McDowall Cotter has many exciting events coming! Please check them out on our Event Calendar 2017 – San Mateo, CA


ATTENTION – As per IRS Notice 2016-27, the deadline for filing Form 8971 and the accompanying Schedule A forms (sent to beneficiaries) has been extended once again to June 30, 2016.  This requirement still applies to all executors and other individuals required to file a Form 706 for estate tax return purposes after July 31, 2015. 

For more information, please see our whitepaper published on our blog on March 28th and IRS Notice 2016-27 found at:


You are invited to our 8th Annual Ice Cream Social!

Date: Wednesday July 12, 2017

Time: 12:30pm to 3:00pm

Location: 2070 Pioneer Ct, San Mateo CA

Please join us for one of our favorite event, McDowall Cotter’s Annual Ice Cream Social! Swing by and enjoy a bowl of delicious, homemade ice cream while you catch up with colleagues and friends.

Everyone is invited so please feel free to invite your family and friends. We hope to see you there!

Tel. 650.572.7933