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California Property Tax - San Francisco Bay Virtual Chapter Meeting 2.3.21
Wednesday, February 03, 2021, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

 California Property Tax
San Francisco Bay Chapter Virtual Meeting

Date:

Wednesday, February 3, 2021
6:00 to 8:00 PM

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

This presentation will cover California property tax rules, such as what constitutes a “change in ownership” that would trigger a reassessment and what rules have changed due to the passage of Proposition 19. The presentation will also discuss possible planning strategies regarding real estate to avoid property tax reassessment when transferring property as part of your estate plan.

Speaker: Rochelle H. Schultz, Attorney

Rochelle H. Schultz designs and implements multi-generational estate planning strategies for high net worth individuals and families. Her goal for each client is to achieve their personal, charitable and business objectives while minimizing estate and gift tax, generation-skipping transfer tax, and property tax. Rochelle Schultz was recognized in the first edition of Best Lawyers: Ones to Watch for her work in Trusts and Estates. She has been selected as a Super Lawyer "Rising Star" for 2020.

CPE Information:

2 California hours (Topics covering California law issues)
IRS: NA
CTEC 1000-CE-4859

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member):  $20
Registration Fee (Non-Member): $50

650-918-7329
[email protected]


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: [email protected] or 650-918-7329