Dear Clients, Colleagues, and Friends, As we approach the “next normal” and begin to plan re-entry into a more traditional work and lifestyle with more social interaction, there are many aspects of business and personal lives that need to be planned and reconsidered. It’s difficult – if not impossible – to determine the long-term effects of the coronavirus lockdown on our economy, and we’re all feeling a loss of control […]

Make a Lemonade Stand with a Twist Dear Clients, Colleagues, and Friends,   The economic conditions accompanying the COVID-19 pandemic have created many avenues of change. Out of the decreasing valuation of closely held businesses, investment portfolios and real estate, comes an opportunity that only exists once in a generation. To that end, we introduce you to the Preferred Partnership Freeze (PPF). The assets you expect to appreciate in the long […]

Support Local Restaurants Dear Clients, Colleagues, and Friends,   If you are like me, there are so many great restaurants to choose from in our area we take their existence for granted.  Well we shouldn’t and this Client Alert is asking you to do your part to help out. During the COVID-19 virus crisis we are home bound and still need to eat.  Many of the restaurants have closed or scaled […]

Protecting Your Family During These Challenging Times Dear Clients, Colleagues, and Friends, The Jeffrey M. Verdon Law Group is taking the COVID-19 pandemic quite seriously. To that end we will be available to respond to any and all of your concerns regarding your estate planning and risk mitigation needs. Some of our clients have been calling with questions about how to best protect their estates and assets while preparing for […]

Dear Clients, Colleagues, and Friends, On January 1, 2020, the California Consumer Privacy Act (‘CCPA’) came into force. The CCPA will have a significant impact on businesses with even a light Californian footprint, and not just in terms of their compliance and regulatory burdens: there could be serious consequences for individual business owners and officers whose companies breach the CCPA. Those who may be affected should assess their current asset […]

Gods and Empires  Crystal Symphony Cruise September 20-27, 2020 Dear Friends, Colleagues, and Clients, Over the years, Mark Skousen, economist financial advisor and university professor, and I have had the pleasure of taking groups to Australia, Asia, the Baltics, South America, the British Isles, and the Mediterranean. Each trip has been a wonderful experience exploring the ports with our attendees and learning along the way. We’ve made many lifelong friendships. My […]

Gods and Empires  Crystal Symphony Cruise September 20-27, 2020 Dear Friends, Colleagues, and Clients, Our upcoming Crystal Symphony cruise, sailing from September 20th – 27th, and exploring Athens and Rome, is almost completely booked. While the cabins allotted for the conference are selling fast, the rest of the cabins are sold out. The good news is there are still 24 cabins allocated for our conference group, but they must be filled […]

Dear Friends, Colleagues, and Clients, 2020 forecasts to be a year of significant M&A activity.  If you are considering selling your company and the idea of paying tax rates of 40% or more of your gain is unappealing, you will want to learn about the age old technique called the Employee Stock Ownership Plan (ESOP), an IRS approved tax advantaged business exit strategy. Carl J. Hattermann has assembled some of the […]