Tax guidance for real estate transactions including home sales, capital gains exclusion, 1031 exchanges, and investment property.
Navigate the tax implications of buying, selling, and exchanging real estate with these comprehensive guides.
$250,000/$500,000 capital gains exclusion, 2-out-of-5-year ownership and use tests, partial exclusions, and reporting requirements.
Short-term vs. long-term capital gains, preferential tax rates, capital loss limitations, investment expenses, and mutual fund distributions.
Like-kind exchange rules for real estate, qualified intermediaries, 45-day identification period, 180-day exchange period, boot, and related party exchanges.
These guides reflect 2025 rules and limits. Refer to the 2026 versions above for current information.
$250,000/$500,000 capital gains exclusion, 2-out-of-5-year ownership and use tests, partial exclusions, and reporting requirements.
Short-term vs. long-term capital gains, preferential tax rates, capital loss limitations, investment expenses, and mutual fund distributions.
Like-kind exchange rules for real estate, qualified intermediaries, 45-day identification period, 180-day exchange period, boot, and related party exchanges.
Real estate transactions have complex tax implications. Contact us for guidance before completing your transaction.