Tax-efficient Methods to Selling a Home.

I recently had the opportunity to speak with David Spence, partner at Berliner Cohen, LLP to talk about some tax-efficient methods to selling a home.

Get a glimpse of how you can downsize into a retirement income by using a charitable remainder trust.

For more information, you can contact David Spence at 408-286-5800 or

And as always, if you are thinking of buying or selling and are unsure of where to start, I can guide you through the journey. All I need is your destination and I will be your GPS to get you there.

👉 DM me “GPS” to schedule a 15-minute strategy.

Do You Have A Unique Real Estate Challenge?

A 15 minute call with us can help put you on the path to success. There is no obligation and no sales pitch, we just want to help.

Are You Getting Our VIP Emails?

Two emails a week typically reserved for our private clients. 

Join Our VIP Group

Get access to off-market deals and exclusive listings