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December 2018

Dec 2018 General Breakfast Meeting

December 13 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Andrew Gradman Topic:  Qualified Opportunity Zones – Exciting New Capital Gain Deferral Opportunity REGISTER NOW December Handout Opportunity Zones The 2017 Tax Act created an exciting new capital gain deferral opportunity: Qualified Opportunity Zones.  Congress’ idea was to funnel the $6.1 trillion in capital gains sitting in mutual funds, stocks and corporations that investors had not cashed in into economically struggling areas by offering a tax break to investors who reinvest their gains in so-called Qualified Opportunity Zone (“QOZ”)…

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January 2019

Jan 2019 General Breakfast Meeting

January 10, 2019 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Andy Katzenstein Topic:  Estate Planning Tax Update

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February 2019

Feb 2019 General Breakfast Meeting

February 14, 2019 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Bruce Givner Topic:  Creative Planning for Real Estate Assets

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March 2019

March 2019 General Breakfast Meeting

March 14, 2019 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speakers: Bill Finestone and Pam Drucker Topic: Estate Planning for Non-Resident Aliens with US families This meeting will start at 7:45

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April 2019

April 2019 General Breakfast Meeting

April 11, 2019 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Ed Long Topic:  Advanced Health Care Directives

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