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Thursday, July 9 • 4:50pm - 5:40pm
Jeff Verdon, David Phillips "How to Avoid the Tax Time Bombs the IRS has Waiting for You and Your Family"
Jeff Verdon & David Phillips
How to Avoid the Tax Time Bombs the IRS has Waiting for You and Your Family

Speakers
avatar for David Phillips

David Phillips

Founder & CEO, Estate Planning Specialists
David T. Phillips is a teacher, but not in a traditional classroom. David has taught thousands of Americans how to protect their families and properly plan their estates. He began his career in 1972 and has had the fortune of leading several carriers in production. A life and qualifying member of the Top of Table continuously since 1983, his companies InsuranceQuote Services, Wealth Masters and EIAnnuity have insured more than 60,000 clients... Read More →
avatar for Jeff Verdon

Jeff Verdon

Managing Partner, Jeffrey M Verdon Law Group
Jeff Verdon is Managing Partner of Jeffrey M. Verdon Law Group, LLP. He has been practicing law in the areas of taxation and comprehensive estate planning since receiving his Masters of Law (LL.M. Taxation) from Boston University in 1979. Mr. Verdon was named by Goldline Research as one of the “Top 10 Most Dependable Lawyers of California for 2008.” He specializes in estate, trust and income tax planning, and asset and lifestyle... Read More →

Exhibitors
avatar for Estate Planning Specialists

Estate Planning Specialists

Established in 1988,  Estate Planning Specialists, LLC has assisted thousands of Americans to plan their estates properly. Our primary focus is to develop strategies that protect your wealth and maximize the distribution of your wealth for you and future generations.
avatar for Jeffrey M. Verdon Law Group

Jeffrey M. Verdon Law Group

At the Jeffrey M. Verdon Law Group, LLP, we believe in helping our clients make sense out of the complex tax code and wealth transfer opportunities available to the well informed. Our boutique Trust & Estates law firm, located in Newport Beach, California, serves modest estates up to the more affluent families and business owners with estates of $10M to $500M. Managing one’s investments in the most tax efficient manner will allow... Read More →


Thursday July 9, 2015 4:50pm - 5:40pm
Sunset 3/4