EP 125 - The Tax Strategies Every Family Overlooks in a Senior Living Transition (with CPA Chris Torres)

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.📄Show notes: https://simplifyseniortransitions.com/the-cpa-approved-playbook-for-smarter-senior-care-planningIf you’re navigating a senior transition right now and trying to figure out the next step for a parent, here are some resources designed to help.⸻Resources for FamiliesIf you’re navigating senior living decisions, downsizing, or trying to determine the next step for an aging parent, visit:→ http://www.simplifyseniortransitions.com/familiesThis page provides guidance and resources specifically designed for families navigating senior transitions.⸻Resources for Senior Care ProfessionalsAnd if you’re a senior care professional who wants stronger positioning, clearer referral ecosystems, and more scalable systems for serving families in today’s evolving senior care landscape, visit:→ http://www.simplifyseniortransitions.com/professionals #SimplifySeniorTransitions #SeniorLiving #SeniorCare #AgingParents #CaregiverSupport #FamilyCaregiving #ElderCare #SeniorResources #AgingWell #SandwichGenerationSupport the show