CE credits
Tricks and Traps of CA Property Tax – McDowall Cotter San Mateo 12/18/2019 12:00pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesOn Wednesday December 18th, McDowall Cotter will be presenting a combined presentation of our seminar on "Getting Property to the Kids with Lower CA Property Tax - Tricks and Traps of Prop 13" and our seminar on "Advanced Topics in CA Property Tax - Using Legal Entities to get Real Property to the Kids with Lower Property Taxes"! McDowall […]
What to do When a Loved One is Alive But Not Well – McDowall Cotter San Mateo 2/19/2020 12:00pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesOn Wednesday, February 12th from 12:00pm to 1:15pm, join us for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. During this seminar, our attorneys will discuss planning for incapacity, successor trustees and more. This workshop will educate you on what to do in the event of […]
WEBINAR ONLY – Getting Property to the Kids with Lower CA Property Taxes – Tricks and Traps of Proposition 13 – McDowall Cotter 3/4/2020 12:00pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday March 4th from 12pm to 1:15pm for our Getting Property to the Kids with Lower Property Taxes, Tricks and Traps of Prop 13 webinar. Feel free to join us for this interactional, entertaining and engaging event! We will be discussing various aspects of Proposition 13 and Propostion 58 as well Change in Ownership (C.I.O), strategies […]
How to Use Life Insurance to Meet Estate Planning Needs & Goals (6 CE Credits) – 3/18/2020 8:30am
CA, United StatesJoin us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person attendees only. Important Update: Our Life Insurance Seminars scheduled for March 18th and […]
WEBINAR – Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter 4/8/2020 12:00pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesOn Wednesday April 8, McDowall Cotter will be hosting a webinar on “Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes”. Feel free to join us for this seminar discussing property assessment, how the use of business entities impact the reassessment of […]