Trust and estate planning attorney, Bruce D. Sires, was recently quoted in an Investor’s Business Daily article entitled “Early Planning Is Key To Smooth Inheritance Transfer.” The article, which appeared in the February 21, 2014 Financial Advisers’ Guide – Best Practices, highlights the importance of estate planning as a way to avoid troublesome issues after death. Bruce has decades of experience in estate planning and can help you determine the best option for your particular situation. Click here to read the full article.Read More
Tax and entertainment partner Michael Morris’ recent article on the Michael Jackson brand valuation dispute was featured in the Billboard Biz Bulletin and online at Billboard.com. The article highlighted the contentious matter between Jackson’s estate (who is valuing the deceased pop icon’s name and likeness rights at a mere $2,105) and the IRS (who values the same rights at over $434 million). Click here
to read the full article.
Valensi Rose tax and estate planning attorney, Autumn Ronda, will be a featured speaker at this year’s Annual Meeting of the California Bar Tax Section in San Jose on November 7-9, 2013. Autumn will speak on the topic of “Designing Your Tax Law Career” as a member of both the tax section and the Young Tax Lawyers of the State Bar. With an LL.M in taxation from Loyola Law School and her recent installation as Beverly Hills Bar Barristers President, Autumn is well-poised to speak on shaping a successful career and practice.
For more information or to register for the meeting, visit the Tax Section Meeting’s site here.
Partner and senior tax attorney, Michael R. Morris, was recently profiled on LawCrossing.com in an article that explores the various aspects of Michael’s personal and professional life and how he came to be where he is today.
“I thought becoming an attorney was a good way to combine my analytical abilities with my people skills and put them to good use. I like the arts and becoming an attorney enabled me to work with talented individuals in the entertainment field. I get up in the morning and really appreciate the opportunity to work on La Toya Jackson’s TV show, solve a client’s tax problem or close a business deal. I am most passionate about areas that let me be a true consigliore and problem solver!”
Click here to read the full article on LawCrossing.com.Read More
Valensi Rose is pleased to announce that three of its attorneys were designated by Super Lawyers Magazine as “Rising Stars” among Southern California lawyers for 2013. Only 2.5% of the lawyers in the state who are under age 40 or have been practicing 10 years or less are awarded this exclusive designation. Please join us in congratulating our attorneys on their achievement!
Autumn is being recognized as a Rising Star in Estate Planning & Probate for 2013.
John has been recognized as a Rising Star in General Litigation for three years: 2009, 2010 and 2013.
Mayer is being recognized as a Rising Star in Tax for 2013.
Valensi Rose tax and estate planning attorney, Bruce Sires and Mayer Nazarian, will speak that the 11th Annual Advanced Estate Planning Conference sponsored by the Korean-American CPA Society and Professional Advisors Group on May 31, 2013.
Mayer Nazarian’s presentation, entitled “Domestic Production Activity Deduction,” will show how US taxpayers can receive a 9% deduction against taxable income based upon revenue generated from qualifying activities occurring in the US.
Bruce Sires will speak on “Hot Estate Planning Topics.” His presentation will focus on grantor trusts, GRATS, sales to grantors, nontaxable gifts, portability of the annual exclusion and loans to children.Read More