Learning Your Tax Deferral Options With Jason Habeeb
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
Jason Habeeb, Habeeb Real Estate
– Capital Gains Tax Solutions Podcast with Brett Swarts
Episode 65 Learning your Tax Deferral Options with Jason Habeeb, Habeeb Real Estate
Jason Habeeb is the owner of Habeeb Real Estate. He is from San Francisco and has served the Greater Sacramento Area for the past 18 years.
Habeeb is not only a real estate agent, but he’s someone who’s focused on helping people with charitable causes, using tax strategies that become a win-win for everyone.
In our conversation, Habeeb shares:
The charitable remainder trust and how it saves a client’s money.
Pre-planning to save money on capital gains tax.
The inspiration from his mentor.
His power team–financial advisor, attorney and CPA.
The questions to ask your team to save on taxes.
Enjoy the show!
Connect with Habeeb:
Website: habeebrealestate.com
Connect with Brett Swarts
Website: https://capitalgainstaxsolutions.com
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