Category: Taxes

Mar 24: ‘Family Wealth Forum’: free event for family financial planning

On By Sunnyside Neighborhood AssociationIn SF Assessor-Recorder, SF Assessors Office, Taxes, UncategorizedLeave a comment

From the SF Office of the Assessor-Recorder. This popular and well-received forum, to be held again on March 24, provides free help to to SF families in financial planning. 

In March, Assessor Carmen Chu is bringing back by popular demand her Office’s community event to help San Francisco families build their financial futures, the Family Wealth Forum. Often when speaking with community members, Assessor Chu receives questions about estate planning and passing on a family’s most valuable asset, their home.

In response, she created the Family Wealth Forum as a one-stop shop to answer those questions, offering multilingual workshops, one-on-one counseling with experts, and a variety of informative vendors.  We invite you to join us for this free community event on Saturday, March 24th, 2018, from 10:00 am – 1:00 pm at Lincoln High School, 2162 24th Avenue.  For more information and to register, please visit www.sfassessor.org/familywealthforum

Continue reading “Mar 24: ‘Family Wealth Forum’: free event for family financial planning” →

‘Family Wealth Forum’: free event for family financial planning

On By Sunnyside Neighborhood AssociationIn Families, SF Assessor-Recorder, SF Assessors Office, Taxes, UncategorizedLeave a comment

From the SF Office of the Assessor-Recorder. This popular and well-received forum, to be held again on March 24, provides free help to to SF families in financial planning. 

In March, Assessor Carmen Chu is bringing back by popular demand her Office’s community event to help San Francisco families build their financial futures, the Family Wealth Forum. Often when speaking with community members, Assessor Chu receives questions about estate planning and passing on a family’s most valuable asset, their home.

In response, she created the Family Wealth Forum as a one-stop shop to answer those questions, offering multilingual workshops, one-on-one counseling with experts, and a variety of informative vendors.  We invite you to join us for this free community event on Saturday, March 24th, 2018, from 10:00 am – 1:00 pm at Lincoln High School, 2162 24th Avenue.  For more information and to register, please visit www.sfassessor.org/familywealthforum

Continue reading “‘Family Wealth Forum’: free event for family financial planning” →

Feb 5: SNA Quarterly Meeting

On By Sunnyside Neighborhood AssociationIn Elections, Meetings, SF Assessor-Recorder, Taxes, UncategorizedLeave a comment

You are invited: the quarterly meeting of the Sunnyside Neighborhood Association is Feb 5th. Open to all residents. Agenda below.  Monday Nov 5th, 2018, 7-8:30 pm, at St Finn Barr Auditorium (415 Edna Street at Hearst Ave).

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The speakers and subjects will include:

  • SNA’s biennial election of officers. Read more here.
  • City Assessor Carmen Chu to speak on what that agency does and how their programs may save you money in taxes or help you buy a home.
  • Update from the Balboa Reservoir Committee on what is happening regarding this nearby housing project.
  • D7 Supervisor Norman Yee to speak and answer your questions.

Time to join or renew your membership? Pay at the meeting, or click ‘Donate’ button below.

Continue reading “Feb 5: SNA Quarterly Meeting” →

Jan 28: Free workshop – Tax Savings for Homeowners

On By Sunnyside Neighborhood AssociationIn Free, Housing, SF Assessor-Recorder, SF Assessors Office, Taxes, UncategorizedLeave a comment

Free workshop from Office of the Assessor: Tax Savings for Homeowners

Tax Savings for Homeowner-image_2018_01_28

DATE:                    Sunday, January 28th

TIME:                    1:00 – 3:00 PM

LOCATION:         SF Public Library, Main Library, Latino/Hispanic Room (basement level)

                                100 Larkin Street, San Francisco, CA 94102

RSVP:                    Click here to RSVP    Continue reading “Jan 28: Free workshop – Tax Savings for Homeowners” →

Tax Savings for Homeowners

On By Sunnyside Neighborhood AssociationIn Housing, SF Assessor-Recorder, SF Assessors Office, Taxes, UncategorizedLeave a comment

The SF City agency called the Office of the Assessor-Recorder has information and programs relevant to property taxation and house-buying. This is the first in a series of posts SNA will be publishing with information posts directly from this agency, which may help you better understand this aspect of homeownership and possibly save you money on your property tax bill. 

From the Office of Assessor Carmen Chu: Tax Savings for Homeowners

If you own and occupy your property as a primary residence, you may be eligible for a Homeowner’s Exemption. The Homeowner’s Exemption is a $7,000 deduction from your assessed value, not from your property tax due. For example, if you qualify for the exemption, your assessed value of $700,000 will be reduced to $693,000 ($700,000-$7,000) and you should expect to save $ 82.54.

If you are eligible and do not see an exemption amount on your tax bill, please download the Homeowner’s Exemption Claim form from our website (www.sfassessor.org). Continue reading “Tax Savings for Homeowners” →