Taxes: Are they holding you back from selling your house?

May 18, 2023
11:30 AM - 1:30 PM PST
A woman with blond hair hugs a smiling man with graying hair from behind while outdoors in a park.

Together with Anita Gat, an experienced Realtor with Keller-Williams Realty, and local estate planning attorney Elijah Keyes of Keyes Law Group, we hosted an informative and interactive session about how retirees may be able to tax-efficiently tap into the equity in their homes to enhance their retirement income.

The key learnings from the presentation were:

  • How to defer or even avoid much of the tax on the sale of your home
  • How to increase your monthly income in retirement
  • How to create a legacy for your family
  • How to benefit causes that you truly care about

Past Event Details

Meet The Hosts

An older woman with short, blonde hair and black-framed glasses, wearing a black top with a striped pattern and dangling earrings, smiling in front of a gray background.

Anita Gat

Seniors Real Estate Specialist, Certified Probate & Trust Realtor

Keller Williams Realty

A man with glasses, a beard, and short hair is wearing a light gray suit, blue shirt, and patterned tie. He is smiling and looking at the camera against a white background.

Elijah Keyes

Certified Specialist in Estate Planning, Trust and Probate Law

Keyes Law Group, PC

A woman with short dark hair and glasses smiles at the camera. She is wearing a tweed jacket over a coral top and stands in front of a blurred background.

Jane Beule

NAPFA Registered Financial Advisor, CFP®, CEO and Founder

Griffin Black, Inc.

All events and the content presented is for general informational purposes only. It is not intended to provide specific tax, financial, or investment advice. The hosting of any event by Griffin Black, Inc. should not be construed by any client, consumer and/or prospective client as an offer to sell securities or render personalized investment advice.

Please do not use or rely on any event or its content as a substitute for the expertise and judgment of a tax professional or financial planner. For tax advice and implementation services, consult your own financial advisor or other financial professional.

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