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…

Insights from the 2024 Santa Cruz Assessor Report and What It Means for Homeowners

The 2024 Santa Cruz County Assessor-Recorder Report offers a comprehensive analysis of property assessments and market trends, providing valuable insights for homeowners. Whether you’re thinking…

The Tax Benefits of Owning a Home in San Jose

Are you a homeowner in San Jose, or are you considering buying a home in the area? If so, you're in luck! Owning a home…

California Proposition 19 FAQ

Californians voted in November 2020 to make some significant changes to Proposition 13, which was passed in 1978 to greatly limit the amount of property…

How to Avoid Capital Gains Tax on the Sale of Your Home — Even If You’ve Maxed Out the $500K Exemption

you’ve owned your home for 20 or 30 years here in the Bay Area, you might be sitting on a huge amount of equity. That’s…

Cost Segregation for Bay Area Real Estate Investors

strategies are often an overlooked aspect of real estate investment, but for savvy investors, one technique can make a significant difference in cash flow and…

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…

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…

Trump’s Tax Plan Hits California Home Owners

Trump Tax Plan Hits California Home OwnersLast week, the White House released the outlines of the long-awaited Trump Tax Plan.  The proposal has been characterized…