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March 2016 Focus Group

March 24, 2016 @ 7:30 am - 9:00 am

When Love and Taxes Collide
By Michael Goergen, Esq.

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Fortunately, or unfortunately, depending upon one’s perspective, a person does not usually obtain a credit report of a perspective mate before they start dating, or even before they fall in love. It is typically not until wedding plans are being made that the now madly in love couple begin to share intimate details about their finances, and how financially responsible each has been is not always equal.
Please join us as we explore a case study which follows the steps taken by a couple to plan for their nuptials under less-than-perfect financial circumstances.
Incorporating elements of family law, estate planning, and bankruptcy protection, we’ll be discussing strategies and steps to take in order to:

• Protect the financially-responsible spouse from considerable tax liabilities
• Protect the less-than-responsible spouse from himself/herself
• Eliminate debt to avoid the threat of tax seizures and liens

Date/Time
Thursday, March 24, 2016
8:00 a.m. – 9:00 a.m.
(Please arrive by 7:45a.m. for coffee and pastries)
Location
PDM, LLP
(Piazza, Donnelly & Marlette)
3460 Torrance Blvd., Suite 200
Torrance, CA 90503

For SBEPC Members Only
About Michael
Over the last twenty-five years, Michael Goergen has developed a law practice focusing on asset protection, succession planning, business planning, business litigation, estate planning, and probate litigation. Prior to starting his own firm, Michael was with the law firms Argue, Pearson, Harbison & Myers and Greenberg & Bass, where he practiced commercial litigation and bankruptcy law.

Michael is a twenty-year resident of Hermosa Beach. He is presently serving as the Chairman of the Board of the Hermosa Beach Chamber of Commerce. Michael is also a Past-President of the Kiwanis Club of Hermosa Beach, for whom he is presently serving as the Chair of Youth Services.

Mike holds an undergraduate degree from UCLA and a J.D. from the UC San Diego School of Law.
RSVP online at www.sbepc.org or email: larry@larrytakahashi.com

Details

Date:
March 24, 2016
Time:
7:30 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
March 24, 2016
Time:
7:30 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map