Insights
Events

Planning Amid Pending Tax Reform: Strategies for Domestic and International Clients

3/30/2017 11:30am1:30pm
Mark T. Weaver
Farella Braun + Martel LLP
San Francisco, CA
Mark Weaver, Speaker, Planning Amid Pending Tax Reform: Strategies for Domestic and International Clients

Firm Highlights

News

California’s New Privacy Law Draws Attention From Nonprofits

Nate Garhart was quoted in "California's New Privacy Law Draws Attention From Nonprofits" in the Chronicle of Philanthropy . In the article, Nate advises nonprofits to get out ahead of any forthcoming privacy regulations...

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Publication

End of a Decade - Checklist for California Nonprofits

As 2019 comes to a close, we thought about our customary note to nonprofit officers and directors to take a few moments to confirm that important year-end responsibilities have not been overlooked. But since this...

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Publication

Your Retirement Planning and the SECURE Act

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of January...

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Publication

Nonprofits and the California Consumer Privacy Act

The new California Consumer Privacy Act of 2018 (CCPA) will come into effect January 1, 2020. In most situations, nonprofits won’t be subject to the law—but in some cases they necessarily will be and/or...

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Publication

Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions

The historically high lifetime exemption amount for gift, estate and generation-skipping transfer taxes increased from $11,400,000 to $11,580,000 per person this year due to inflation indexing. Individuals who had used up their lifetime exemption...

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Publication

Wealth Transfer Strategies in Today’s Market

Current market conditions and the federal gift and estate tax laws present wealth transfer opportunities that high net worth individuals may wish to leverage over the near term. Federal Gift and Estate Tax Exemption...

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Event

Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020 (Webinar)

Join speakers, Cynthia Rowland and Matt Lewis, for a discussion of current issues nonprofit organizations and their advisors are facing this year. Cynthia and Matt will cover: About that nest egg—when nonprofits can, and can’t...

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News

Farella Braun + Martel Announces 2020 Partner Elevations

SAN FRANCISCO/ST. HELENA, Calif., January 21, 2020: Northern California legal powerhouse Farella Braun + Martel is pleased to announce the election of senior associates Evan Abrams, Lauren Galbraith, and Alex Reese to the partnership...

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