Real estate decisions can have major tax consequences — especially in retirement, when preserving wealth and creating income matters more than ever. This seminar is designed to give you a clear, easy-to-understand overview of how capital gains taxes work and when a 1031 exchange may be used to defer taxes on investment property.
We’ll walk through common real-life scenarios seniors often face, including selling rental property, repositioning assets, or simplifying holdings later in life. You’ll learn the key rules, timelines, and potential advantages — as well as the pitfalls to avoid.
Participants will leave with:
• A better understanding of how capital gains taxes are calculated
• When a 1031 exchange may (and may not) make sense
• What questions to ask before selling investment property
• How to make tax-smart decisions that support long-term financial security
This session is about helping you make thoughtful, informed property decisions that align with your goals for retirement and beyond.
Tuesday August 11th @ 10:30 am @ Mulligans Cafe at The Santa Barbara Golf Club 3500 McCaw Ave Santa Barbara 93105
Register now: terridimond.com/upcoming-senior-seminars or call/text 805-709-0934 TerriDimond@bhhscal.com