WEBINARS & BLOGS
Please consider subscribing to our YouTube channel to stay fully up-to-date!
- All
- After Death Actions
- Asset Protection
- Estate Planning Basics
- Financial Planning & Investing
- Incapacity Long Term Care
- Minors Special Needs Guardianship
- Prop 13 & Prop 19 Property Taxes
- Retirement Accounts
- Spouses Divorce Blended Families
- Tax Planning, Estate Taxes, Charitable Trusts
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 ...
Learn More →
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...
Learn More →
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...
Learn More →
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...
Learn More →
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 ...
Learn More →
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...
Learn More →
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...
Learn More →
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...
Learn More →
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 ...
Learn More →
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...
Learn More →
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 ...
Learn More →
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 ...
Learn More →
Financial Fraud Prevention
In today’s increasingly digital world, the financial industry is more interconnected and reliant on technology than ever before. In this webinar, we explore the critical ...
Learn More →
Avoid Real Estate Disputes! Buyers, Sellers, and Investors
Far too often, real estate transactions lead to disputes among buyers, sellers, and investors. Join us for a comprehensive webinar on avoiding these hassles, arguments—and ...
Learn More →
Estate Planning for Collectibles and the IRS: Art and Antiques
Wondering what needs to be done to prepare an inventory or secure an accurate appraisal of the treasures in your trust?
Learn More →
The Ultimate Guide to Using LLCs for Real Estate Investing
If you want to build a real estate empire, large or small, you often need a Limited Liability Company (LLC) to do it right...
Learn More →
Maximizing Tax Savings with Charitable Giving
Whether you are new to charitable giving or you are a seasoned philanthropist, this is a must-watch. We will cover tax-efficient charitable giving strategies, planned ...
Learn More →
Planning Considerations for Business Owners
The financial environment for small business owners is complex. In this informative session, we'll help you navigate the tax landscape, exploring various entity structures and ...
Learn More →