Capital Gains Taxes, Property Taxes, Tax Deferral and Abatement
How California's section 74.3 exclusion keeps ramps, roll-in showers, and other accessibility work from raising property taxes, the BOE-63 claim, and the seismic retrofit exclusion.
Rented your old Silicon Valley home after moving? You have about three years to sell and keep the $500,000 exclusion. Depreciation recapture, nonqualified use, and…
DISCLAIMERNothing on this page should be considered to be tax, accounting, legal, or investment advice. If you need a referral to an expert in these…
How Silicon Valley homeowners 55+ carry their Prop 13 base to Roseville, Santa Cruz, or anywhere in California, what Prop 19 does not cover like…
How the community property step-up can erase capital gains for a surviving spouse in California, a Los Altos example, and the joint tenancy title trap…
A layer-by-layer 2026 example for a San Jose couple: federal brackets, the 3.8% NIIT, and California tax on a $1M taxable gain, plus what changes…
What home improvements count toward cost basis, where to find proof in Santa Clara County permits and old records, and how much tax documenting improvements…
How Silicon Valley homeowners 55+ can take their low property tax base to a new home anywhere in California: the 100/105/110% rules, real Saratoga and…
Selling a long-held Silicon Valley home during life vs. holding it for the stepped-up basis: a Mountain View example, the real costs of holding, and…
What California still taxes after you leave, Form 593 withholding, how retirement income is treated after the move, proving residency, and the new state's property…