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  • Tax Planning, Estate Taxes, Charitable Trusts

How to Prepare for the Expiration of the 2017 Tax Cuts and Jobs Act!

Brace for 2025's new tax landscape with the sunset of the Tax Cuts and Jobs Act! Key provisions are expected to shift, with the standard ...
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How Much Does a Living Trust Cost… And Why?

Legal fees of living trusts and other essential estate planning steps to safeguard yourself and your loved ones.
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Real Estate Investing: NOT in California

Still thinking about how to start investing in real estate? Uncover the benefits of a different investment strategy: real estate beyond California...
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Asset Protection: Using LLCs, Partnerships, and Corporations the Right Way

Join seasoned attorney Jim Cunningham in this enlightening webinar to explore the complexities of how LLCs, Partnerships, and Corporations can be used to protect assets ...
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Estate Planning for College Students and High School Graduates

Why is estate planning necessary to consider as your child graduates from high school and enters the adult world? This webinar gives you legal insights ...
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Oil and Gas Investing: A Tax Mitigation Strategy

Let's discuss the latest developments in the oil and gas industry, production expectations, political climate with energy and domestic dominance and independence. Ever thought about ...
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Trust Administration Checklist CALIFORNIA

Are you feeling overwhelmed by the complexities of trust administration in California? You're not alone. Join us for an essential webinar...
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The 721 Exchange: A New Strategy in Real Estate Investment *Affiliated with 1031 Exchanges

Is the 721 Exchange the new 1031 Exchange? Discover fresh investment strategies with Delaware Statutory Trusts (DSTs) and the innovative 721 Exchange UPREIT...
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Retiring in California: Pros and Cons

Thinking of retiring in California? Join us for a comprehensive webinar led by Attorney Jim Cunningham to explore the pros and cons...
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When should you have a Comprehensive Financial Plan?

What is financial planning? Do you have just a Financial Advisor? We discuss the why, when and importance of developing a Financial Plan...
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How to Avoid and Defer Capital Gains Tax

Are you looking to minimize your capital gains tax liability? Join attorney and author Jim Cunningham in this informative webinar as he breaks down strategies ...
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Prop 19 California: What is it?

Join us for an eye-opening webinar: Prop 19 California… What is it? This crucial law could significantly affect your California property taxes...
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Beyond the Headlines: The Presidential Election’s Impact on the Economy and Your Finances

Join us for an insightful discussion where we navigate the impact of presidential elections, economic cycles, and potential 2024 recession! We will explore...
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Selling A Business? Maximizing Price and Reducing Taxes

Gain insights on maximizing your business's value and navigating the selling process and tax issues with confidence. This webinar is a vital resource...
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Housekeeping items for your Financial Health 2024

Are you ready to tackle your 2024 finances? Learn how here! We'll discuss necessary annual updates such as your 401(k) deferrals and IRA contributions. Let's ...
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Trust Administration Attorney: What is it and Do You REALLY Need an Expert?

Confused about what exactly a trust administration attorney does? Join us for an enlightening webinar with Attorney Jim Cunningham. He'll break down the responsibilities...
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What is The Corporate Transparency Act? What Entities are Exempt From The CTA?

Are you in a fog of confusion? Have you even heard of this new law? Jim simplifies the complexities, helping you with what needs to ...
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Good Trust v. Bad Trust: How to Tell the Difference

Is your trust a Good Trust or a Bad Trust? Have you ever wondered why trusts can be almost 100 pages (and sometimes more) of ...
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