Capital Gain Strategy Review

$350 | Home Sale Tax Education

A focused, educational review designed for homeowners planning to sell—or who have recently sold—and want to understand their capital gains tax exposurebefore making costly decisions.

What This Review Covers

• Education on how capital gains taxes work when selling a primary residence or investment property

• Review of potential exclusions, adjustments, and planning considerations

• Identification of missed opportunities that could increase your tax bill

• Strategic timing considerations before or after a sale

What’s Included

• Pre-review questionnaire focused on the property and ownership history

• Education on:

  • Primary residence exclusion concepts

  • Cost basis and improvements

  • Ownership and use rules

  • Timing and planning considerations

• Estimated capital gains exposure range (educational, not filing advice)

• 3–5 strategic action items to discuss with your tax professional before closing

Best for:
Homeowners, high-equity sellers, and real estate investors who want clarity on capital gains before listing, selling, or closing escrow.