WEBINARS & BLOGS
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- Prop 13 & Prop 19 Property Taxes
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- Tax Planning, Estate Taxes, Charitable Trusts
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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1031 Exchanges: What Real Estate Investors Need to Know
Learn how the exchange of one investment property for another can help you avoid, limit or defer capital gains taxes...
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How to Set Up a Charitable Trust – Rules & Strategy to Save Taxes
How to save on taxes and defer your tax bill while supporting your charity of choice. Strategies using CRUTs, CLATs, CRATS, and more to pay ...
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Sacramento Capital Region Real Estate Market 2021
What is the state of the Real Estate market right now in the greater Sacramento Capital Region? Get an up-to-the-minute assessment...
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Greater L.A. Real Estate Market 2021–Get In or Get Out?
What is the state of the Real Estate market right now in the greater Los Angeles area? Get an up-to-the-minute assessment...
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Private Real Estate Transaction w/Known Buyer: Keep it SIMPLE
We’ll look at completing a real estate transaction with a buyer you have already identified and who has tentatively agreed to buy.
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Guaranteed Retirement Income With Annuities 2.0
Does market volatility make you lose sleep at night? Have you considered annuities, but heard some bad press?
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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 ...
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Should I Consider Oil & Gas Govt Tax-Subsidized INVESTMENTS?
Did you know that the federal government subsidizes oil and gas investments to encourage economic activity?
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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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Financial Advisors And Their Hidden Fees
Learn how investors are too often charged fees without knowing it. How can you make sure not to overpay a financial advisor?
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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 ...
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What Is a TRUST PROTECTOR and Do I Need One?
Trust Protectors can play a vital, but often misunderstood role in estate planning. Our attorneys often build Trust Protectors into cutting-edge trusts to provide much-needed ...
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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 ...
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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 ...
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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 ...
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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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