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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.
I will generate a report that is best emailed to you in PDF format that can be password protected.
Your address allows me to pull needed background information that goes into Prop-19 eligibility assessment & to calc tax on cap gains.
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.
Click or drag files to this area 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