Publications
April 22, 2025 Podcast
Mamma Mia!: Common Estate Planning Issues for Blended Families
The Verdict: Estate Planning Through Film
March 6, 2025 Podcast
The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates
The Verdict: Estate Planning Through Film
December 2, 2024 Podcast
RoboCop: Overview of Corporate Basics and Compliance Filings
The Verdict: Estate Planning Through Film
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 Article
IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive
August 29, 2023 Article
Steps for the Long-term Success of Your Brand & Business
The Grapevine Magazine
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 Article
Prop. 19 Passed, Here Is What You Need to Know
October 15, 2020 Article
Year-End Estate Planning in an Election Year
September 23, 2020 Article
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 Article
Wealth Transfer Strategies in Today’s Market
March 20, 2020 Article
Four Tips for High Net Worth Individuals Desiring to Utilize Record-High Lifetime Exemptions
January 30, 2020 Article
Your Retirement Planning and the SECURE Act
February 20, 2019 Article
Succession Planning for Wineries and Vineyards
February 1, 2019 Article
How to Plan for Successful Winery, Vineyard Business Succession
8/9/2018 Article
Protect Your Charitable Deduction Recently Issued Final Regulations Affect Substantiation Requirements
8/18/2016 Article
New IRS Guidance Allows More People to Use Charitable Trusts
8/12/2016 Article
Proposed Section 2704 Regulations Would Impose Significant Restrictions on Valuation Discount Planning for Family Controlled Entities
5/5/2016 Article
Three Ways to Guard Heirs From Big Wine Realty Tax Bill
12/3/2015 Article
California’s New Transfer on Death Deed
9/8/2015 Article
California’s New Voidable Transactions Act
2/23/2015 Article
What Every Prospective Nonprofit Board Member Needs to Know
12/19/2014 Article
Congress Approves Tax Extension Bill
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