robert P. Oliver, Esq.

MACPA Capitol Area Chapter
United States Compliance Issues for Foreign and Domestic Businesses and Individuals
Rockville, Maryland
May 11, 2017
Robert E. Ward, Esq.

Stafford
Mastering U.S. Tax Reporting of Foreign Retirement Plan Account Owernship and Distribution
Webcast
February 9, 2017
Robert E. Ward, Esq.

Maryland Association of Realtors
Working with International Clients
Rockville, Maryland
February, 2017
Richard S. Chisholm, Esq.

2016 SEMINARS

Stafford
Mastering U.S. Tax Reporting of Foreign Retirement Plan Account Owernship and Distribution
Webcast
February 2, 2016
Robert E. Ward, Esq.

PCPA Estate Day
Manor Country Club
Step-Up in Basis Opportunities Using the Delaware Tax Trap
Maryland Association of Public Accountants
October 20, 2016
Robert P. Oliver, Esq.

2015 SEMINARS

Overseas China Association
Estate Planning 2015
Rockville, Maryland
April, 2015
Richard S. Chisholm, Esq.

Estate Planning Council of Vancouver
FATCA: Why Won’t It Go Away and What Do I Really Need to Know?
Vancouver, British Columbia
May 5, 2015
Robert E. Ward, Esq.

American Institute of Certified Public Accountants Practitioners Symposium and TECH+ Conference
Recent Tax Court Decisions
Orlando, Florida
June, 2015
Richard S. Chisholm, Esq.

Synergy Group
Top Ten things I Wish Someone Had Told Me about the United States Tax System
September 31, 2015
Vancovuer, British Columbia
Robert E. Ward, Esq.

Maryland Association of Certified Public Accountants
46th Annual Chesapeake Tax Conference
Update on IRS Offshore Compliance Issues
Baltimore, Maryland
September, 2015
Richard S. Chisholm, Esq.

2014 SEMINARS

Smythe Ratcliffe
FATCA
February 25, 2014
Vancouver, British Columbia
February 25, 2014
Robert E. Ward, Esq.

American Institute of Certified Public Accountants
Tax Section
Implications of Questions on Tax Forms
May, 2014
Richard S. Chisholm, Esq.

Greater Capital Area Association of Realtors
Offshore Voluntary Disclosure Program
Rockville, Maryland
May, 2014
Richard S. Chisholm, Esq.

Hollis Wealth Advisors
Slipping into Darkness: Close Encounters with the US Tax System
Information and Strategies to Minimize US Taxes
Vancouver, British Columbia
June 5, 2014
Robert E. Ward, Esq.

Granville West Group
Slipping into Darkness: Close Encounters with the US Tax System
Information and Strategies to Minimize US Taxes
Vancouver, British Columbia
July 10, 2014
Robert E. Ward, Esq.

Foxmoor Continuing Education
Estate Planning in 2014
Columbia, Maryland
July 30, 2014
Robert E. Ward, Esq.

American Institute of Certified Public Accountants
Tax Section
Avoiding Accuracy and Preparer Penalties through Adequate Disclosure
August, 2014
Richard S. Chisholm, Esq.

Association of Practicing Certified Public Accountants
Non-Tax Issues Accountants Face When Starting New Trust Tax Return Engagements
Rockville, Maryland
October, 2014
Richard S. Chisholm, Esq.

Association of Practicing Certified Public Accountants
Overview of Issues Which Arise When Representing Client With International Tax and Compliance Concerns
Rockville, Maryland
November, 2014
Richard S. Chisholm, Esq.

2013 SEMINARS

Estate Planning Council of Vancouver
America and the Fiscal Cliff or How to Spend Money Like a Drunken Sailor on a National Scale
Vancouver, British Columbia
January 29, 2013
Robert E. Ward, Esq.

National Business Institute
Asset Protection Planning: Using Business Entities
Baltimore, Maryland
March 12, 2013
Robert E. Ward, Esq.

