On 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...
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...
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...
Please join us on Wednesday, October 2nd from 12:00pm – 1:15pm for our seminar on the CalABLE Act at our San Mateo office. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. 1.25 CE credits for CPA’s will be provide for in-person attendees...
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...