Past Events | Upcoming Events

Jan
17
Thu
Thursday Insights January 17 – Tell Your Clients and Friends – What To Do, and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail; Presented by Richard Katzman, Esq. @ The Southern California Institute
Jan 17 @ 2:30 pm – 4:00 pm

January 17, 2019 – Tell Your Clients and Friends – What To Do, and What Not To Do, If You Are Pulled Over After You’ve Had a Cocktail; Presented by Richard Katzman, Esq.

Driving is such an important part of our daily living that many people do not realize how much time they spend behind the wheel until their license is suspended or revoked. If someone is arrested for a DUI, they are faced with two DUI proceedings: a DMV procedural hearing and the criminal prosecution.  Join Richard as he shares insights on the critical moments from when you see the red and blue lights in your rearview mirror through the possible following year of life turmoil.

 

Jan
24
Thu
Thursday Insights January 24 – 9 Ways Out of Highly Appreciated Property; Presented by Joe Strazzeri, Esq. and Maureen Verduyn, CFP, EA, M.Ed. @ The Southern California Institute
Jan 24 @ 2:30 pm – 4:00 pm

January 24, 2019 – 9 Ways Out of Highly Appreciated Property; Presented by Joe Strazzeri, Esq. and Maureen Verduyn, CFP, EA, M.Ed.

The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities.  Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the now Nine Exit Strategies that may be more appropriate than traditional methods. Join Joe and Maureen for a dynamic discussion about how these strategies can help your real estate investor clients.

Jan
31
Thu
Thursday Insights January 31, 2019 – Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event @ The Southern California Institute
Jan 31 @ 2:30 pm – 4:00 pm

January 31, 2019 – Pre-empted for Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Team Building Event

Every 5th Thursday, the Strazzeri Mancini LLP, California Estate and Elder Law, and Southern California Institute Teams close the offices early to enjoy an afternoon of fun team building activities.

Feb
7
Thu
Business Planning Community Insights – Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool @ Southern California Institute
Feb 7 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.  Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.   Learn the anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.

Estate Planning Community Insights – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability @ Southern California Institute
Feb 7 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death.  These documents address the proverbial end as if it’s a light switch.  Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law.  Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.

Thursday Insights February 7, 2019 – Pre-empted for the 2019 Fiduciary Attorney Summit in Santa Barbara @ The Southern California Institute
Feb 7 @ 2:30 pm – 4:00 pm

February 7, 2019 – Pre-empted for the 2019 Fiduciary Attorney Summit in Santa Barbara

Don’t miss the most important fiduciary attorney educational and recreational event of the year hosted by Peter Myers, Esq. and Sean Kenney, Esq. of Fox Rothschild LLP.  Visit www.foxfiduciaryattorneysummit.com.

Feb
14
Thu
EPI LA Chapter Meeting @ Jewish Community Foundation
Feb 14 @ 7:30 am – 9:30 am

 

 

 

 

Investing in Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 created some great tax planning opportunities for business owners, investors and real estate developers by investing in the new Qualified Opportunity Zones.  In this session, an investment advisor, an accountant and an attorney will discuss the different ways to make investments into these new areas both directly and through funds.  The discussion will include some case studies and planning strategies for a variety of scenarios.

Learning Objectives:

  • To better understand the addition to the tax law – the Qualified Opportunity Zone.
  • To understand the incentives the tax code as implemented will receive to get people to invest in these areas.
  • To explain the mechanics and timing associated with an investment in an Opportunity Zone.
  • To review who might be suitable for this type of investment.

Speakers – Gregory Banner, President, Asset Preservation Strategies, Inc., Harold Winnett, Tax Partner, Squar Milner, Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Gregory R. Banner, CFP®, CLU®, CRTP, President, Asset Preservation Strategies, Inc.

Mr. Banner is an Investment Advisor Representative that specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, alternative asset management, tax reduction strategies, insurance and estate planning strategies, and asset protection for both individuals and businesses.  Greg has 32 years of experience working with business owners to grow their businesses in addition to developing a vision and plan for the future of the family and the business.

