About this Event
What would it mean for your family if your home passed to them smoothly, with less tax and no hard feelings?
Most families never plan for this until they have to. This free evening workshop gives you a clear, plain-English picture of your options, so you can make decisions on your timeline, not under pressure.
You’ll walk away knowing:
• How capital gains can affect selling or passing on your home
• Options families use to keep more of what they’ve built, including 1031 exchanges and DSTs
• How a home passes to the next generation, and the common mistakes that cause family friction
• The questions to ask your attorney, CPA, and family before you decide anything
Bring your adult children. These conversations go better when the whole family hears the same information together.
Your hosts: Andy & Jodi Fisher, Your Real Estate Planners Group with Keller Williams Austin Southwest. Jodi is a Certified Probate Real Estate Specialist (CPRES), and Andy is a Senior Real Estate Specialist (SRES).
Questions or prefer to register by phone? Call 512-910-5263.
This workshop is educational. For tax or legal advice specific to your situation, consult your CPA or attorney.
Free dinner is provided for all registered guests.
Registration begins at 6:00 PM | Seminar begins at 6:30 PM
Prefer to register by phone? Call us at 512-910-5263,
Parking: Free parking is available on-site.
Seating is limited, so we encourage you to reserve your spot early.
Agenda
🕑: 06:00 PM
What to Expect
🕑: 06:00 PM
Check-in and welcome and light dinner
🕑: 06:30 PM
Workshop
🕑: 07:30 PM
Open Q & A
🕑: 08:00 PM
Wrap-up
Event venue & nearby stays
1801 S MoPac Expy ste 100, 1801 South MoPac Expressway, Austin, United States
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