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.
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.
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.
Valensi Rose, PLC celebrates its 60th Anniversary this year, marking a milestone in our long history as a small, yet nimble law firm. The firm has always encouraged cooperation and cross-marketing among its attorneys, which has contributed to its decades of success. The Daily Journal noted this in its article published on Thursday, October 25, 2012, in which it highlighted Valensi Rose’s ability to adapt to and accommodate its clients’ needs. Click here to read the full article.
Music and entertainment attorney Michael R. Morris will moderate the California Copyright Conference (CCC) Music Producer Roundtable, entitled “So What Does a Music Producer Do Anyway,” on Tuesday evening, October 9, 2012 at the Sportsmen’s Lodge in Sherman Oaks, California.
“I’m very pleased to be moderating this roundtable, since it will bring together three multi-generational producers working in different genres and one producer manager,” said Mr. Morris. “They will discuss how they got started in the business, how the changes in the music industry have affected the business of being a music producer and recording budgets, the art and craft of making records, the changes in recording technology, and more.”
Mr. Morris’ co-moderator is Kent Liu, Esq., Vice President of Business and Legal Affairs at Concord Music Group in Beverly Hills. The panelists include Walter Afanasieff, a multiple Grammy award winning producer whose credits include records by Mariah Carey, Celine Dion, Barbara Streisand, Darryl Hall, Michael Bolton, Kenny G, and Chris Botti; Paul Fox, whose producing credits include records by the Wallflowers, Ziggy Marley, Phish, They Might Be Giants, 10,000 Maniacs, Sugarcubes, XTC, and Robyn Hitchcock; Brian Kennedy, a Grammy winning producer whose producing credits include records by Rihanna, Chris Brown, Kelly Clarkson, and Jennifer Hudson; and Alan Melina of New Heights Entertainment and a renowned personal manager whose producer clients include RedOne, Adam Anders, and Orange Factory Music Moderator.
Mr. Morris is an active member of the conference’s planning committee and a frequent participant in this important industry event. He
is past president of the California Copyright Conference and has been named a “Super Lawyer” among Southern California lawyers for seven consecutive years, from 2006 through 2012. He was also designated by the Los Angeles Business Journal as one of “L.A.’s
Top 100 Lawyers” in 2009.
Mr. Morris’ clients include Grammy winners and other recording artists, record labels, production companies, music composers, on-screen talent and talent agents. For more information or to register for the event, visit the California Copyright Conference at http://www.theccc.org/.
Tax and wealth planning attorney, Mayer Nazarian, is speaking on October 16, 2012 at UBS Financial Services in Beverly Hills. The seminar will be geared towards CPAs as an audience and will focus on the Domestic Production Activity Deduction. Mayer will explain the details of the deduction and highlight its broad applicability to various industries ranging from manufacturing to software development to film/sound production to real estate construction. Generally, any business activity in the US, other than pure distribution or resale, could potentially qualify for this valuable 9% tax deduction. Below are the details of the event:
“Domestic Production Activity Deduction” with Mayer Nazarian, JD, MBT
Tuesday, October 16, 2012
1:00 p.m. – 2:45 p.m.
UBS Financial Services Inc.
131 South Rodeo Drive
Beverly Hills, CA 90212
Complimentary lunch and valet parking will be provided.
RSVP or for more information: Nicholas Schirripa | 310-281-3859 | firstname.lastname@example.org
Geoff Weg will be a featured speaker at the 85th Annual Meeting of the State Bar of California, October 11-14, 2012, in Monterey. Geoff’s program, entitled “The Taxation of Judgments and Settlements,” will cover everything from the general principles of judgment and settlement taxation to the specific taxation guidelines for emotional distress awards and attorney’s fees.
The session is scheduled for Friday, October 12, 2012, 2:15 PM – 3:45 PM and will be presented with co-panelist Eric D. Swenson. For more information or to register for the State Bar Annual Meeting, click here.