2020 Tax Update – McDowall Cotter San Mateo 1/29/2020 12:00pm

Join us on Wednesday, January 29 from 12:00pm to 1:15pm for a Tax Update Workshop at McDowall Cotter! McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. We will be discussing updated tax laws so that you go into the upcoming tax season with the...

Top 5 Tips for Trustees

Article, Blog, Estate Planning

A trust is a legal contract created by the trust maker. You, the trustee, are overseeing and properly managing the assets in the trust. The assets in the trust are then given to the beneficiaries. The following tips are gathered from What to do When a Loved one...

What to do When a Loved One Dies – McDowall Cotter San Mateo 11/20/2019 12:00pm

Join 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...

Insulating your Assets from Lawsuits – McDowall Cotter San Mateo 10/30/2019 12:00pm

Please 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...

New Tax Minimization Strategies for Individuals with Capital Gains with Gregory Banner – McDowall Cotter San Mateo 10/16/2019 12pm

Join 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...