Clients & Incapacity: CPAs Expanding Relationship & Responsibilities
Lara Gilman and Genevieve Larson, Speakers, Planning for Incapacity: How to Identify and Manage the Day to Day
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Event
Management Anti-Harassment Training for Exempt Organization Professionals
California employment law requires employers in every industry, including exempt organizations to create a workplace safe from harassment, discrimination, bullying, and sexual predation. The responsibility for this mandatory training falls on employers, and when...
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Publication
Estate Planning During Uncertain Times
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...
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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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News
Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast
Evan Abrams spoke to the San Francisco Business Times for the article "Lawyers Warn Those Bracing for Prop. 19’s Tax Hit: Act Fast." In the article, Evan said, “If you really want to do anything...
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Publication
Prop. 19 Passed, Here Is What You Need to Know
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...
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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
Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions
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...
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Publication
Year-End Estate Planning in an Election Year
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...
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Publication
New Round of PPP Loans: What Nonprofits Need to Know
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...
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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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