Real estate and taxes often overlap in ways that are easy to overlook. Property taxes, mortgage interest, home improvements, and even the timing of a sale can all factor in. Sometimes there are surprises too, especially if you sold a home and moved out of California. Even when a move feels wrapped up, there can still be tax details tied to timing, residency, or how the sale is treated.
The good news is you do not need to have everything figured out right now. Being aware of what might matter and knowing what questions to ask can make conversations with your tax professional smoother and help future planning feel far less overwhelming.
If this brings up questions about your home, a recent move, or what might be ahead, feel free to reach out. Sometimes a quick check-in is all it takes to bring a little clarity.

Tax season has a funny way of sneaking up on us and suddenly bringing questions we did not even know we had. Whether you own a home, rent, or are simply thinking a step ahead, this time of year naturally invites a pause and a little reflection.
Real estate and taxes often overlap in ways that are easy to overlook. Property taxes, mortgage interest, home improvements, and even the timing of a sale can all factor in. Sometimes there are surprises too, especially if you sold a home and moved out of California. Even when a move feels wrapped up, there can still be tax details tied to timing, residency, or how the sale is treated.
The good news is you do not need to have everything figured out right now. Being aware of what might matter and knowing what questions to ask can make conversations with your tax professional smoother and help future planning feel far less overwhelming.
If this brings up questions about your home, a recent move, or what might be ahead, feel free to reach out. Sometimes a quick check-in is all it takes to bring a little clarity.

🔔One of the more important real estate changes coming in 2026 has nothing to do with rates or pricing.
There’s an important change coming that anyone involved in real estate, especially buyers using LLCs or trusts, should be aware of.
Beginning March 1, 2026, a new federal reporting requirement from the Financial Crimes Enforcement Network (FinCEN) will apply to certain residential real estate transactions.
In simple terms, when residential property is purchased without traditional financing and the buyer is a legal entity or trust, additional ownership and transaction details will now be reported at closing.
This rule is not about restricting purchases or changing how people buy real estate. It is about transparency and making sure the right information is documented upfront so transactions move smoothly.
What I am already seeing is that the best outcomes happen when these conversations start early, not at the closing table. Understanding structure, ownership, and reporting expectations ahead of time helps avoid surprises and delays.
As always, clarity before pressure is key. Thoughtful planning today makes tomorrow’s decisions easier.

A new year has a way of opening the door to possibility. It’s often when people pause to think about what’s ahead, the goals they’re working toward, and how their home can better support the life they want for themselves and the people they love. Whether that means more space, less stress, or simply feeling more aligned with where you are right now, these moments of reflection matter.
For many, goals aren’t just personal. They’re shaped by family and loved ones. Maybe parents are getting older and a one-story home feels more practical. Maybe your space no longer fits the way your family lives today. Sometimes the shift is subtle, but meaningful — and it naturally leads to seeing your home through a different lens.
If the year ahead has you thinking about possible changes, let us be a resource. We’re here to listen, talk things through, and help you explore options at a pace that feels right for you and your family.

A new year has a way of shifting perspective. It’s often the moment people start thinking about what’s working, what’s changed, and what could feel better moving forward, especially when it comes to home and finances.
If PMI is still part of your monthly payment, this could be a good time to revisit it. In many cases, PMI can be removed once enough equity has been built, which can make a noticeable difference each month. Refinancing is another option some people explore, whether to improve cash flow, adjust a loan term, or better align their mortgage with current goals.
Equity can also open doors when used thoughtfully. From making a move to planning updates or simply creating more flexibility, understanding how your equity works gives you more control. If the new year has you looking at your home a little differently, we’re here to help you make sense of your options and map out smart next steps.