New Tax Minimization Strategies for Individuals with Capital Gains with Gregory Banner – McDowall Cotter San Mateo 10/16/2019 12pm

Join us on Wednesday, October 16th, 2019 from 12:00pm to 1:15pm for a special event with Gregory Banner of Asset Preservation Strategies, Inc. titled New Tax Minimization Strategies for Individuals with Capital Gains! This special event will be held at McDowall Cotter...

What we Parents Worry About – Keeping in-laws from Becoming Out-laws – McDowall Cotter San Mateo 6/19/19 12pm

Please join us for our seminar on What we Parents Worry About – Keeping In-Laws from Becoming Out-Laws from 12:00pm – 1:15pm on Wednesday, June 19th! McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA. McDowall Cotter will be offering a...

Truths and Myths About Estate Planning – McDowall Cotter San Mateo 5/22/19 12pm

On Wednesday, May 22nd, please join us at McDowall Cotter for our presentation on the Truths and Myths About Estate Planning. This event will be located at our San Mateo office at 2070 Pioneer Court, San Mateo, CA 94403 from 12:00pm-1:15pm! A complimentary lunch will...

Collaborative Advisor’s Roundtable – McDowall Cotter San Mateo

Join us on Wednesday 1/30/19 from 12pm to 1:15pm for our twice a year Collaboartive Advisor’s Roundtable. The event will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. This is an Invite-Only*** event. If you...

Potential Commercial Property Reassessment and Family Transfer Reassessment

Estate Planning, wealth preservation

PROPOSED LEGISLATION MAY TRIGGER REASSESSMENT OF COMMERCIAL PROPERTY AND MAY TRIGGER REASSESSMENT ON TRANSFER OF YOUR HOME TO YOUR CHILDREN Proposition 13, approved by voters in 1978, set a landmark measure that set property taxes at a low rate in California. ...