Tax-efficient Methods to Selling a Home.

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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.