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FOR PROFESSIONALS - What You Need to Know About Gift Tax ReturnsThursday, January 14, 2010 from 9:45 AM - 12:00 PM (PT) Carlsbad, CA | Law Office of Debra Leffler Streeter |
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| Wednesday, December 09, 2009 | FOR PROFESSIONALS - Planning Opportunities Created by Roth IRA Conversions |
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| Tuesday, December 08, 2009 | FOR PROFESSIONALS - 2009 in Review |
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| Thursday, November 12, 2009 | FOR PROFESSIONALS - Asset Protecting IRAs - Including Inherited IRAs - with Retirement Trusts |
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| Tuesday, November 10, 2009 | FOR PROFESSIONALS - Roth IRA Coversions in 2010 |
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| Thursday, November 05, 2009 | FOR BUSINESS OWNERS - Save Taxes and Protect Your Assets with the Right Business Entity |
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| Thursday, August 13, 2009 | FOR BUSINESS OWNERS - Save Taxes and Protect Your Assets with the Right Business Entity |
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| Tuesday, August 11, 2009 | FOR INDIVIDUALS - Why Now is the Best Time to Create or Change Your Estate Plan |
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| Wednesday, July 15, 2009 | FOR PROFESSIONALS - Life Insurance Trusts |
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| Wednesday, June 17, 2009 | FOR PROFESSIONALS - Paying for Large Insurance Premiums |
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| Wednesday, June 10, 2009 | FOR BUSINESS OWNERS - Save Taxes and Protect Your Assets with the Right Business Entity |
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| Tuesday, June 09, 2009 | FOR INDIVIDUALS - Why Now is the Best Time to Create or Change Your Estate Plan |
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| Wednesday, May 20, 2009 | FOR PROFESSIONALS - Implementing Non-Qualified Plans for Key Employees and Employers |
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| Tuesday, May 19, 2009 | FOR PROFESSIONALS - The Grantor Trust Rules and Their Implications |
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| Wednesday, April 22, 2009 | FOR INDIVIDUALS - Why Now is the Best Time to Create or Change Your Estate Plan |
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| Wednesday, April 22, 2009 | FOR PROFESSIONALS - Education Funding Alternatives |
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| Tuesday, April 21, 2009 | FOR BUSINESS OWNERS - Save Taxes and Protect Your Assets with the Right Business Entity |
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| Tuesday, April 21, 2009 | FOR PROFESSIONALS - Practical Applications of the Economic Stimulus Package |
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| Wednesday, March 18, 2009 | Planning Opportunities Under the Economic Stimulus Package |
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| Wednesday, February 18, 2009 | Solidifying the Investment Advisor Relationship through Creative Trust Planning |
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| Tuesday, February 03, 2009 | Best Ideas to Reduce Client's Taxes and Keep You Busy Throughout the Summer |
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Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
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