Hess-Verdon in the News!
NEW YORK — Many small business owners don’t plan for what will happen to their companies after their deaths, even though their businesses could be at risk of shutting down if they die suddenly. (READ ON)
Earlier this year, California State Senator Scott Wiener (D-San Francisco) sponsored a bill that would introduce a new estate tax. He stated that this new tax is a necessary response to President Trump’s 2017 Tax Cuts and Jobs Act, which raised the federal estate tax...
Some Succession Planning Basics Business Owners Need to Know By Joyce Rosenberg, The Associated Press June 19, 2019 NEW YORK — Many small business owners don't plan for what will happen to their companies after their deaths, even though their businesses could be at...
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Bring People Together for
Clean Water and a Healthy Ocean
The Wyland Foundation, a 501(c)(3) non-profit organization, is dedicated to promoting, protecting, and preserving the world’s ocean, waterways, and marine life. The foundation encourages environmental awareness through education programs, public arts projects, and community events.
Working closely with our local Children’s Hospital.
At CHOC, they provide price-less care for infants, children, and adolescents.
Our 2019 Conference
The event was a huge success, and we all had a great time. Much was discussed on the new tax law changes.
Get Involved in charitable giving whenever possible.
Don’t wait until December 2019 to plan your annual gifting. Schedule time to come in and chat about the best method of gifting for you and your family.