January 28, 2021
LIVE Webinar: Estate Planning Basics
Do You have Questions about Estate Planning and the Process You Should Follow to Preserve Your Legacy? If so, this is the webinar for you. We know first-hand how complex…
January 8, 2021
LIVE Webinar:
Prop 19 – How CPAs and Financial Advisors Can Help their Clients
The recent passage of Proposition 19 promises to dramatically change property tax rules for Californians. Effective February 16, 2021, new rules for family transfer of real estate will significantly impact…
December 30, 2020
LIVE Webinar:
The Business Owner’s Guide to Incorporating
Have you ever wondered when is it the right time to incorporate? You are not alone! Many business owners are wondering the same thing. Whether you own an existing business,…
December 11, 2020
Webinar: How Are Your Property Taxes Being Impacted?
Proposition 19 (Prop 19) recently passed in California and contains two major changes in California property tax assessments that could impact your estate planning. To ensure that your estate plan…
October 22, 2020
Live Webinar: How to Protect Your Legacy and Avoid a Family Meltdown
Registration link: https://us02web.zoom.us/webinar/register/WN_oF2S97FQQ2-Hi8aREgxLwg We are all concerned about what is going to happen upon our passing or incapacitation. Typically, our biggest concerns involve: 1. Protecting what we have worked so…