Publications
August 29, 2024 Podcast
Top Gun: Maverick - Core Estate Plan and Gifting Basics
The Verdict: Estate Planning Through Film
May 20, 2024 Podcast
REFRESH: Loot and Private Foundation Rules – Part 2
EO Radio Show - Your Nonprofit Legal Resource
May 13, 2024 Podcast
REFRESH: Loot and Private Foundation Rules – Part 1
EO Radio Show - Your Nonprofit Legal Resource
February 26, 2024 Podcast
Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary
EO Radio Show - Your Nonprofit Legal Resource
September 21, 2023 Articles
IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive
August 29, 2023 Articles
Steps for the Long-term Success of Your Brand & Business
The Grapevine Magazine
August 3, 2023 Articles
Navigating Charitable Bequests: Risks and Rewards for Early Planning
Financial Advisor
July 7, 2023 Articles
Navigating Charitable Bequests: Risks and Rewards for Early Planning
June 26, 2023 Podcast
Charitable Bequests With Guest Stephanie Hood
EO Radio Show – Your Nonprofit Legal Resource
November 14, 2022 Podcast
Loot and Private Foundation Rules - Part 2
EO Radio Show – Your Nonprofit Legal Resource
November 7, 2022 Podcast
Loot and Private Foundation Rules – Part 1
EO Radio Show – Your Nonprofit Legal Resource
February 25, 2021 Webinar
New Round of PPP Loans: What Nonprofits Need to Know
Nonprofit Education Series
December 23, 2020 Articles
Prop. 19 Passed, Here Is What You Need to Know
October 15, 2020 Articles
Year-End Estate Planning in an Election Year
September 23, 2020 Articles
Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions
myStockOptions.com
September 22, 2020 Webinar
Estate Planning During Uncertain Times
Wine Industry Education Series
March 24, 2020 Articles
Wealth Transfer Strategies in Today’s Market
March 20, 2020 Articles
Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions
January 30, 2020 Articles
Your Retirement Planning and the SECURE Act
February 20, 2019 Articles
Succession Planning for Wineries and Vineyards
February 1, 2019 Articles
How to Plan for Successful Winery, Vineyard Business Succession
8/9/2018 Articles
Protect Your Charitable Deduction Recently Issued Final Regulations Affect Substantiation Requirements
8/18/2016 Articles
New IRS Guidance Allows More People to Use Charitable Trusts
8/12/2016 Articles
Proposed Section 2704 Regulations Would Impose Significant Restrictions on Valuation Discount Planning for Family Controlled Entities
5/5/2016 Articles
Three Ways to Guard Heirs From Big Wine Realty Tax Bill
12/3/2015 Articles
California’s New Transfer on Death Deed
9/8/2015 Articles
California’s New Voidable Transactions Act
2/23/2015 Articles
What Every Prospective Nonprofit Board Member Needs to Know
12/19/2014 Articles
Congress Approves Tax Extension Bill
12/5/2013 Articles
Year-End Checklist for California Nonprofits
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