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Wealth Management Webinars

Top Cyber Threats: Stay One Step Ahead of Scammers

The Emotions Of Investing: Why Your Biggest Threat Might Be You

Can You Trust Your Trustee?

Financial Strategies In A Rising Rate Environment Webinar

Market Watch: What’s Ahead For Gas, Inflation And Geopolitical Tensions

Guiding Adult Children On Their Financial Journey

Active Vs. Passive Real Estate Investing: Which One Is Right For You?

Q1 2022 Market And Economic Outlook

 

Building Your Wealth

4 Unexpected Ways Partnering with a Corporation Could Help Your Startup

Small Businesses: Be Diligent and Move, Recession or Not

3 Reasons Businesses are Tapping into the Gig Economy

Move Over EFTs - Direct Indexing: An Investment Strategy Worth Paying Attention To

4 Questions to Ask When Considering Acquiring a Company vs Building

7 Ways to Continue Growing as Your Business Matures

What is a Family Office? Types of Family Offices

Want to Scale Your Small Business? Consider Offering Your Employees Equity

Business Location Strategy: How To Choose A Business Location

Roth IRA Strategies for High Earners and Business Owners

Commercial Real Estate Investing: Is it a Millionaire-Making Strategy?

The 3 Methods of Business Expansion: Which Is Right For Your Company?

Exit Planning: Understanding Who Will Buy and When to Sell Your Business

5 Reasons To Keep Your Business Small

5 Types of Investors Who Should Not Do a Delaware Statutory Trust

1031 Exchange Nuances - Minimizing the Tax Burden on Investment Property

3 Unusual Capital Gains Rules to Watch Out For

Commercial vs Residential Real Estate Investing - Which Should You Invest In?

4 Things to Know for Real Estate Investing Heading into 2022

Here’s Why it Might Be a Good Time to Rebalance Your Portfolio

Investment Decisions: Beware of the Country Club Portfolio

Tax Efficiency: Why Investors Should Be Fearless in Managing Their Portfolios at Year-End

Building a Passive Real Estate Investment Portfolio for Retirement Income

How to Build a Healthy Portfolio with Lower-Risk Investments

REITs Adopt a New Strategy: Diversification

Why Family Offices and Private Investors are the Cornerstones of Impact Investing’s Most Promising Innovations

The Retirement Guide for LGBT Financial Planning

The Dimensions of Wealth: Influencing Your Financial Path

Becoming an Angel Investor—What is Angel Investing?

Who Needs a Family Office: 3 Factors to Consider

Selling a Business: What is my Company Worth?

Investing in Real Estate Abroad - 4 Taxes to Understand

Types of Alternative Investments: Exotic Assets for Diversification

Emerging Forms of the Family Office

10 Questions to Ask When Reviewing Your Wealth Plan

Second Home Tax Implications to Consider Before Buying

Passive Real Estate Investments - DSTs, Tenants-in-Common and 1031 Exchanges

Investing in Gold Vs. Silver: 3 Key Differences to Know

7 Mistakes Affluent Investors Make

REIT Investing - Own Real Estate Without Becoming a Landlord

Avoid the Common Pitfalls of Family Business Boards

3 Ways to Avoid Uncle Sam Becoming your Biggest Beneficiary

Align Family Office Investments to a Greater Purpose

Advantages of Tax-Aware Borrowing

Family Businesses - Separating Ownership and Management

Tax Treatment of Restricted Stock Units: Managing Your Equity-Based Compensation

Family-Owned Businesses: Owners' Three Biggest Practical Personal Wealth Questions

5 Things Wealthy People Invest Their Money Into

An Update on California Rent Control: What You Need to Know

Individual Net Worth: How to Calculate Your Net Worth

Tips on Investing in Real Estate Abroad

The 7 Best Ways to Build Wealth Starting Today, According to Financial Planners

Building a Business: 4 Unique Sources of Startup Capital

Upgrades That Actually Increase Home Value

Growing a Giving Mindset - Family Wealth Philanthropy

 

Protecting Your Assets

3 Reasons You Should Avoid Dividend Reinvestment Programs

Inherited IRA Rules: Cutting Through the Confusion

How Inflation Should (And Shouldn’t) Change Your Investing Strategy

Before Taking that Great Offer to Sell Your Business Understand Two Things

Worried a Recession Will Hit? Here's How to Gear Up

Behavioral Finance: Six Common Investing Mistakes And How To Avoid Them

4 Things Every Woman Business Owner Should Know About Divorce

NFT Taxes: A Reckoning Awaits as the NFT Business Booms

Donating Restricted Stock - Giving Your Equity Awards in a Tax-Smart Way

New IRA Rules: Early Withdrawals - SEPP IRS 72(t)

Laddering Fixed-Rate Annuities Offers Higher Rates And Flexibility

Inherited IRAs - 3 Mistakes Beneficiaries Need to Avoid

5 Important Steps to Choosing Your Life Insurance Beneficiary

Strategies to Deal with Potential Capital Gains Tax Increases

Life Insurance Policy Reviews - 3 Reasons to Review Your Policy

Life Insurance as an Asset: Build, Protect, and Transfer Wealth

Insurance Planning for Business Owners — Back in Vogue?

