Real-estate decisions deserve a complete tax picture.
Use these guides to organize the facts, timing, and records that deserve CPA review before a transaction becomes difficult to change.
California Rental Property Sale Tax Guide
A practical framework for reviewing basis, depreciation recapture, capital gain, California tax, debt payoff, and net proceeds before a rental-property sale.
Read the guide 021031 Exchange Readiness Checklist
Questions to organize before selling investment real estate in a potential Section 1031 exchange.
Read the guide 03Depreciation Recapture Explained for Rental Property
Understand why prior depreciation affects the tax model when depreciated real estate is sold.
Read the guide 04Cost Segregation Decision Guide
A decision framework for evaluating whether accelerated depreciation may be worth a closer review.
Read the guide 05Inherited Property Basis Guide
Records and valuation questions to resolve before inherited real estate is sold or converted to rental use.
Read the guide 06Real Estate Professional Status Tax Guide
The federal tests, participation records, and rental-activity questions that determine whether real estate professional status may affect passive-loss treatment.
Read the guide 07Suspended Passive Losses When Rental Property Is Sold
When suspended rental losses may be released after a taxable sale and why partial, related-party, gift, and installment transactions require separate review.
Read the guide 08Rental Property LLC Transfer Tax Checklist
Tax, debt, California filing, ownership, and documentation questions to review before transferring rental property into or out of an LLC.
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