Category: 2022
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[12/15/2022 Zoom Meeting] 2022 Year End Tax Planning – it’s not too late!
2022 Year End Tax Planning – it’s not too late! with Ron Moss. This presentation will cover: TAX PLANNING and SAVING FOR 2022 – It’s not too late! INFLATION REDUCTION ACT of 2022 – Tax savings in 2023. RETIREMENT PLAN LIMITS – 2022 and beyond. EMPLOYEE RENTIONTION CREDIT – Free money! Please note this video is not offered for MCLE credit.…
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[09/15/2022 Zoom Meeting] Estate Planning and Financial Considerations for the Divorcing Client
Estate Planning and Financial Considerations for the Divorcing Client with Patricia De Fonte and Mary Ballin. Family Law Attorneys help clients with custody, domestic violence, asset division and divorce strategy and tactics. And every divorcing client needs a team to support them and their family law attorney. Learn how an estate planning attorney and a financial advisor work with the client to plan for a…
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[1/20/2022 Zoom Meeting] Ethical Traps for the Unwary
Ethical Traps for the Unwary Jonathan Arons will cover various California rules of professional conduct and related statutes, including: Rule 1.2 – Scope of Representation and Allocation of Authority Rule 1.4.2 – Disclosure of Professional Liability Insurance Rule 1.8.5 – Payment of Personal or Business Expenses Incurred by or for a Client Rule 5.5 –…