Victoria Estate Planning Council
Estate Planning for Canadians with U.S. Assets
Victoria, British Columbia
May 10, 2013
Robert E. Ward, Esq.

Smythe Ratcliffe LLP — US and Cross-Border Tax Seminar
Estate Planning for Canadians with U.S. Assets
Vancouver, British Columbia
May 23, 2013
Robert E. Ward, Esq.

Macquarie Private Wealth, Inc.
Tax Planning for Investment in U.S. Real Estate – U.S. Compliance Issues
Vancouver, British Columbia
June 19, 2013
Robert E. Ward, Esq.

Investment Management Consultants Association ®
Advanced Wealth Management Conference
Asset Protection Planning and Related Estate and Tax Planning for High Net Worth Individuals: You have Done More than You May Realize but Not as Much as You Can
Chicago, Illinois
October 7, 2013
Robert E. Ward, Esq.

TD Waterhouse
Slipping into Darkness: Close Encounters with the US Tax System
Information and Strategies to Minimize US Taxes
Vancouver, British Columbia
October 31, 2013
Robert E. Ward, Esq.

Raymond James Ltd.
Slipping into Darkness: Close Encounters with the US Tax System
Information and Strategies to Minimize US Taxes
Kelowna, British Columbia
October 30, 2013
Robert E. Ward, Esq.

National Business Institute
Drafting Effective Wills & Trusts: Basic Tax Considerations – What You Need to Know to Choose the Appropriate Plan
Rockville, Maryland
November 13, 2013
Robert E. Ward, Esq.

National Business Institute
Drafting Effective Wills and Trusts
Planning Methods to Control Medical Treatment
November 13, 2013
Rockville, Maryland
Robert P. Oliver, Esq.

2012 SEMINARS

Odlum Brown Sales Conference
Compliance Considerations for US Persons
Vancouver, British Columbia
January 5, 2012
Robert E. Ward, Esq.

Raymond James LTD
Buying US Real Estate: Information and Strategies to Minimize US Taxes
Vancouver, British Columbia
February 1, 2012
Robert E. Ward, Esq.

CITI Private Bank
Slipping into Darkness: Falling into the US Tax System and Getting Out Alive (Financially)
Vancouver, British Columbia
March 1, 2012
Robert E. Ward, Esq.

Impact of Trusts on Families, Domestic Cases, and Support and Property Settlements
Rockville, Maryland
April, 2012
Richard S. Chisholm, Esq.

Gartenhaus Financial Corporation
The Sandwich Generation: Planning Under Stress for Elderly Family Members
Rockville, Maryland
April 24, 2012
Robert E. Ward, Esq.

Raymond James Ltd.
Buying US Real Estate: Information and Strategies to Minimize US Taxes
Kelowna, British Columbia
May 9, 2012
Robert E. Ward, Esq.

Farris, Vaughan, Wills & Murphy LLP
Buying US Real Estate: Information and Strategies to Minimize US Taxes
Kelowna, British Columbia
May 9, 2012
Robert E. Ward, Esq.

MacKay LLP
Buying US Real Estate: Information and Strategies to Minimize US Taxes
Kelowna, British Columbia
May 9, 2012
Robert E. Ward, Esq.

Korean-American Women’s Chamber of Commerce
Overview of U.S. Tax Compliance Issues Involving Foreign Accounts and Assets
Tysons Corner, Virginia
May, 2012
Richard S. Chisholm, Esq.

Raymond James Ltd.
Buying US Real Estate: Information and Strategies to Minimize US Taxes
Vancouver, British Columbia
June 12, 2012
Robert E. Ward, Esq.

Meritus Financial, Inc.
US Estate Tax Update: “A Window of Opportunity)
Vancouver, British Columbia
June 14, 2012
Robert E. Ward, Esq.

Canadian Bar Association
British Columbia Branch, Tax Section
Tax Planning for Investment in US Real Estate: US Compliance Issues
Vancouver, British Columbia
December 5, 2012
Robert E. Ward, Esq.

