Post 2020 Elections: What to Expect
When: January 14, 2022 at 11:00am
Location: Lido Consulting
Services: Family Wealth, International Tax and Estate Planning, Tax
Bisnow Digital Summit: California Opportunity Zones Update
When: April 15, 2021 2:00pm – 2:45pm
Services: Real Estate, Tax
CalCPA International Tax Conference: Taxation of Foreign Trusts with U.S. Beneficiaries
When: November 18, 2020 at 3:25pm
Location: CalCPA
Services: Family Wealth, International Tax and Estate Planning, Tax
Unpacking the Election Results: A Review of the New President’s Tax Plan, and the Status of Proposals in California to Impose a Wealth Tax, Increase Income Taxes and Overhaul Proposition 13
When: November 13, 2020 at 12:00pm
Location: Bar Association of San Francisco
Services: Family Wealth, Tax, Ultra-High Net Worth
Women in Tax Roundtable
When: October 29, 2020 at 4:00pm – 5:30pm (PDT)
Services: Tax
Real Estate Ownership: Tax and Estate Planning Tips
When: October 13, 2020 at 10:15am – 11:15am (PDT)
Services: Real Estate Litigation and Dispute Resolution, Tax, Private Client, Family Wealth, Ultra-High Net Worth
Opportunity Zone Virtual Forum
When: October 7, 2020 at 10:00am (PDT)
Services: Real Estate, Tax
Becoming Election Ready: A Review of the Biden and Trump Tax Plans, and Proposals in California to Impose a Wealth Tax, Increase Income Taxes and Overhaul
When: September 30, 2020 at 12:00pm
Location: STEP SF
Services: Family Wealth, Tax, Ultra-High Net Worth
6th Annual Hot Topics in Charitable Planning
When: January 30, 2020 at 4:00pm
Location: Regional Parks Foundation
Services: Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
CalCPA: Wine Industry Conference
When: December 9, 2019 8:30am – 4:30pm
Services: Tax, Wine
Opportunity Zone Tax Benefit for Nonprofits: Understand How and When to Invest
Category:
Nonprofit Education Series
When: April 18, 2019 at 3:30pm – 5:00pm (PDT)
Location: Farella Braun + Martel LLP
Services: Exempt Organizations, Tax, Real Estate
Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act
When: April 17, 2019 at 6:00pm
Location: Estate Planning Council of Diablo Valley
Services: Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
Opportunity Zone Tax Benefit for the Wine Country: Understand How and When to Invest
Category:
Wine Industry Education Series
When: March 13, 2019 at 8:00am – 9:30am
Services: Wine, Tax, Real Estate
Opportunity Zones 101
When: 2/6/2019 8:00am – 11:00am
Location: San Francisco, CA
Services: Real Estate, Tax
Trends, Traps, Tricks in Corporate Philanthropy, Opportunity Zone Investing, & Cyber Privacy & Security
When: January 31, 2019 4:00pm – 6:30pm
Location: Dunsmuir Hellman Historic Estate
Services: Tax, Private Client, Real Estate
Nonprofit Property Tax Exemptions: Getting Started and Maintaining Compliance
Category:
Nonprofit Education Series
When: 1/24/2019 3:30pm – 5:00pm
Location: Farella Braun + Martel LLP
Services: Tax
A New Era of Planning for Family Businesses, Especially After Recent Tax Reform
Category:
Wine Industry Education Series
When: 3/19/2018 12:00pm – 1:30pm
Location: Vintners Inn
Services: Tax, Wine
When Tax Cases Go Criminal - What CPAs Need to Know About Client Privilege
When: 5/11/2016 12:00pm – 2:00pm
Services: Tax, White Collar Criminal Defense and Internal Corporate Investigations
When Tax Cases Could Go Criminal: CPA Privilege and Other Potential Pitfalls
When: 11/6/2014 12:30pm – 1:30pm
Location: Farella Braun + Martel
Services: Family Wealth, Tax, White Collar Criminal Defense and Internal Corporate Investigations
Farella's Annual Client MCLE Day
When: 10/28/2014 8:30am – 5:30pm
Services: Environmental Law, Insurance Recovery, Business Litigation, Business Transactions, Construction, Family Wealth, Intellectual Property, Real Estate, Bankruptcy, Restructuring, and Creditors’ Rights, Securities, Tax, Wine, Renewable Energy
Non-Traditional Funding Ideas for Nonprofits
When: 10/22/2014 11:30am – 1:30pm
Location: The City Club
Services: Tax
ACG - Key Tax Strategies: Planning for Exit Opportunities - 2014 and Beyond
When: 2/11/2014 7:30am – 9:00am
Location: Farella Braun + Martel LLP
Services: Tax, Business Transactions
CPA Workshop Luncheon - Understanding the American Taxpayer Relief Act of 2012: The New Estate and Income Tax Provisions
When: 3/5/2013 12:00pm – 1:30pm
Services: Family Wealth, Tax
New Developments in Income and Property Tax Laws
When: 4/3/2012 9:00am – 10:30am
Services: Tax, Wine
ABA Forum on Affordable Housing and Community Development Law Mid-Year Conference
When: 10/13/2011 2:45pm – 4:00pm
Services: Tax
Farella's CPA CE Luncheon
When: 3/3/2011
Services: Tax, Family Wealth
Tax Aspects of Debt Restructuring and Foreclosure: Using Tax Savings and Motivations to Make Better Deals Webinar
When: 5/19/2010
Services: Real Estate, Bankruptcy, Restructuring, and Creditors’ Rights, Tax
Farella Braun + Martel's Fourth Annual Developers Conference
When: 4/28/2010
Services: Land Use / Development, Real Estate, Business Transactions, Bankruptcy, Restructuring, and Creditors’ Rights, Tax
