We are experts in 加州 intra-family transactions, 家庭赠送 and family sales of real estate, utilizing all aspects of Proposition 13, 58号提案, 命题60, Proposition 90 and Proposition 193 and new Proposition 19 to ensure the lowest tax consequence possible.
We can coordinate all aspects of your 加州 real estate family transaction via video conference and teleconference. We can send a notary to your home and you never have to leave the house.
警告 — CALIFORNIA PROPOSITION 19 HAS UPENDED THIS ENTIRE PROCESS AND 取消了很多福利 “老”命题58和193 截至2021年2月16日. If a death or notarization occurred prior to February 16, 2021, you may be able to take advantage of the ‘old’ proposition 58 and 193号提案. 否则, 到目前为止, all new family transactions (including sales, gifts and death) will be subject to Proposition 19.
Review our in-depth article on family transactions here, including overview of options and general tax considerations.
365体育备用网家庭礼物或销售的问题? – Paid one-hour Zoom consultations ($295) are conducted daily and address virtually all questions, options and tax implications and strategies. (在这里预约咨询.) Consultation fees are applied towards any future family transaction. 变焦磋商可以, 当然, 从任何地方进行, 包括你自己家里的舒适. 我们位于新港海滩, 加州, we can assist with a family transaction for real estate located anywhere throughout 加州.
Real Estate – often a family’s largest asset – can be freely transferred, 出售, 赠予或买卖与赠予的混合(i.e. (以低于公平市价出售). Parents can sell to children using seller financing (or a ‘seller carry-back’) where the children pay the parents monthly mortgage payments just like a traditional loan, or, where the child obtains a new traditional loan (presuming they can qualify) paying off the parents and any mortgage the parents may have on the property. Equity in the home can be used as a “gift of equity” to assist the child with the downpayment (potentially allowing a no down payment sale, even with a traditional third-party loan). The property can be 出售 at fair market value, or below fair market value (the difference simply being a “gift”).
如欲了解更多有关该过程的详情， review our in-depth article on family transactions here.
Ready to proceed with a private sale or transfer today? -费用见下文.
While there can be significant tax and other financial considerations, we can make the process itself easier than you may think.
我们的办公室擅长家庭迁移, 家庭赠送, family sales and other private transfers such as a sale to your tenants (or buying the home from your landlord – see our for sale by owner information here). We can facilitate all aspects of a family sale, 两者兼而有之, including all applicable paperwork and review of key tax considerations.
我们准备采购协议, 卖方披露, 以及所有需要的文件, 纳税申报表, can send a notary to your home and can even electronically record title with most 加州 counties directly in our office. If applicable, we coordinate inspections, appraisals, due diligence, termite and/or other repairs. 如果涉及到贷款, we work with the lender and a third-party title company (that the lender will require) and coordinate all aspects of the same to ensure a seamless transaction.
We now have published flat rates for all family sales or transfers, 尽管有不同的情况, so please call to confirm or schedule an 最初的咨询:
- 一个纯粹的礼物, 没有钱交换, 房屋价值高达2美元,500,000 – a $1,000平率, 支付预付.
- If there is a new third-party loan involved, 房屋价值高达2美元,500,000 – a $2,500平率. $2,000 支付预付, the remainder at closing.
- Home value above $2,500,000, please call. (we are routinely involved in seven and eight-figure real estate transactions)
- One hour private Zoom sessions are available to discuss legal or tax questions about a family sale, 礼物或转让. Consultation fees ($295) are applied towards a sale or purchase if you proceed with our office – Schedule an appointment by clicking here.
- Military and Law Enforcement Discounts available – click here for Military and Law Enforcement Discount information.
If you just have questions, our preference is an 最初的咨询 with the key parties to discuss the transaction, review potential tax considerations and an overall plan for the transaction.
To discuss your family real estate transaction, contact our office. If you are ready to proceed with a consultation, 你可以点击这里直接预订.
If you are ready to proceed with a transfer, just call or email to get started. 下面的365体育备用信息.