2011 SEMINARS

MACPA Capitol Area Chapter
Planning Under the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
Rockville, Maryland
January 12, 2011
Robert E. Ward, Esq.

MACPA Capitol Area Chapter
Retirement Planning: Roth IRA Conversions: Coordinating Retirement Plan Assets with Estate Planning
Gaithersburg, Maryland
January 14, 2011
Robert E. Ward, Esq.

Mailey Rogers Group
Planning for Ownership of US Real Estate
West Vancouver, British Columbia
March 31, 2011
Robert E. Ward, Esq.

Advocis Vancouver
Will the US Tax System Catch Your British Columbia Client?
Surrey, British Columbia
March 31, 2011
Robert E. Ward, Esq.

Vancouver Tax Study Group
Financial Account Reporting Issues for US Persons
Vancouver, British Columbia
June 6, 2011
Robert E. Ward, Esq.

MACPA Capital Area Chapter
Advanced Estate Planning 2011: How Has the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Changed Estate Planning?
Rockville, Maryland
June 17, 2011
Robert E. Ward, Esq.

Source One Business Services
Advanced Tax Planning 2011: How Has the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Changed Tax Planning for Individuals and Businesses
Ellicott City, Maryland
July 6, 2011
Robert E. Ward, Esq.

Greater Washington Society of Certified Public Accountants
Advanced Estate Planning 2011: How Has the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Changed Estate Planning?
Washington, DC
September 21, 2011
Robert E. Ward, Esq.

Odlum Brown Sales Conference
Slipping into Darkness: Falling into the US Tax System and Getting Back Up Again
Vancouver, British Columbia
October 15, 2011
Robert E. Ward, Esq.

Reznick Group
Estate Planning
Bethesda, Maryland
November 1, 2011
Robert E. Ward, Esq.

Dupuis-Langen Financial Management
Slipping into Darkness: Falling into the US Tax System and Getting Back Up Again
Vancouver, British Columbia
November 29, 2011
Robert E. Ward, Esq.

Dixon Hughes Goodman, LLP
Business Tax Planning Strategies
Richmond, Virginia
December 20, 2011
Robert E. Ward, Esq.

2010 SEMINARS

Morgan Stanley Smith Barney
2010: A Tax System in Need of Congressional Bailout
Bethesda, Maryland
January 4, 2010
Robert E. Ward, Esq.

North Bethesda Rotary Club
2010 Tax Planning Opportunities
Bethesda, Maryland
April 2, 2010
Robert E. Ward, Esq.

Vancouver Tax Study Group
Tax Planning for Acquisition of U.S. Commercial Real Estate
Vancouver, British Columbia
April 8, 2010
Robert E. Ward, Esq.

First Financial Group
Hot Topics in Current Tax Planning
Bethesda, Maryland
April 23, 2010
Robert E. Ward, Esq.

The Harbor Group
Hot Topics in Current Tax Planning
Ellicott City, Maryland
May 18, 2010
Robert E. Ward, Esq.

Social Security Administration
Estate Planning
Falls Church, Virginia
June 23, 2010
Robert E. Ward, Esq.

Weinberg & Company, P.C.
Roth IRA Conversions: The Myths, the Facts, the Execution
Rockville, Maryland
July 1, 2010
Robert E. Ward, Esq.

Blake, Cassels & Graydon, LLP
Buying US Real Estate: Effective Information and Strategies to Minimize US Taxes
Toronto, Ontario
September 24, 2010
Robert E. Ward, Esq.

MACPA Capital Area Chapter
2010 Estate Planning/Tax Law Update
Rockville, Maryland
October 8, 2010
Robert E. Ward, Esq.

Manning Elliott
US Estate Taxation: Information and Strategies to Minimize US Taxes
Vancouver, British Columbia
November 30, 2010
Robert E. Ward, Esq.

Merrill Lynch
Income and Estate Tax Strategies for High Net Worth Individuals
Rockville, Maryland
December 7, 2010
Robert E. Ward, Esq.

