Speaking at Signature Resources on 2/18

I will be speaking at Signature Resources ( www.signatureresources.net ) on February 18, 2010, at 5:30 PM. The topic for this presentation is the changes to the estate tax laws, along with planning recommendations during this year that will benefit your estate no matter what changes ultimately occur in the future. If you are interested in attending this presentation, contact Wil Smith at Signature Resources at 949-794-1006 or wsmith@srifs.com . You may also contact me at mziebold@ferruzzo.com and I can give you additional information about the presentation.

The Next Business Killers Presentation on 2/18

The next Business Killers presentation will be held on Thursday, February 18 from 11:30 AM to 1:00 PM. This presentation covers important topics for business owners that I regularly see in my practice. Some of these topics are buy/sell agreements, key person insurance, valuations of businesses, business succession planning, and many others. If you are interested in learning more, then you can read about the presentation here: ( http://www.businesskillers.com ). If I can answer any questions about these topics or if you would like to attend this presentation, feel free to email me at mziebold@ferruzzo.com.

Next Asset Protection Society Meeting on 3/16

The next meeting of the Asset Protection Society in Orange County will be held on Tuesday, March 16, at 7:00 PM at our offices located at 3737 Birch Street, Suite 400, Newport Beach, California 92660. Our speakers will be Hilary Schneider and Marc Nelson of ESOP Corporate Resources and they will be speaking about various uses of ESOPs for employee compensation planning, asset protection, tax planning, and much more. If you would like to attend this meeting, please contact me to RSVP at mziebold@ferruzzo.com.

The Next Business Killers presentation on 1/21

The next Business Killers presentation will be on January 21 from noon to 1:30. This presentation covers important topics for business owners that I regularly see in my practice. Some of these topics are buy/sell agreements, key person insurance, valuations of businesses, business succession planning, and many others. If you are interested in learning more, then you can read about the presentation here: ( http://www.businesskillers.com ). If I can answer any questions about these topics or if you would like to attend this presentation, feel free to email me at mziebold@ferruzzo.com.

Upcoming Asset Protection Society Meeting

The next meeting of the Orange County chapter of the Asset Protection Society will occur on Tuesday, January 19 at 7:00 PM at our office in Newport Beach, California. The speaker will be Jason Forsyth of FFG Valuations. He will be speaking on a variety of topics including business valuations and discounts. If you would like to attend, feel free to contact me by phone or email to RSVP.

Changes to 2010 Estate Tax Law and Client/Advisor Teleconferences

Most of the practitioners who work with me in the area of tax and estate planning would not have gambled on the estate tax being repealed in 2010. However, this is where we sit at this time with no guidance as to what Congress will do in the future. Ultimately, each and every client has to decide what they will do with the changes that have occurred (whether to amend their current planning or to wait until Congress acts). The problem is though that many clients do not understand what the issues are as the only thing that the news focuses on is the repeal of the actual estate tax. Unfortunately no one is talking about the negative aspects of the transfer tax law in 2010, and especially for our California clients there are new developments with the California Probate code which will require amendments to your existing plan as well. Based on the above, our Firm is hosting teleconferences for existing clients of the firm and for other professionals who are friends of the Firm. For those who would like to attend one of our teleconferences, call our Firm's general line (949-608-6900) and ask for Deanna who will provide you with the information.