California Property Tax and Proposition 19

Join us for the November 2024 Dinner Meeting on Wednesday, November 6th , from 6:00 PM to 9:00 PM at Charlie’s Restaurant . We are excited to welcome Jennifer A. Vincent , a highly respected attorney with Greenberg Traurig, LLP , as our featured speaker. Jennifer will present on the crucial topic of California Property Tax and Proposition 19 —a must‑attend event for estate planning professionals.

About the Topic:

Proposition 19 introduced significant changes to California’s property tax system, impacting parent‑child and grandparent‑grandchild exclusions and the portability of tax benefits. Jennifer will provide an in‑depth analysis of these changes, offering practical insights into how Proposition 19 affects estate planning strategies. Attendees will gain valuable guidance on advising clients through the complexities of this new tax landscape.

Jennifer A. Vincent focuses on federal and state tax controversies and litigation. She represents both individuals and companies in proceedings before the Internal Revenue Service and California taxing authorities, including the Franchise Tax Board and the California Department of Tax and Fee Administration . Jennifer also counsels clients on compliance with federal and state tax regulations and has extensive experience in defending clients in federal offshore audits, income tax examinations, and California income, sales, use, and property tax matters.

For more information about Jennifer’s background, please visit her professional bio .

We are proud to have Ken Cyphers of Anderson Zeigler Law Firm as our sponsor for the November 2024 Dinner Meeting. Ken is a Certified Specialist in Estate Planning, Trust, and Probate Law with extensive experience in estate planning, trust & estate administration, real property law, and general business law. He brings a wealth of knowledge to his clients, whether they require assistance with simple estate plans or complex real property transactions and disputes.

Anderson Zeigler has been providing exceptional legal representation for over 40 years. As a full‑service law firm, they offer deep expertise in business law, employment law, intellectual property, real estate, taxation, and estate planning, supported by a skilled civil litigation team. Anderson Zeigler’s commitment to responsive and cost‑effective legal services makes them a trusted partner for individuals and businesses alike.

We are grateful for their generous support of REEPC and our November dinner meeting.

We would like to thank Louis Cionci from Exit Strategies Group, Inc. for being the wine sponsor for our dinner meeting.

Louis Cionci is an experienced Merger & Acquisition (M&A) advisory professional, and has been providing strategic business valuations and successful seller representation for over 15 years. He has managed over $250mm worth of transactions. He also appraises businesses for estate and gift tax filings, business sale or acquisition, shareholder agreements, succession planning, dispute resolution, and more.