Smart Ways to Sell Real Estate and Reduce Taxes

Selling a home or investment property can trigger one of the largest tax bills you’ll ever

face — but with the right planning, there may be ways to reduce or defer taxes. This

educational seminar will walk through how real estate sales are taxed, 1031 exchanges

and Delaware Statutory Trusts, homeowner planning strategies, and other options

people explore before selling. Designed to help you understand your choices, avoid

costly surprises, and plan ahead with confidence.

This seminar is especially helpful if you are:

A Homeowner

• You expect a large gain when you sell

• You’re unsure how the home sale exclusion really works

• You want to plan ahead instead of being surprised by taxes

A Rental Property Owner / Investor

• You’re considering selling an investment property

• You’re tired of being a landlord, managing repairs, or dealing with tenants

• You want to understand 1031 exchanges and hands-off options like DSTs

• You’re thinking about simplifying or repositioning your portfolio

A Long-Term Owner or Planning Your Next Chapter

• You’ve owned for many years and have built significant equity

• You may be downsizing, consolidating, or retiring

• You want to protect what you’ve built and keep more of your proceeds

Someone Planning Ahead

• You may sell in the next 1–5 years

• You want to understand your options before making a big move

You’ll learn about:

• What is actually taxed when you sell real estate

• The difference between selling a rental vs. a primary residence

• How 1031 exchanges work — and when they make sense

• How Delaware Statutory Trusts are used for hands-off reinvestment

• What happens when your gain is higher than the home sale exclusion

• Other tools people explore to manage large gains

• Why tax planning should start before you list a property

Speaker: Jason McMurtry, Founder & Managing Partner, 1031 Capital Solutions

This will be an IN PERSON seminar with dinner provided, so please be sure to RSVP.

Hosted by:

Lee Ginsburg, Intero Real Estate, DRE#01391378, (650) 358-3959

Jean Joh, Perisson Real Estate, DRE# 01830950, (650) 636-3147

Event Venue & Nearby Stays

Millbrae Recreation Center, 477 Lincoln Circle, Millbrae, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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