Tax

Economy 3 Graphs To Show This Isn’t a Housing Bubble – Lynne MacFarlane Realtor Blog   With all the headlines and buzz in the media, some consumers believe the market is in a housing bubble. As the housing market shifts, you may be wondering what’ll happen next. It’s only natural for concerns to creep in that it could be a repeat of what took place in 2008. The good news is, there’s […]
Tax Tax Benefits of Homeownership
Inherited property CUSTOMIZED FINANCIAL PLANNING & ADVICE FOR OUR CLIENTS LIVE YOUR BEST BAY AREA LIFE Summitry helps clients maximize the benefits of living in one of the most unique areas in the world. Their personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area. Here are a few examples on how they can assist you and your family […]
Inherited property You’ve Inherited Property, Congratulations…Now What?   Here’s an example how my Intero office in Los Altos partnered with Summitry and assisted a client with her property inheritance, click here. Let me know if you’d like to discuss further and I can provide an introduction, it’s very simple and there’s no obligation, just good information for our clients. I’m here to […]
Retirement Proposition 19 – Big Changes to Inheritance Rules, Tax Basis Next Year (Over 55+ Years) Proposition 19 big changes to inheritance rules, as well as transferring your tax basis after a sell start Spring 2021. Inherited Property: Effective February 16, 2021: Prop 19 requires inherited homes that are not used as primary residence (such as rentals), will be reassessed at market value when transferred to children or grandchildren. It appears […]
investors Should You Buy A Retirement Home Sooner Rather Than Later? [video]  
Sellers California Propositions That Might Effect You As Homeowners & Investors I don’t endorse any of the following propositions below, but I do hope everyone is aware and encourage folks to vote and learn how each may effect, benefit or negatively impact your private residence, or investment property. Please ask your tax or financial advisor on how these proposition can impact you.  
Homeowners 5 Tax Benefits to Owning a Home When Filing for 2019 Taxes Homeownership has its benefits, especially when tax filling time comes around. But the rules have changed in recent years, so it’s best to familiarize yourself with what deductions and credits are currently available.
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