Real Estate Transactions Tax Guide

Tax guidance for real estate transactions including home sales, capital gains exclusion, 1031 exchanges, and investment property.

Real Estate Transaction Tax Resources

Navigate the tax implications of buying, selling, and exchanging real estate with these comprehensive guides.

Home Sales

Home Sale Capital Gains Exclusion

2025

$250,000/$500,000 capital gains exclusion, 2-out-of-5-year ownership and use tests, partial exclusions, and reporting requirements.

Investment Property

Capital Gains & Losses Tax Guide

2025

Short-term vs. long-term capital gains, preferential tax rates, capital loss limitations, investment expenses, and mutual fund distributions.

1031 Exchange Like-Kind Property

2025

Like-kind exchange rules for real estate, qualified intermediaries, 45-day identification period, 180-day exchange period, boot, and related party exchanges.


Real Estate Tax Planning

Real estate transactions have complex tax implications. Contact us for guidance before completing your transaction.

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