McDowall Cotter, APC provides ongoing complimentary educational and professional training workshops and we are happy to come to you to present on any of these topics. For more information on these workshops, please see our Events Calendar under Resources. If you have any suggestions on topics that you would like to see covered in the future, we always solicit your input and feedback.

We provide training for professionals needing assistance in specific fields regarding legality. We provide training in coursework for Certified Financial Planners (CFP), Minimum Continuing Legal Education (MCLE), Certified Public Accountants (CPA), Enrolled Agents (EA), and Life Insurance Professionals. 

DISCLAIMER: Nothing in these presentations should be interpreted as legal advice. These presentations are intended to help a person to understand the area of law to help ask the right questions with the attorney of their choice. Your time to act may be very limited and this could substantially reduce your rights and options. YOU CAN NOT rely on anything contained here in. These information are not intended to substitute for professional legal advice and does not create an attorney-client relationship. You should accept legal advice only from a licensed legal professional with whom you have an attorney-client relationship. You should contact a lawyer in your area immediately, to assist you in any of these matters.

Circular 230 Disclosure: Pursuant to recently-enacted U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.


Tax Update

Update Regarding New 2017 Employment Laws

Getting Property to the Kids with Lower Property Taxes – Tricks & Traps of Prop 13

How to Use Life Insurance to Meet Estate Planning Needs & Goals (6 CE Credits)

Life Insurance as a Tool for Advanced Estate Planning (6 CE Credits)

Advanced Topics in Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower Property Taxes

What to do When a Loved One is Alive but Not Well

ABCs of Estate Planning: How to Protect & Preserve your Estate for your Children

Trends in Estate Litigation – Why Trustees Windup in Lawsuits

What We Parents Worry About – Keeping In-Laws from Becoming Out-Laws

Planning for Loved Ones with Special Needs

Insulating your Assets from Lawsuits

What to do When a Loved One Dies or is Incapacitated

Independent Contractors, Exempt, Non-Exempt, Nannies & Domestic Servants



If you have questions please contact us here.

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If you are interested in our services or have any questions, send us an inquiry and we will get back to you as soon as we can.