Harold Winnett, Tax Partner, Squar Milner

Mr. Winnett is a partner in the Squar Milner Tax Department. He specializes in family and closely held business, clients involved in manufacturing, distribution and services businesses. He actively participates in all aspects of client’s business affairs, including tax and business planning. Much of his practice is focused on creating financial strategies for owner-operated businesses. His diverse experience makes him an invaluable resource to his clients in a wide assortment of areas including tax preparation & minimization, growth strategies, succession planning, and mergers & acquisitions including succession and exit planning strategies for small-to-mid-sized businesses.

Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Mr. Nazarian is transactional tax attorney uniquely trained with top regional and national tax firms. He combines a breadth and depth of accounting and legal expertise with a knowledge of a wide range of businesses and structures to assist business owners in developing optimal and practical tax strategies at all stages of their company’s lifecycle, from formation and operation to sale or dissolution.  Mr. Nazarian also has experience successfully representing clients and negotiating on their behalf before the Internal Revenue Service, as well as various state and local taxing authorities

EPI OC Chapter Meeting @ Maggiano’s South Coast Plaza
Feb 14 @ 2:30 pm – 4:00 pm

 

 

 

 

Investing in Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 created some great tax planning opportunities for business owners, investors and real estate developers by investing in the new Qualified Opportunity Zones.  In this session, an investment advisor, an accountant and an attorney will discuss the different ways to make investments into these new areas both directly and through funds.  The discussion will include some case studies and planning strategies for a variety of scenarios.

Learning Objectives:

  • To better understand the addition to the tax law – the Qualified Opportunity Zone.
  • To understand the incentives the tax code as implemented will receive to get people to invest in these areas.
  • To explain the mechanics and timing associated with an investment in an Opportunity Zone.
  • To review who might be suitable for this type of investment.

Speakers – Gregory Banner, President, Asset Preservation Strategies, Inc., Harold Winnett, Tax Partner, Squar Milner, Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Gregory R. Banner, CFP®, CLU®, CRTP, President, Asset Preservation Strategies, Inc.

Mr. Banner is an Investment Advisor Representative that specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, alternative asset management, tax reduction strategies, insurance and estate planning strategies, and asset protection for both individuals and businesses.  Greg has 32 years of experience working with business owners to grow their businesses in addition to developing a vision and plan for the future of the family and the business.

Harold Winnett, Tax Partner, Squar Milner

Mr. Winnett is a partner in the Squar Milner Tax Department. He specializes in family and closely held business, clients involved in manufacturing, distribution and services businesses. He actively participates in all aspects of client’s business affairs, including tax and business planning. Much of his practice is focused on creating financial strategies for owner-operated businesses. His diverse experience makes him an invaluable resource to his clients in a wide assortment of areas including tax preparation & minimization, growth strategies, succession planning, and mergers & acquisitions including succession and exit planning strategies for small-to-mid-sized businesses.

Mayer Nazarian, Partner and Tax Department Chair, CKR Law, LLP

Mr. Nazarian is transactional tax attorney uniquely trained with top regional and national tax firms. He combines a breadth and depth of accounting and legal expertise with a knowledge of a wide range of businesses and structures to assist business owners in developing optimal and practical tax strategies at all stages of their company’s lifecycle, from formation and operation to sale or dissolution.  Mr. Nazarian also has experience successfully representing clients and negotiating on their behalf before the Internal Revenue Service, as well as various state and local taxing authorities

Thursday Insights February 14 – Benefits Planning – Understanding the Options You’re Entitled To; Presented by Scott Stewart, Esq. and Steve Mancini, Esq. @ The Southern California Institute
Feb 14 @ 2:30 pm – 4:00 pm

February 14, 2019 – Benefits Planning – Understanding the Options You’re Entitled To; Presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Confronting the costs of long-term care is often the largest expense a couple will face.  Families often believe that it is too late or early to plan – and they must bare these costs on their own.  Though this may have been true 10 or 20 years ago, that is not the law now.  Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.

 

Feb
21
Thu
The Gathering 2019 – Two Day Event @ Marriott - Del Mar
Feb 21 @ 8:00 am – Feb 22 @ 5:00 pm

Thursday, February 21, 2019
General Topic: Estate Planning

Friday, February 22, 2019
General Topic: Business Planning

The cost for this 2-day event is $420.

