On July 24th I attended a dinner celebrating the San Fernando Valley Business Journal Top 200, and I was one of the honorees! What fun that was! As always, thank YOU for your...

Ventura County Local Heroes

Hello Friends – I am honored and very pleased to report that the VCReporter has chosen me as one of their Ventura County Local Heroes. And what a wonderful group of people I’m joining – you can read about them...

It’s National Elder Law Month!

I’m happy to report that the National Academy of Elder Law Attorneys has designated May as National Elder Law Month. The NAELA is a membership organization of attorneys serving older Americans and people with special needs. One of the group’s main goals is...

The IRS May Be a Friend to Higher Net Worth Taxpayers

The IRS recently proposed regulations and announced increased gift and estate tax exemption amounts that offer significant opportunities for higher net worth taxpayers who want to make large asset gifts to others. Under the Tax Cuts and Jobs Act, the lifetime federal...

New Financial Empowerment For Those With Disabilities

On Tuesday, Dec. 18, California State Treasurer John Chiang hosted a news conference to announce the launch of a new program, CalABLE. This was great news! CalABLE is an innovative state program that will allow individuals with disabilities to open tax-advantaged...

Alzheimer’s Crisis: Hope in Research

We have a major health crisis in our country. It’s called Alzheimer’s disease. Along with other forms of dementia, it is killing hundreds of thousands of Americans every year, heavily burdening our already strained healthcare system, and causing major financial and...