VIRTUAL MEETING
Topic: The Three Terrible “T’s”: Toilets, Tenants, Trash Speaker(s): _____________________________
|
Description:
Do you “still” want to be a landlord? COVID-19 has changed some people’s minds as they worry about tenants paying the rent. This course examines the tax impacts upon elder clients (and others) who wish to unlock the equity in their investment properties without getting killed in capital gains taxes. Among the tax topics we will investigate will be some of the ways to sell investment real estate and how to minimize or avoid capital gains taxes. Each will be discussed from a tax planning perspective. * This topic has been approved by the CFP Board for 1.0 hour of CE credit.
___________________________________
|
About the Speaker(s):
Frank R. Acuña, Founding Partner
ACUÑA * REGLI Frank R. Acuña is a founding partner of ACUÑA * REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accounts. Read more here
|
Thank You to Our Meeting Strategic Partner!
Local Representative: Drew Shade
Phone Number: (916) 801-0505
Email: drew@mortgage-planner.com
Website: www.mortgage-planner.com
Description: Providing forward and reverse mortgages
|