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…
Tag: taxes
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…
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…
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 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,…
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…
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…