How has California Prop 13 (2020) impacted your property taxes? Prop 13 California and Proposition 19 affect property tax reassessments, property transfers, and inheritance...
Do you know how inheriting assets could significantly impact your financial future? Join our exclusive webinar to explore the world of inheritance and legacy planning... ...
Please join us to learn more about the urgent wildfire crisis, exploring its significant effects on property taxes, essential recovery steps, and future planning. Understand ...
Did you know that choosing the right legal structure of a business can significantly impact your taxes, liability, and ability to raise capital? In this ...
Are you wondering how to dissolve a trust after death or how to terminate an irrevocable trust? Join our comprehensive webinar to explore the complexities...
Learn about the latest updates in retirement planning to help you save more efficiently. Discover how changes in gifting strategies and tax brackets can benefit ...
Are you prepared for the “gotchas” and hidden tax traps waiting for your inheritance? Income, Capital Gains, Property, Generation-Skipping and Inheritance Taxes, to name a ...
Curious about the costs and benefits of a living trust? Jim Cunningham will explore the intricacies of living trusts, including the associated legal fees and ...
Are you sure you're giving to charity in the best way? Watch this webinar to learn about the differences between Donor-Advised Funds (DAFs) and Private ...
Are you considering adding your child's name to your house title as a means of simplifying inheritance? Before you make this significant decision, join our ...
Join expert attorney Jim Cunningham and Financial Planners from Ascent wealth management in understanding the political landscape helps optimize financial strategies for both stability and ...
The next President: are you ready for the tax changes around the corner? Watch our webinar that focuses on the winning candidate's tax plan, budget ...
Trust vs Will: what's the best choice for estate planning? This enlightening legal webinar unravels these complex legal concepts into easily understandable terms. Learn the ...
Are interest rate cuts signaling a market shift ahead of the presidential election? How will proposed economic policies impact your financial future? Join us as ...