Tax Planning, Estate Taxes, Charitable Trusts
It’s not just high-net-worth individuals and families who can benefit from advanced tax planning. In fact, anyone with significant assets needs a proactive approach to limiting taxes on their estate and their lifetime wealth.
What tax strategies have very wealthy families traditionally used that I should consider too? What assets require professional tax planning? How can I reduce estate taxes? Reduce income taxes? Reduce capital gains taxes? How do I safeguard against a constantly changing estate planning and tax landscape — and avoid missing key deadlines?
Topics covered in our estate tax planning webinars include:
- Estate tax planning strategies
- Trust tax planning and trustee considerations
- Charitable Lead Trusts, Charitable Remainder Trusts, and Charitable Foundations
- Donor-Advised Funds and tax-advantaged stock donations
- Capital gains tax reduction and smart tax planning
- Income tax strategies for business owners and the self-employed
Family LLCs and trusts for wealth transfer - Selling a business and minimizing taxes
- Working with your estate planning, financial planning, and tax professionals
and more
The Hidden Tax Break in U.S. Energy
Tired of watching nearly half your income disappear to taxes? Before year-end, learn how the U.S. Energy sector—especially oil & gas investments—can deliver powerful tax ...
Learn More → Maximize Charitable Giving & Cut Taxes!
Imagine doubling your impact while cutting your tax bill! Join us to learn Charitable Strategies, with attorney and author Jim Cunningham alongside financial advisors at ...
Learn More → The LLC Advantage: Liability Protection!
Join our webinar to learn how to contain liabilities to the LLC, shielding your personal assets. We'll discuss LLC liability protection and show you how ...
Learn More → Inheritance Planning: Are You Ready to Inherit?
Do you know how inheriting assets could significantly impact your financial future? Join our exclusive webinar to explore the world of inheritance and legacy planning... ...
Learn More → Fire Recovery: Rebuilding with Resilience and Tax Awareness
Please join us to learn more about the urgent wildfire crisis, exploring its significant effects on property taxes, essential recovery steps, and future planning. Understand ...
Learn More → Election 2024 Results, Taxes and You: Prepare for What’s Next
The next President: are you ready for the tax changes around the corner? Watch our webinar that focuses on the winning candidate's tax plan, budget ...
Learn More → Using Charitable Trusts to Save Taxes & Make the Most of Your Philanthropy
Are you considering a charitable trust but unsure about the differences between a Charitable Remainder Trust, Charitable Lead Trust, and Charitable Annuity Trust?
Learn More → How to Prepare for the Expiration of the 2017 Tax Cuts and Jobs Act!
Brace for 2025's new tax landscape with the sunset of the Tax Cuts and Jobs Act! Key provisions are expected to shift, with the standard ...
Learn More → How to Avoid 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 → 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 → 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 → 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 → Five Top Strategies to AVOID Death Taxes
What are Estate Taxes and how can you avoid them? In this legal webinar, we’ll take a detailed look at estate taxes and the five ...
Learn More → Do Trustees Get Paid? Understanding Trustee Compensation
Trustees are often entitled to a "reasonable amount" of compensation— but, how much IS that? Trustees can be paid a percentage of assets or paid ...
Learn More → What is income tax smoothing? Tax Bracket Arbitrage
“Income Smoothing” is a multi-year strategy that can lower your overall income tax bill. Savvy high-income earners use it every year: why shouldn’t you?
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Income Tax Reduction Strategies for business owners, self-employed, and 1099 Earners
How can business owners, the self-employed, and 1099 earners save on income taxes? What are the top tax strategies for business owners, self-employed, and 1099 ...
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Choosing Between Types of Business Structures For Tax and Liability Protection
What types of business structures can California business owners choose for their businesses? What is a sole proprietorship? What is a partnership? What is the ...
Learn More → Reduce the ERTC Hit! Employee Retention Tax Credit Mitigation
The Employee Retention Tax Credit (ERTC) for 2020 or 2021 helped many businesses stay afloat during the height of the pandemic. But now, those tax ...
Learn More → 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 ...
Learn More → 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 ...
Learn More → 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 ...
Learn More → 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 ...
Learn More → 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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