Selling Your Home? Protect Equity, Minimize Taxes & Secure Your Legacy!

Name: Selling Your Home? Protect Equity, Minimize Taxes & Secure Your Legacy!
Start: 2025-09-27T11:00:00-07:00
End: 2025-09-27T12:00:00-07:00
Location: 15 E Foothill Blvd

Schedule

Sat Sep 27 2025 at 11:00 am to 12:00 pm

UTC-07:00

Location

15 E Foothill Blvd | Arcadia, CA

Unlock the secrets to Wealth Preservation with our Real Estate Planning team of experts.
Protect Your Equity, Minimize Taxes & Secure Your
About this Event

Unlock the secrets to Wealth Preservation with our Real Estate Planning team of experts.

Protect Your Equity, Minimize Taxes & Secure Your Legacy! Led by Linda Wong, Estate Planning Attorney and Eric So, CPA. Hosted by David Thi, Real Estate Advisor.

Topics Covered:

IRS Section 121 - Minimize capital gains taxes.

California Tax Rules - Capital gains traps sellers must avoid.

Advanced Tax-Saving Strategies - Trusts, 1031 exchanges & step-up basis.

Market Updates - San Gabriel Valley/LA County

Don't miss out on this exclusive Wealth Preservation Event Saturday Aug. 9th 11:00-12:00PM. Refreshments and snacks will be provided.