Cardinal Bank
Asset Protection Planning and Related Estate and Tax Planning for High Net Worth Individuals
Tyson’s Corner, Virginia
December 8, 2010
Robert E. Ward, Esq.

2009 SEMINARS

Canadian Bar Association
Vancouver Wills and Trusts Subsection
Buying U.S. Real Estate: Effective Tax Strategies for Acquisition and Ownership of U.S. Properties
Vancouver, British Columbia
February 24, 2009
Robert E. Ward, Esq.

Manulife Financial Mini Elite
Buying U.S. Real Estate: Effective Tax Strategies for Acquisition and Ownership of U.S. Properties
Vancouver, British Columbia
March 10, 2009
Robert E. Ward, Esq.

Cardinal Bank
Are Business Entities a Viable Asset Protection Option?
Tysons Corner, Virginia
May 12, 2009
Robert E. Ward, Esq.

Scotia Private Client Group
Recent Developments in Cross-Border Tax Planning
Vancouver, British Columbia
August 12, 2009
Robert E. Ward, Esq.

Richards Buell Sutton, LLP
U.S. Estate Planning Techniques
Vancouver, British Columbia
September 15, 2009
Robert E. Ward, Esq.

Watson Goepel Maledy, LLP
Recent Developments in Cross-Border Tax Planning
Vancouver, British Columbia
September 18, 2009
Robert E. Ward, Esq.

Investors Group Financial Services, Inc.
Buying US Real Estate: Effective Tax Strategies for Acquisition and Ownership of US Properties
Surrey, British Columbia
October 28, 2009
Robert E. Ward, Esq.

Goodman & Company
Contemporary Estate Planning for US Residents with Domestic and International Assets
Rockville, Maryland
November 5, 2009
Robert E. Ward, Esq.

2008 SEMINARS

National Business Institute
Demystifying Asset Protection Planning
Baltimore, Maryland
January 17, 2008
Robert E. Ward, Esq.

ADVOCIS Great Vancouver
2008 Professional Development Day
So Your Client Wants to Buy U.S. Real Estate: Pitfalls, Traps and Planning Opportunities
Vancouver, British Columbia
April 14, 2008
Robert E. Ward, Esq.

National Business Institute
Estate Planning for Real Estate
Baltimore, Maryland
April, 2008
Richard S. Chisholm, Esq.

Association of Practicing Certified Public Accountants
Asset Protection Planning and Related Estate and Tax Planning for High Net Worth Individuals
Rockville, Maryland
May 28, 2008
Robert E. Ward, Esq.

National Business Institute
Estate Planning Tools
Rockville, Maryland
July, 2008

ADVOCIS Planning School
Buying U.S. Real Estate: Opportunities and Traps (Tax and Otherwise) and Planning for Acquisitions of U.S. Properties
Vancouver, British Columbia
October 15, 2008
Robert E. Ward, Esq.

Maryland Association of Certified Public Accountants
Estate Planning
Gaithersburg, Maryland
October 24, 2008
Robert E. Ward, Esq.

2007 SEMINARS

National Business Institute
Demystifying Asset Protection Planning
Baltimore, Maryland
January 17, 2008
Robert E. Ward, Esq.

National Business Institute: “Is an LLC Right for You?”
Tax and Asset Protection Considerations
Fairfax, Virginia
May 11, 2007
Robert E. Ward, Esq.

Estate Planning Council of Northern Virginia
Asset Protection Planning: 2007
Tysons Corner, Virginia
May 22, 2007
Robert E. Ward, Esq.

National Business Institute
Determining Rightful Heirs and Beneficiaries
Rockville, Maryland
December, 2007
Richard S. Chisholm, Esq.

2006 SEMINARS

AICPA Personal Financial Planning Conference
Estate and Business Planning for Owners of Privately Held Businesses
San Diego, California
January 12, 2006
Robert E. Ward, Esq.

Estate Planning Council of Northern Virginia
Asset Protection Planning: 2007
Tyson’s Corner, Virginia
May 22, 2006
Robert E. Ward, Esq.

