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Latest Blog Posts

Cari Jackson Lewis Joins Haven Hills Board

Posted on: January 23rd, 2018
​We are pleased to announce that our very own Carí Jackson Lewis, Esq. has been appointed to the Haven Hills, Inc. board of directors, which oversees the non-profit organization’s efforts to help victims of domestic violence....

Four Questions CPAs Should Ask Clients When Planning For The New Year

Posted on: January 22nd, 2018
CPAs are a vital part of a client’s team of trusted advisors. CPAs can work with estate planning professionals to help clients achieve both their short- and long-term financial, estate and charitable planning, as well as compliance and governance needs. Here are four estate planning questions that CPAs should ask clients when approaching their financial planning for the New Year: ...

Top Four Estate Planning Tips For 2018

Posted on: December 18th, 2017
With the New Year, many of us will feel as if we are starting off with a clean slate and a whole list of things we want to accomplish. High on that agenda should be taking care of some basics, including reviewing current estate planning documents, planning for retirement and aging, financial planning, and insurance planning....

Creating a Trust for Your Pet

Posted on: December 11th, 2017
Who will care for your dog or cat when you pass away? What will happen to your bird should you become incapacitated? For many people, providing care for their pet after they pass away or if they become incapacitated is a very big concern and, as a result, most states (including CA) have statutes that provide for the enforcement of trusts created for the benefit of pets....

Big Tax Law Changes Coming For 2018

Posted on: December 6th, 2017
Dear Friends & Colleagues, My friend and colleague Robert Keebler, CPA/PFS warns that when the clock strikes midnight on December 31st, those with big stock holdings may be out of luck! When selling or gifting stock, we have always been able to pick and choose those with the highest basis, to reduce potential capital gains taxes (or realize losses). Things are about to change. ...

Local Attorney Makes Who's Who List

Posted on: November 28th, 2017
It was an honor to be chosen recently for the Pacific Coast Business Times annual "Who's Who in Professional Services" list of leading attorneys in the Tri-Counties area. ...
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