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EP 125 - The Tax Strategies Every Family Overlooks in a Senior Living Transition (with CPA Chris Torres)
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תוכן מסופק על ידי Dale Corpus. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Dale Corpus או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
CPA Chris Torres breaks down the overlooked tax strategies that can save senior families thousands — from medical deductions and Roth conversions to timing the sale of a home. A must-listen for caregivers, adult children, and anyone planning a senior living transition.
If your loved one is considering senior living and you’re also trying to figure out what to do with their home—let’s talk.
📞 Schedule a FREE consultation at www.simplifyseniortransitions.com
📲 Or DM me anytime on Instagram: @soldbydale
And don’t forget—my podcast, Simplify Senior Transitions, has even more conversations like this. You can find it on YouTube, Spotify, Apple Podcasts, and other platforms.
If you enjoyed this episode, please leave a 5-star review on Apple Podcasts or Spotify — it helps more families discover these resources.
⭐️ Thanks for tuning in to another episode of the Simplify Senior Transitions Podcast.
📄Show notes: https://simplifyseniortransitions.com/the-cpa-approved-playbook-for-smarter-senior-care-planning
#SimplifySeniorTransitions #SeniorLiving #SeniorCare #AgingParents #CaregiverSupport #FamilyCaregiving #ElderCare #SeniorResources #AgingWell #SandwichGeneration
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