Monthly Lunch Meeting (Santa Rosa)

Do you have clients thinking about reverse mortgages? If yes, then come to our September Education session to learn how to best advise your clients in this decision.

Topic: The taxation of taking a reverse mortgage is explored, especially as compared to the tax effects of alternative options. The cost of tax on the sale of a principal residence or the cost of taxes on IRAs or investment property sales can be avoided so tax planning is a major part of the analysis of whether to accept a reverse mortgage.

Speaker: Amanda Keith, CPA – Amanda Keith is a CPA and Home Equity Conversion Mortgage Specialist based in Marin County. This one hour program will look at the benefits and risks of various strategies.

Link: CLICK HERE to sign up

11:30 AM …Networking
12:00 PM …Lunch
12:45 PM …Education
1:40 PM ….Adjournment