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March 2018

March 2018 Focus Group

March 22, 2018 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Key Steps For Selling A Business By Mary Hanson, JD. March Focus Group Handout How do you determine a price range if a key owner/operator has passed away Do payment terms work with a sale by an estate? How do you know if a sale is necessary? REGISTER NOW Please join us for a lively discussion on this month’s Case Study – 1 CE credit is available! For SBEPC Members Only  About Mary: Mary  Hanson is a business attorney who…

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April 2018

April 2018 Focus Group

April 26, 2018 @ 7:45 am - April 29, 2018 @ 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Speaker: Natallia Z. Ioannou, CPA, CEP, MBT Topic: How New Tax Reform Rules will Transform S Corporation Taxes Handout - New Tax Law- Section 199A April Focus Group REGISTER NOW  

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May 2018

May 2018 Focus Group

May 24, 2018 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Specifics on How the New Tax Law Affects Small Business Owners i.e., You and Your Clients By Eric Harris JD, and Natallia Ioannou CPA Review of specific case studies complete with detailed fact patterns that will illustrate the tax savings between Scenario A and Scenario B. Discussion of emerging data and trends from running tax planning simulations How to implement the findings into your estate, financial and tax  planning REGISTER NOW Please join us for a lively discussion on this…

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September 2018

Sept 2018 Focus Group

September 27, 2018 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Moderator:  Angela Bellanca Klenk, Esq. Topic:  Taking a New Look at Busting Bypass Trusts in Light of Recent Changes to the Probate Code Explanation: In 2017, Probate Code Section 15403 was amended to give the court discretion to terminate an irrevocable trust even if the trust contains a “spendthrift clause.”  On September 14, 2018, the Uniform Trust Decanting Act, which will be added to the Probate Code commencing with Section 19501, was enacted. Let’s discuss how we can best use these…

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October 2018

Oct 2018 Focus Group Meeting

October 25, 2018 @ 7:45 am - 9:00 am
Plaza, Donnelly & Marlette, 3460 Torrance Boulevard, Suite 200
Torrance, CA 90503 United States
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Use of Cognitive Screening Tools In Assessing Capacity of Your Clients By Sylvia Thompson, Geriatric Care Manager, Liv Home REGISTER NOW Review of the interplay between mental functioning and testamentary capacity. Explore the benefits and limits of cognitive screening tools for determining testamentary capacity and susceptibility to undue influence. Exploring the use of the Mini-Mental State Exam-what it is and how to use it in assessing capacity. Oct Focus Group Handout Please join us for a lively discussion on this month’s Case…

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January 2019

Jan 2019 Focus Group

January 24 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Alternative Dispute Resolutions (trial vs mediation vs arbitration) to solve various issues Presented by Garee Gasperian ESQ. REGISTER NOW A review of trials, mediation and arbitration For what cases or set of circumstances to use with each of these forms of resolutions A review of outcomes that can be expected for each one Please join us for a lively discussion on this month’s Case Study – 1 CE credit is available! For SBEPC Members Only About Garee: Garee is an…

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February 2019

Feb 2019 Focus Group

February 28 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Achieving a Better Life Experience (ABLE) Accounts: How You Can Help Your Clients Through the Use of this New Planning Tool for Persons with Disabilities REGISTER NOW Laws authorizing and interpreting the ABLE program Eligibility Requirements Tools for evaluating and comparing different ABLE programs Presented by Laura Thatcher Esq. About Laura: Laura’s estate planning firm in Torrance focuses on continuity of care, more than the mere transition of assets.  She helps her clients answer questions like:  Who will care for…

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March 2019

March 2019 Focus Group

March 28 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Help For Hoarding: It Takes a Village Presented by Regina F. Lark, PhD., CPO REGISTER NOW Identify when disorganization becomes chronic disorganization, & chronic disorganization becomes hoarding Understand the history and nature of the hoarding disorder. Become familiar with the “Do No Harm” model for helping people who hoard. To identify the 5 levels of hoarding on the ICD “ Clutter-Hoarding Scale” How to create support system for people who hoard Please join us for a lively discussion on this…

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April 2019

April 2019 Focus Group

April 25 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Topic:  Rewriting Retirement Speaker:  George B. Castrillon, CFP® Vice President – Financial Advisor, PVG Group, RBC Wealth Management REGISTER NOW It’s not your parents retirement! Baby Boomers see retirement as opportunity to explore and find more meaning. We will discuss: Differences between the boomers and prior generations of retirees How we can best support the boomers Retirement expectations vs. realities Tactical advice that can be used when setting the stage for retirement (spending patterns, income planning, social security strategy, health care, housing,…

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May 2019

May 2017 Focus Group

May 23 @ 7:45 am - 9:00 am
PDM, LLP (Piazza, Donnelly & Marlette), 3460 Torrance Boulevard, Suite 200
Torrance, 90503
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Topic:  When Do Challenges to Amendments Trigger a “No Contest” Clause? Speaker:  Stephanie Bezner, Esq. REGISTER NOW We will discuss: How this analysis has changed in light of the Aviles v. Swearingen case Eight case studies/scenarios What to consider and where to look to determine whether a no contest clause is effective Please read the attached article for background before the meeting. Trusts and Estates Quarterly Article re No Contest Clauses - Focus Group - Ma About our Speaker: Stephanie’s practice…

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