IRA Rollover Tax Free

Just this month Congress passed the "Tax Extenders and Alternative Minimum Tax Relief Act of 2008" (In Division C of H.R. 1424 Sec. 408(d)(8)(A)) extending an excellent charitable planning opportunity for both 2008 and 2009. This act permits an IRA owner age 70½ or older to make a direct transfer to charity. The transfer may [...]

By |2018-09-18T00:46:28-07:00January 13th, 2009|Posts|0 Comments

Making a Difference with Fun

Ultimate Dining Experience On Sunday, August 5, 2008 six notable chefs, as well as Wedell Cellars of Arroyo Grande, Opolo Vineyards, Wades Wines and The Wineyard collaborated for what has become known as the Ultimate Dining Experience. Held at the Hyatt Westlake Plaza in Westlake Village, this event  was once again a triumphant success for [...]

By |2018-09-18T00:46:28-07:00January 13th, 2009|In the News|0 Comments
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