Plain-language guides for homeowners and investors. Planning before the fact, not damage control after the fact.
Buying rental property for your children or adding them to title can cost your family far more in taxes than it saves. What to settle with your advisors before closing.
Read the articleCapital gains, the primary-residence exclusion, depreciation recapture and the 3.8% NIIT, explained with a worked example before you list.
Read the articleNew articles are on the way.
Every family’s situation is unique. The earlier these conversations begin, the more options are usually available.
