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...
How to Plan for a Loved One with Special Needs

How to Plan for a Loved One with Special Needs

Planning for your loved one ensures their financial security and quality of life. Here are the three main aspects of planning; understanding financial and medical benefits, brainstorming your estate plan, and utilizing Special Needs Trusts. 1. Understanding Financial...