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How To CUT Your Tax Bill When Selling Real Property

REAL PROPERTY SALES: HOW DO I AVOID CAPITAL GAINS TAX IN CALIFORNIA?

July 28, 2022

Many people want to delay – or avoid entirely – payment of capital gains tax. People also want to preserve their Prop 13 tax base. ...

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TOP 10 Steps So You Don’t Outlive Your Money in Retirement

July 21, 2022

Get all the basics on planning a sound financial life as we outline the top 10 crucial steps to make sure you don’t outlive your ...

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CRITICAL Asset Protection And Income Tax Reduction Strategies For Business Owners

How to PROTECT Assets and Cut Taxes!

July 7, 2022

For California residents, we’ll discuss a great, but little-known tool that can protect your assets from creditors in preparation for retirement—but it must be structured ...

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Why Retiring in California May Actually Be a Smart Idea

July 5, 2022

Is it possible for me to retire in California? How much does it cost to retire in California? Is California too expensive? Are California’s income ...

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What Do I Do If I SUDDENLY Become a Successor Trustee?

June 30, 2022

Is a trusteeship in your future? Join us for an informative webinar where we outline the role, the duties, and the issues you may face!

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How to Choose a Successor Trustee for a Living Trust

June 27, 2022

How should I choose the successor trustee for my living trust? Should I name more than one trustee for my trust? Are co-trustees or joint ...

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SECRETS Of Oil Gas Govt Tax Subsidized Investments 1

LAST CHANCE: Oil & Gas Govt Tax-Subsidized Investments in July & Aug

June 23, 2022

Smart investors can minimize income tax liability while receiving a remarkably good return. Learn a little-known tax-saving strategy only offered during July and August!

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Investing In Cryptocurrency: The Hot Tax and Estate Planning Issues

June 17, 2022

An attorney discusses the legal, tax, and estate issues in cryptocurrency. How do you own cryptocurrency? How is cryptocurrency taxed? What are best practices for ...

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CRUCIAL Estate Planning for Life Partners & Unmarried Couples

June 9, 2022

Proper Estate Planning ensures a life partner will benefit from an estate, avoid a complicated estate administration process or litigation—and may reduce taxes after you ...

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What is a power of attorney? What are the dangers of a POA or a conservatorship?

May 31, 2022

Do I need a Power of Attorney (POA) to take care of my parents? How to get Power of Attorney in California? What are the ...

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High Net Worth Consider A ‘FAMILY OFFICE For Tax Estate Planning

High-Power INVESTING with a Self-Directed IRA

May 26, 2022

If you would like to invest your IRA funds in alternative assets, including real estate, crypto currency, startup companies, or precious metals, we will tell ...

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Insider Market UPDATE for 2022 into 2023

May 19, 2022

What should Wall Street (and you!) expect for the rest of 2022 into 2023? Join us for a frank and exclusive conversation...

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Medical Professionals: SPECIAL Estate Planning Issues

May 4, 2022

Let's discuss the unique issues and special strategies that physicians, dentists, pharmacists, and other medical professionals must know when planning their estates...

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