WEBINARS & BLOGS
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- Tax Planning, Estate Taxes, Charitable Trusts
CRITICAL 401(k) Year-End Review for Business Owners
As we move toward the end of the year, it’s critical to do a review of your 401(k) structures before December deadlines—a vital part of ...
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FINANCIAL Forecast from Washington DC: Advice and Updates
Big news is on the horizon in Washington, D.C. that will change the financial landscape. Insight on pending legislation and what it could mean for ...
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Hot Income Tax Strategy for High Earners: Commercial Solar
It’s almost too late to take advantage of a fantastic, little-known tax strategy: investments in commercial solar.
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Major Shifts to Biden Tax Plan, Prop 13/19 Breaking News
Changes are coming fast on the tax front, and we want to keep you updated so you can take rapid action if needed, possibly before ...
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Creative Income TAX STRATEGIES for BUSINESS Owners in 2021
Few business owners take the time to investigate creative tax strategies and savings techniques like opportunity zones and solar investment tax credits—are you even aware ...
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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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