Lunch & Learn Webinar: Real Estate Law & Tax Essentials
At Zoom
Owning a home is part of the American dream, and it’s much more than just having a roof over your head. It can play a significant role in financial and estate planning by helping secure your legacy, diversify your portfolio, and provide tax advantages. Find out how to reap these benefits during a free Zoom webinar presented by the Museum’s Planned Giving Advisory Council.
Chris Jacobs of Brownstein Hyatt Farber Schreck, LLP and Tiffany Goodall of Calegari & Morris will explain the fundamentals of owning real estate and the laws and tax implications for homeowners. They will share their expert knowledge of complex real estate transactions, real estate finance, title insurance, development/construction, and land use matters. You’ll finish the hour with a better understanding of Prop 13 & 19, parent/child exclusions, capital gains, and legacy giving planning.
For more information, contact Philanthropy Officer of Legacy Giving Andrea McFarling at amcfarling@sbnature2.org or 805-682-4711 ext. 179.
