TAX IMPACTS – Paul E Stansen APC

TAX IMPACTS

2 Key Pivot Points Prop-19 Eligibility Tax on Capital Gains Please start me with your complete home address. I will also need the following: date of purchase, price paid, describe any major capital improvements made during ownership & costs paid (do you have receipts?), current property usage (vacant, primary residence, rental), and is your age >55? I will pull needed technical data used to assess Prop-19 eligibility & to calculate potential tax on capital gains. Then we can start a conversation about your best options. No cost. No commitment. Just confidential conversation about options.

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ALL communications & information sent to me is confidential attorney-client work product.

Preferred Confidential Phone Number *

How about your Email Address? *

I will generate a report that is best emailed to you in PDF format that can be password protected.

Address *

Address Line 1

City

State

Zip Code

Your address allows me to pull needed background information that goes into Prop-19 eligibility assessment & to calc tax on cap gains.

Needed Critical Information *

Date of purchase, price paid, describe any major capital improvements made during ownership & associated costs (do you have receipts?), current property usage (vacant, primary residence, rental), & is your age >55? From this initial information, we can start a conversation about eligibility for Prop-19 and potential tax on capital gains. No cost. No commitment. Just attorney-client confidential conversation.

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Drag & Drop Files, Choose Files to Upload You can upload up to 12 files.

Please upload any information you would like me to consider for our conversation. Allowed file extensions: .pdf, .doc, .docx, .tif, .tiff, .xls, .xlsx, .jpeg, .jpg, .png