Financial and Tax Planning Before You Sell

If you are planning to sell your home now, within the next year, or even several years from now, understanding the financial and tax implications matters.

I’m hosting a complimentary educational dinner seminar and bringing together a team of trusted experts to walk through what you should be thinking about now before making a move, so you can plan ahead and make informed decisions with confidence.

You’ll hear from:

• Wendy Carter, Real Estate Agent — current property values, market trends, and how timing can impact your overall financial outcome
• Danielle Vigneault, Financial Advisor with Danielle V Financial — how to think about your equity and align your home sale with your long-term financial goals
• Heidi Dalvie, Avalon Mortgage — financing strategies, including options for buying before you sell
• Alan Gaswirth, CPA — key tax considerations, including capital gains and how Prop 19 may impact your property taxes

This seminar is designed for homeowners who want clarity before making financial decisions, whether you are planning to sell soon or simply preparing for the future.

Join us for an informative evening with local professionals sharing practical insight to help you approach your next move strategically.

A light dinner will be provided. Jersey Mike’s will be served.

Who This Seminar Is For
• Homeowners planning to sell now, within the next year, or in the next few years
• Homeowners who want to understand Prop 19 and property tax implications
• Anyone considering a move and wanting to make smart financial decisions beforehand

What You Will Learn
• How Prop 19 works and who benefits most
• How property tax transfer can impact your decision to move
• Key tax considerations when selling your home
• How to understand your equity and estimated net proceeds
• Financing options and strategies, including buying before selling
• How market timing and property values impact your outcome
• Common mistakes homeowners make when they don’t plan ahead

We look forward to seeing you!

Wendy Carter, Realtor®
DRE 02059416
858.716.6750
[email protected]

This seminar is the first in the 2026 Smart Home Seller Educational Dinner Seminar Series.

Upcoming Seminars:

Thursday, August 13, 2026
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Host or Publisher Carter Group | COMPASS