Prop 19: The Good, the Bad, and the Strategy

Did you know a family's property taxes can jump from $600 to $6,000 a year overnight, thanks to CA Prop 19? Passed quietly in 2020, this law rewired Californiaʼs property tax landscape, blindsiding many homeowners and even their advisors. Learn how to preserve Prop 13 caps, transfer low tax bases for those 55+, and use advanced strategies to avoid reassessment. Join attorney and author Jim Cunningham for a fast-paced deep dive into Prop 19ʼs history, benefits, and devastating pitfalls. Packed with real-world examples and practical takeaways, this session will change the way you think about property taxes.
This course has been approved for continuing education for Attorneys, CPA's, and Professional Fiduciaries. This course is pending review for 1-HR CEU with the CFP Board of Standards, the American Bankers Association and the California Department of Insurance.
James L. Cunningham, Jr, is a second-generation California attorney and the founder of CunninghamLegal, one of California’s leading estate and tax-planning firms. CunninghamLegal “Guides savvy, caring families in the protection and transfer of multi-generational wealth” with 12 offices throughout Northern & Southern California. He’s also the bestselling author of the frank and hard-hitting book, “Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.”
Certified by the State Bar of California’s Board of Specialization as a Specialist in Estate Planning, Trust, and Probate Law, Jim holds a Bachelor of Arts in History from the University of California at Santa Cruz and a Juris Doctor from Whittier College of Law.
Meeting Sponsored by:
Login now to see a list of event attendees.
