Free event · Thursday, November 12 · Copita, San Jose · Only 20 seats

If you're planning to sell your Silicon Valley home, you could owe a massive tax bill.

Join The Smart Sellers Club at our next local event and discover legal strategies that may help you reduce, defer, or avoid unnecessary capital gains taxes before you sell.

RSVP: Save my seatThursday, November 12 · 6:00 to 8:00 PM
EventFree. Dinner and drinks included. Limited to 20 seats
DateThursday, November 12, 2026
TimeDoors 5:45 PM · Session 6:00 to 8:00 PM
LocationCopita Tequileria y Comida, 1098 Lincoln Ave, San Jose (Willow Glen)
Speaker presenting to Silicon Valley homeowners about capital gains taxes

01Why This Matters

You bought your home for $200K–$300K. Today it could be worth $2M–$3M+.

That sounds like a great thing until you realize selling could create a massive capital gains tax bill. Before you list your home, learn what options may be available to you.

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$200K

Original purchase

$2M+

Today's value

20+ yrs

Of appreciation

1 day

To get informed

02Who This Is For

Designed for Bay Area homeowners who…

01

Have owned their home for 20+ years

02

Are 55+ and thinking about selling

03

Want to downsize, move out of state, or live closer to family

04

Want access to their home equity

05

Are worried about capital gains taxes

06

Want to understand their options before deciding

03What You'll Learn

An education, not a sales pitch.

/01

Why many long-time homeowners face large tax bills after they sell

/02

Legal strategies that may help reduce, minimize or defer capital gains taxes

/03

Alternatives to the traditional “sell, pay the tax, and move on” approach

/04

Ways to access home equity without rushing into a decision that may not serve your long-term goals

/05

What to discuss with the right advisors before listing your home

/06

How to think clearly about the biggest financial decision of your life

This is an educational event, not a high-pressure sales presentation.

04 · The Big Mistake

Most homeowners ask questions after they decide to sell.

By then, it may be too late, or too expensive.

The smartest time to understand your options is before you sign a listing agreement, accept an offer, or close escrow.

05About Smart Sellers Club

Smarter decisions. Better outcomes.

Smart Sellers Club was created to help homeowners make smarter, more informed decisions before selling highly appreciated real estate.

This event brings together education, strategy, and community so Bay Area homeowners can better understand how to protect what they've built.

You'll learn from experienced professionals focused on real estate, capital gains strategy, and wealth preservation.

Advisors meeting with a homeowner at a Smart Sellers Club event

06Event Details

Smart Sellers Club Silicon Valley Event

Join us Thursday, November 12 at Copita in San Jose for a free evening of education, dinner and conversation. We keep the room small on purpose, so seats are limited to 20.

Event
Free. Dinner and drinks included. Limited to 20 seats
Date
Thursday, November 12, 2026
Time
Doors 5:45 PM · Session 6:00 to 8:00 PM
Location
Copita Tequileria y Comida, 1098 Lincoln Ave, San Jose (Willow Glen)

Free in-person event

Save your seat for November 12

Only 20 seats. RSVP below to save yours. We'll text and email you a confirmation and a reminder before the event.

In the meantime, read through what the event covers below so you know which questions to ask before you list your home.

See what you’ll learn

Final Word

Before you sell, know your options.

Selling your home may be one of the biggest financial decisions of your life. Don't move forward without understanding the tax strategies and planning options that may be available to you.

RSVP: Save my seat

Free in-person event · Thursday, November 12, 2026