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How To Retire & Support Your Children
You'll learn how to support the next generation while protecting your own retirement, reducing taxes, and avoiding the costly mistakes parents make…
Learn More → Estate Planning for a $100 Million Estate
You'll learn the sophisticated strategies high net worth families use to protect a $100 million estate, from dynasty trusts to succession planning…
Learn More → Estate Planning for a $50 Million Estate
You'll gain insight into advanced trust planning, gifting strategies, and ways to reduce estate tax exposure while protecting a $50 million estate…
Learn More → Who Needs a Living Trust?
Who really needs a living trust? More people than you think. A living trust is designed to help you avoid probate, maintain privacy, and create ...
Learn More → Mid Year Economic Update: What Investors Should Expect Next
Tired of headlines? Get a clear mid-year read on markets, interest rates, and what investors should actually plan for.
Learn More → Medi-Cal vs Medicaid: What You Need to Know Before a Crisis
Confusing Medi-Cal with Medicaid can cost you thousands. Jim Cunningham explains the traps families fall into — and how to avoid them...
Learn More → Things You NEED to do if You or a Loved One is Terminally Ill
Facing a terminal illness? Jim Cunningham covers the legal documents, financial steps, and healthcare decisions that matter most right now.
Learn More → What You Should NOT Put in a Living Trust!
A living trust is powerful — but put the wrong assets in it and you'll create new problems. Jim Cunningham shows what NOT to include.
Learn More → CPE COURSE: Hidden Taxes When You Inherit
Inheritance comes with hidden taxes most people never see coming. Jim Cunningham breaks down every trap — and how to protect inherited wealth.
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Tax Planning Strategies for Business Owners, the Self-Employed, and 1099 Earners
How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for business owners, self-employed, and 1099 ...
Learn More → If Someone Dies with Debt, Who Pays It?
When someone dies in debt, families panic. Jim Cunningham breaks down who's actually responsible — and what creditors can and can't touch.
Learn More → Estate Planning for $15M Estate
A $15M estate needs more than a basic plan. Jim Cunningham walks through the strategies that protect wealth, reduce taxes, and preserve legacy.
Learn More → Oil and Gas Investing Explained: Tax Benefits for High Earners
Leads with the hook that it's a tax strategy, not just an energy investment. Names both Jim and Ascent Wealth Management since it's a joint ...
Learn More → Selling or Merging a Law Practice in California?
Thinking about selling your law practice? Jim Cunningham shares what CunninghamLegal looks for — valuation, ethics, client care, and more.
Learn More → How to Buy Out a Sibling and Avoid Prop 19 Reassessment!
Buying out a sibling’s share of the family home without triggering a nasty Prop 19 tax reassessment... is it really possible? Expert property tax attorney ...
Learn More → Building a Sellable Business (or Law Firm)!
Building a successful business is one thing. Building a sellable business is something entirely different. In this video, attorney Jim Cunningham breaks down what truly...
Learn More → Equity Compensation! The Tax Problems No One Warned You About
RSUs, options, and ESPPs come with tax traps most people don't see coming. Here's how to get ahead of them before vesting, exercise, or sale.
Learn More → Retiring Abroad vs Retiring in California
Choosing between retiring abroad or staying in California isn’t just about scenery! It's about how your money, healthcare, and legal protections will actually work for ...
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