National Business Institute: “Is an LLC Right for You?”
Tax and Asset Protection Considerations
Fairfax, Virginia
May 11, 2006
Robert E. Ward, Esq.

MACPA Southern Maryland Chapter
Business Succession Planning and the Pension Protection Act of 2006
Waldorf, Maryland
December 6, 2006
Robert E. Ward, Esq.

2005 SEMINARS

AICPA Personal Financial Planning Conference
Domestic and Foreign Asset Protection Planning
Fajardo, Puerto Rico
January 11, 2005
Robert E. Ward, Esq.

2004 SEMINARS

Financial Advisor Forum
Protecting Your Financial Future
Rockville, Maryland
January 20, 2004
Robert E. Ward, Esq.

NAMI Northern Virginia Chapter
Estate Planning for Individuals with Disabilities
Falls Church, Virginia
March 22, 2004
Robert E. Ward, Esq.

American Chamber of Commerce in Korea
Issues to Consider When Conducting Business in the United States
Seoul, South Korea
May, 2004
Richard S. Chisholm, Esq.

2003 SEMINARS

Whitney Education Group, Inc.
Foreign Income Tax Planning
Los Suenos, Costa Rica
March 13, 2003
Robert E. Ward, Esq.

Whitney Education Group, Inc.
Foreign Asset Protection Planning
Los Suenos, Costa Rica
March 14, 2003
Robert E. Ward, Esq.

Virginia Society of Certified Public Accountants
Estate and Business Planning for Owners of Privately Held Businesses
Herndon, Virginia
September 18, 2003
Robert E. Ward, Esq.

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
Robert E. Ward, Esq.

2002 SEMINARS

Alexandria City Bar Association Tax Section
Income Tax Issues Involving Trusts and Estates
Alexandria, VA
April 3, 2002
Robert E. Ward, Esq.

Columbus School of Law at Catholic University
Guest Lecturer, Estate Planning class
Planning for Disability
Washington, D.C.
April, 2002
Richard S. Chisholm, Esq.

Columbus School of Law at Catholic University
Guest Lecturer, Estate Planning class
Planning for Succession in a Family Business
Washington, D.C.
April, 2002
Richard S. Chisholm, Esq.

Merrill Lynch
Economic Growth and Tax Relief Reconciliation Act of 2001
Rockville, MD
May 1, 2002
Robert E. Ward, Esq.

Goodman & Company
Advanced Estate Planning Strategies and Techniques
Falls Church, Virginia
September 5, 2002
Robert E. Ward, Esq.

Legg Mason
Estate Planning 2002
Waldorf, MD
October 15, 2002
Robert E. Ward, Esq.

VSCPA Northern Virginia Chapter
Tax Planning for IRAs
Centreville, VA
November 22, 2002
Robert E. Ward, Esq.

Whitney Education Group, Inc.
Foreign Asset Protection Planning
Los Suenos, Costa Rica
December 5, 2002
Robert E. Ward, Esq.

Whitney Education Group, Inc.
Foreign Income Tax Planning
Los Suenos, Costa Rica
December 6, 2002
Robert E. Ward, Esq.

2001 SEMINARS

Legg Mason Wood Walker, Inc.
Estate Planning
Waldorf, MD
February 27, 2001
Robert E. Ward, Esq.

Merrill Lynch
Tax Reform 2001: New Planning Opportunities and Pitfalls
Bethesda, MD
March 1, 2001
Robert E. Ward, Esq.

Merrill Lynch
Asset Protection Planning
Rockville, MD
March 8, 2001
Robert E. Ward, Esq.

MACPA Capital Area Chapter
Economic Growth and Tax Relief Reconciliation Act of 2001
Rockville, MD
July, 2001
Richard S. Chisholm, Esq.

MACPA Capital Area Chapter
Economic Growth and Tax Relief Reconciliation Act of 2001
Rockville, MD
July 11, 2001
Robert E. Ward, Esq.

