Schottenstein Zox & Dunn
Breakfast Exchange: Beneficiary Designation Planning for Retirement Plans
http://www.szd.com/resources.php?EventID=494&method=unique
the people... the place... the time... for tax ideas
About the discussion leaders
Richard W. Holz - Partner, Schottenstein Zox & Dunn Co., LPA
Dick Holz is a Partner in the Tax and Wealth Management and Closely Held and Family Businesses Practice Areas of Schottenstein Zox & Dunn where his practice is concentrated in business organizations, including partnerships and limited liability companies; estate planning, wealth management and probate; taxation; and business succession planning. Dick is a frequent lecturer on estate planning, partnerships and federal taxation topics.
David E. Kauffman - Partner, Schottenstein Zox & Dunn Co., LPA
David Kauffman is a Partner in the Tax and Wealth Management and Closely Held and Family Businesses Practice Areas of Schottenstein Zox & Dunn. David focuses his practice on estate planning, probate, asset protection and business succession planning. He represents individuals, families and business owners to create customized estate and succession plans that achieve their individual, family and business objectives.
