Tax Planning, Estate Taxes, Charitable Trusts
It’s not just the super-wealthy who can benefit from advanced tax planning, and everyone with significant assets needs strategies to deal with estate taxes.
What tax strategies have very wealthy families traditionally used that I should consider too? How much in assets require professional tax planning? How can I reduce estate taxes? Reduce income taxes? Reduce capital gains taxes?
Topics include specialized trusts, family LLCs, Donor-Advised Funds, Real Estate Donations after death, tax-advantaged Stock Donations, Charitable Lead Trusts, Charitable Remainder Trusts, Charitable Foundations, minimizing taxes for business owners, and more.
Election 2024 Results, Taxes and You: Prepare for What’s Next
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 ...
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Using Charitable Trusts to Save Taxes & Make the Most of Your Philanthropy
Are you considering a charitable trust but unsure about the differences between a Charitable Remainder Trust, Charitable Lead Trust, and Charitable Annuity Trust?
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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 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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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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Financial Fraud Prevention
In today’s increasingly digital world, the financial industry is more interconnected and reliant on technology than ever before. In this webinar, we explore the critical ...
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Maximizing Tax Savings with Charitable Giving
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 ...
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Planning Considerations for Business Owners
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 ...
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Five Top Strategies to AVOID Death Taxes
What are Estate Taxes and how can you avoid them? In this legal webinar, we’ll take a detailed look at estate taxes and the five ...
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Do Trustees get paid? Understanding Trustee Compensation
Trustees are often entitled to a "reasonable amount" of compensation— but, how much IS that? Trustees can be paid a percentage of assets or paid ...
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What is income tax smoothing? Tax Bracket Arbitrage
“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?
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Income Tax Reduction Strategies for business owners, self-employed, and 1099 Earners
How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for business owners, self-employed, and 1099 ...
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Choosing Between Types of Business Structures For Tax and Liability Protection
What types of entities can California business owners choose for their businesses? What is a sole proprietorship? What is a partnership? What is the difference ...
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Reduce the ERTC Hit! Employee Retention Tax Credit Mitigation
The Employee Retention Tax Credit (ERTC) for 2020 or 2021 helped many businesses stay afloat during the height of the pandemic. But now, those tax ...
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How Wealthy People Structure Estates to Reduce Taxes
How do wealthy people use tried-and-true estate planning techniques to reduce death taxes, capital gains taxes, gift taxes, and preserve Prop 13 tax caps on ...
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Estate and Tax Planning Issues For Business Owners
Business owners have unique tax and estate planning needs–and opportunities–far more complex than any W-2 employee. In this vital webinar for any business owner, we ...
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Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth
What is multi-generational estate planning? How can I ensure that the wealth I leave behind is protected for my children and grandchildren? What is a ...
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CRUCIAL Tax & Retirement Strategies for Business Owners
Business owners have access to key tax saving and retirement strategies that go way beyond a traditional 401(k). Don’t miss this legal webinar if you ...
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Selling a Family Business? Don’t Ignore Tax Issues!
A vital webinar for anyone contemplating the sale of a business—or the transfer of business equity to a child! Do the sale or transfer right...
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Inflation Reduction Act + 12 Hot TAX Tips for 2022 into 2023
Congress has passed the Inflation Reduction Act. Plus it’s an important midterm election year. Expect complex consequences for your tax and financial planning...
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It’s What You KEEP! Important Tax Planning When Investing
Get the low-down on advanced tax planning when investing! Does your financial advisor explain the tax issues related to your investments? We'll discuss the coordination ...
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How to CUT Your Tax Bill When Selling Real Property
Many people want to delay – or avoid entirely – payment of capital gains tax. People also want to preserve their Prop 13 tax base. ...
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NEW Proposed Tax Laws for LTC Policies and How to Repurpose your Life Insurance to Help!
Did you know that the state of California may soon require you to purchase long term care insurance? We’ll discuss the proposed legislation and what ...
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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 ...
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