Savvy Tax Planning for High Net Worth Families
Live In-Person Workshop:
Saturday, June 10th, 2023, 10am-11:30am
DoubleTree by Hilton
200 Marina Blvd.
Berkeley, CA 94710
Workshops feature Jim Cunningham with other CunninghamLegal attorneys
Do you want to learn the savvy tax planning strategies available to high net worth families? Expert estate planning attorney Jim Cunningham will discuss the advanced tax planning methods that can help you save money on taxes during your lifetime and after your death. Among other topics, he’ll tackle:
- Capital Gains Taxes
- Keeping Your Prop 13 Tax Base
- How to Hold Real Estate (in an LLC or Corporation)
- Income Tax Reduction Strategy for Business Owners
Jim Cunningham is an estate planning attorney with over 25 years of experience. He is a member of the American Bar Association and the California State Bar. He is also a certified specialist in estate planning, trust and probate law by the State Bar of California.
Attend the workshop and you become eligible for a reduced initial consultation fee—only $250, instead of the normal $495.00 ($245 off!).
Who Should Attend
While this workshop is for anyone who is interested in learning more about advanced tax planning strategies, you may especially get a lot out of it if you:
- Have a high net worth
- Are concerned about estate taxes
- Want to make sure your assets are protected
- Are interested in charitable giving
Registration is required: Please use the form on this page. We look forward to seeing you!
At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.