Insights
Events

Planning Amid Pending Tax Reform: Review of Federal and California Estate Tax Proposals and Strategies for Advising Clients

5/17/2017 6:00pm8:00pm
Mark T. Weaver
Lafayette Park Hotel
Lafayette, CA
Mark Weaver, Speaker, Planning Amid Pending Tax Reform: Review of Federal and California Estate Tax Proposals and Strategies for Advising Clients

Firm Highlights

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...

Read More
News

The Legal 500 United States 2019 Recognizes Farella Braun + Martel Practices & Attorneys

The 2019 edition of Legal 500 United States recognized Farella Braun + Martel among the top firms in the Construction, Land Use/Zoning, and Not-for-Profit practice areas. Recognized attorneys include: Construction Adam Dawson CJ Higley...

Read More
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...

Read More
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,...

Read More
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.

Read More