April 2021 Brunch n Learn – Creative Tax Strategies

In today’s market, we find many investors selling their CA assets to either retire or buy real estate in other states. There are multiple capital gains tax strategies for sellers of investment properties and, in some cases, primary residences. We will have a panel of capital gains tax professionals from 4 different tax strategy options: 1031 exchanges, Delaware Statutory Trusts, Monetized Installment Sales, and Dynasty Spendthrift Trusts.

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