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Southern California In-Person Chapter Meeting - July 2024
Friday, July 19, 2024, 12:00 PM - 1:00 PM PDT
Category: Chapter Event

Friday, July 19, 2024
12:00pm - 1:00pm Pacific Time

AAA-CPA Southern California Chapter Meeting
Property Tax: A Legal Update and Clever Planning Strategies


Class presented by: 
Gregory R. Broege
Ajalat, Polley, Ayoob, Matarese & Broege

Location
Ernie's Mexican Restaurant
4410 Lankershim Blvd
North Hollywood, CA 91602

(Second locaton:)
18881 Von Karmen Ave
Irvine, CA 92612
Room Number to be announced!

Program Description
The session will explain the newest developments in the property tax world and provide various change in ownership strategies to help avoid reassessments with an emphasis on the use of joint tenancies to counter the effects of Prop 19. 

Learning Objectives

  • Understand new property tax laws
  • Interpret recent case law
  • Present plans to avoid reassessment

Education
This program offers 1.0 CPE credit and should offer 1.0 (M)CLE credit - Self Report Only. (M)CLE credit for other states may be permitted via self-reporting.


AAA-CPA will only report education credit to the state bars of dues-paid members; any state reporting fees will be the responsibility of the member.

Cost
No charge for members; $20 for non-members

Click here to register