Insights
Events

Charity in Estate Planning

July 15, 2019 2:30pm3:20pm
Golden Gate University

536 Mission St
San Francisco, CA 94105

Barbara Murphy will present the session "Charity in Estate Planning" at the 2019 CalCPA Estate & Trust Conference.

Click here for more information.

Firm Highlights

Publication

Prop. 19 Passed, Here Is What You Need to Know

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News

Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast

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Publication

Year-End Estate Planning in an Election Year

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News

Year-End Planning After The Election: What Financial Advisors & Tax Pros Are Telling Clients About Future Tax Changes

Lauren Galbraith was quoted in the Forbes article "Year-End Planning After The Election: What Financial Advisors & Tax Pros Are Telling Clients About Future Tax Changes." Read the full article, here .

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Publication

New Round of PPP Loans: What Nonprofits Need to Know

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News

More Americans Are Renouncing Their Citizenship

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Publication

SEC Expands Definition of “Accredited Investor” – Here Are 5 Key Takeaways

The SEC recently adopted amendments to Rule 501(a) of Regulation D of the Securities Act of 1933 that expand the definition of “accredited investor” by adding new categories of eligibility based on professional knowledge...

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News

How California Wine Business Property Transfer Rules Will Change in 2021

Lauren Galbraith commented in the North Bay Business Journal article "How California Wine Business Property Transfer Rules Will Change in 2021."  “I see families in the wine business demonstrate keen awareness that they must...

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Publication

The Art of Planning for Valuable Collections

Farella's Nonprofit Education Series features Cynthia Rowland with Farella Braun + Martel, and co-speaker, Andrea Roth with Roth Fine Art Appraisals, discuss estate and philanthropic planning for art and other valuable collections, including: Collection...

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