VSCPA Northern Virginia Chapter
Economic Growth and Tax Relief Reconciliation Act of 2001
Centreville, VA
September, 2001
Richard S. Chisholm, Esq.

VSCPA Northern Virginia Chapter
Economic Growth and Tax Relief Reconciliation Act of 2001
Centreville, VA
September 4, 2001
Robert E. Ward, Esq.

MACPA Western Maryland Chapter
Economic Growth and Tax Relief Reconciliation Act of 2001
Oakland, MD
September, 2001
Richard S. Chisholm, Esq.

MACPA Western Maryland Chapter
Economic Growth and Tax Relief Reconciliation Act of 2001
Oakland, MD
September 19, 2001
Robert E. Ward, Esq.

MACPA Eastern Shore Chapter
Economic Growth and Tax Relief Reconciliation Act of 2001
Oakland, MD
October, 2001
Richard S. Chisholm, Esq.

River Road Unitarian Church
Estate Planning
Bethesda, MD
November 3, 2001
Robert E. Ward, Esq.

Askey, Askey & Associates
Estate and Business Planning for Owners of Privately-Held Businesses
Lexington Park, MD
November 20, 2001
Robert E. Ward, Esq.

2000 SEMINARS

Jewish National Fund
Limiting Estate Taxation
Rockville, MD
May 9, 2000
Robert E. Ward, Esq.

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
Robert E. Ward, Esq.

Merrill Lynch
What the New President’s Tax Proposals Will Mean to You
Bethesda, MD
November 14 and 16, 2000
Robert E. Ward, Esq.

1999 SEMINARS

National Capital Chapter – International Association for Financial Planning
Succession Planning for Professional Practices
Rosalyn, VA
May 6, 1999
Robert E. Ward, Esq.

TrustOne Capital
Mergers and Acquisitions Workshop
Tysons Corner, VA
May 7, 1999
Robert E. Ward, Esq.

National Capital Chapter – International Association for Financial Planning
Cutting Edge Income, Estate and Asset Protection Planning Techniques
Rosalyn, VA
October 7, 1999
Robert E. Ward, Esq.

National Capital Chapter – International Association for Financial Planning
What is Congress Doing? – New Tax Legislation
Rosalyn, VA
November 4, 1999
Robert E. Ward, Esq.

1998 SEMINARS

Gartenhaus Financial
Retirement Planning
Rockville, MD
March 31, 1998
Robert E. Ward, Esq.

MACPA Capital Area Chapter
IRS Audit Trends
Bethesda, MD
May 6, 1998
Robert E. Ward, Esq.

Gartenhaus, Bender & Ward
Retirement Planning
Rockville, MD
October 1998
Robert E. Ward, Esq.

River Road Unitarian Church
Estate Planning
Bethesda, MD
November 11, 1998
Robert E. Ward, Esq.

1997 SEMINARS

Transamerica – Legg Mason
Estate Planning
Beltsville, MD
May 8, 1997
Robert E. Ward, Esq.

5th District Homemakers Club
Legal Issues in Estate Planning
Mechanicsville, MD
May 13, 1997
Robert E. Ward, Esq.

Mass Mutual Life Insurance Company
Split Dollar Life Insurance
Reston, VA
May 28, 1997
Robert E. Ward, Esq.

Southern Maryland Electric Cooperative
Estate Planning
Hughesville, MD
September 14, 1997
Heymann, Smith & Suissa

Taxpayer Relief Act
Rockville, MD
September 25, 1997
Robert E. Ward, Esq.

Legg Mason Wood Walker, Inc.
Taxpayer Relief Act
Bethesda, MD
October 15, 1997
Robert E. Ward, Esq.

Regan, Russell, Schickner & Shah
Taxpayer Relief Act
Columbia, MD
October 17, 1997
Robert E. Ward, Esq.

Legg Mason Wood Walker, Inc.
Taxpayer Relief Act
Greenbelt, MD
October 28, 1997
Robert E. Ward, Esq.

