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Tax Smart Investor Club

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Introducing and question.
Hi my name is Maria and I am a bookkeeper, CFO for small businesses and entrepreneurs. I also work as a COO integrator for retreats and events as most of my clients are in the wellness and travel boutique services. My husband is a W2. I am here to learn as I want to continue to grow my knowledge. We actually recently had my husband mom passed away and she left us her house under the living trust the house needs a lot of fixing and we are trying to figure out what is our best financial move as we are moving out of the states and purchasing our home in Spain. I was wondering if anyone had some tips on selling our of the trust to pay less in taxes or put it on our name then sale it.
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Maria Herrera
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@maria-herrera-5685
My name is Maria Herrera, I am a bookkeeper and also curator of retreats and travel experiences

Active 70d ago
Joined Feb 3, 2026
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