Insights
Events

Farella's CPA CE Luncheon

Lara Gilman, Said Kordestani, Barbara Murphy, Speakers, "Deconstructing the 2010 Tax Law Changes and Demonstrating the Benefits of the Continuing Tax Credits"

Farella Braun + Martel
San Francisco, CA

Firm Highlights

Publication

How to Plan for Successful Winery, Vineyard Business Succession

Harnessing the energy and ambition that tends to surface at the start of a new year, now may be a good time to consider your personal estate and business succession planning. Developing a plan...

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Publication

Protect Your Charitable Deduction Recently Issued Final Regulations Affect Substantiation Requirements

Charitable donors expecting an income tax deduction must obtain, maintain, and in some cases provide to the IRS specific documentation to substantiate their donation.  Donors should pay careful attention to these substantiation requirements, because...

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Event

Women in Cleantech & Sustainability

Lysondra Ludwig will speak at the WCS Talks - a full day TED-Style event and startup pitch competition hosted by Google.

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News

How to Plan for a Smooth Transition of Your Family Business

Family Wealth Senior Associate Lauren Galbraith discusses how family internal dynamics play a role in transferring significant assets, especially a business, between generations. Link to read the full article.

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Publication

Succession Planning for Wineries and Vineyards

As wine families tend their grapes, so too should they tend their business succession planning. Wineries and vineyards are unique assets to consider when crafting personal financial, estate and business succession plans for clients,...

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Publication

Opportunity Zone Program Drives Investments to Low-Income Communities

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Event

Bay Area Opportunity Zones 2.0

On the heels of recently released regulation by the US government, we dive back into the state of OZs in the Bay Area. What You'll Learn What are the most important takeaways from the...

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Publication

Treasury Department Guidance Will Stimulate Opportunity Fund Investments

The Opportunity Zones Program (OZ Program) aims to infuse capital into low-income communities known as qualified opportunity zones (QOZs) by offering tax-advantaged investments benefiting electing Qualified Opportunity Fund (QOF) investors including: A temporary deferral...

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Publication

Legal Ins and Outs of 'Opportunity Zones' — So Far

A new tax incentive intended to stimulate investment in low-income communities known as opportunity zones has attracted significant attention from investors, developers, and business owners since its enactment under Section 1400Z-2 of the Internal...

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