Horacio Sosa - April 2023

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April 2023

School Is Now in Session! Learning More About the 2025 Tax Laws

“Knowledge is power. Information is liberating. Education is the premise of progress, in every society, in every family.” This is a quote from Kofi Annan, a Ghanaian diplomat. I think it describes the value education can have in our lives. I’m always hungry to learn more — you can find me reading various books, listening to podcasts, watching videos, and trying to find any method to implement improvements in my practice. In life, we can always find avenues to improve. No matter how good we are at something, there are processes, methods, or maneuvers we may have overlooked or need a refresher on. But how do we identify those areas? I feel you already know what I’m going to say — with education! Most of the knowledge I seek is within estate planning. It can be confusing to navigate it independently because of the various moving parts. Estate planning isn’t a one-size-fits-all strategy — it all depends on your unique situation. Therefore, how you plan will vary depending on your circumstances. That’s why I’m here to assist you every step of the way. I’m always learning about the different essential documents, benefits, protections, and avenues you can take to ensure you and your family are prepared. I think of my clients and their loved ones as a part of my family. Because of this, I will always be on the prowl for any updates regarding your estate plan. One of the areas I’m keeping my eye on and learning more about involves the new tax laws that will go into effect in 2025. The new laws have been on my radar for quite some time. However, I never dove too much into the topic because we had a few years before they went into effect. But now, as we approach the two-year out mark, it’s time to focus heavily on it. In order to prepare my clients for what’s to come, I need to educate myself on the different laws, terminology, and factors and how they can affect you and your estate plan. So, how do I go about doing this? Starting toward the middle of 2022, I began taking courses at Villanova University in their Masters of Law in Taxation (LLM) program. This post-doctoral study concentrates solely on taxes within different industries. I am taking tax courses with a scope in estate planning, and it has been an eye-opening experience!

The program is challenging but so rewarding at the same time. I’m constantly learning about how these tax laws will affect estate plans and the strategies I can share with my clients once these laws are in place. But the program itself wasn’t the only thing that has made me push the bar regarding how much I can handle. On top of committing nights and weekends to complete LLM’s classes, assessments, and homework, I’m also caring for my family and managing my firm. If you were to look into my metaphorical closet, you’d notice I wear a wide range of hats daily. On any given day, you’ll find me balancing my roles as a parent, husband, attorney, and student. While I’ve had countless late nights, I wouldn’t change this experience for the world.

Everything I do is for you — my amazing clients. It’s an honor to represent you and help you find peace of mind through estate

planning. Thank you for taking this journey with me. I look forward to assisting you for years to come! –Horacio Sosa P.S. I will complete my LLM courses at the end of the year! Be on the lookout for updates and more information on how the 2025 tax laws could affect your estate plan in the future.

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outdoors, and do not hang your clean laundry outside to dry. After you have been outdoors, remove your clothing and wash your hair and skin to remove any traces of pollen. Do not cut the grass, pull weeds, or do any gardening. Remove pollen from indoor air. It’s inevitable that pollen will get inside your home and vehicle. To combat this, utilize your air conditioning or invest in a certified allergy air filter! A dehumidifier and/or an air purifier will help to lower the pollen spore count in the air. Rinse out your sinuses. When pollen overwhelms your sinus passages, one of the best things to do is to rinse out your airways. A sinus flush with a saline solution is one of the easiest and most effective ways to eliminate the pollen that irritates your respiratory system. Take over-the-counter medications. After checking with your doctor or health care provider, choose an over-the-counter medication that is right for your symptoms. Medications like oral antihistamines, oral decongestants, and corticosteroid nasal sprays are all beneficial in reducing the effects of seasonal allergies. When Pollen Strikes Nipping Spring Allergies in the Bud

Spring has arrived! However, rebirth and renewal aren’t the only things in the air. During spring, trees, weeds, plants, and grasses release small grains of pollen into the air to fertilize other plants. Because the pollen is small and light, it travels through the wind and frequently causes allergic reactions. Symptoms of seasonal allergies include congestion, sneezing, coughing, a runny nose, an itchy throat, watering eyes, and irritation in the roof of your mouth. If you’re prone to experiencing allergies all spring long, here are some useful tips to keep them at bay. Reduce your exposure. During spring months, keep the windows in your home and car closed. On particularly windy or dry days, avoid spending time

Cheese and Desist! McDonald’s Customers Sue for Being Forced to Pay for Cheese

not receive cheese on their burger but were charged the same price as a Quarter Pounder with cheese. Their lawsuit states that they, and other customers who do not want cheese on their burgers, are forced to pay for two slices of cheese anyway, and they sued for damages as a result of being overcharged and required to pay for American cheese when they did not want or receive it on their burger.

In Fort Lauderdale, Florida, things got a little crazy! Two McDonald’s customers sued the fast-food chain for $5 million, alleging they were unfairly charged when they ordered Quarter Pounders without cheese. According to the lawsuit, the fast-food restaurant chain historically had four menu options: a Quarter Pounder with cheese, a Double Quarter Pounder with cheese, a Quarter Pounder, and a Double Quarter Pounder. The “with cheese” options were roughly between 30 cents and 90 cents more expensive than the “without cheese” burgers. At some point, McDonald’s discontinued the “without cheese” options.

According to USA Today, a McDonald’s spokesperson advised that the company does its best to allow customers to customize their food orders. If someone doesn’t want cheese as it is listed on the menu, the fast-food chain will not include cheese, thus they didn’t think the lawsuit has any merit.

