Instructor: Isaac Kim, CRPS®, CRPC®, Wealth Manager-Golden State Wealth Management
SBAOR Member Cost: Free
Non-Member Cost: $20
Time: 9:00am-10:30am
Location: SBAOR Hall
Click to Register

Strategies to reduce or eliminate capital gains tax when selling a property
Monday, March 2nd, 2020


Quick economic overview
a. SECURE Act (review new 401k and IRA rules)
b. What is inverted yield curve? Why does it matter?
c. Chance of recession
Strategies to reduce or eliminate capital gains taxes
d. Structured Installment Sale explanation
e. Charitable Remainder Trust explanation
f. Quick overview of Deferred Sales Trust and Delaware Statutory Trust to clear up confusion