May 19, 2025 Podcast
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
The Verdict: Estate Planning Through Film
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 30, 2024 Podcast
John Wick - What You Need To Know about the Corporate Transparency Act
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
September 21, 2023 Article
IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive
December 21, 2022 Article
New Laws and Compliance Updates for California Employers in 2023
September 22, 2022 Article
New California Bill Requires Employers to Offer Bereavement Leave
September 2, 2022 Article
California’s Pay Transparency Act (SB 1162) – Are You Prepared?
September 2, 2022 Article
Survey of Pay Disclosure Laws Across the Country
October 28, 2021 Webinar
Investigations, Audits, Subpoenas, Oh My!
Nonprofit Education Series
Cynthia Rowland and Aviva Gilbert
April 22, 2021 Webinar
Insurance for Nonprofits: Managing Risk in Risky Times
Nonprofit Education Series
Mary McCutcheon and Cynthia Rowland
March 24, 2021 Webinar
Eviction Moratorium Updates for Nonprofits
Nonprofit Education Series
Tony Schoenberg
February 25, 2021 Webinar
New Round of PPP Loans: What Nonprofits Need to Know
Nonprofit Education Series
Matt Lewis and Julie Treppa
January 21, 2021 Webinar
The Art of Planning for Valuable Collections
Nonprofit Education Series
Cynthia Rowland
December 23, 2020 Article
Prop. 19 Passed, Here Is What You Need to Know
Lara Gilman, Anthony Vecino, Mark Weaver, Erin Fraser
November 10, 2020 Article
SEC Expands Definition of “Accredited Investor” – Here Are 5 Key Takeaways
Jesse Debban, Drew Goodwin, Greg LeSaint
October 15, 2020 Article
Year-End Estate Planning in an Election Year
Mark Weaver, Erin Fraser, Dan Porter
June 18, 2020 Webinar
Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020
Nonprofit Education Series
Cynthia Rowland and Matt Lewis
March 24, 2020 Article
Wealth Transfer Strategies in Today’s Market
Tony Vecino, Stephanie Hood