Client Alerts

Cash Flow Wealth Summit

Cash Flow Wealth Summit – A Huge Success!

Dear Clients, Colleagues, and Friends, On May 15, 2015, our Client Alert announced “Jeffrey Verdon to Speak at Cash Flow Wealth Summit” in which the seminar producers used a remarkable new technology — a virtual online financial conference — where the attendee could attend the conference, visit the exhibit hall, and attend the presentations, all from the comfort and convenience of his or her home or office. For over 25 […]

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Cash Flow Wealth Summit

Jeffrey Verdon to Speak at Cash Flow Wealth Summit

Dear Clients, Colleagues, and Friends, I’d like to personally invite you to attend the Cash Flow Wealth Summit, where I will be participating as a guest speaker in the category of comprehensive estate planning and asset protection strategies. The topic of my presentation is “Secrets of the Dirty Filthy Rich — Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner“. This two-day virtual conference — presenting […]

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gavel money

For Donald Sterling’s Mistress: More Than One Kind of “Protection” Was Necessary

Dear Clients, Colleagues, and Friends, Last month, a Los Angeles judge ordered V. Stiviano, the former mistress of ex-Clippers owner Donald Sterling, to pay $2.6 million to Sterling’s wife Shelly for gifts that were part of the Sterling’s community property. These gifts included a $1.2M house, three luxury cars, extensive shopping trips and world travel. No one would fault Shelly Sterling for wanting her day in court against her husband’s […]

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The Best Little Asset Protection Vehicle No One Has Ever Heard Of — Securing Retirement

Dear Clients, Colleagues, and Friends, Life is full of little surprises.  Wondering if you have enough money for retirement should not be one of them. Imagine this… You’ve worked your entire life to build a successful business, investing every spare penny back into your company.  Your long-term plan?  To sell the company when you turn 60 so you can live a life of leisure on the proceeds.  Then, disaster strikes.  […]

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Bitcoins

Jeffrey M. Verdon Law Group, LLP Now Accepts Bitcoin

Dear Clients, Colleagues, and Friends, The Jeffrey M. Verdon Law Group, LLP is pleased to announce that effective May 1, 2015, it will add Bitcoin to options of payment methods for services rendered. This effort is in response to increasing requests for payment in Bitcoin, and we see this trend increasing as more and more people desire the use of virtual currency, i.e., electronic cash. Bitcoin is an online payment […]

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But I Thought My Assets and Legacy Were Protected

MEDIA MENTION: Jeffrey Verdon Published in Orange County Business Journal Dear Clients, Colleagues, and Friends, We are pleased to share with you that Jeffrey Verdon was recently published in The Orange County Business Journal (OCBJ). The OCBJ is a leading business journal which provides comprehensive, authoritative news and information for Orange County business owners seeking first class reporting on important business issues.

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You Can Have Your Castle and Protect It Too

Dear Clients, Colleagues, and Friends, Mike’s lifelong dream of building his own house is about to come true. After years of searching, Mike finally found the perfect tear-down on an amazing lot with views to die for. He worked for over two years with an architect to design a show-stopping, LEED-certified house that will boast everything from a wine cellar to a sauna in the master bath… and it even […]

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Invitation to The Inaugural Politics and Your Portfolio Cruise, Sept. 13-20, 2015

Dear Clients, Colleagues, and Friends, I just returned from two weeks aboard the Crystal Symphony over the holidays and was reminded of what a fabulous cruise line it is. “The Politics and Your Portfolio” program is being held aboard the beautiful Crystal Symphony from New York to Montreal and is selling well. Now is the time to reserve your cabin and make this event part of your agenda to learn […]

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It’s Mid-December and You Want to Help Your Favorite Charity By Year-End, Have You Looked at a CLAT?

Dear Clients, Colleagues, and Friends, What is a CLAT you ask? CLAT stands for Charitable Lead Annuity Trust. Sounds complicated, right? Well, not really. Let’s see what Paul did with his CLAT this December. A CLAT is a very efficient way to do your charitable giving–almost too good to be true–but the IRS allows you to do this. In fact, the current Commissioner of the Internal Revenue Service, John Koskinen, […]

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Did the California Appeals Court End the Company Holiday Party?

Dear Clients, Colleagues, and Friends, In a recent issue of Client Alert, we illustrated just how far the courts are going to hold the “deep pocket” responsible to pay damages even though he or she didn’t cause them. We wrote about John Catsimatidis, a modern business hero and successful immigrant entrepreneur, being found personally liable for millions of dollars in damages because someone in his company was found to violate […]

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