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...
Join us on Wednesday September 25th from 8:30am to 3:00pm for Part 2 of our CE credited workshop, Life Insurance as a Tool for Adv. Estate Planning. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. McDowall Cotter will be offering 6 CE credits...
On Wednesday September 18th, 2019 from 8:30am to 3:00pm, McDowall Cotter will be hosting Part 1 of our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This seminar will take place at McDowall Cotter APC San Mateo office...
Join us on Wednesday, September 4th, 2019 from 12pm to 1:15pm for a Planning for a Loved One with Special Needs seminar at McDowall Cotter San Mateo located at 2070 Pioneer Court, San Mateo. McDowall Cotter will be offering 1.25 CE credits for CPA’s and 1.5 CE...
Join us on Wednesday July 10th from 12pm to 1:15pm for our Getting Property to the Kids with Lower Property Taxes, Tricks and Traps of Prop 13. Our office is located at 2070 Pioneer Court, San Mateo, CA 94403. McDowall Cotter will be offering 1.5 CE credits...