Election Year Issues for Private Foundations and Public Charities (Webinar)
Nonprofit Education Series
April 21, 2022 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
Investigations, Audits, Subpoenas, Oh My! (Webinar)
Nonprofit Education Series
October 28, 2021 at 4:00pm – 5:30pm (PDT)
Exempt Organizations, Private Client, White Collar Criminal Defense and Internal Corporate Investigations
Pushing for Diversity in Philanthropy
Nonprofit Education Series
September 23, 2021 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Family Wealth, Private Client
Insurance for Nonprofits: Managing Risk in Risky Times
Nonprofit Education Series
April 22, 2021 at 3:30pm – 5:00pm (PDT)
Insurance Recovery, Exempt Organizations, Private Client
Eviction Moratorium Updates for Nonprofits
Nonprofit Education Series
March 24, 2021 at 3:30pm – 4:30pm (PDT)
Exempt Organizations, Private Client, Real Estate
New Round of PPP Loans: What Nonprofits Need to Know
Nonprofit Education Series
February 25, 2021 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Private Client, Business Transactions
The Art of Planning for Valuable Collections
Nonprofit Education Series
January 21, 2021 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
Real Estate Ownership: Tax and Estate Planning Tips
October 13, 2020 at 10:15am – 11:15am (PDT)
Real Estate Litigation and Dispute Resolution, Tax, Private Client, Family Wealth, Ultra-High Net Worth
Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020
Nonprofit Education Series
June 18, 2020 at 3:30pm – 5:00pm (PDT)
Webinar
Exempt Organizations, Family Wealth, Private Client
Tax and Estate Planning Strategies for U.S. and Non-U.S. Persons in the Age of the Unicorn
October 30, 2019 11:30am – 1:30am
Farella Braun + Martel LLP
Family Wealth, International Tax and Estate Planning, Private Client, Ultra-High Net Worth
Trends, Traps, Tricks in Corporate Philanthropy, Opportunity Zone Investing, & Cyber Privacy & Security
January 31, 2019 4:00pm – 6:30pm
Dunsmuir Hellman Historic Estate
Tax, Private Client, Real Estate
All in the Family: Techniques and Pitfalls to Consider When Transferring Wineries and Vineyards to the Next Generation
February 8, 2018 at 4:00pm
Fox Fiduciary Summit
Family-Held Enterprises, International Tax and Estate Planning, Private Client, Ultra-High Net Worth, Wine