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January 2018 Edition

In This Newsletter...
Feature Article of the Month: How Will the New Tax Reform Impact You?
Living Trust Seminar Schedule
Office Locations
Contact Information
Recipe of the Month
Living Trust Seminar
For the public and also for our existing clients who want to bring family or friends!

Wednesday, 
January 10
Torrance Marriott Hotel
9:30 - 11:30 am
3635 Fashion Way

Saturday, 
January 13
Torrance Double Tree Hotel
9:00 - 11:30 am
3635 Fashion Way

Wednesday, 
January 17
Torrance Double Tree Hotel
6:30 - 8:30 pm
21333 Hawthorne Blvd .


Saturday, 
January 27
Pasadena Hilton
9:00 - 11:30 am
168 South Los Robles Avenue 

Tuesday, 
January 30
Pasadena Hilton
9:30 - 11:30 am
168 South Los Robles Avenue 


Tax Seminar
For the our existing clients who want to bring family or friends!

Tuesday, 
January 16
Torrance Double Tree Hotel
10:00 am - 12:00 pm
21333 Hawthorne Blvd.

Saturday, 
January 20
Torrance Double Tree Hotel
10:00 am - 12:00 pm
21333 Hawthorne Blvd.


Wednesday, 
January 31
Duke Hotel - Newport Beach
10:00 am - 12:00 pm
4500 MacArthur Blvd.


Tuesday, 
February 6
Duke Hotel - Newport Beach
6:30 - 8:30 pm
4500 MacArthur Blvd.
 
Medi-Cal Asset Protection Seminar
For the public and also for our existing clients who want to bring family or friends!

Tuesday, 
January 9
Torrance Main Office
9:30 - 11:00 am
990 W. 190th Street
Suite 500
Office Locations
For your convenience, we have multiple office locations throughout Southern California.

Main Office:

990 W. 190th St. 
Suite 500
Torrance, CA 90502


Other Local Offices:

790 E. Colorado Blvd.
9th Floor
Pasadena, CA 91101

5850 Canoga Ave.
4th Floor
Woodland Hills, CA 91367

333 City Drive West
17th Floor
Orange, CA 92868

5000 Birch St.
Suite 8000
Newport Beach, CA 92660
Contact Us
You may contact us to make an appointment for your initial consultation, to schedule a review of your current estate plan, or to make a referral.

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1-800-756-5596

OUR WEBSITE
Learn more about 
important estate planning issues by visiting our website.



Also, visit our blog to  keep up on the latest  developments in  estate planning.
 


How Will the New Tax Reform Impact You?
by
Philip J. Kavesh

You've probably heard about the massive new Tax Reform Bill, but how do you make sense out of its 429 pages of legal mumbo jumbo?  And can you trust what the media is saying about it?
 
If you already pay more than $20,000 a year in both federal and state income taxes, you need to know:
 
  • What are the major changes and what can you do to take advantage of them?
  • How may you plan around the new limitations on your itemized deductions - - state income taxes, mortgage interest, property taxes and charitable contributions?
  • How can you avoid high State income taxes on your stock dividends, bond interest and capital gains?
  • What should you do to reduce taxes on your IRAs?
  • If you own a business or rental real estate, should it be in an entity (S Corp, partnership, LLC) or should your existing entity be changed?
  • What estate planning should you do to take advantage of the increased estate tax exemption?
  • How could the improved school savings plan benefit your children or grandchildren?
  • How might the new tax law affect the economy, the stock market and your investment decisions? (Should you make changes to your investment portfolio?)
  • And much more!

Attend a FREE SEMINAR

 
You'll get the plain English, straight forward truth from two of the nation's leading, authorities - - tax and estate planning attorney, Philip Kavesh, and noted economist and CNBC and Fox Business News guest, Dryden Pence.
 
You don't want to miss what they'll have to say!
 
We expect a huge turnout, so you need to call and reserve your seats right away.
Please bring your friends and associates who may also benefit from this important information.

 
Call NOW 1-877-378-2833 (24 Hours)!
to reserve you seats

Dryden Pence is an LPL Registered Principal with LPL Financial, with securities and advisory services offered through LPL Financial, a Registered Investment Advisor.
Member FINRA/SIPC.
The economic forecast set forth in the presentation may not develop as predicted.

© 2017 Legal Advisory from the Law Firm of Kavesh, Minor & Otis, Inc.
Recipe of the Month

Cream Cheese Blue Berry Muffins
Prep Time: 10m  -  Cook Time: 10m -  Ready In: 20m
12 Servings  -  210  Calories per serving


Ingredients
  • cooking spray
  • 2/3 cup whipped cream cheese
  • 1 1/4 cups all-purpose flour
  • 1/2 cup table cream
  • 2 eggs
  • 3/4 teaspoon baking powder
  • 1/4 cup vegetable oil
  • 3/4 teaspoon baking soda
  • 1/2 teaspoon salt
  • 1 teaspoon vegetable oil
  • 3/4 cup white sugar
  • 8 ounces fresh blueberries
Directions  
  1. Preheat oven to 350 degrees F (175 degrees C). Grease muffin cups with cooking spray or line with paper muffin liners. 
  2. Sift flour, baking powder, baking soda, and salt together with a sifter into a bowl. Combine sugar, cream cheese, table cream, eggs, and 1/4 cup vegetable oil plus 1 teaspoon vegetable oil in a large bowl.
  3. Fold flour mixture into sugar mixture until batter is smooth. Stir in blueberries. Scoop batter into prepared muffin cups.
  4. Bake in preheated oven until golden brown, 10 to 15 minutes.
Recipe from  Allrecipes.com
Thank You

Here is a very special to all of our clients who have referred family and friends, or forwarded our newsletter to them! If you are part of a group or club and you would be interested in having us speak to the members on important estate planning topics of interest, please contact us at [email protected] .

Quote of the Month
Whatever you do or dream you can do - begin it. 
Boldness has genius and power and magic in it. null

Johann Wolfgang von Goethe
© 2017 The Law Firm of Kavesh, Minor & Otis, Inc.