An Entertaining Look at International Philanthropy in the Netflix Film "Holiday in the Wild"
Category:
Nonprofit Education Series
When: October 12, 2023 at 4:15pm – 5:15pm (PST)
Services: Exempt Organizations, Family Wealth
9th Annual Hot Topics in Charitable Planning
When: January 31, 2023 at 4:30pm
Location: Regional Parks Foundation
Services: Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
Estate Planning in an Inflationary Environment: Re-Assessing Existing Plans and Techniques to Take Advantage of Increased Interest Rates
When: October 19, 2022 at 4:00pm
Location: Estate Planning Council of Diablo Valley
Services: International Tax and Estate Planning, Family Wealth, Ultra-High Net Worth
Sustainability Investments and ESG – What is it and what are the concerns?
When: August 18, 2022
Location: American Bar Association Webinar
Services: Exempt Organizations, Family Wealth
Election Year Issues for Private Foundations and Public Charities (Webinar)
Category:
Nonprofit Education Series
When: April 21, 2022 at 3:30pm – 5:00pm (PST)
Services: Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
8th Annual Hot Topics in Charitable Planning
When: January 26, 2022 at 4:30pm
Location: Regional Parks Foundation
Services: Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
Post 2020 Elections: What to Expect
When: January 14, 2022 at 11:00am
Location: Lido Consulting
Services: Family Wealth, International Tax and Estate Planning, Tax
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 (PST)
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 (PST)
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 (PST)
Services: Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
7th Annual Hot Topics in Charitable Planning
When: January 14, 2021 at 4:30pm
Location: Regional Parks Foundation
Services: Family Wealth, International Tax and Estate Planning, 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
CalCPA International Tax Conference: Taxation of Foreign Trusts with U.S. Beneficiaries
When: November 18, 2020 at 3:25pm
Location: CalCPA
Services: Family Wealth, International Tax and Estate Planning, Tax
Unpacking the Election Results: A Review of the New President’s Tax Plan, and the Status of Proposals in California to Impose a Wealth Tax, Increase Income Taxes and Overhaul Proposition 13
When: November 13, 2020 at 12:00pm
Location: Bar Association of San Francisco
Services: Family Wealth, Tax, Ultra-High Net Worth
Wine Industry Roundtable
Category:
Wine Industry Education Series
When: November 5, 2020 at 10:00am – 11:30am (PST)
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 (PST)
Services: Real Estate Litigation and Dispute Resolution, Tax, Private Client, Family Wealth, Ultra-High Net Worth
Becoming Election Ready: A Review of the Biden and Trump Tax Plans, and Proposals in California to Impose a Wealth Tax, Increase Income Taxes and Overhaul
When: September 30, 2020 at 12:00pm
Location: STEP SF
Services: Family Wealth, Tax, Ultra-High Net Worth
Estate Planning During Uncertain Times
Category:
Wine Industry Education Series
When: September 22, 2020 at 9:00am – 10:00am (PST)
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 (PST)
Location: Webinar
Services: Exempt Organizations, Family Wealth, Private Client
6th Annual Hot Topics in Charitable Planning
When: January 30, 2020 at 4:00pm
Location: Regional Parks Foundation
Services: Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
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
Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act
When: April 17, 2019 at 6:00pm
Location: Estate Planning Council of Diablo Valley
Services: Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
Estate Planning Strategies for Winery and Vineyard Owners
Category:
Wine Industry Education Series
When: February 12, 2019 at 8:00am – 9:00am (PST)
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
Cross-Border Planning: Analyzing Income, Estate and Gift Tax Issues for Multinational Families
When: May 29, 2018 at 2:00pm
Location: FPA NorCal Conference
Services: Family Wealth, International Tax and Estate Planning
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