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
Gift of Educational Expenses: Tax Advantages and Pitfalls
How can you gift tuition and educational expenses to a child or grandchild? Should gift funds be direct payments to the educational institution? What funds ...
Learn More →
Carefully Select CPAs and Lawyers to Build Your Financial Team
In this important webinar, we look at how to create a serious team to lower your anxiety level, reduce your hassles, and help you make ...
Learn More →
How to Plan for Business Succession and the Sale of a Business
How do you plan for business succession? What are the four different ways of selling or exiting a business? When should you sell a business ...
Learn More →
Top Estate Planning GAME CHANGERS for 2022
Don’t wait to educate yourself and bring your estate game plan up to date. Kick off your New Year’s Estate Planning resolutions with this webinar!
Learn More →
Nervous About the Market? Rethinking Portfolio RISK
How deep should you be in the stock market? In other types of investment? Are you taking the appropriate level of risk for your...
Learn More →
Right and Wrong Things to Do When You INHERIT Money
There are right ways to inherit. And there are some very wrong ways to inherit. In this critical moment, one wrong decision could cost you ...
Learn More →
INSIDER Stock Market Analysis with Phil Blancato
Wondering what to expect in 2022? Join us for an insightful and exclusive conversation with market strategist, Philip Blancato...
Learn More →
Build Back Better TAX PLANNING: End-of-Year Checklist
With a new tax and spend bill that looks like it’s going to get through Congress, and so much change, you need to look at ...
Learn More →
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 →