I am hosting a very interesting and money-saving seminar on Feb. 18 at 7PM.

Many of us have been fortunate enough to own real estate for a long time and have reaped the benefits of Bay Area Appreciation.  We might want to sell to scale down, to alleviate management issues, etc. but are concerned with the tax consequences.  The tax consequences often run 35% of your gain.  Ouch!  That is a lot.  There are ways to defer/avoid paying the tax. That is what we will be discussing and the many options available.  Even if you are not ready to sell, it is worth the time to educate yourself.  

SMART WAYS TO SELL REAL ESTATE AND REDUCE TAXES
An educational seminar for homeowners and property owners
When: February 18, 2026 | 7:00-8:30 p.m.
Location: Millbrae Recreation Center
Speaker: Jason McMurtry, 1031 Capital Solutions 

Thinking about selling real estate?
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 you through how real estate sales are taxed, 1031 exchanges and Delaware Statutory Trusts, homeowner planning strategies, and other options people explore before selling.

We are not selling anything. This is specifically designed to educate yourself. We will try to help you understand your choices, avoid costly surprises, and plan ahead with confidence.  I urge you to attend.  It is FREE and Refreshments are served. Invite your spouse, children and friends.   Please let me know how many will be attending so we can prepare.

This seminar is especially helpful if you are:                    

🏠 A Homeowner  or A Rental Property Owner / Investor                         

•  You’re unsure how the home sale exclusion and 1031 Exchanges really work.             
• You want to understand your options.  
• You want to plan ahead instead of being surprised by taxes.  
• You’re tired of being a landlord, managing repairs, or dealing with tenants.                                                      .                                                                               

You’ll learn about: 
• What is actually taxed when you sell real estate and how much it is.          
• The difference between selling a rental vs investment property. 
• How 1031 exchanges work for investment property and your personal residence.
 • What is a Delaware Statutory Trusts and how it can benefit you. 
•Rocking Chair investments, hands-off reinvestments that pay you monthly.    
• Other options people use to manage large taxable equity gains

You know, I am here to help. So please do not hesitate to reach out with any questions.
Please email, text, call and advise how many will be attending.
Thanks and looking forward to seeing you soon.
Lee

Save the date. Sat. April 25 is our annual Shredding Event