Attention All Gmail Users

If you use Gmail for your e-mail, you have probably noticed that Gmail recently changed its inbox to help automatically sort your mail using tabs (Primary, Social, Promotion, Updates and Forums). Although this is a very helpful change, what this means is that you are no longer in control where your e-mails will go or how they will be sorted for you. Before this change, all of your e-mails went into one place (your main inbox). If you are subscribed to our e-mails, you will mostly find that they will fall into the “Promotions” tab instead of the “Primary” tab….

The Supreme Court Overturns DOMA

In a landmark ruling, the United States Supreme Court in a 5-4 decision, overturned the Defense of Marriage Act (DOMA), passed by bipartisan majorities and signed by President Bill Clinton. They found it to be an unconstitutional violation of the Fifth Amendment. We are holding a special 60-minute teleconference with renowned CPA, Robert S. Keebler, on Tuesday, July 9th at 9am Pacific (12pm Eastern) on this topic. For more information, click here. Also, with permission by and courtesy of Leimberg Information Services, Inc. (LISI) (for information about how to subscribe to LISI, click here), Bob Keebler did a 60-Second Planner…

Robert Keebler on President Obama’s 2014 Budget Proposal

Thanks to generosity of Robert Keebler, CPA, MST, AEP (Distinguished) of Keebler & Associates, LLP, AICPA and Leimberg Information Services, we are pleased to provide to you two free podcasts to download on the subject of President Obama’s 2014 Proposed Budget. Obama’s proposed budget will have a negative impact on the following planning: The estate tax rate would increase to 45% from today’s 40% rate. The gift tax exemption would be reduced to $1,000,000 The estate tax and GST exemptions would be reduced to $3,500,000 The GST period would be limited to 90 years from today’s unlimited period Current dynasty…

We’re Moving!

Please be advised that we are currently moving our office location. Our office will be closed on Friday, November 30th and will re-open for business at 8:30am Pacific Time on Monday, December 3rd. We look forward to our brand new office (right next to the beach!). Don’t forget to update your address book! 212 Yacht Club Way, Suite A-7 Redondo Beach, California 90277 Thanks for your understanding and patience during this entire process!

Thanksgiving Holiday Hours and a Special Thanksgiving Story from Phil

In observance of the Thanksgiving holiday, our office will be closed at 12pm Pacific on Wednesday, November 21st and will re-open at 8:30am Pacific on Monday, November 26th. We hope that all of our customers, prospective customers, readers, followers, fans and their loved ones have a wonderful and safe Thanksgiving, filled with great food, fun, memories and thanks. Please enjoy this special Thanksgiving story from our President, Philip Kavesh. A Truly American Thanksgiving Feast! By Attorney Philip J. Kavesh, President Growing up in a small farm town in Southern New Jersey, Thanksgiving was always one of my favorite days of…

Last Chance to Register for This Wednesday’s Post-Election Teleconference

November 6, 2012 may prove to be one of the most important election days in U.S. history, at least from a tax perspective. Regardless of who wins the Presidency and who controls the Senate and House, we are likely to see the first major changes to the U.S. Tax Code in over ten years. Accordingly, there is no better time than immediately after the election to advise your clients and prospects on what important steps to take before the tax law changes in 2013. That’s why we’re bringing together on November 7th – – the day after the election –…

Book Bonuses Extended Through Friday, November 9th!

We are pleased to announce that we have extended the deadline to receive 3 free bonuses to those who purchase a copy of the new book, 2012 Estate Tax Planning Steps to Take Now, by the 3 of the industry’s leading tax and estate planning experts, Martin Shenkman, J.D., CPA, MBA, Jonathan Blattmachr, J.D. and Robert S. Keebler, CPA, MST, AEP (Distinguished). These 4 bonuses include: BONUS #1: Access to a special website where you can immediately customize, address and mail out the provided marketing postcard, so you can get clients and prospects to start calling you for appointments!* BONUS…

Steve Oshins Named Among Top Lawyers in Nevada

Nationally renowned estate planning and asset protection attorney, Steven J. Oshins, was recently named among the Top Lawyers in Southern Nevada in VEGAS INC. (Click here to view Steve’s interview). Congratulations, Steve! Steve Oshins is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is rated AV by the Martindale-Hubbell Law Directory and is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year by The Best Lawyers in America®, an honor given to only one lawyer. He was voted into the NAEPC…