Real Estate Transfers and Step-Up in Basis Planning
Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next.
Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on real estate transfer strategies and the planning considerations that can arise when property changes hands. This seminar will explore step-up in basis rules, gifting considerations, ownership structures, and common planning opportunities that may impact both families and business owners.
Attendees will gain practical insight into how thoughtful planning can help preserve family assets, reduce avoidable tax consequences, and ensure real estate holdings continue to support long-term family goals.
Event Details
Date: Wednesday, August 19
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom Webinar
Topic Highlights
- Real estate transfer strategies for families and business owners
- Understanding step-up in basis rules and opportunities
- Gifting considerations for real estate assets
- Property ownership structures and planning implications
- Strategies to reduce avoidable tax consequences and preserve family wealth