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Oil and Gas Investing Explained: Tax Benefits for High Earners
Leads with the hook that it's a tax strategy, not just an energy investment. Names both Jim and Ascent Wealth Management since it's a joint ...
Learn More → Selling or Merging a Law Practice in California?
Thinking about selling your law practice? Jim Cunningham shares what CunninghamLegal looks for — valuation, ethics, client care, and more.
Learn More → How to Buy Out a Sibling and Avoid Prop 19 Reassessment!
Buying out a sibling’s share of the family home without triggering a nasty Prop 19 tax reassessment... is it really possible? Expert property tax attorney ...
Learn More → Building a Sellable Business (or Law Firm)!
Building a successful business is one thing. Building a sellable business is something entirely different. In this video, attorney Jim Cunningham breaks down what truly...
Learn More → Equity Compensation! The Tax Problems No One Warned You About
RSUs, options, and ESPPs come with tax traps most people don't see coming. Here's how to get ahead of them before vesting, exercise, or sale.
Learn More → Retiring Abroad vs Retiring in California
Choosing between retiring abroad or staying in California isn’t just about scenery! It's about how your money, healthcare, and legal protections will actually work for ...
Learn More → Why ADUs & Prop 19 Are a Nightmare for Estate Lawyers
In this webinar, attorney Jim Cunningham breaks down why the mix of ADUs and Prop 19 can turn a clean estate plan into a complicated ...
Learn More → How Long Does Probate Take?… A Long Time!
Probate moves slowly… and somehow still manages to feel even slower. If you’ve ever wondered how long probate really takes or why the process seems ...
Learn More → Estate Planning Tips for a $1 Million Estate
If your estate is hitting the $1M mark, celebrate… then get serious. A million dollars is a wonderful milestone, but without the right estate plan, ...
Learn More → Get Your Will, Trust and Business in Order: New Year, New Plan
Still thinking about a will vs a trust, and somehow it’s January again? Reset season has arrived, and it’s calling out all those “I’ll get ...
Learn More → What if the Executor Does not Probate the Will?
What happens if an executor doesn't start the probate process for a will? What is probate of a will? We'll break down what probate of a ...
Learn More → Estate Planning for Second Marriages in California
Ready to protect your family's future in a second marriage? Join our webinar with attorney Jim Cunningham to explore estate planning...
Learn More → Financial Success in 2026: Economic Trends Insights
Are you prepared for the economic shifts of 2026? Join our exclusive webinar for a deep dive into the year's financial outlook. Market strategist Philip ...
Learn More → Top Tips for Selling Your Business: Sell Smarter!
The success rate for small businesses to sell is only 15% to 30%. Why? Many aren’t well prepared. Discover how to beat the odds with ...
Learn More → CA Prop 19: REAL EXAMPLES of Impacts on Property Taxes!
Dive into our exclusive webinar focused on California Prop 19, where we explore real-life examples of how Prop 19 impacts estates and taxes. See firsthand ...
Learn 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 ...
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