California Property Tax Planning
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This presentation will explore key considerations in California property tax planning, including strategies for managing property transfers, reassessment issues, and available exclusions. Attendees will gain practical insight into navigating California’s complex property tax rules and identifying planning opportunities that can help protect clients and their families.
AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - Presentation
8:00 - Concluding Remarks
REGISTRATION FEES
Fees are the same for in-person or online attendance.
Premier Members - No Fee (included in annual dues)
Regular Members - $90
First Time Guests - $100
Return Guests - $120
QUESTIONS?
Contact Danielle@SCCEPC.org
This activity has been approved for 1.0 hours of MCLE credit by the State Bar of California. The Santa Clara Estate Planning Council is a State Bar of California approved MCLE provider, MAP Provider #9350.
This program is pending acceptance by the CFP Board for CE credit.
A general certificate of attendance will be provided for others who may be able to apply the program toward their continuing education requirements. This includes Accounting.
