Prop 13 & Prop 19 Property Taxes
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!
RECENT WEBINARS
FROM THE CUNNINGHAMLEGAL ARCHIVE
VIEW ON-DEMAND WEBINARS FROM OUR ESTATE PLANNING LEGAL TEAM
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.
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- After Death Actions
- Asset Protection
- Covid Planning
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
Inheritance STRATEGIES for Your Wealthy Children
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!
SECRETS of Oil & Gas Tax-Subsidized Investing
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity? Looking for a creative investment that saves big …
Dynasty Trusts: Not Just for the Super Rich!
Don’t miss this webinar on how to set up your children, grandchildren, great-grandchildren, etc. for success—start your own dynasty…
Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
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 …
RETHINK Your Retirement Planning Strategy
Retired? Close to retirement? Have you done your critical financial rethinking? Your new focus may be distribution…
Choosing and Educating Your Future Trustees – Do it Right!
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!
How to Leave Your Kids a Fortune Without Ruining Their Lives
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…
What If My Spouse Remarries? Protecting Your Kids After You’re Gone
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…
Estate Planning BASICS: Avoid Probate, Save Taxes, Protect Your Legacy!
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!
Collapse of Silicon Valley Bank & How to invest in the Slowing Economy
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…
Protect Your Wealth! The Secrets to Assembling Your A-Team of Advisors!
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!
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 bills are coming due…
LLC vs. Corp—Which Is Best for Your Business?
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…
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 to do about it…
Valentine’s Estate Planning Special: Love & Danger for Spouses, Widows, and Widowers
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…
How Do Trusts WORK? What Happens After Death or Incapacity?
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…
Income Tax Reduction Strategies for Professionals and 1099 Earners
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…
Stung by 2022? Get Your 2023 Financial Act Together!
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…
WANT TO ATTEND ANY OF THE UPCOMING WEBINARS?
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.
Incapacity Long Term
Top 10 MISTAKES Handling Aging Parents’ Affairs–Estate Planning
Are you prepared for the legal & financial issues involved in caring for an aging parent? Do you have an asset management plan?
Tax Planning, Estate Taxes, Charitable Trusts
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!
Financial Planning & Investing
Avoiding HIDDEN & Tricky Charges from Financial Advisors
Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
Spouses Divorce Blended Families
PROTECT Child’s INHERITANCE from Future Ex-Spouse
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…
Prop 13 & Prop 19 Property Taxes
NEW CA Prop 19 Strategies SAVE Prop 13 Caps for Home & Farm
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.
Retirement Accounts
Business Owners: How to STOP OVERPAYING on 401(k)s. Financial Tips!
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
Financial Planning & Investing
Business Succession Planning: ESSENTIAL Estate Planning Tips
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
Financial Planning & Investing
RETHINK Financial Planning 2021: Expected Tax Law Change TIP
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
Prop 13 & Prop 19 Property Taxes
MISSED CA Prop 19 Deadline? SAVE Your Low CA Prop 13 Taxes!
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
Financial Planning & Investing
PPP Loans, TAX PLANNING in Biden’s First 100 days: Tax Tips!
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
Incapacity Long Term
Tax SECRETS: How to Pay Less & Not Outlive Savings, Strategy
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