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DTSTART:20190109T003000Z
DTEND:20190109T033000Z
LOCATION:Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
UID:1723020190109T003000ZJanuary EPCSD Meeting "Prop 13 & The Impact On Intra-Family Transfers"
DTSTAMP:20260313T114029Z
DESCRIPTION:\nThe Estate Planning Council of San Diego Presents:  \nJanuary EPCSD Meeting \n \n \nDate: Tuesday, January 8th , 2019\n \nTime: 4:30 P.M. to 7:00P.M.\n \nWhere: Double Tree Hotel, Mission Valley \n \n7450 Hazard Center Drive\n \nRoom: Brickstone\n \n \n \nTopic: Prop 13 & The Impact On Intra-Family Transfers\n \nPlease 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.\n \n \n \nSpeaker: \n \nDan McAllister\n \nDan 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.\n \n \n \nMeal: \n \nServed: 5:30 PM to 6:30 PM\nFIRST COURSE\n \nBaby Spinach Salad Strawberries, Toasted Almonds, Goat Cheese,and White Balsamic Vinaigrette (Gluten Free)-No Cheese for the Vegans\n \nENTREE #1\n \nSeared Salmon Corn Puree, Crispy Fingerling Potatoes, Asparagus, and Chorizo Oil\n \nENTREE #2\n \nVegan Mushroom Risotto Stuffed Tomato, Fava Beans, Wild Mushrooms in a Rustic Tomato\n \nDESSERT\n \nDoubleTree Famous Cookies\n \n \n \nPlease RSVP \n \n by Thursday, January 3rd, 2019\n \nIn order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.\n \n You do NOT need a PayPal account in order to pay via credit card through PayPal. \n \nIf you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.\n \n \n \n**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:\n \nJessica Vito Cruz\n \nP. O. Box 880536\n \nSan Diego, CA 92168\n
SUMMARY:January EPCSD Meeting "Prop 13 & The Impact On Intra-Family Transfers" - Estate Planning Council of San Diego 
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DESCRIPTION:Reminder
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