Investment Management
Nonprofit Education Series
2/18/2016 3:30pm – 5:00pm
Farella Braun + Martel LLP
San Francisco, CA
Insights
Events
Firm Highlights
Event
Vines and Legacies: Secure Your Future Today
Join Lauren Galbraith at our next Wine Industry Education Series discussing "Vines and Legacies: Secure Your Future Today." Thoughtful planning and careful implementation are essential to a successful estate plan that preserves wealth in the...
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Publication
IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive
This month, the IRS announced that it is using the long-term funding approved by Congress through the Inflation Reduction Act of 2022 to shift its attention to wealthy taxpayers in an effort to “identify sophisticated...
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Publication
REFRESH: Loot and Private Foundation Rules – Part 1
Welcome to EO Radio Show - Your Nonprofit Legal Resource . In this episode, I'm happy to refresh EO Radio Show episode 21, the first of our two episodes exploring private foundation rules using the...
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News
Farella Lawyers Recognized in The Best Lawyers in America® 2025 Edition
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Publication
Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary
Welcome to EO Radio Show - Your Nonprofit Legal Resource . This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel and...
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News
Farella Announces 2024 Leadership Council on Legal Diversity Pathfinders: Taylor Porter and John Ugai
Farella Braun + Martel is proud to announce that senior associates Taylor E. Porter and John M. Ugai have been named 2024 Leadership Council on Legal Diversity (LCLD) Pathfinders. Pathfinders have been identified as...
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Publication
REFRESH: Loot and Private Foundation Rules – Part 2
Welcome to EO Radio Show - Your Nonprofit Legal Resource . In this episode, I refresh EO Radio Show episode 22, the second of our two episodes exploring private foundation rules using commentary on the...
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News
Farella Braun + Martel Ranked in Chambers High Net Worth 2024
Farella Braun + Martel is pleased to announce that our Private Client Industry Group and Family Wealth Partner Mark Weaver were recognized in Chambers High Net Worth 2024 in the Private Wealth Law in...
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Publication
Top Gun: Maverick - Core Estate Plan and Gifting Basics
Welcome to The Verdict: Estate Planning Through Film . In our first episode, I’m joined by BNY Wealth senior client strategist and former Navy and Blue Angel pilot C.J. Simonsen to discuss the movie Top...
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News
Farella Launches New Podcast: The Verdict: Estate Planning Through Film
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