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Publications
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11.25.2020Navigating Proposition 19: Planning for 2021 Changes to California Real Property Tax Reassessment RulesUpdatesOn November 3, 2020, California voters narrowly approved Proposition 19 (The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act) and with it comes significant property tax changes for California real-property owners.
Presentations
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06.06.2022Community Property Basics for Accountants and Other PlannersSpeaking EngagementsAICPA: ENGAGE23 / Las Vegas, NV
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06.10.2021Estate Planning: What California Real Property Owners Need to KnowSpeaking EngagementsBerkeley Property Owners Association / Berkeley, CA
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01.26.2021LGBTQ Issues in Estate PlanningSpeaking EngagementsSanta Clara County Estate Planning Council / Santa Clara, CA
