Event Details

Conference Call: Prop 19 - New Rules for Property Tax

Date: January 13, 2021

Time: 12:00pm-1:00pm

Location:

Conference Call

We invite you to join on this call where we will discuss the change brought about by the passage of Prop 19 such as the tax ramifications not only for inherited property but also estate planning issues around the new legislation. If you would like to submit your questions in advance of this call, please email them to info@briofg.com.

January 13th, 2021 12:00 PM

To join the virtual meeting please click the following link: https://us02web.zoom.us/my/briofg.

If you would like to join by phone please dial: (669) 900-9128

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.