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 CUNNINGHAM LEGAL 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
Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea
Are you trying to decide if you’ll retire in California or head to less expensive states? Whatever your choice, savvy tax and estate planning is required!
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!
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…
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 a pretty penny…
Do Your Adult Children Know WHAT TO DO When You Die?
Are your adult children aware of the long list of critical responsibilities, liabilities, and immediate actions that have to occur when you pass away?
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…
Giving the Gift of Education: PITFALLS and Tax Advantages
Your child or grandchild may only be two, but it’s never too early to plan for college. The costs are astronomical, and the debt…
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 your end-of-year tax & estate checklist!
How to PREPARE Financially for the Death of a Spouse
As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes?
‘FAMILY OFFICE’ for High-Net-Worth Tax & Estate Planning
Learn how establishing a “Family Office” at CunninghamLegal enables a proactive approach to family legacy management.
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 the economy and your finances.
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 your year-end tax planning.
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.
Don’t Outlive Your Money: How to CLOSE the Retirement Income Gap
Can’t quite see how you’re going to make it in retirement? Get savvy closing the gap with strategic tips from the experts.
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 year-end.
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 that such things exist?
INHERITANCE STRATEGIES for Your Wealthy Children
Learn how to rethink your Estate Plan to protect a next generation already doing well, including key Trusts and other structures.
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