Inherited Home in Silicon Valley: What to Do in the First 90 Days
TakeawaysThe first 90 days after inheriting a home are critical. Decisions made — or deferred — during this window can have long-term financial and legal…
Tag: capital gains
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? Â Sitting on a huge mountain of equity that you've built up in your house over decades of…
What to Know about Real Estate Taxation with Chris Grindy
this interview I speak with Chris Grindy, the owner of Grindy Tax Service in San Jose, California. They discuss various tax topics, particularly as they…
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…
Structured Installment Sales: The Straightforward Path to Deferring Taxes on Real Estate Sales
Key takeaways A structured installment sale lets you defer capital gains taxes by receiving payments over time instead of one lump sum, using IRS Section…
How to Avoid Capital Gains Tax on the Sale of Your Home — Even If You’ve Maxed Out the $500K Exemption
Key takeaways If your gain exceeds the $250k/$500k primary residence exclusion, the goal isn’t to “find a loophole”—it’s to understand the legitimate tax levers available,…
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…
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…