Estate Planning and Property Tax
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, November 2, 2022
6:00 - 8:00 PM

Location:

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

Description:

Many of our decisions are driven by the effect that taxes will have on those decisions. When putting together an estate plan, how much control do you have over property taxes? Are there ways to reduce their effect? Are there things to avoid in your estate plan that will cause adverse property tax consequences? We will discuss basic estate planning and how it is affected by the new property tax laws. We will discuss what to avoid in your estate plan so as to not trigger an unfortunate property tax increase.

Presenter:

Gary A. Quackenbush, Esq.
Gary Quackenbush and his team operate a Financial Solutions law practice, GQ LAW, in San Diego, California, and San Juan Capistrano, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. His estate planning practice focuses on wills, trusts, and estate administration including probate court work and inheritance litigation. The firm handles contract disputes, property disputes, and business matters. His small business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court.Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the host of his own radio show “Word on Wealth with Attorney Gary Quackenbush” weekdays at 2 PM on KCBQ 1170 AM and KPRZ 1210 AM. He is the host of his own podcast “GQ on the Law” available on iTunes, Podbean, and Google Podcasts. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV.He is Past-President of the California Society of Tax Consultants, San Diego Chapter and is Immediate-Past President of CSTC at the state level.Gary and his wife Cheryl’s growing family consists of four children, their spouses, and twelve grandchildren. Outside of the office you will find Gary spending time with Cheryl and their family, traveling, water skiing, boating, rock climbing, mountain biking, hiking, and camping.GQ LAW12396 World Trade Drive, Suite 213San Diego, CA 92128(858) 549-8600fax: (858) 549 8863e-mail: [email protected] Gary on Facebook as “GQ Law”

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01747-22-O
CTEC: 1000-CE-5168

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $30
Non-Members: $60

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.