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Briefing: California Favorable Parent Child Exclusion Property Tax is set to expire February 15, 2021.
Join us for an informative briefing highlighting some Short Term Planning Opportunities before the window closes.

Topics will include:
- Overview of CA Proposition 19 which eliminates the exemption for parents and grandparents to transfer a home of any value plus up to $1 million of other real estate to their children and grandchildren without an increase in property taxes*
- Potential moves to avoid an increase in property taxes for children and grandchildren
- Individuals who should consider real property transfers before Proposition 19 goes into effect
- Potential trade-offs in transferring appreciated property to eventual heirs during one’s lifetime

4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100
* Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 3385245, DOFU 01/2021

Jan 21, 2021 10:00 AM in Pacific Time (US and Canada)

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