Publications
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March 23, 2026 Podcast
The Talented Mr. Ripley: Steps to Protect, Help, and Educate Trust Beneficiaries
The Verdict: Estate Planning Through Film
March 2, 2026 Podcast
Batman Begins: Benefits of a Directed Trust and Highlights of the OBBBA
The Verdict: Estate Planning Through Film
October 31, 2025 Podcast
The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards
The Verdict: Estate Planning Through Film
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July 22, 2025 Articles
The OBBBA - What Has (and Hasn’t) Changed for Individual Income, Estate, and Gift Taxes
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July 9, 2025 Perspectives
The OBBBA - What Has (and Hasn’t) Changed for Individual Income, Estate, and Gift Taxes
May 18, 2025 Podcast
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
The Verdict: Estate Planning Through Film
April 22, 2025 Podcast
Mamma Mia!: Common Estate Planning Issues for Blended Families
The Verdict: Estate Planning Through Film
March 6, 2025 Podcast
The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates
The Verdict: Estate Planning Through Film
December 5, 2024 Articles
Nationwide Injunction Halts Corporate Transparency Act Enforcement
December 2, 2024 Podcast
RoboCop: Overview of Corporate Basics and Compliance Filings
The Verdict: Estate Planning Through Film
August 30, 2024 Podcast
John Wick - What You Need To Know about the Corporate Transparency Act
The Verdict: Estate Planning Through Film
August 29, 2024 Podcast
Top Gun: Maverick - Core Estate Plan and Gifting Basics
The Verdict: Estate Planning Through Film
September 21, 2023 Articles
IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive
January 18, 2023 Articles
Under FTC’s New Proposed Rule, Employers Will No Longer Be Able to Rely on Noncompete Agreements
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December 21, 2022 Articles
New Laws and Compliance Updates for California Employers in 2023
November 21, 2022 Articles
California Extends Presumption of COVID-19 as Workers’ Compensation Injury and Modifies Notice Requirements for Potential Exposure
October 31, 2022 Articles
California Extends COVID-19 Leave Through December 31, 2022
September 22, 2022 Articles
New California Bill Requires Employers to Offer Bereavement Leave
September 2, 2022 Articles
California’s Pay Transparency Act (SB 1162) – Are You Prepared?
September 2, 2022 Articles
Survey of Pay Disclosure Laws Across the Country
June 7, 2022 Articles
Internal Investigations for Nonprofits: A Means of Identifying and Addressing Misconduct Before the Regulators Come Calling
Board & Administrator
October 28, 2021 Webinar
Investigations, Audits, Subpoenas, Oh My!
Nonprofit Education Series
May 12, 2021 Webinar
Eviction Moratorium Updates for Nonprofits
Nonprofit Education Series
April 22, 2021 Webinar
Insurance for Nonprofits: Managing Risk in Risky Times
Nonprofit Education Series
February 25, 2021 Webinar
New Round of PPP Loans: What Nonprofits Need to Know
Nonprofit Education Series
February 11, 2021 Webinar
The Art of Planning for Valuable Collections
Nonprofit Education Series
December 23, 2020 Articles
Prop. 19 Passed, Here Is What You Need to Know
November 10, 2020 Articles
SEC Expands Definition of “Accredited Investor” – Here Are 5 Key Takeaways
October 15, 2020 Articles
Year-End Estate Planning in an Election Year
September 10, 2020 Webinar
Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020
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