1996 SEMINARS

National Society of Fund Raising Executives Fund Raising Institute
Charitable Giving Techniques
Charlottesville, VA
June 7, 1996
Robert E. Ward, Esq.

St. Mary’s County Chamber of Commerce
Estate Planning
Lexington Park, MD
October 24, 1996
Robert E. Ward, Esq.

1995 SEMINARS

Indianapolis Life Insurance Company
Life Insurance Applications in Business Planning Solutions
Indianapolis, IN
February 13, 1995
Robert E. Ward, Esq.

Chesapeake Family Federal Credit Union
Estate Planning
Hunt Valley, MD
May 25, 1995
Robert E. Ward, Esq.

St. Mary’s Hospital Foundation, Inc.
Planned Giving
Leonardtown, MD
August 2, 1995
Robert E. Ward, Esq.

1994 SEMINARS

District of Columbia Institute of Certified Public Accountants
Annual Federal Tax Conference
Estate Planning for Middle Income Taxpayers
Rockville, MD
January 11, 1994
Robert E. Ward, Esq.

Asbury Methodist Village
Estate Planning
Gaithersburg, MD
February 8, 1994
Robert E. Ward, Esq.

Cigna Financial Advisors
Planning for Limited Liability Companies
Vienna, VA
February 21, 1994
Robert E. Ward, Esq.

Asbury-Solomons Island
Take Charge of Your Will
Solomons Island, MD
April 29, 1994
Robert E. Ward, Esq.

Rotary Club of Gaithersburg
Ten Tips to Provide for Your Family and Yourself (Instead of the IRS)
Gaithersburg, MD
May 10, 1994
Robert E. Ward, Esq.

Chesapeake Federal Credit Union
Trust Applications and Estate Planning
Hunt Valley, MD
July 27, 1994
Robert E. Ward, Esq.

MACPA Southern Maryland Chapter
Estate and Business Planning for Owners of Privately Held Enterprises
Waldorf, MD
October 12, 1994
Robert E. Ward, Esq.

1993 SEMINARS

Merrill Lynch
Wealth Preservation and Estate Planning
Rockville, MD
April 17, 1993
Robert E. Ward, Esq.

Massachusetts Mutual
Non-Qualified Deferred Compensation Planning
Vienna, VA
June 11, 1993
Robert E. Ward, Esq.

Prudential
Estate Planning
Bethesda, MD
July 26, 1993
Robert E. Ward, Esq.

Estate Planning Council of Suburban Maryland, Inc.
Revenue Reconciliation Act of 1993
Bethesda, MD
December 2, 1993
Robert E. Ward, Esq.

1992 SEMINARS

Washington Financial Group
Life Insurance Trusts
Chevy Chase, MD
January 30, 1992
Robert E. Ward, Esq.

Suburban Maryland Estate Planning Council
Qualified Domestic Trusts
Bethesda, MD
October 15, 1992
Robert E. Ward, Esq.

Merrill Lynch
Living Trusts and Estate Planning
Rockville, MD
October 27 & 28, 1992
Robert E. Ward, Esq.

Massachusetts Mutual Washington – Gale Agency
Buy-Sell Agreements
Vienna, VA
November 13, 1992
Robert E. Ward, Esq.

Gartenhaus Financial / Capital Advantage Corp.
Pitfalls & Opportunities for Tax-Wise Investors
Rockville, MD
November 15, 1992
Robert E. Ward, Esq.

Merrill Lynch
Tax & Succession Planning for Business Owners
Rockville, MD
November 19, 1992
Robert E. Ward, Esq.

1990 SEMINARS

Heymann & Company, P.C.
Estate and Business Planning for Owners of Privately-Held Enterprises
Rockville, MD
June 7, 1990
Robert E. Ward, Esq.

Northern Virginia Society of the ICFP, Inc.
Innovative Tax Strategies for Estate Planning Clients
McLean, VA
September 13, 1990
Robert E. Ward, Esq.