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.
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