Clients & Incapacity: CPAs Expanding Relationship & Responsibilities

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...

Tony Schoenberg discussing "Eviction Moratorium Updates for Nonprofits" at the March Nonprofit Education Series. As an owner or tenant, dealing with real estate has been one of the most significant challenges facing nonprofits during...

Proposition 19, which passed last month, has important consequences for all real property owners in California. It is important to act quickly before Proposition 19's effective date of February 16, 2021. Proposition 19 has...

Farella's Wine Industry Education Series features Lauren Galbraith discussing "Estate Planning During Uncertain Times." Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of...

Matt Lewis and Julie Treppa discuss "New Round of PPP Loans: What Nonprofits Need to Know."  The Paycheck Protection Program (PPP) is a lifeline for nonprofits and other businesses that are struggling to survive during...

Mary McCutcheon, Cynthia Rowland and guest speaker, Joan Dove from Gallagher, discuss "Insurance for Nonprofits: Managing Risk in Risky Times" at the April Nonprofit Education Series. Nonprofit organizations—and their directors and staff—are not immune to...

The 2020 election is less than a month away and year-end estate planning is already underway for many. Under current law, the estate, gift and GST (generation-skipping transfer) tax exemptions for 2020 are set at...

Published on MyStockOptions.com . Key Points Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts...