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BPA Meet and Learn: Tax Planning and Your Home

Barron Park Association

Wednesday, March 18, 2015 from 8:30 AM to 10:00 AM (PDT)

Ticket Information

Type Remaining End Quantity
General Admission 12 Tickets Ended Free  

Event Details

Tax Planning and Your Home

Please join Barron Park neighbors for this inaugural BPA Meet and Learn event. This month, Esther Szabo will speak on tax planning and your home. She will address the following topics:

  • Even if you are not selling soon: the importance of record keeping
  • Estate plans and your home
  • Transferring basis upon move: determining your cost basis
  • Retirement planning considerations
  • What can go wrong if these things aren't considered as part of your personal financial strategy

Esther Szabo (CFP, KK Wealth Advisors) is a respected advisor with over two decades of financial planning experience. Catherine Hendricks (Realtor, Keller Williams Realty) is hosting this event and will provide additional insights on the topic.

Attendance is free, but this event is limited to 30 attendees.

Have questions about BPA Meet and Learn: Tax Planning and Your Home? Contact Barron Park Association

When & Where

Barron Square Club House
4111 Thain Way
Palo Alto, CA 94306

Wednesday, March 18, 2015 from 8:30 AM to 10:00 AM (PDT)

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