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How to Use Life Insurance to Meet Estate Planning Needs & Goals – 6 CE Credits
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesComplimentary Education Opportunity for Collaborative Advisors Only
Life Insurance as a Tool for Advanced Estate Planning – 6 CE Credits
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesComplimentary Education Opportunity for Collaborative Advisors Only
Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Tax
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesQ & A: Planning for Family Members with Special Needs
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesNew Tax Act – How it Affects You, Your Clients and Real Estate Ownership
Futura 1010 Valencia Street, San Francisco, CA, United StatesBrett Lytle will be presenting a seminar on Tuesday, April 10, 2018 on the New Tax Act and How it Affects your Clients and Real Estate Ownership. This presentation is hosted by Ed Diaz of Movement Mortgage. What you will learn: * Separate Facts from Fiction Regarding The New Tax Laws * Learn The Ins […]