Life Insurance as a Tool for Advanced Estate Planning – 6 CE Credits for Financial Advisors holding Life, CFP, CPA, and EA Licenses
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 Date: Wednesday, September 26, 2018 Time: 8:15am Registration Presentation: 8:30am to 3:00pm Location: 2070 […]
How to be an Employer Terminator (CE Credits for CPAs and Attorneys) – Cancelled
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesHow to be an Employer Terminator (CE Credits for CPAs and Attorneys) Please join us on Wednesday, October 10, 2018 for a workshop on How to be an Employer Terminator. […]
Q & A: Let’s Update Those Trusts Updating Dangerous Tax Language
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesIndependent Contractors, Exempt, Non-Exempt Nannies & Domestic Servants – Guest Speaker for SMCLPA
David Rosenbaum will be a Guest Speaker for the Legal Professionals Association on Tuesday, October 16, 2018. He will be presenting on the topic 'Independent Contractors, Exempt, Non-Exempt Nannies and […]
Insulating your Assets from Lawsuits (CE Credits for CPAs and Attorneys)
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesInsulating your Assets from Lawsuits (CE Credits for CPAs and Attorneys) You and your clients don't want to wind up in the position to say bye bye to your life's […]