Vlog – You Bought It Together, Now How Do You Title It?Part 2 – McDowall Cotter 7/16/2020 12pm

Please join us for our vlog on You Bought It Together, Now How Do You Title It? from 12:00pm – 12:30pm on Thursday, July 16th! Attorneys Stefani Coggins and David Rosenbaum will be hosting part two of the vlog mini-series on Joint Tenancy, Tenancy in Common, and...

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Announcements, Article, Blog, Social Events

McDowall Cotter is now available on several social media platforms! To get all of our exciting announcements, virtual event reminders, new articles and so much more, follow us on any of the platforms listed below. McDowall Cotter Instagram McDowall Cotter LinkedIn...

How to Use Life Insurance to Meet Estate Planning Needs & Goals (6 CE Credits) – 3/18/2020 8:30am

Join us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person...

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...

Taxes, Taxes, Taxes – McDowall Cotter San Mateo

Join us on Wednesday, February 20th, 2019 from 12:00pm to 1:15pm for our Taxes, Taxes, Taxes Workshop. The event will happen at McDowall Cotter APC San Mateo located at 2070 Pioneer Court, San Mateo. This is event is only for Annual Wealth Care Members. If you are...