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What Is the Corporate Transparency Act? New Article and Webinar!

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After Death Actions
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Estate Planning Basics
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Prop 13 & Prop 19 Property Taxes
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Tax Planning, Estate Taxes, Charitable Trusts

How Wealthy People Structure Estates to Reduce Taxes

December 8, 2022

How do wealthy people use tried-and-true estate planning techniques to reduce death taxes, capital gains taxes, gift taxes, and preserve Prop 13 tax caps on ...

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Business Owners: KEY Estate & Tax Planning Issues

December 1, 2022

Business owners have unique tax and estate planning needs–and opportunities–far more complex than any W-2 employee. In this vital webinar for any business owner, we ...

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Do my spouse and I need a prenup or a postnup?

November 23, 2022

What is a postnuptial agreement in a marriage? Why a prenup or postnup can be crucial for Estate Planning, and especially for major gifts. How ...

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Eight Important Things to Discuss at the Thanksgiving Table

November 17, 2022

Thanksgiving is a great chance for a family to come together and have important conversations. Jim Cunningham suggests eight topics you should seriously consider...

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Creating Dynasty Trusts and a Mindset for Multi-Generational Wealth

November 10, 2022

What is multi-generational estate planning? How can I ensure that the wealth I leave behind is protected for my children and grandchildren? What is a ...

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CRUCIAL Tax & Retirement Strategies for Business Owners

October 20, 2022

Business owners have access to key tax saving and retirement strategies that go way beyond a traditional 401(k). Don’t miss this legal webinar if you ...

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How to Screw Up an Estate: Trust & Will Disasters

October 13, 2022

Sometimes, having an outdated estate plan can be worse than having no estate plan at all. Educate yourself on what NOT to do with these ...

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How Does Divorce Affect Estate Planning in California?

October 7, 2022

What changes with Estate Planning after a divorce? Can my former spouse inherit my Estate? What happens if someone dies in the middle of a ...

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Women Live Longer: Estate Planning for Women

September 29, 2022

Women live longer than men. We’ll discuss the planning implications for wives, including Social Security, Medicare, and filing single vs. jointly...

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Live Webinar with Jim Cunningham: Why Do I Need an Estate Plan?

September 21, 2022

Join us for a YouTube LIVE Conversation with Jim Cunningham, Founder of CunninghamLegal, for a direct, no-nonsense discussion, starting with why you need an Estate ...

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Financial PRIVACY Strategies in Estate Planning

September 8, 2022

Join us for an inside look at how to maintain privacy in today’s very public world using a variety of estate and financial planning strategies ...

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Selling a Family Business? Don’t Ignore Tax Issues!

September 1, 2022

A vital webinar for anyone contemplating the sale of a business—or the transfer of business equity to a child! Do the sale or transfer right...

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Inflation Reduction Act + 12 Hot TAX Tips for 2022 into 2023

August 25, 2022

Congress has passed the Inflation Reduction Act. Plus it’s an important midterm election year. Expect complex consequences for your tax and financial planning...

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Why and How to Use an LLC for Real Estate Investing in California

August 16, 2022

Do I need to create an LLC to invest in real estate in California? Do I need an LLC to own commercial or residential real ...

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It’s What You KEEP! Important Tax Planning When Investing

August 11, 2022

Get the low-down on advanced tax planning when investing! Does your financial advisor explain the tax issues related to your investments? We'll discuss the coordination ...

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