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...

Top 5 Tips for Trustees

A trust is a legal contract created by the trust maker. You, the trustee, are overseeing and properly managing the assets in the trust. The assets in the trust are then given to the beneficiaries. The following tips are gathered from What to do When a Loved one...
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...
Be Smart and Make a Business Plan

Be Smart and Make a Business Plan

Thinking about staring your own business? You probably already know that you need a business plan. Business plans are required when pitching your business to investors, business plans outline specific, concrete actions you must take to achieve your goal, business...