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!
Access our rich and ever-growing library of archived webinars by expert CunninghamLegal estate attorneys. See below for available topics, or CLICK HERE to see all our YouTube playlists. We cover not just the basics, but complex issues like blended families, taxation, special-needs heirs, and asset protection. Just like our in-person estate planning workshops, you get the chance to connect with estate planning attorneys to ask questions.
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to protect the next generation!
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big …
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty…
If you haven’t reviewed your Living Trust in a while, you might be surprised to discover hidden traps, concerns and serious problems lurking within its …
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution…
Prepare your trustees instead of throwing them in the deep end of the pool! Vital for EVERYONE leaving behind a Living Trust and successor trustees: that means you!
What would your kids do if they received a large inheritance? Could it ruin them? Would they know how to handle it? People who suddenly come into big money often blow it, big time…
You certainly may want your spouse to benefit from your hard work, but you probably also want to ensure something is left over for the kids! We’ll discuss your estate planning options…
What are the common Estate Planning mistakes? If you’ve been procrastinating, or have adult children who need to begin this process, bring them along—and join us as we get back to basics!
Uncertain about your investments and your bank? You are not alone. 2022 was WORSE than 1929 when it came to 60/40 (stock/bond) portfolio returns. This was a big reason behind SVB’s collapse…
How can you find and vet advisors or get them to actually talk to one another?! In this webinar, we explore secret approaches used by savvy folks to get advisors working as a team!
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 bills are coming due…
What’s the best structure for your business or real estate investments—a Limited Liability Company (LLC) or Corporation? Which best fits your needs and has the most protections and advantages…
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 to do about it…
In this special legal webinar, we’ll discuss issues unique to married couples, widows, and widowers. Some living trusts used to be very good, but have become outdated…
When you’re gone, will your kids have any idea how to administer the Living Trust (or other Trusts, or IRAs) you carefully created? Bring your adult children to this legal webinar and plan together…
Are you a self-employed professional or mostly report 1099 income? You can save thousands of dollars in income taxes every year through smart business planning…
If you’re still feeling the financial sting of 2022, join us and get your 2023 financial act together. Don’t make the same financial mistakes twice…
Ready for more in-depth information about Estate Planning? Take a look at our extensive educational material or consider ordering the popular book “Savvy Estate Planning” by our founder, Jim Cunningham.
Or better yet, contact us for a free initial consultation with a lawyer on your own custom estate plan.
Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow!
Are you prepared for the legal & financial issues involved in caring for an aging parent? Do you have an asset management plan?
Advanced strategies you can employ to lower your income taxes this year and beyond. Beat upcoming tax law changes!
Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
Have you ever thought you might need to protect your child’s inheritance against a future ex son-in-law or daughter-in-law? Worried that your hard-earned wealth will go…
Learn how to transfer your low Prop 13 taxes on the family home to your children and keep it all in the family for generations—regardless of the fallout from Prop 19 and changing legislation.
Offering a 401(k) plan benefits employees and helps employers retain top talent, but costs–and serious risks–can add up fast! There’s a lot to consider: as
Do you want to PASS a business to a family member, SELL a business to a 3rd party, GIVE it to an employee, or extract
Everyone expects the new Administration to bring plenty of economic change, and quickly, to America. What do we know so far? How will these shifts
Proposition 19 in California largely repealed Proposition 58, almost eliminating your right to transfer your low Proposition 13 tax protections to your children—and yes, this
CPA Chris Mann joins Estate Planning Attorney Jim Cunningham for an expert early look at, as well as frank advice about, your tax situation in
Estate Planning strategies from lawyer, insurance and tax experts, to help save taxes and strategize for future 2021, 2022, 2025 We all want to up