Capital Gains & Tax Planning
Tax strategy context for the decision behind the exchange.
Capital gains, depreciation recapture, cost segregation, installment sales, and the other tax mechanics that shape whether a 1031 exchange is the right move.
Capital Gains Tax on a Second Home
Why capital gains tax on a second home works differently than on a primary residence, and which deferral tools actually apply to a Newport Beach vacation property.
Read guideCapital Gains Tax on Investment Property
A breakdown of capital gains tax on investment property for Orange County owners, covering holding-period rules, basis, and how deferral tools apply.
Read guideCost Segregation Study Explained
What a cost segregation study does, which Newport Beach properties benefit most, and how the resulting deductions interact with a future 1031 exchange.
Read guideHow to Avoid Capital Gains Tax on a Real Estate Sale
How Newport Beach property sellers can legally reduce or avoid capital gains tax on real estate, from the primary residence exclusion to a 1031 exchange.
Read guideHow to Defer Capital Gains Tax on Real Estate
An overview of the main ways a Newport Beach property owner can defer capital gains tax on a sale, and why a 1031 exchange is usually the starting point.
Read guideDepreciation Recapture Tax Explained
A plain-language explanation of depreciation recapture tax on Newport Beach rental and commercial property, how it is calculated, and how a 1031 exchange defers it.
Read guideCharitable Remainder Trust for Real Estate
How a charitable remainder trust lets an owner sell appreciated real estate tax-deferred and draw income, and how it compares to exchanging into a DST.
Read guideCapital Gains When Selling a House
What Newport Beach homeowners should know about capital gains when selling a house, including the Section 121 exclusion and when it does not fully apply.
Read guideInstallment Sale for Real Estate Explained
How an installment sale spreads real estate gain over multiple tax years, when it works, and how it compares to a 1031 exchange for a Newport Beach owner.
Read guideEstate Tax on Real Estate Passed to Heirs
How estate tax and stepped-up basis apply when Newport Beach real estate passes to heirs, and where lifetime deferral through a 1031 exchange fits in.
Read guideThe Section 121 Primary Residence Exclusion Explained
How the Section 121 exclusion works for a Newport Beach homeowner, what the two-year ownership and use test requires, and where its limits show up.
Read guideOpportunity Zone Tax Benefits Explained
How Qualified Opportunity Zone investing defers and can eliminate capital gains tax, where it differs from a 1031 exchange, and who it actually fits.
Read guideCapital Gains Tax on Rental Property
How capital gains tax on rental property is calculated for Newport Beach landlords, including depreciation recapture, and the deferral options that apply.
Read guideCapital Gains Tax on Inherited Property
How the stepped-up basis rule changes capital gains tax on inherited property, and what Newport Beach heirs should confirm before selling.
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