Cost: PFAC Member – Non-Member

Speakers: Jordan Marks, Esq. and Jeff Olson

CEU Awarded: 1.5 Estate

Presented Date: 08/26/2021

About the Course

Property tax implications on real estate transfers and the impact of Prop 19.

Jordan Marks, Esq.

Jordan is our Taxpayer Advocate for the Office of Ernest J. Dronenburg, Jr., San Diego County Assessor / Recorder / County Clerk. In his position he assists taxpayers with navigating issues in the office and has resolved over 1,000 taxpayer cases since joining the office in December 2017. Thanks to work of Jordan San Diego Taxpayers have received record-high property savings in 2020 topping $236 million.

Jordan leads the office’s county-wide award-winning educational outreach program on property tax exemptions and exclusions that provide taxpayers for homeowners, veterans, and non-profits, affordable housing, and seniors. His outreach efforts have led to a record high $16.5 million in savings for disabled veterans and their surviving spouses as well as an addition $1.5 million for homeowners and expanded relief for wildfire and natural disaster victims.

In 2018, Jordan led the creation of an annual diversity procurement event leveraging the County Assessor / Recorder / County Clerks $80 million dollar budget to increase more contracting opportunities for minority, veteran, and women owned businesses in San Diego County.

Jordan is a licensed attorney in California and was recently recognized by the San Diego Business Journal as one of their 2020 “Next Top Business Leaders under 40.”

Jeff Olson