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DTSTART;TZID=America/Indiana/Indianapolis:20260819T140000
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SUMMARY:Real Estate Transfers and Step-Up in Basis Planning
DESCRIPTION: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. \nJoin 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. \nAttendees 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. \nEvent Details \nDate: Wednesday\, August 19\nTime: 2:00 PM – 3:00 PM CDT\nLocation: Zoom Webinar \nTopic Highlights \n\nReal estate transfer strategies for families and business owners\nUnderstanding step-up in basis rules and opportunities\nGifting considerations for real estate assets\nProperty ownership structures and planning implications\nStrategies to reduce avoidable tax consequences and preserve family wealth\n\nRegister Today!
URL:https://www.hayniecpas.com/event/real-estate-transfers-and-step-up-in-basis-planning/
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