Selling a House After Your Spouse Dies in California: Taxes, Title and Timing
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…
Category: Taxes
Capital Gains Taxes, Property Taxes, Tax Deferral and Abatement
The Community Property Double Step-Up: How California Widows and Widowers Can Sell With Little or No Tax
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…
The Net Investment Income Tax: The 3.8% Surtax That Blindsides Bay Area Home Sellers
So let's talk about a tax that most people have never heard of until the year it costs them tens of thousands of dollars. It's…
California Prop 19 for Seniors: Your Complete Explainer
Updated October 2026 takeawaysProp 19 allows California homeowners 55+ to transfer their Prop 13 property tax base to a replacement home anywhere in the state,…
The More Homes on the Market Act: Why This Proposed Tax Change Could Matter for Long-Time Bay Area Homeowners
Key takeawaysThe More Homes on the Market Act would raise the federal capital gains exclusion on the sale of a primary residence from $250,000 to…
Sell Now or Let the Kids Inherit? The Capital Gains Math for Older Silicon Valley Homeowners
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…
Leaving California: Taxes When You Sell Your Silicon Valley Home and Move Near Family
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…
A Quick Guide to Capital Gains Tax When Selling a Silicon Valley Home You’ve Owned for 30+ Years
takeawaysIf you've owned your Silicon Valley home for decades, you may be sitting on millions in unrealized capital gain, and understanding the tax implications is…
Jimmy Panetta’s March 2026 Remarks About His More Homes On The Market Act
courtesy of Tracy Thu Nguyen, Golden Summit WealthEarlier this week I had the chance to hear Congressman Jimmy Panetta speak at the Evergreen Rotary Club…