Events

Date: January 13th, 2020/January 21st, 2020

Location: Zoom Webinar

Time: 10 AM to 11 AM

 

Description: Join us for an informative briefing highlighting some short term planning Opportunities before the window closes.

• Overview of CA Proposition 19 which eliminates the exemption for parents and grandparents to   transfer a home* of any value plus up to $1 million of other real estate to their children and grandchildren without an increase in property taxes
• Potential moves to avoid an increase in property taxes for children and grandchildren
• Individuals who should consider real property transfers before Proposition 19 goes into effect
• Potential trade-offs in transferring appreciated property to eventual heirs during one’s lifetime

Wednesday, January 13th at 10 am Pacific Time - Click here to Register

Thursday, January 21st at 10 am Pacific Time - Click here to Register

 _{*Retains only a narrow exclusion from reassessment for cases where a child uses the property as his/her primary residence after transfer.  Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG is independently owned and operated. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100. 3385245, DOFU 01/2021}

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