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2169: [Part 2] Transferring a Primary Residence to Children by Sean Mullaney
Sean Mullaney of FI Tax Guy talks about transferring a primary residence to children. This is part 2 of 2.
Optimal Finance Daily - Financial Independence and Money Advice · Optimal Living Daily | Diania Merriam
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Show Notes
Sean Mullaney of FI Tax Guy talks about transferring a primary residence to children. This is part 2 of 2.
Episode 2169: [Part 2] Transferring a Primary Residence to Children by Sean Mullaney
Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.
Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.
Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning.
The original post is located here: https://fitaxguy.com/transferring-a-primary-residence-to-children/
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