January EPCSD Meeting

Date: Tuesday, January 8, 2019
Time: 4:30pm - 7:30pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Dan McAllister

The Estate Planning Council of San Diego Presents: 

January EPCSD Meeting
 

Date: Tuesday, January 8th , 2019

Time: 4:30 P.M. to 7:00P.M.

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone

 

Topic: TBD

Please join us for our first meeting of the new year featuring San Diego County Treasurer and Tax Collector Dan McAllister.  Dan will be speaking about Prop 13 and its impact on intra-family transfers, the recent efforts to make changes to cost basis upon the sale of real estate and pending legislation that aims to alter the cap on deductibility of state and local taxes.  Dan has a wealth of knowledge and experience to share with the group and welcomes questions that may be beneficial to the entire group.

 

Speaker: 

Dan McAllister

Dan McAllister has served San Diego County residents since as the County’s Treasurer-Tax Collector since 2002. He was reelected to his fourth term in June 2014 by an overwhelming 99% majority of the vote. Dan oversees the collection of more than $6 billion in property taxes each year, the management of nearly $11 billion in the County’s Investment Pool, and the administration of the County’s over $1.5 billion defined contribution program. Since assuming office, he has worked extensively to improve customer service, enhance communications and outreach initiatives, and ensure the fiscal stability of the treasury. Under his direction, his office collected nearly 60% of property tax payments electronically for the first time, while maintaining a 99% collection rate for the past three years. He is also a strong advocate for diversity, a value reflected in his staff that comes from all walks of life and backgrounds. His office now delivers service in 17 different languages.

 

Meal: TBD

Served: 5:30 PM to 6:30 PM
FIRST COURSE

 

ENTREE #1

 

ENTREE #2
 

DESSERT

DoubleTree Famous Cookies

 

Please RSVP 

 by Thursday, January 3rd, 2019

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:

Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

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