Webinar on Estate Planning for Owners of Closely-Held Businesses

Wednesday, September 22, 12-1 PM PDT Watch Recorded Webinar Did you know that small, family-owned, or 'closely-held' businesses have special estate planning opportunities? Estate planning for owners of closely-held businesses is designed to avoid unintended consequences. The death of an owner can have significant estate and gift tax consequences that...

Webinar on Operation Hidden Treasure & Cryptocurrency Compliance Optimization

Thursday August 26th, 2021 This is a webinar for anyone who has cryptocurrency transactions or mining operations. We will update you on recent IRS initiatives to identify Unreported Crypto transactions, how to handle IRS Tax Audits involving cryptocurrency, tax minimizing techniques to consider, and other tax planning opportunities. This webinar...

Watch This Webinar About California Tax Exit Planning: Key State Tax Issues and Shifting Residency to Maximize Tax Benefits

About This Webinar Many individuals and businesses are seeking to establish domicile in states with little to no income tax to further estate planning and income tax goals. The panelists will discuss important steps in pre-domicile planning, along with best practices for maintaining the new domicile once it is established...