Property Tax in California: Pitfalls, Proposition 19, and Proper Future Planning

This program will review California Property Tax framework including exclusions from reassessment. Practitioners will learn how to advise their clients regarding reassessment and strategies for avoiding it. The impact of new rules under Proposition 19 will be discussed along with planning strategies both before and after Proposition 19 implementation.

Learning Objectives:

1. Identify opportunities to avoid reassessment of property taxes
2. Advise clients regarding the impact of transfers from a property tax perspective
3. Recommend ways to efficiently transfer California real property