Members Only Study Group: How to Increase Efficiency in your Elder Law Practice

Dec 08, 2011 3:00pm -
Dec 08, 2011 4:00pm

Event Description

How to Increase Efficiency in your Elder Law Practice--The Revenue Focuserto Prepare for 2012

Presenter: David J. Zumpano, Esq., CPA & Thomas W. McCulloch, Esq., CPA


Discover the relationship between revenue, expenses and profitability while uncovering the core elements to create and maintain your profit in any economy. Learn how to create the revenue necessary to be profitable while;  Identifying the roles to generate revenue consistently for your firm and calculating the # of client appointments that you need monthly to reach your revenue goal.


David J. Zumpano was born and raised in Central New York.  He attended LeMoyne College and began his professional career with Price Waterhouse as a staff accountant.  He graduated from Syracuse College of Law and started his legal career with a regional law firm.  After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm.  Since, his firm has grown twenty fold and is now known as the Estate Planning Law Center, David J. Zumpano CPA, Esq.  The Estate Planning Law Center serves as a “model law firm” for hundreds of law firms across the country.  Dave’s practice remains focused on estate planning and elder law.  He is also a graduate of the Esperti Peterson Institute for Advanced Wealth Strategies


        Dave has become a regular speaker and trainer on estate planning, asset protection and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, Elder Law Answers, WealthCounsel, LLC, Advisor’s Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors and others  He has been featured on many local, regional and national newspaper, TV and radio programs including National Public Radio.  .


       In addition to his law firm, Dave is Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS).  MPS has educated more than two thousand attorneys all over the United States on Estate, Asset Protection and Medicaid Planning.  Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid and Asset Protection Planning to clients, which has been implemented by over 500 law firm’s nation wide.  Dave also serves as a Business coach to hundreds of attorneys across the country. Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95).  Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.  Dave’s first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.




Elder Law Study Group Series Sponsored by:


Event Type:Study Group
Category:Study Group
Early registration ends on Aug 31, 2011.
Regular registration starts on Sep 01, 2011 and ends on Dec 07, 2011.
Late registration starts on Dec 08, 2011.
(GMT-05:00) Eastern Time (US & Canada)