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Capital Gains Tax Reduction Strategies
Isaac Kim, CRPC, CRPC (Lic #0G20587) is a Wealth Manager with Golden State Wealth Management and is highly experienced and has worked on 3 continents in a variety of senior financial roles.
During his presentation he will be covering Capital Gains Tax Reduction Strategies that gives real estate agents several options to overcome the capital gains tax excuses.
The topics will include:
• Capital gain tax reduction strategies
1) Capital Gains Tax example calculation
2) Structured Installment Sale (SIS)
3) Tax Exempt Trust (Wealth Preservation Trust or
Charitable Remainder Trust)
4) Deferred Sales Trust
5) Delaware Statutory Trust

Aug 31, 2020 10:00 AM in Pacific Time (US and Canada)

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