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.
What are the secret tax strategies used by America’s top law firms to help wealthy individuals? Do those strategies actually work?
We’ll discuss the major changes that occurred over the last year, the changes we see on the horizon, which laws are sunsetting, which took effect in January, and how to place your tax planning bets…
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…
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!
Learn how establishing a “Family Office” at CunninghamLegal enables a proactive approach to family legacy management.
It’s almost too late to take advantage of a fantastic, little-known tax strategy: investments in commercial solar.
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.
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?
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…
Crypto currencies are hot. But this new asset class has its own unique financial attributes and requires a truly new approach.
Do you own residential rental property in California? If you don’t pay attention to the many tenant’s rights that are part of California law you could be taken by surprise.
Have you started thinking about your 2021 tax bill? Your 2022 bill? Many strategies are available today which will disappear tomorrow!
Advanced strategies you can employ to lower your income taxes this year and beyond. Beat upcoming tax law changes!
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 …
URGENT PROP 19 UPDATE: The deadline of February 15, 2021 has now passed. But CunninghamLegal has A NEW PROP 19 STRATEGY to retain Prop 13 …
Learn how to protect your assets, maximize your tax refund for 2019, and weather the storm of 2020. Business owners everywhere are looking for strategies …
Did you know that a Charitable Trust can give you tax advantages and actually pay you an income during your own lifetime? Charitable Trusts don’t …
“High-Net-Worth” families often get creamed by the IRS and state governments without ever realizing it, simply because they don’t perceive the need to look ahead …