Events

9th Annual Hot Topics in Charitable Planning

January 31, 2023 at 4:30pm
Mark T. Weaver
Regional Parks Foundation

Mark Weaver is a featured panelist at the Regional Parks Foundation's 9th Annual Hot Topics in Charitable Planning Seminar virtual program, "Planning Amid Inflation and New Tax Laws: Economic Outlook, Techniques to Take Advantage of Rising Interest Rates, and an Analysis of Secure Act 2.0."

Session Overview: 

  • Review the state of the economy with inflation at its highest level in more than 40 years, and interest rates at their highest level in 15 years.
  • Discuss how existing charitable and non-charitable plans should be analyzed in light of these conditions, and provide recommendations.
  • Review the tax law changes contained in Secure Act 2.0, which is enroute to being passed before the end of the year.

Panelists: 

  • Michael Yoshikami, PH.D., CFP, CEO and Founder, Destination Wealth Management
  • Mark T. Weaver, Partner, Farella Braun + Martel LLP
  • Meredith Johnson, CPA, CFP, Partner, BPM

Firm Highlights

Publication

I Always Feel Like AI Is Watching Me: Artificial Intelligence and Privacy

ChatGPT got the early press, and every day we learn of new generative artificial intelligence products that can create new and creative visual and text responses to human input. Following on ChatGPT’s fame, Google’s...

Read More
News

Farella Advises TILT Holdings Inc. on $86.7 Million Debt Refinancing

Northern California legal powerhouse Farella Braun + Martel advised TILT Holdings Inc. , a global provider of cannabis business solutions that include inhalation technologies, cultivation, manufacturing, processing, brand development, and retail, on a series of...

Read More
Event

Insurance 101 for Non-Insurance Attorneys

Jennifer Bentley and Patrick Loi are speakers at the Bar Association of San Francisco's MCLE program "Insurance 101 for Non-Insurance Attorneys." Session Overview: A primer for non-insurance lawyers on common insurance terminology, insurance products, exclusions, and pitfalls. Topics...

Read More
Publication

Nonprofit Basics: Conflict of Interest Policies and Best Practices for Approving Insider Compensation

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the second in a series discussing insider transactions. In episode 32, I gave a general overview of the federal laws...

Read More
Publication

Nonprofit Basics: Best Practices for Approving Insider Compensation Decisions

Welcome to  EO Radio Show – Your Nonprofit Legal Resource . This episode is the third in a series discussing insider transactions by exempt organizations. In this episode, I'll look closely at best practices...

Read More
Publication

State Minimum Fire Safe Regulations Go Into Effect April 1, 2023

The State Board of Forestry and Fire Protection has been actively pursuing comprehensive new wildfire protection standards for development in Very High Fire Hazard Severity Zones and State Responsibility Areas where the State of...

Read More
News

WhatsApp and Facebook Take the NSO Group to Court

Kyle McLorg was interviewed for the  Shoot The Messenger: Espionage, Murder, & Pegasus Spyware  investigative podcast episode “WhatsApp and Facebook Take the NSO Group to Court” produced by Exile Media in collaboration with The...

Read More
News

Profile in Women Leadership - Mary McCutcheon

Mary McCutcheon Headshot
Read More
Event

The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions

Join Carly Alameda and Amy Briggs in the discussion on "The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions" to the ACC Bay Area Chapter. Corporate counsel are often tasked with negotiating...

Read More
Event

The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions

Join Carly Alameda and Amy Briggs in the discussion on "The Fine Print: A Litigator’s Perspective on Boilerplate Contract and Insurance Provisions" to the ACC Bay Area Chapter. Corporate counsel are often tasked with negotiating...

Read More