Thursday Insights

A Collaborative Forum for Professionals

Thursday Insights are a series of collaborative forums for professionals — attorneys, CPAs, real estate agents, brokers, financial advisors — to share uncommon knowledge, insights and practical “know-how.” They are also an opportunity to network with others and enjoy their company. Our Redondo Beach office doors open at 4:00 and presenters begin speaking promptly at 4:15. Refreshments and beverages will be served. There is no need to RSVP, and we hope to see you on a Thursday soon.

SCHEDULE TBD

Past Presentations

11/16/2017 – Steven Spierer

Steve Answers Questions from High Producing Realtors PLUS all the Questions You Can Ask

11/02/2017 – Jason Sampas

The Different Methods of Holding Title to Real Estate

10/19/2017 – Lisa Greengrove

Learn What Savvy Borrowers Know about Commercial Loan Term Sheets

10/05/2017 – Robert Owen

Property Tax Reassessment – Why It Happens, When It Happens, and What To Do About It

9/21/2017 – Fred Corbalis

I Formed an Entity, How to I Operate it Correctly?

9/07/2017 – Stephen Goldberg

Questions and Answers

7/20/2017 – Jason Sampas

To Entity or Not to Entity

7/06/2017 – Robert Owen

What Happens to the House? Administering Estates with Real Property

6/15/2017 – Fred Corbalis

My Friend/Family Member/Business Associate/Acquaintance Has Asked to Borrow Money From Me and I would Like to Do It

6/01/2017 – Lisa Greengrove

Understanding the Fine Print

5/18/2017 – Steven Spierer

Steve Answers Questions from High Producing Realtors PLUS all the Questions You Can Ask

5/04/2017 – Michelle DeMason

You’ve Been Sued – But There is no Need to Panic! What to do if you are in a lawsuit (and some tips on how to avoid getting sued in the first place)

4/20/2017 – Jason Sampas

A Quiet Evening Discussing Property Tax

4/06/2017 – Stephen Goldberg

Lawyer Jokes

3/16/2017 – Fred Corbalis

The ABC’s of Trust Administration: What happens when a person has a living trust and they die?

3/02/2017 – Renee DeGolier

Brokers/Agents Beware

2/16/2017 – Robert Owen

Property is not just Real Estate – Managing Different Types of Assets in Trust Planning and Administration

2/02/2017 – Jason Sampas

How to Leverage the Tax Code to Your Advantage

1/19/2017 – Michelle DeMason

You’ve Been Sued – But There is no Need to Panic! What to do if you are in a lawsuit (and some tips on how to avoid getting sued in the first place)

11/17/2016 – Steven Spierer

Steve Answers Questions from High Producing Realtors PLUS all the Questions You Can Ask

11/03/2016 – Lisa Greengrove

Learn What Smart Investors Know About Purchasing Commercial Property

10/20/2016 – Stephen Goldberg

NEVER NEED A LAWYER AGAIN!

10/06/2016 – Robert Owen

Half in, Half out – Administering Partially Funded Trusts