(This is an educational event only.  There is nothing for sale.)

George Laning George Laning is a CPA, an Enrolled Agent, a Master of Science in Real Estate (MSRE) and an MBA. George has worked with a wide variety of small to medium sized businesses, high-net-worth clients, real estate professionals & investors, and real estate developers to provide tax preparation and other tax services. His knowledge of and expertise in those areas is enhanced by his passion to help people.

Ron Ricard  is designated as a Certified Exchange Specialist®, one of fewer than 110 people nationwide who currently carry that certification. Since 2002, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, Menlo College and San Francisco State University. Ron has a BS in Civil Engineering from UC Berkeley, a MBA in Marketing and is an active real estate investor.

Joe Metz is a Realtor, Author and Developer specializing in Mid Peninsula real estate who has many years experience in buying, selling, listing and developing properties.
In order to take advantage of the tax saving methods being introduced today, it has to be a team effort. Joe has years of personal experience in using these methods and can coordinate the team needed to assist you.

Dean Higa is a Realtor, Developer and Author specializing in South Bay real estate. Dean will be available to discuss the current market, draw from his current experiences in dealing with aging parents and preparing your house for sale. He has been a Bay Area Realtor for over 30 years and an investor/developer for the past 15 years.
Wednesday, June 14th at 9:30 AM in Palo Alto and Online via Zoom

We talk with a lot of senior homeowners every day and they have so many questions about taxes. Helping them sell their houses is my main area of expertise but many of them need to have these tax facts before they can decide.

Here’s what I get asked a lot:
1. How much will my Capital Gains tax be?
2. Why do I need a Living Trust
3. What if I die before my spouse, what will the tax impact on her be?
4. How does stepped-up basis work?
5. If I rent my house out, what happens to my $250,000 / $500,000 exclusion?
6. Are there ways to reduce my Capital Gains Tax?
7. And so many more…

Well, I have great news for you.

Join us Live or Online via Zoom on Wednesday, June 14th at 9:30 AM
Online event: This will be a live broadcast of the event above. 
We will provide the Zoom link upon registration.

Selling your house is going to be one of the most important decisions of your life. Most of the invitees to this event are seniors who have owned their homes for many years. Some bought in the 60’s and 70’s and paid as little as $50,000 for their homes. By some miracle called the Silicon Valley, their homes are now worth $2 to $3 Million or more. I say congratulations for buying when you did. I also say don’t throw a good part of it away when you don’t have to.

In addition to answering any of your tax questions, our experts are going to be showing ways to reduce or defer your capital gains tax.

Mr. George Laning will be talking about the benefits of using a little known device called the IRS approved Installment Sale on lowering your taxes and receiving monthly income for years to come. He will also be available to answer your other tax questions.

Mr. Ron Ricard will be talking about 1031 exchanges and how you can defer ALL of your tax while earning high monthly income for the rest of your life. In order to take advantage of a 1031 exchange, you will need to convert your personal residence into a rental but there are important things you’ll need to know first.

Joe Metz and Dean Higa will be addressing your real estate questions and how you can sell your houses using either of the methods being introduced today.

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Can't make the date?  Go to www.SrHousingHelp.com for my book "Senior Housing Simplified", a $14.99 value for FREE.  I want to serve as many seniors as possible!