Advanced Issues in Property Tax

Date: Tuesday, September 25, 2018
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Bradley R. Marsh, Greenberg Traurig, LLP


This presentation will cover many of the most pressing and important issues for estate planners and other professionals who touch property tax issues, including:  (a) common errors made by estate planners and other attorneys, (b) common troublesome issues that estate planners and attorneys come across, (c) ways to fix common errors, and (d) legislative/voter update.

Note:  This program also qualifies for 1-hour of continuing education credit for Attorney, CPA, Professional Fiduciary and Trust Officers. This presentation is approved for 1-hour CE with the CA Department of Insurance / Course #373871.  It is also approved for 1-hour CE with the Certified Financial Planners Board of Standards / Program ID #253651).

Bradley R. Marsh is the Administrative Shareholder of the San Francisco office and focuses his practice on tax controversy matters, including property, sales, payroll, business license, employment, franchise, parcel, district, documentary transfer, transient occupancy, utility user, income, parking, gift and estate taxes. He serves as a co-chair of the State and Local Tax (SALT) Practice. Brad represents clients in audits, litigation and administrative hearings, as well as analyzing transactions and business models, and providing legislative solutions.

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