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Market Insights for 2023 with Phil Blancato
Wondering what to expect in 2023? Join us for an insightful and exclusive conversation with market strategist Philip Blancato, CEO of Ladenburg Thalmann Asset Management...
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How Wealthy People Structure Estates to Reduce Taxes
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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Estate and Tax Planning Issues For Business Owners
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?
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
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
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
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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Estate Planning Mistakes to Avoid: How to NOT Screw Up Your Estate
Sometimes, having an outdated estate plan can be worse than having no estate plan at all.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?
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
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?
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
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!
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
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
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
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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The Fine Art of Disinheriting an Heir: Effective Legal Tactics
When disinheriting a child or another heir, what steps will protect your decision from legal challenges? How critical is it to prove your competency and ...
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How to CUT Your Tax Bill When Selling Real Property
Many people want to delay – or avoid entirely – payment of capital gains tax. People also want to preserve their Prop 13 tax base. ...
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