4 Ways to Silence Market Crash Fears and Safeguard Your Money

5 Power of Attorney Clauses You Need to Focus On

Preparing Your Estate Plan for Biden Administration Tax Changes

Paying Taxes on an Inheritance - Key Rules to Know

5 Ways to Prepare for Higher Taxes Under President Biden

What You Should Consider Before Entering an Intrafamily Loan

Money and Relationships - 3 Blissful Money Habits

Why Get a Prenup? 3 Times a Prenup is Non-Negotiable

Estate Tax Exemption for 2021 - Amount Goes Up

Financial POA Considerations in a Covid-19 World

How Tax Code Changes Can Affect Retirees

Digital Estate Planning - Organizing Digital Assets

Retirement Taxes - 3 Wealth Protection Tactics

Minimize Taxes with an Asset Location Strategy

Life Insurance and the Demise of the Stretch IRA - Alternatives

5 Reasons to Get Life Insurance - What is Term Life?

Planning for the Next Generation: Estate Plans

The 6 Best Tax Deductions for 2020 - Reducing Income Tax

Capital Gains Tax Rates In 2020 - Strategies to Lower Your Tax Bill

Assessing the Risks in Various Asset Classes for Retirement

Should You Retire Abroad vs the U.S. - Advantages and Disadvantages

What Experts Recommend When Saving for College

How to Use Dividends for Retirement Income

Self-Funding Long-Term Care? Options for Planning Your Future Care

Retirement Tax Planning: 4 Important Tax Items Every Retiree Should Know About

Planning for the Next Generation: Are You Prepared?

Buy Sell Agreements - Don't Go Into Business with the Attorney of Your Deceased Partner's Spouse

4 Financial Conversations to have Before Marriage

Intellectual Property Protection - 10 Tips to Protect and Pass on Your IP

Business Succession Planning: Are You Prepared?

 

Transferring Your Legacy

Is 2026 an Important Year for Your Wealth?

How to Make Charitable Giving Easier at Your Company

Estate Planning During Periods of Inflation and Market Volatility

Making A Difference: Charitable Trust Planning

Corporate Trustee Pros and Cons: Navigating the Successor Trustee Decision

Custodial Accounts: Tax-Smart Ways to Share the Wealth with Kids

When Does a Living Trust Make Sense?

Reverse Estate Planning?

7 Considerations For Distributing Trust Assets To Your Children

When Do You Have to File a Gift Tax Return? Avoiding the Trap

Your Vacation Home Needs An Estate Plan - Property Ownership & Transfer

QCD Rules: Beware of the Traps Regarding QCDs - TCJA, & RMDs

Gift and Estate Tax Changes

Make the Most of Your Charitable Donations - Tax Benefits

Charitable Gift Deductions: Tax-Smart Giving Before You Retire

Donor Advised Fund vs Private Foundation - Which Should You Set Up?

Estate Tax Planning: Should Life Insurance Be Part of an Estate Plan?

The Next Silicon Valley Must-Have? A Private Foundation

DAFs Tax Benefits: The Charitable Advantage of Donor-Advised Funds

Legacy Planning: What 'Non-Financial Assets' Should be Included in Your Estate Plan?

Private Foundation Services: When Kids are Not Ready for an Inheritance

Should a SLAT Be a Part of Your Estate Planning?

Passing Down a Big IRA: Consider a Charitable Remainder Trust

5 Things to Consider About Your Digital Assets and Estate Planning

Proposed Gift and Estate Tax Changes - Why You May Need To Act Now

A Philanthropist’s Dilemma in the Post-COVID World: Creating the Biggest Impact

Swap Powers in Your Irrevocable Trust: How Do You Properly Exercise Them?

Estate Tax Planning Under The Biden Administration

Donating Real Estate - 3 Creative Charitable Strategies for Mortgaged Real Estate

Making A Gift This Year? Lifetime Gift Tax Exemption 2020 & Beyond

Estate Planning for 'Black Sheep' Beneficiaries

Roth IRA for Kids - Build Your Child a Tax-Free Nest Egg

Changes to the California Parent-Child Property Tax Exclusion

Generational Planning - How to Help Your Family Wealth Last

Federal Estate Tax Exemption is Set to Expire – Are You Prepared?

