WEBINARS & BLOGS
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- All
- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
Maximizing Tax Incentives: Qualified Opportunity Zones and Oil & Gas Investments
Join us for an insightful webinar exploring the benefits and strategies associated with Qualified Opportunity Zones (QOZs). This session covers key concepts...
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Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
Passed in 2020 with little attention, Prop 19 significantly reshaped California's property tax landscape. In this riveting legal webinar, we unveil often underexplored Prop 19 ...
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Retiring in California: How Does it Work and Is it for You?
Retiring in California—is it a dream come true or a financial nightmare? What are the myths and realities? Attorney Jim Cunningham addresses the benefits of ...
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California Probate: Costs, Navigation, and Probate Alternatives
Why is probate bad in California? And why is California probate so expensive? Navigating the California probate process can be dauntingly complex and more than ...
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How to Prepare for the Expiration of the 2017 Tax Cuts and Jobs Act!
Brace for 2025's new tax landscape with the sunset of the Tax Cuts and Jobs Act! Key provisions are expected to shift, with the standard ...
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How Much Does a Living Trust Cost… And Why?
Legal fees of living trusts and other essential estate planning steps to safeguard yourself and your loved ones.
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721 Exchanges: New Strategies in Real Estate Investment and 1031 Exchanges
Is the 721 Exchange the new 1031 Exchange? Discover fresh investment strategies with Delaware Statutory Trusts (DSTs) and the innovative 721 Exchange UPREIT...
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Investing in Real Estate Outside California
Still thinking about how to start investing in real estate? Uncover the benefits of a different investment strategy: real estate beyond California...
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Using LLCs, Partnerships, and Corporations for Asset Protection: The Right Way
Join seasoned attorney Jim Cunningham in this enlightening webinar to explore the complexities of how LLCs, Partnerships, and Corporations can be used to protect assets ...
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Estate Planning for College Students and High School Graduates
Why is estate planning necessary to consider as your child graduates from high school and enters the adult world? This webinar gives you legal insights ...
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Oil and Gas Investing: A Tax Mitigation Strategy
Let's discuss the latest developments in the oil and gas industry, production expectations, political climate with energy and domestic dominance and independence. Ever thought about ...
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Trust Administration Checklist CALIFORNIA
Are you feeling overwhelmed by the complexities of trust administration in California? You're not alone. Join us for an essential webinar...
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Retiring in California: Pros and Cons
Thinking of retiring in California? Join us for a comprehensive webinar led by Attorney Jim Cunningham to explore the pros and cons...
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When should you have a Comprehensive Financial Plan?
What is financial planning? Do you have just a Financial Advisor? We discuss the why, when and importance of developing a Financial Plan...
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How to Avoid and Defer Capital Gains Tax
Are you looking to minimize your capital gains tax liability? Join attorney and author Jim Cunningham in this informative webinar as he breaks down strategies ...
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Prop 19 California: What is it?
Join us for an eye-opening webinar: Prop 19 California… What is it? This crucial law could significantly affect your California property taxes...
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Beyond the Headlines: The Presidential Election’s Impact on the Economy and Your Finances
Join us for an insightful discussion where we navigate the impact of presidential elections, economic cycles, and potential 2024 recession! We will explore...
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Selling A Business? Maximizing Price and Reducing Taxes
Gain insights on maximizing your business's value and navigating the selling process and tax issues with confidence. This webinar is a vital resource...
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