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…

The Tax Side of Moving: What Bay Area Homeowners Should Know Before Selling

If you've ever thought about packing up and making a move, you know it's not just about finding the perfect new place.There's a whole tax…

Benefits Of 1031 Tax Deferred Exchanges In San Jose CA

A 1031 exchange is a method for postponing taxes when selling one piece of real property and buying another. Properties used for business or investment…

[M07/S10] 1031 Tax-Deferred Exchange

While we are on the subject of taxes, I’m going to briefly mention 1031 tax deferred exchanges. The usual disclaimer applies – I am not…

Converting a Bay Area Rental Property to a Primary Residence with a 1031 Exchange

Key takeawaysYou can’t 1031-exchange straight into a primary residence. The replacement property has to be acquired and operated as an investment first—typically by renting it…

Calculate your Cash Out Upon Sale

it comes time to sell their home, the first question most owners ask is, how much is my home worth? But the second question most owners…

Avoiding Capital Gains Tax upon Sale of your Home

A month or so ago I attended the monthly Silicon Valley broker's meeting of my company. They always have a speaker every month, and last…

The ol’ 1031 Five-Year Switcheroo

So here I am, working on doing my own personal 1031 Exchange. I've done plenty of deals where either the buyer or the seller was doing…