Tax Planning, Estate Taxes, Charitable Trusts

Estate Planning Legal Webinar Archive: Playlist 08

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.


ADVANCED Tax Strategies—Successes & Catastrophes

What are the secret tax strategies used by America’s top law firms to help wealthy individuals? Do those strategies actually work?

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Start 2022 Tax Planning NOW – Kick Strategies into High Gear

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…

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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…

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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!

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‘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.

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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.

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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.

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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?

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Family Home or Farm NOT in Your Trust? How Can You Save Prop 13 Caps?

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…

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CRYPTOCurrency: The HOT Tax & Estate Planning Issues

Crypto currencies are hot. But this new asset class has its own unique financial attributes and requires a truly new approach.

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Hidden Legal TRAPS for California Rental Landlords

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.

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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!

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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!

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PPP Loans, TAX PLANNING in Biden's First 100 days- Tax Tips!

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 …

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Tax SECRETS- How to Pay Less & Not Outlive Savings, Strategy

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 …

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How to Sell Property and NOT Pay Tax- Prop 19, 1031 Exchange

How to Sell Property and NOT Pay Tax: Prop 19, 1031 Exchange

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 …

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Business Owners- 9 Key Asset Protection Tax and Estate Planning Tips for 2020 and Beyond

Business Owners: 9 Asset Protection Tax & Estate Planning Tips

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 …

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Taxes be GONE- Charitable Trusts, Giving in Estate Planning

Taxes be GONE: Charitable Trusts, Giving in Estate Planning

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 …

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ADVANCED Estate Planning for High Net Worth Families: Tax Tips

“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 …

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