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
Wills and Revocable Living Trusts, and Annual Exclusion Gifting
December 2014
National Business Institute
Family Wealth
Phones, Tablets, and Phablets: Tips For Managing Access To Data Through Mobile Devices
11/20/2014 3:30pm – 5:30pm
Farella Braun + Martel LLP
Family Wealth, Business Litigation
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