Upcoming Event: Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13
How much do you know about Proposition 13? It may have been passed in 1978 but there are still tricks & traps to learn about this now famous proposition. Join us on July 26, 2017 to learn about the benefits & pitfalls of this tax revolt & how you can...
8th Annual Ice Cream Social
You are invited to our 8th Annual Ice Cream Social! Please join us for one of our favorite events, McDowall Cotters Annual Ice Cream Social! Swing by and enjoy a bowl of delicious, homemade ice cream while you catch up with colleagues & friends. Everyone...
Life Insurance as a Tool for Advanced Estate Planning
Life Insurance as a Tool for Advanced Estate Planning Date: March 29, 2017 Time: 8:30am to 3:00pm Advanced Estate Planning Concepts for Building Your Business. Build on your basic knowledge of estate planning concepts. In this workshop you will learn about: The...
Our 8th Annual Ice Cream Social!
You are invited to our 8th Annual Ice Cream Social! Date: Wednesday July 12, 2017 Time: 12:30pm to 3:00pm Location: 2070 Pioneer Ct, San Mateo CA Please join us for one of our favorite event, McDowall Cotter's Annual Ice Cream Social! Swing by and enjoy a bowl of...
Up Coming Event: Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13
Getting Property to the Kids with Lower Property Taxes - Tricks & Traps of Prop 13 Date: Wednesday, July 26, 2017 Time: 11:30am Registration 11:45am to 1:15pm Presentation Location: 2070 Pioneer Court, San Mateo CA Trustees are under a magnifying glass to perform...
Up Coming Event: What to Do When a Loved One Dies
What to Do When a Loved One Dies Date: Wednesday April 20, 2016 Time: 11:30am Registration 11:45am to 1:15pm Presentation Location: 2070 Pioneer Court, San Mateo CA Sign Up: Click Here To Sign Up for the Webinar: Click Here Prepare for the Unthinkable Your...
ESTATE TAX FILERS – NEW IRS FILING REQUIREMENT FOR 2016 – FORM 8971
ESTATE TAX FILERS - NEW IRS FILING REQUIREMENT FOR 2016 – FORM 8971 © 2016 by Michael S. Demian. All Rights Reserved. If you filed an Estate Tax Return after July 2015, the IRS is now requiring you to also file Form 8971 (and accompanying Schedule(s) A) before...
Victory for Our Client
In a big victory for the City of San Mateo, on April 6, 2015, David Rosenbaum and Stephanie Zeller completed a six day trial defending the City of San Mateo against two claims for dangerous condition brought by one plaintiff. After 13 witnesses and four hours of...
Life Insurance as a Tool for Advanced Estate Planning
Life Insurance as a Tool for Advanced Estate Planning Date: November 17, 2015 Time: 8:30am to 3:00pm Advanced Estate Planning Concepts for Building Your Business. Build on your basic knowledge of estate planning concepts. In this workshop you will learn about: The...
How to Use Life Insurance to Meet Estate Planning Needs and Goals
How to Use Life Insurance to Meet Estate Planning Needs and Goals Date: November 10, 2015 Time: 8:30am to 3:00pm Building a Good Foundation of Estate Planning Knowledge. Learn about the business opportunities that come with a basic understanding of estate planning. In...
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