Blog

Please join us on September 6, 2017 to learn more about how to plan for loved ones with special needs. Date: Wednesday, September 6, 2017 Registration for Presentation attendees: 11:30 am Registration for Webinar attendees: 11:45 am Presentation starts at 12:00 pm...

Please join us on August 16, 2017 to learn more about Advanced Topics in Property Tax - Using Legal Entities to Get Real Property to the Kids with Lower Property Taxes. Date: Wednesday, August 16, 2017 Registration for Presentation attendees: 11:30 am Registration for...

Please join us for a Q & A on Estate Planning Issues. Date: Friday, August 11, 2017 Time: 8:00 am - 9:00 am Location: 2070 Pioneer Court, San Mateo, CA 94403

How much do you know about Proposition 13? It may have been passed in 1978 but there are still tricks & traps to learn about this now famous proposition. Join us on July 26, 2017 to learn about the benefits & pitfalls of this tax revolt & how you can...

  You are invited to our 8th  Annual Ice Cream Social! Please join us for one of our favorite events, McDowall Cotters Annual Ice Cream Social! Swing by and enjoy a bowl of delicious, homemade ice cream while you catch up with colleagues & friends. Everyone...

Life Insurance as a Tool for Advanced Estate Planning  Date: March 29, 2017 Time: 8:30am to 3:00pm Advanced Estate Planning Concepts for Building Your Business. Build on your basic knowledge of estate planning concepts. In this workshop you will learn about: The...