Special Situations

Contact Us
  • Hands holding a small model house with a digital line graph overlay showing an upward trend.

Inherited Property & Rental Property


Inherited Property: Inheriting a property comes with unique tax considerations. The property's value is stepped up to the market value at the time of inheritance, which can significantly reduce the capital gains tax if sold.


Rental Property: Selling a rental property in California can be more complex, tax-wise. Beyond capital gains tax, depreciation recapture tax might also apply, which taxes the depreciation you've claimed on the property.