Meeting Registration

Wednesday, April 1, 2026

11:30am – 1:00pm

Issac Kim, CRPS, CRPC
SELL YOUR PROPERTY AND DON’T PAY CAPITAL GAINS TAX

Attention Placement Professionals, Residential Realtors, and other professionals who serve the senior community. Do you have senior clients who sell their home (or investment property) to pay for their stay in assisted living? If so, you will learn two different capital gains tax strategies to benefit them. Strategy #1 is used for clients selling their residence. Strategy #2 is used for clients selling a rental property. The biggest concern for seniors moving into an assisted living community is “how long will my money last?” You will be able to confidently tell your clients that you have tax strategies to make their money last longer.

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