Jan 5: SF Assessor’s Forum on Prop 19

 This forum will be held online next Tuesday, January 5th (12:00 – 1:30 PM).

The San Francisco Office of the Assessor-Recorder invites you to their upcoming Family Wealth Forum, “Understanding How CA Prop 19 May Impact Your Family”. The Assessor’s Office wants to make sure to keep the community informed about changes to the law which may affect their families and financial planning. More info below.

“At the Assessor’s Office, we understand that planning for a secure financial future is a top priority for San Francisco families, especially during these uncertain times.  On Nov 3, 2020, CA voters passed Prop 19, “The Home Protection for Seniors, Severely Disabled, Families and Victims of Wildfire or Natural Disasters Act,” which makes changes to property tax benefits available to these groups. While this new law mostly expands property tax benefits for these groups, it includes provisions which significantly limit tax benefits for families who plan to pass property from parents to children.  In response, our Office is organizing a Digital Family Wealth Forum to educate San Francisco families about the loss of tax benefits before they go into effect on February 16, 2021.  We hope you will be able to join us for this event and share it with your family and neighbors who may find the information useful for their financial planning.”

SF Assessor: Understanding How CA Prop 19 May Impact Your Family

 The San Francisco Office of the Assessor-Recorder invites you to their upcoming Family Wealth Forum, “Understanding How CA Prop 19 May Impact Your Family”.

This online forum will be held online on Tuesday, January 5, 2021 (12:00 – 1:30 PM). The Assessor’s Office wants to make sure to keep the community informed about changes to the law which may affect their families and financial planning. More info below.

Continue reading “SF Assessor: Understanding How CA Prop 19 May Impact Your Family”

SF Assessor: Online Family Wealth Forum on July 18

From the Office of San Francisco Assessor Carmen Chu:

The Office of San Francisco Assessor Carmen Chu would like to invite you to our first Digital Family Wealth Forum, taking place online:

Our office normally hosts a yearly Family Wealth Forum–an event that covers estate planning basics and financial advice for homeowners and business owners.

Assessors_2020_07_18 Continue reading “SF Assessor: Online Family Wealth Forum on July 18”

Free workshops from SF Assessor at branch libraries

From the Office of San Francisco Assessor-Recorder Carmen Chu:

The Office of Assessor Carmen Chu and the SF Public Library will be presenting workshops around San Francisco in 2019.  The topic is Property Tax Savings for Families and Seniors.  We will cover how your property taxes are calculated and share tax savings that folks may be eligible for as homeowners in California.

2019 Library Workshop Series

Eureka Valley Branch Library
1 Jose Sarria Court, San Francisco, CA 94114
Tuesday, August 27, 2019
RSVP here

Merced Branch Library
155 Winston Drive, SF CA 94132
Wednesday, September 25, 2019
6:30 – 7:30 pm
RSVP here

Portola Branch Library
380 Bacon Street, San Francisco, CA 94134
Saturday, October 12, 2019
1:00 – 2:00 pm
RSVP here 
Continue reading “Free workshops from SF Assessor at branch libraries”

SF Assessor’s Office representative at Sunnyside Community Connectors this Wednesday

After the usual senior exercise class at Always Active on Wednesday July 24, representative Nicole J Agbayani from the SF Office of the Assessor-Recorder will speak and answer your questions at 10:30 AM about property tax savings for seniors and estate planning for families through the Sunnyside Community Connectors program.

Free and all are welcome. St Finn Barr Hall, 415 Edna Street (Hearst Ave).