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…
Category: Taxes
Capital Gains Taxes, Property Taxes, Tax Deferral and Abatement
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…
How Bay Area Property Owners Can Defer Taxes and Earn Passive Income via Section 721 Exchange
If you’re like many Bay Area real estate investors, you’ve probably owned your rental property for years—maybe even decades. And thanks to the skyrocketing appreciation…
Reducing or Eliminating Capital Gains Tax on the Sale of Your Primary Home in the Bay Area
You know what's a good problem to have? Sitting on a huge mountain of equity that you've built up in your house over decades of…
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…
How to Avoid Capital Gains Tax on the Sale of Your Home — Even If You’ve Maxed Out the $500K Exemption
on this page should be considered to be tax, accounting, legal, or investment advice. If you need a referral to an expert in these areas,…
Cost Segregation for Bay Area Real Estate Investors
takeawaysCost segregation doesn’t change how much a property depreciates—it changes when you get the tax benefit. By accelerating depreciation, Bay Area investors can improve near-term…