Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act
April 17, 2019 at 6:00pm
Estate Planning Council of Diablo Valley
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
Estate Planning Strategies for Winery and Vineyard Owners
Wine Industry Education Series
February 12, 2019 at 8:00am – 9:00am (PST)
Meadowood Napa Valley
Wine, Family Wealth
Cross-Border Planning: Analyzing Income, Estate and Gift Tax Issues for Multinational Families
May 29, 2018 at 2:00pm
FPA NorCal Conference
Family Wealth, International Tax and Estate Planning
Enterprise Risk Management: What Nonprofits Need to Know
Nonprofit Education Series
5/24/2018 3:30pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth
Best Practices of Mega Gifts
3/15/2018 3:30pm – 5:00pm
Farella Braun + Martel LLP
Wine, Family Wealth, Ultra-High Net Worth
Assessing the Impact of Tax Reform: Planning Opportunities and Pitfalls for Individuals and Charities
3/1/2018 3:30pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth
Estate Planning Advisor Seminar: International Estate Planning
6/2/2017 8:00am – 1:00pm
Golden Gate University
Family Wealth, International Tax and Estate Planning
Cannabis: An Introduction to a Smoking Hot Topic
Nonprofit Education Series
5/18/2017 3:30pm – 5:00pm
Farella Braun + Martel LLP
Cannabis, Family Wealth
Planning Amid Pending Tax Reform: Review of Federal and California Estate Tax Proposals and Strategies for Advising Clients
5/17/2017 6:00pm – 8:00pm
Lafayette Park Hotel
Family Wealth, International Tax and Estate Planning, Exempt Organizations
Planning Amid Pending Tax Reform: Strategies for Domestic and International Clients
3/30/2017 11:30am – 1:30pm
Farella Braun + Martel LLP
Family Wealth, Exempt Organizations, International Tax and Estate Planning
3rd Annual Hot Topics in Charitable Planning Seminar
1/24/2017 4:30pm – 6:30pm
Dunsmuir Hellman Historic Estate
Family Wealth
All the Fish in the Sea: Practical Insights for Developing Mission Related and Impact Investing Programs
Nonprofit Education Series
1/19/2017 3:30pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth
Cybersecurity: Proactively Mitigate And Manage Your Nonprofit’s Cyber Risk
Nonprofit Education Series
11/17/2016 3:30pm – 5:00pm
Farella Braun + Martel LLP
Privacy and Cybersecurity, Family Wealth
All in the Family -- Techniques and Pitfalls to Consider When Transferring Wineries and Vineyards to Your Heirs
11/9/2016 12:00pm – 6:15pm
Liana Estates (Peju Province Winery)
Family Wealth, Wine
Family Law and Estate Planning for the International Elite
10/21/2016 11:30am – 1:30pm
Farella Braun + Martel
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
10/18/2016 5:30pm – 7:00pm
Family Wealth, International Tax and Estate Planning
The AFHE San Francisco Family Enterprise Forum
9/15/2016 4:00pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth
All in the Family: Techniques and Pitfalls to Consider When Transferring Your Vineyards to Your Heirs
6/16/2016 9:00am – 10:00am
Meadowood Napa Valley
Family Wealth, Wine
New Duty of Consistency and Basis Reporting Requirement
5/19/2016 12:30pm – 1:30pm
Farella Braun + Martel LLP
Family Wealth
Getting It Right: How to Maximize Your Non-Profit Organization's Property Tax Exemption
3/17/2016 3:30pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth
Investment Management
Nonprofit Education Series
2/18/2016 3:30pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth
Impact Investing: What, Why and How
2/18/2016 3:30pm – 5:30pm
Farella Braun + Martel LLP
Family Wealth
Analyzing Estate and Gift Tax Issues for Multinational Families
2/18/2016 12:00pm – 1:30pm
CalCPA SV/SJ Trust and Estate Group
Family Wealth
From Inspiration to Implementation - Working with Philanthropic Advisors, Lawyers & Accountants
01/26/2016 4:30pm – 6:30pm
Dunsmuir Hellman Historic Estate
Family Wealth
From Inspiration to Implementation: Working with Philanthropic Advisors, Lawyers and Accountants
Nonprofit Education Series
10/15/2015 3:30pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth
Global Questions – Local Answers: Personal Tax & Fiscal Issues
5/27/2015 6:00pm – 8:00pm
Bank of the West and SACC-SF/S Workshop Series
Family Wealth
Critical Risk Management Issues Facing Nonprofit Organizations
Nonprofit Education Series
4/16/2015 3:30pm – 5:30pm
Farella Braun + Martel LLP
Family Wealth
Nonprofits as Landlords and Tenants: A Look at Real Estate Issues from Both Sides
Nonprofit Education Series
3/19/2015 3:30pm – 5:00pm
Farella Braun + Martel LLP
Family Wealth, Real Estate
When Someone Dies
1/21/2015 5:00pm – 7:00pm
Hospice Services of St. Joseph Health, Memorial Hospice
Family Wealth
When Someone Dies
1/14/2015 7:00pm – 9:00pm
Hospice Services of St. Joseph Health, Hospice of Petaluma
Family Wealth
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