Click Here to View the Gathering 2019 Page

If you prefer to only attend one of the two days, the fee is  $260 per day.  Please select the button below that represents which day(s) you would like to attend.

 

 

Feb
28
Thu
Thursday Insights February 28 – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; Presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA @ The Southern California Institute
Feb 28 @ 2:30 pm – 4:00 pm

February 28, 2019 – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; Presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Transitioning your business has the complication of whether it is in whole or in part; internally to the family or team; or selling to a third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  Join Joe and Melisa as they identify and discuss the pros and cons of the myriad of potential transition strategies as well as the improvements you should start making now to increase the value of the business and prepare for life post transition.

 

Mar
7
Thu
Business Planning Community Insights – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow @ Southern California Institute
Mar 7 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, asset protection, finance, operations, sales and marketing, human resources, culture, and crisis management.

Estate Planning Community Insights – Benefits Planning – Understanding the Options You’re Entitled To @ Southern California Institute
Mar 7 @ 12:00 pm – 1:30 pm

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Confronting the costs of long-term care is often the largest expense a couple will face.  Families often believe that it is too late or early to plan – and they must bare these costs on their own.  Though this may have been true 10 or 20 years ago, that is not the law now.  Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.

Thursday Insights March 7 – Hospice Misconceptions and Challenges Associated with End of Life; Presented by Julie Owens, RN, DCS and Julia Struntz, Community Outreach at Hospice of the South Coast @ The Southern California Institute
Mar 7 @ 2:30 pm – 4:00 pm

March 7, 2019 – Hospice Misconceptions and Challenges Associated with End of Life; Presented by Julie Owens, RN, DCS and Julia Struntz, Community Outreach at Hospice of the South Coast

Hospice care is often misunderstood as a resource only available in the last few days of life.  Julie and Julia will share all the who, what, when, and where’s of hospice care – understand and share with your clients the full benefits of using a hospice group and the value of talking with loved ones about end of life wishes before a crisis hits. 

Mar
14
Thu
EPI LA Chapter Meeting @ Jewish Community Foundation
Mar 14 @ 7:30 am – 9:30 am

 

 

 

 

What Really Happens When You Sell Your Business – Planning Realities, Pitfalls and Success

Selling your business is not a quick or easy process.  Understanding the process, the time involved and the information required can help business owners endure the journey and achieve the best outcome for their business.

This presentation will cover planning for the sale of your business from an accounting and finance perspective.  In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong.  Finally, this session will discuss the closing process and what happens post-closing.

Learning Objectives:

  • Understanding the timeframe and deciding what type of sale the business owner is seeking
  • The process – plans and requirements
  • Overcoming questions and roadblocks
  • Closing and the future

Speakers:

Randy Miller, Consulting CFO, RMM Accounting

After over 20 years as a Senior Financial Officer with both family-owned and private equity companies, Randy has been working as a contract CFO for companies in transition – high-growth, generational change, and restructuring/turnaround situations.  Randy’s industry experience includes Retail, Financial Services, Business Services, Internet and Telecommunications, Advertising and IT Asset Disposal.  He has been part of the start-up team at several companies and has also worked with Trustees as part of turnaround efforts for Chapter 11 companies.  Randy graduated from the University of Southern California Marshall School of Business.

David Miller, Business Consultant, Partner with B2B CFO

As an experienced CFO and business/investment manager, David contracts with business owners on an as-needed basis, helping them get a grip on the financial side of their businesses and working with them on strategies that increase the long term value of their businesses and their personal wealth.  In the event of a business transition he helps business owners groom and position their companies for sale.  His industry experience includes international shipping, apparel manufacturing, automotive, real estate, alternative energy and business services. David graduated in Commerce and Economics from the University of Queensland and is a member of CPA Australia.

 

EPI OC Chapter Meeting @ Maggiano’s South Coast Plaza
Mar 14 @ 2:30 pm – 4:00 pm

 

 

 

 

What Really Happens When You Sell Your Business – Planning Realities, Pitfalls and Success

Selling your business is not a quick or easy process.  Understanding the process, the time involved and the information required can help business owners endure the journey and achieve the best outcome for their business.

