Election Year Issues for Private Foundations and Public Charities (Webinar)
Category:
Nonprofit Education Series
When: April 21, 2022 at 3:30pm – 5:00pm (PDT)
Services: Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
Sustainability Investments and ESG – What is it and what are the concerns?
When: April 7, 2022 at 2:00pm – 3:00pm (EDT)
Location: American Bar Association Webinar
Services: Exempt Organizations, Family Wealth
Taking Action Amid Uncertainty: Year-End Planning in Light of Pending Changes to the Gift and Estate Tax Regime
When: November 3, 2021 at 11:30am (PDT)
Location: Bar Association of San Francisco
Services: Family Wealth, Ultra-High Net Worth
Pushing for Diversity in Philanthropy
Category:
Nonprofit Education Series
When: September 23, 2021 at 3:30pm – 5:00pm (PDT)
Services: Exempt Organizations, Family Wealth, Private Client
The Art of Planning for Valuable Collections
Category:
Nonprofit Education Series
When: January 21, 2021 at 3:30pm – 5:00pm (PDT)
Services: Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
Lido Consulting's 15th Annual Family Office Investment Symposium
When: November 19, 2020 9:10am – 9:50am
Services: Family Wealth, Ultra-High Net Worth
Wine Industry Roundtable
Category:
Wine Industry Education Series
When: November 5, 2020 at 10:00am – 11:30am (PDT)
Location: Live Webinar
Services: Wine, Business Transactions, Business Litigation, Family Wealth, Insurance Recovery, Bankruptcy, Restructuring, and Creditors’ Rights, Environmental Law, Real Estate, Employment
Real Estate Ownership: Tax and Estate Planning Tips
When: October 13, 2020 at 10:15am – 11:15am (PDT)
Services: Real Estate Litigation, Tax, Private Client, Family Wealth, Ultra-High Net Worth
Estate Planning During Uncertain Times
Category:
Wine Industry Education Series
When: September 22, 2020 at 9:00am – 10:00am (PDT)
Location: Webinar
Services: Wine, Family Wealth, Ultra-High Net Worth
The Art of Planning for Valuable Collections
When: July 8, 2020 2:00pm – 3:30pm
Services: Family Wealth, Ultra-High Net Worth
Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020
Category:
Nonprofit Education Series
When: June 18, 2020 at 3:30pm – 5:00pm (PDT)
Location: Webinar
Services: Exempt Organizations, Family Wealth, Private Client
Tax and Estate Planning Strategies for U.S. and Non-U.S. Persons in the Age of the Unicorn
When: October 30, 2019 11:30am – 1:30am
Location: Farella Braun + Martel LLP
Services: Family Wealth, International Tax and Estate Planning, Private Client, Ultra-High Net Worth
ABA Tax Section Joint Fall Meeting
When: October 4, 2019 2:30pm – 4:00pm
Location: Hyatt Regency San Francisco
Services: Family Wealth, Wine
Estate Planning Strategies for Winery and Vineyard Owners
Category:
Wine Industry Education Series
When: February 12, 2019 at 8:00am – 9:00am (PDT)
Location: Meadowood Napa Valley
Services: Wine, Family Wealth
Financial Planning Series: Planning Today for Tomorrow
When: 2/6/2019 6:00pm – 9:00pm
Location: First Republic Bank
Services: Family Wealth, International Tax and Estate Planning
Unpacking Recent Changes in Nonprofit Accounting Reporting Requirements: Compliance and Best Practices for ASU 2016-14 & 2018-08
Category:
Nonprofit Education Series
When: 10/25/2018 3:30pm – 5:00pm
Location: Farella Braun + Martel
Services: Family Wealth
Enterprise Risk Management: What Nonprofits Need to Know
Category:
Nonprofit Education Series
When: 5/24/2018 3:30pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Family Wealth
Best Practices of Mega Gifts
When: 3/15/2018 3:30pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Wine, Family Wealth, Ultra-High Net Worth
Assessing the Impact of Tax Reform: Planning Opportunities and Pitfalls for Individuals and Charities
When: 3/1/2018 3:30pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Family Wealth
Estate Planning Advisor Seminar: International Estate Planning
When: 6/2/2017 8:00am – 1:00pm
Location: Golden Gate University
Services: Family Wealth, International Tax and Estate Planning
Cannabis: An Introduction to a Smoking Hot Topic
Category:
Nonprofit Education Series
When: 5/18/2017 3:30pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Cannabis, Family Wealth
Planning Amid Pending Tax Reform: Review of Federal and California Estate Tax Proposals and Strategies for Advising Clients
When: 5/17/2017 6:00pm – 8:00pm
Location: Lafayette Park Hotel
Services: Family Wealth, International Tax and Estate Planning, Exempt Organizations
Planning Amid Pending Tax Reform: Strategies for Domestic and International Clients
When: 3/30/2017 11:30am – 1:30pm
Location: Farella Braun + Martel LLP
Services: Family Wealth, Exempt Organizations, International Tax and Estate Planning
3rd Annual Hot Topics in Charitable Planning Seminar
When: 1/24/2017 4:30pm – 6:30pm
Location: Dunsmuir Hellman Historic Estate
Services: Family Wealth
All the Fish in the Sea: Practical Insights for Developing Mission Related and Impact Investing Programs
Category:
Nonprofit Education Series
When: 1/19/2017 3:30pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Family Wealth
Cybersecurity: Proactively Mitigate And Manage Your Nonprofit’s Cyber Risk
Category:
Nonprofit Education Series
When: 11/17/2016 3:30pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Privacy and Cybersecurity, Family Wealth
All in the Family -- Techniques and Pitfalls to Consider When Transferring Wineries and Vineyards to Your Heirs
When: 11/9/2016 12:00pm – 6:15pm
Location: Liana Estates (Peju Province Winery)
Services: Family Wealth, Wine
Family Law and Estate Planning for the International Elite
When: 10/21/2016 11:30am – 1:30pm
Location: Farella Braun + Martel
Services: Family Wealth, International Tax and Estate Planning
Pitfalls and Planning Opportunities for Non-U.S. Persons: Analyzing Income, Estate and Gift Tax Issues in the Cross-Border Context
When: 10/18/2016 5:30pm – 7:00pm
Services: Family Wealth, International Tax and Estate Planning
The AFHE San Francisco Family Enterprise Forum
When: 9/15/2016 4:00pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Family Wealth