Only a Quarter Pounder with cheese and a Double Quarter Pounder with cheese were available at the time these two customers visited the restaurant. The ingredients listed on McDonald’s website for these items include a sesame seed bun, quarter- pound 100% beef patty, ketchup, onions, pasteurized processed American cheese, and pickle slices.

And because the McDonald’s customers failed to prove they were damaged by an overcharge, the case was dismissed!

These customers ordered Quarter Pounders but asked for no cheese on their burger, and they did

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TAKE A BREAK

FIND MORE ‘YOU’ TIME Developing a Self-Care Routine

Life isn’t easy — when juggling a career, family, children, social obligations, and housework, finding time for yourself can be difficult. Studies show that roughly 59% of individuals only make time for self-care after they’ve become stressed out. Here are some ways to develop a healthy routine that suits your busy life. Become intentional. When developing a self-care ritual, it’s essential to identify your reasons behind taking better care of yourself and to pinpoint your needs. With a clear vision and motive behind your efforts, developing healthy habits to nurture and incorporate into your everyday routine becomes easier. Create large and small self-care options. You don’t need to do the same self-care ritual all the time, but make it a point to do something for yourself every day. On busier days, you may only have a moment to take a few deep breaths and mentally reset, but on other days, you may have time for a relaxing bath, massage, workout, or pedicure. Make time for hobbies. Most people find themselves constantly juggling countless tasks and obligations. With so much to do, making time for your least favorite activities likely won’t happen; instead, do something you enjoy. After all, self- care is about you! Yoga, reading, journaling, jogging, and meditating are just a few ways to get in some “you time.” If you like it, do it! Plan your self-care time. Without adding self-care to your schedule, your healthy behaviors may get placed on the back burner. Block off time for your favorite activities: Once it’s on your calendar, you’re more likely to work a routine into your day. Keep it simple. Complex rituals may create more stress or anxiety when you should be relaxing. Instead, keep it simple by focusing on relaxing, breathing, and recharging. Go for a walk in the park, take a nap, get a massage, stretch, or take a few moments to do absolutely nothing. Simplicity is the key.

ONE-PAN CHICKEN AND MUSHROOMS WITH EGG NOODLES

Inspired by MarthaStewart.com

Ingredients

• 8 oz shallots, peeled and halved

• 3 slices bacon, cut into 1/2- inch pieces • 4 bone-in, skin-on chicken breasts, halved • Salt and ground pepper • 3 tbsp butter, divided • 8 oz button mushrooms, trimmed

• 3 cups chicken broth • 1/2 cup heavy cream • 8 oz egg noodles • 1/3 cup chopped fresh dill

Directions 1. In a large pan over medium heat, cook bacon until browned, 7–9 minutes. Remove from heat, discard fat, and set aside. Season chicken with salt and pepper. Return pan to medium-high heat and melt 2 tbsp butter. Add chicken, skin-side down. Cook, turning a few times, for 10–12 minutes until browned. Transfer to a plate. 2. Place remaining 1 tbsp butter in pan to melt. Add mushrooms and shallots; cook 8–10 minutes. Add broth and cream; bring to a boil. Stir in noodles. 3. Add chicken (skin-side up), cover pan, reduce heat, and simmer, stirring once halfway through. Cook about 10–12 minutes. 4. Uncover and simmer until thickened. Stir in dill and top with bacon. Serve and enjoy!

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954-532-9447 www.SosaLegal.com 2924 Davie Rd., Ste. 102 Davie, FL 33314 INSIDE THIS ISSUE

Did You Know I Went Back to School?

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Combating Spring Allergies Hold the Cheese, Please!

One-Pan Chicken and Mushrooms With Egg Noodles Putting Together a Self-Care Routine

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Illinois’ Sip and Spit Law

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Sip … But You Must Spit Check Out This Strange Illinois Law!

unfortunately, virgin wines taste nothing like actual wines! This leaves a gap in many culinary students’ education and may even force them to relearn the skill once they turn 21 and sample alcoholic wines. According to CBS News, Emily Williams Knight, the president of Kendall College, a private Illinois university that focuses on culinary arts, says “taste training” is an integral part of culinary education for young students, which includes learning

By law, in the United States, the minimum legal drinking age is 21 years old. When an individual under 21 breaks the law and consumes alcohol, they are subject to arrest and hefty fines. However, there’s a loophole in Illinois. In 2012, the Illinois State Senate voted 48–6 in favor of passing a “sip and spit” law for Illinois culinary students over 18 but under the legal drinking age of 21. This strange law enabled these students to know their wine well without becoming intoxicated. The students can only sample the wines during their scheduled class times, and an adult that is 21 or older must supervise. Each sample of wine must be less than a shot’s worth in volume, and most importantly, they cannot swallow — they must just taste the wine, then spit it out. Culinary students nationwide rely on nonalcoholic wines to learn about the taste, color, and smell of wines and how to best pair them with their dishes, but

to pair dishes and meals with adult beverages. Understanding the different tastes and notes of various wines is essential to help these students succeed and prepare them for culinary arts and hospitality management careers. On Aug. 24, 2012, Governor Pat Quinn signed Senate Bill 758 into law so Kendall College students over 18 but younger than 21 could better develop their wine-tasting skills to enhance their culinary abilities. However, the rule is clear: Sip … but you must spit!

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