This presentation will cover planning for the sale of your business from an accounting and finance perspective.  In this session, you will learn about preparing the business for sale, the due diligence process and we will provide examples of hurdles that owners must overcome and what can go wrong.  Finally, this session will discuss the closing process and what happens post-closing.

Learning Objectives:

  • Understanding the timeframe and deciding what type of sale the business owner is seeking
  • The process – plans and requirements
  • Overcoming questions and roadblocks
  • Closing and the future

Speakers:

Randy Miller, Consulting CFO, RMM Accounting

After over 20 years as a Senior Financial Officer with both family-owned and private equity companies, Randy has been working as a contract CFO for companies in transition – high-growth, generational change, and restructuring/turnaround situations.  Randy’s industry experience includes Retail, Financial Services, Business Services, Internet and Telecommunications, Advertising and IT Asset Disposal.  He has been part of the start-up team at several companies and has also worked with Trustees as part of turnaround efforts for Chapter 11 companies.  Randy graduated from the University of Southern California Marshall School of Business.

David Miller, Business Consultant, Partner with B2B CFO

As an experienced CFO and business/investment manager, David contracts with business owners on an as-needed basis, helping them get a grip on the financial side of their businesses and working with them on strategies that increase the long term value of their businesses and their personal wealth.  In the event of a business transition he helps business owners groom and position their companies for sale.  His industry experience includes international shipping, apparel manufacturing, automotive, real estate, alternative energy and business services. David graduated in Commerce and Economics from the University of Queensland and is a member of CPA Australia.

 

SCI Spring Mixer – A St. Patrick’s Day Celebration @ The Southern California Institute
Mar 14 @ 2:30 pm – 4:30 pm

SCI Spring Mixer – A St. Patrick’s Day Celebration

While we often come together for education and collegiality, let’s take this opportunity to just enjoy each other’s company and celebrate St. Patrick’s Day – a couple days early.  The Southern California Institute invites you to learn interesting facts about Saint Patrick’s Day, sample spirited Irish drinks, and taste traditional Irish eats! Register at www.ThursdayInsights.com.

Mar
21
Thu
Thursday Insights March 21 – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; Presented by Brooke Jensen, Esq. and Scott Stewart, Esq. @ The Southern California Institute
Mar 21 @ 2:30 pm – 4:00 pm

March 21, 2019 – Why Most Estate Plans Will Not Work Considering the New Tax Law and/or the Likelihood of Disability; Presented by Brooke Jensen, Esq. and Scott Stewart, Esq.

Wills, trusts, and other estate planning documents have been traditionally drafted to solve for the moments before death and the years after death.  These documents address the proverbial end as if it’s a light switch.  Learn how your planning and documents can address the full spectrum of planning – everything that may happen between now and then in the areas of control, health, safety, finances, and estate preservation.  Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law.  Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities.

 

Mar
28
Thu
Thursday Insights March 28 – Hot Topics for 2019; Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq. @ The Southern California Institute
Mar 28 @ 2:30 pm – 4:00 pm

March 28, 2019 – Hot Topics for 2019; Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.

Join Joe and Steve as they dig into the planning opportunities and pitfalls that have been created by recent changes in the tax, financial, and legal environment.  They’ll focus on the most practical and relevant topics of conversation for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Learn and discuss how these changes and opportunities affect your clients and how to explain and implement.

 

Apr
4
Thu
Business Planning Community Insights – The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom @ Southern California Institute
Apr 4 @ 9:00 am – 10:30 am

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

The Decision – Understanding Your 10 Business Succession Options – If, When, How, How Much, and to Whom; presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Transitioning your business includes a complicated set of decisions such as whether it is in whole or in part; internally to the family or team; or selling to a third party.  Business owners often have the feeling that the advice they are receiving is prematurely narrowed.  Join Joe and Melisa as they identify and discuss the pros and cons of the myriad of potential transition strategies as well as the improvements you should start making now to increase the value of the business and prepare for life post transition.