Serving Wealthy Clients
Capital Gains and The Fideicomiso

In this in-depth training with Jessica, we cover everything agents need to understand when taking on a new listing, from verifying deeds and collecting essential documents to navigating exemptions, calculating capital gains, and preparing for closings involving trusts, LLCs, or foreign owners. Jessica breaks down common legal scenarios, explains recent changes in requirements, and shares real-world strategies to help your clients avoid surprises at the closing table.