Whether you are new to charitable giving or you are a seasoned philanthropist, this is a must-watch. We will cover tax-efficient charitable giving strategies, planned ...
The financial environment for small business owners is complex. In this informative session, we'll help you navigate the tax landscape, exploring various entity structures and ...
Whether you're looking to supplement your current income, retire early, or create a sustainable source of wealth, understanding passive income is key...
Incapacity can be a very difficult time for everyone involved—but savvy estate planning strategies and the right legal documents will help make this situation a ...
California’s Prop 19 changed everything about leaving real estate to the next generation. How can you minimize property taxes when you leave your family ...
“Income Smoothing” is a multi-year strategy that can lower your overall income tax bill. Savvy high-income earners use it every year: why shouldn’t you?
When is probate needed for real estate properties in California? How do you sell a probated property? This vital webinar covers the full probate journey ...
Should you consider separate Trusts in your Estate Plan, even though you’re married? Certainly, a joint trust offers certain advantages, but separate trusts can offer ...