Wednesday, August 20, 2008

Gary Chan's Fireside Chat for Team South Bay Clients in the Pines

April 1st this year was not a day for "fools." Gary Chan who is an expert in the fields of Family Trusts, 1031 Exchanges and tax law held a fireside chat for Team South Bay clients and neighbors of Lomita Pines. His energy was incredible as he addressed multiple issues faced by all of our families, homeowners and investors in today's market. Charlie's Team South Bay client base has a large number of investors and huge following in the Lomita Pines area as well as other South Bay cities such as Torrance, Redondo Beach, Harbor City, Rancho Palos Verdes and San Pedro. There were clients present from all cities and walks of life at our April 1st event.

Gary, who recently joined McDowell, Dillon and Hunter as a Senior Tax Manager working out of the Redondo Beach office, also has offices in Long Beach and Northridge. Gary works with business and high net worth clients in the areas of estate & wealth planning, business, real estate, trust administration, probate, U.S. taxation and 1031 exchanges.

Gary K. Chan is both an Attorney and Certified Public Accountant. He also received the designation as Personal Financial Specialist from the American Institute of Certified Public Accountants in 2001.

Gary was fabulous as he lead an open forum discussion entirely focused on questions from the audience. The clients were very happy to have the opportunity to get their questions answered by an expert without paying hundreds of dollars per hour. Gary's time was expensed by Charlie's Team to provide added benefits for our Customer Appreciation Program. We hold 4 seminars each year addressing real estate issues experienced by the client base and/or topics requested by our clients or area residents.

Our next seminar will be October 21st. We will have a member of the Los Angeles County Police Department addressing Holiday Safety and Neighborhood Watch Programs. Anyone interested in attending, contact us to RSVP your seat.

Wednesday, August 6, 2008

All In A Day's Fun!

My neighborhood is a popular place to walk...people with kids, people with dogs, early in the morning, late in the afternoon ... in a hurry getting the necessary exercise or slowly, gazing at the tall pines. My dogs and I are early risers and usually walk around 6:00 a.m. The air is cool and crisp and the streets are empty. You can hear alarm clocks waking up and smell coffee pots bursting with fragrant aromas. Even the dogs are quiet. They sense the "zen" of the moment and respect the tranquility. We walk like soldiers sometimes, single file down the streets caressed with heavy bows, soon to be laden with big brown cones - just in time for Holiday decorating. Lomita Pines is a special place. You can own a wedge of peacefulness here. The price is a smile and an appreciation for the heavenly energy. Oh, you can own a home too, at a really good price right now; but peacefulness is priceless; peacefulness is free. Come and share a morning with us, we'll show you around Lomita Pines, but quietly...