How Family Businesses Can Navigate the Greatest Wealth Transfer in Human History

529 Plans: Qualified Tuition Programs - An Estate Planning Primer

7 Lessons Donors Can Learn From Mackenzie Scott’s Surprise $1.7 Billion Philanthropic Gift

Pre-Election Estate Planning Strategies for High-Net-Worth Families

Inheritance Planning - Preparing Children Now to Oversee their Inheritance Later

Don’t Overlook this Final Step: Funding Your Trust

Administering An Estate During The COVID-19 Crisis

What is a SLAT? How SLATs Work: Proactive Planning with Low Market Values

Estate Planning Essentials During Times of Uncertainty

Estate Planning in Turbulent Times - Reviewing Your Estate Plan

Boomers Start Giving Children’s Inheritance to Charity

10 Common Estate Planning Mistakes to Avoid

3 Surprising Things You Might Not Think to Include In Your Will

7 Ways That Beneficiary Designations Can Mess Up Your Estate Plan

Gifting Real Estate - 3 Strategies to Efficiently Transfer Property

3 Considerations For Building Flexibility Into Trusts

IRA Beneficiary Options: Designating a Minor as an IRA Beneficiary

Charitable Giving: Tax-Efficient Strategies

Business Succession Planning: Ensuring a Smooth Transition

 

Trending Financial Topics

6 RMD Changes We Could See this Year - SECURE Act 2.0 and EARN Act

Charity Board of Directors - How to be an Effective Board Member

Selling A Second Home? Tax Implications : 2 Things To Know

Bunching Charitable Contributions: To Bunch or Not To Bunch?

NFT Taxation - Creators, Investors, Dealers and  Collectors

ESG Investing: The Intersection of Purpose and Profit

Selling Your Business:  Maximizing Value and Closing the Sale

3 Things to Know About Backdoor Roth IRAs

The Future of Cryptocurrency: The Enduring Enigma of Crypto

The Art and Science of Preparing a Business for Sale

Washington State Long-Term Care Trust Act: What Residents Need to Know

Qualified Opportunity Zones: Investment Trends, Tax Benefits

Why Helping Women in the Sandwich Generation is Good for the U.S. Economy

Prop 19: What It Means For Homeowners in California

Donating Stock to Charity: 7 Essentials to Maximize Your Charitable Giving & Tax Deduction

Charitable Gift Tax Law Changes Allow for Year-End Charitable Planning Opportunities

Gifts vs Loans: Don’t be Generous to a Fault - Lifetime Gift Tax Exemption

Enterprise Cybersecurity Tips - What Businesses Need to Know

Cybersecurity Tips for Business Owners - Secure Your Business with the Same Care It Took To Build It

It Pays to Get Smart About Information Security Best Practices

COVID-19 Stage 2: Prepare Your Portfolio and Your Life

Washington State Changes to Estate Tax Apportionment for Real Estate Owned By a Business

College Planning In The Era Of COVID: 6 Questions To Ask Now

The New Pandemic Playbook for California Commercial Real Estate in 2020

U.S. Economic Recovery & COVID-19: Women Will Play a Critical Role

7 Ways to Create a Secure Password to Stump the Fraudsters

COVID-19 Stimulus Legislation: The CARES Act And Other Relief Measures

RMD Rule Changes - Why The SECURE Act Makes 2020 the Year of Missed RMDs

Choosing The Right College: 5 Questions to Ask

Sweeping Changes Coming to Retirement Planning in 2020 - The SECURE Act

3 Estate Planning Documents Every College Student Needs

Small Business Cyber Security: Under Siege - 10 Defensive Steps You Can Take

Startup Business Ideas - 12 Problems that Could Lead to a Billion-Dollar Startup

Personal Cyber Security - 6 Tips

 

