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Ways to Sell Investment Real Estate And How to Minimize or Avoid Capital Gains Taxes - San Jose Chapter Chapter Meeting 11.28.18
Biltimore Hotel
Santa Clara, CA 95054
Wednesday, November 28, 2018, 5:30 PM - 9:00 PM PDT
Category: Chapter Meetings

Ways to Sell Investment Real Estate And How to Minimize or Avoid Capital Gains Taxes
San Jose Chapter Meeting


Wednesday, November 28, 2018
Registration: 5:30 PM
Event: 6:00 PM to 9:00 PM


Biltmore Hotel

2151 Laurelwood Rd

Santa Clara, CA 95054

Topic: Ways to Sell Investment Real Estate And How to Minimize or Avoid Capital Gains Taxes

The benefits & risks of selling a home before/after the death of a spouse & what affect it will have on the tax basis. Installment Sales, and the options available to the sellers in order to help their money continue to work for them by spreading out the taxes they will owe on the sale. 1031 Exchanges & how to maximize the benefit while the client is alive, and the potential “step up” in basis after the death of a spouse. The basic 1031 and exchanges into Tenant In Common arrangements. Traditional alternatives with 1031->TICTM when the seller is going to re-invest in a new property, and what types of property will be the most cost effective from a tax standpoint. Charitable Remainder trusts to avoid capital gains tax by using well established charitable deductions and traditional gift arrangements. Tax-Exempt Deferred SalesTM, how they are reported both while the seller is alive and after a seller’s death, and the advantages to the seller and buyer.

Presenter: Frank R. Acuña

Frank is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, and a number of state and local chapters of the National Association of Enrolled Agents and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.

CPE Information:

3 Federal Law Hours

CTEC: 1000-CE-4467
IRS: 18QC1-T-01088-18-I

Knowledge Level: Advanced / Overview


$40 Members
$50 Non-Members
Late Registration Fee (Member and Non-Member):
Date Late Registration Fee Applies:


Please contact Melissa Mora to register for this event. Information below:
Contact Email: [email protected]
ontact Phone Number: (408) 981-1610

The San Jose Chapter does accept onsite registration.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: Melissa Mora at [email protected] or (408) 981-1610