On 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...
On Friday, April 3rd, join us for our Drop-In-And Learn Vlog hosted by attorney David Rosenbaum for a fast-paced and exciting webinar on Keeping Trustees Out of Lawsuits! To join our vlog, please click the link below! https://zoom.us/j/2547688235
Join us on Thursday, April 2nd at noon for our next Drop-In-And-Learn Vlog! Attorney Bob Vale will be hosting Part 2 of our Advance Health Care Directive Vlog. This Drop-In-And-Learn will discuss how to fill out an Advance Health Care Directive. A copy of an Advance...
Join 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...
Join 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...