Market Commentaries & Special Reports

Market Commentary Q4 2022 - Economic Outlook

Market Commentary Q3 2022 - Economic Outlook

Market Commentary Q2 2022 - Economic Outlook

Market Commentary Q1 2022 - Economic Outlook

Market Commentary Q4 2021 - Economic Outlook

Real Estate Outlook 2021 - Commercial, Residential West Coast Recovery

Market Commentary Q3 2021 - Economic Outlook

Market Commentary Q2 2021 - Economic Outlook

Market Commentary Q1 2021 - Economic Outlook

Market Commentary Q4 2020 - Economic Outlook

Election 2020: Comparing The Candidate Tax Plans

Market Commentary September 2020 - Economic Outlook

Market Commentary August 2020 - Economic Outlook

Market Commentary Q3 2020 - Economic Outlook

SECURE Act RMD Changes: How You Can "Undo" 2020 Distributions and RMDs

Three New Reasons To Consider Roth IRA Conversion After COVID-19

Donating Stock: A Down Market Presents Charitable Giving Possibilities

Market Commentary Q2 2020 - Economic Outlook

Financial Markets Brace for Potential Pandemic

Market Commentary Q1 2020 - Economic Outlook

5 Strategies To Reduce Tax This Year

Market Commentary Q4 2019 - Economic Outlook

Understanding The Inverted Yield Curve: The Basics

The Fed's Decision: No Surprises from the Fed - August 2019

Market Commentary Q3 2019 - Economic Outlook

Market Commentary Q2 2019 - Economic Outlook

 

Women and Wealth

Women And Entrepreneurship: A Conversation with Female Founders

REITs: An Investment Vehicle For Diversifying Your Wealth

Investing in Real Estate: 5 Critical Questions

Noteworthy Women - A Conversation With Jean Chatzky

Financial Planning for Uncertainty - Tips for Women to Become Confident Investors

When Is The Best Time To File For Divorce? Now Vs Later?

Answering Your Top Wealth Management Questions

4 Key Priorities for an Estate Plan Women Should Consider

A Conversation With Alli Webb - Women and Wealth

A New Take On Money: The Financial Advice You've Never Heard From 5 Powerful Women

Prenups for Breadwinning Women: 4 Pitfalls to Avoid

Women And Wealth: Preparing For The Future

 

Marriage, Divorce & Relationships

What Older Adults Should Know About Getting Divorced And (Maybe) Remarried

How to Talk About Money: 5 Financial Questions You Should Ask Your Spouse

Divorce and Estate Planning: How To Change Your Estate Plan During Divorce

Here's What Couples Need to Know About Merging Finances

Life Insurance in a Divorce: Why You Need it and How Much You Need

Splitting IRA, 401k and Pensions in Divorce: Retirement Account Breakups

Living Together, But Not Married? Consider A Cohabitation Agreement

What You Need To Know About State Divorce Laws

Joint Trusts Or Separate Trusts: Advice For Married Couples

Getting Divorced? Here’s The Path To A More Financially Sound Separation

How To Financially Thrive After Divorce

Divorce: Splitting Assets - 401ks, IRAs and Annuities

Gray Divorce—People Getting Divorced Later In Life—Is On The Rise

Getting Married? Here’s One Checklist to Complete Well Before Marriage

 

Career & Business

What Do Women Need From The Workplace?

3 Habits Of High-Earning Women

Gender Pay Gap: Why it Matters, and What You Can Do To Change It

Funding for Women Owned Businesses - Strategies for Success

Women And Investing: 5 Ways To Approach Risk More Comfortably

The Pros And Cons Of The Various Legal Business Structures

Understanding The Best Source of Funding for Your New Business

Changing Jobs or Retiring? 3 Options for Managing Your Retirement Plan

 

Aging & Losing a Loved One

Should I Hire An Estate Planning Attorney Now That I Am A Widow?

Inherited IRAs - You’ve Inherited An IRA. Now What?

Helping Aging Parents Plan For a Well-Lived Future

Is It Time To Take Over? Elderly Parents - Finances and Caregiving

6 Tips for Tackling Financial Matters After Losing a Spouse

The ‘Aging Checklist’: What Is It And Why Every Retiree Needs One

 

Raising Children

Money Management: Guiding Adult Children On Their Journey

Teaching Children About Money—On Stage at a Time—Toddlers, Teens and Young Adults

iGen Book: Author, Jean Twenge, PhD - Q&A Presentation

Planning for a Baby Financially: Strategies to Prepare

7 Tips for Raising Socially Responsible Children - Talking About Inheritance

5 Strategies For Raising Financially Savvy Kids

 

Retirement Planning for Women

Women Planning for Retirement: Strategies to Overcome Challenges

4 Factors That Impact Retirement Security For Women

Retirement Planning for Women is Different. It Just Is. Here’s Why.

Financial Challenges Facing Women In Retirement

Nearing Retirement? Make Your New Venture More Secure By Getting Financial Advice Now

 

Single Living

Conversations Women Should Have with their Financial Advisors

How To Protect Your Estate As A Single Parent

Planning For Retirement Is Important To A Man’s Financial Future…But Essential To A Woman’s

 

Wealth Transfer - Resources for Women

4 Tips to Jump Start your Charitable Giving

Why Setting Up a Life Insurance Trust for Your Child is Better than Naming them as Your Beneficiary—Especially if they’re a minor

Family Legacy Planning: Leave Your Family the Best of You