WEBINARS & BLOGS

Please consider subscribing to our YouTube channel to stay fully up-to-date!

  • 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
IRA Legacy Trust Sails On After You Are Gone!

How to Create an IRA Trust or SRT at CunninghamLegal

Can an IRA be put in a Trust? Can this IRA Trust be out-of-state? CunninghamLegal offers a specialized practice in the creation of IRA Legacy ...
Learn More →

CRITICAL 401(k) Year-End Review for Business Owners

As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of ...
Learn More →

FINANCIAL Forecast from Washington DC: Advice and Updates

Big news is on the horizon in Washington, D.C. that will change the financial landscape. Insight on pending legislation and what it could mean for ...
Learn More →

Hot Income Tax Strategy for High Earners: Commercial Solar

It’s almost too late to take advantage of a fantastic, little-known tax strategy: investments in commercial solar.
Learn More →

Major Shifts to Biden Tax Plan, Prop 13/19 Breaking News

Changes are coming fast on the tax front, and we want to keep you updated so you can take rapid action if needed, possibly before ...
Learn More →

Creative Income TAX STRATEGIES for BUSINESS Owners in 2021

Few business owners take the time to investigate creative tax strategies and savings techniques like opportunity zones and solar investment tax credits—are you even aware ...
Learn More →

Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?

We’ll look at critical steps to protect your loved ones, and the latest strategies to avoid the devastating impact of Prop 19 on family inheritances...
Learn More →

1031 Exchanges: What Real Estate Investors Need to Know

Learn how the exchange of one investment property for another can help you avoid, limit or defer capital gains taxes...
Learn More →

How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes

How to save on taxes and defer your tax bill while supporting your charity of choice. Strategies using CRUTs, CLATs, CRATS, and more to pay ...
Learn More →

Sacramento Capital Region Real Estate Market 2021

What is the state of the Real Estate market right now in the greater Sacramento Capital Region? Get an up-to-the-minute assessment...
Learn More →

Greater L.A. Real Estate Market 2021–Get In or Get Out?

What is the state of the Real Estate market right now in the greater Los Angeles area? Get an up-to-the-minute assessment...
Learn More →

Private Real Estate Transaction w/Known Buyer: Keep it SIMPLE

We’ll look at completing a real estate transaction with a buyer you have already identified and who has tentatively agreed to buy.
Learn More →

Guaranteed Retirement Income With Annuities 2.0

Does market volatility make you lose sleep at night? Have you considered annuities, but heard some bad press?
Learn More →

Hidden Legal TRAPS for California Rental Landlords

Do you own residential rental property in California? If you don’t pay attention to the many tenant’s rights that are part of California law you ...
Learn More →

Should I Consider Oil & Gas Govt Tax-Subsidized INVESTMENTS?

Did you know that the federal government subsidizes oil and gas investments to encourage economic activity?
Learn More →

Mid-Year 2021 TAX PLANNING: What to Do Right Now!

Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow!
Learn More →

Advanced Strategies to Lower YOUR Income Tax

Advanced strategies you can employ to lower your income taxes this year and beyond. Beat upcoming tax law changes!
Learn More →
Hidden Charges

Financial Advisors And Their Hidden Fees

Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
Learn More →