New Tax Minimization Strategies for Individuals with Capital Gains with Gregory Banner – McDowall Cotter San Mateo 10/16/2019 12pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday, October 16th, 2019 from 12:00pm to 1:15pm for a special event with Gregory Banner of Asset Preservation Strategies, Inc. titled New Tax Minimization Strategies for Individuals with Capital Gains! This special event will be held at McDowall Cotter located at 2070 Pioneer Court, San Mateo, CA 94403. Lunch will be provided for those that […]
Insulating your Assets from Lawsuits – McDowall Cotter San Mateo 10/30/2019 12:00pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesPlease join us on Wednesday, October 30 from 12:00pm - 1:15pm for our seminar on Insulating your Assets from Lawsuits. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. McDowall Cotter will be offering 1 CE credit for those needing MCLE credits and 1.25 CE credits for those in need of CPA credits. […]
Q&A – Trustee Selection for Estate Plans with Revocable Living Trusts – McDowall Cotter San Mateo 11/08/2019 8am
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesPlease note event is not a presentation. Please prepare any questions you may have about estate plans with revocable living trusts beforehand and one of our attorneys will be available to answer those questions for you. To RSVP for this Q&A, please click here
Q&A – Trustee Selection for Estate Plans with Revocable Living Trusts – McDowall Cotter Mountain View 11/12/2019 8:30am
McDowall Cotter, APC Mountain View 800 W El Camino Real; #180, Mountain View, CA, United StatesPlease note event is not a presentation. Please prepare any questions you may have about estate plans with revocable living trusts beforehand and one of our attorneys will be available to answer those questions for you. To RSVP for this Q&A, please click here
What to do When a Loved One Dies – McDowall Cotter San Mateo 11/20/2019 12:00pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday, November 20 at McDowall Cotter from 12:00pm -1:15pm for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. 1.5 CE credits for CFP's will be provided for in-person attendees only. During this seminar, our attorneys will discuss planning for incapacity, successor trustees […]