Taxes & Real Estate

Thinking about selling but …
then consider:

  • Propostion 13, tax increase limited to 1% per year.
  • Propositons 60 & 90, transfer assessed value to new home.
  • Proposition 193, transfer assessed value to grandchildren.
  • Estate taxes, tax basis updated for heirs.
  • Primary residence capital gains deferral for 30 years.
  • Rental property capital gains deferral.

Would like to buy but …
then consider:

  • Interest can be deducted.
  • Principal payback is “forced saving”.
  • Inflation reduces your payment.

Juliana Lee Team will also discuss:

  • Is it a good time to buy or sell real estate?
  • How to sell your home for top dollar
  • How to compete with all-cash buyers

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