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Capital gains tax planning starts with one question: what did you sell? The rules for a main home, a rental, a second home, a business, and inherited property differ enough that a single generic answer is usually a wrong one. Pick the page that matches your sale, or send us the details and a CPA routes it for you.
the $250,000 / $500,000 exclusion, and what happens past it.
depreciation recapture at up to 25 percent, plus the gain.
why the home-sale exclusion usually does not apply.
asset versus stock, price allocation, and QSBS.
the stepped-up basis, and why the tax is often smaller than feared.
how the gain and the 0, 15, or 20 percent rate are figured.
1031 exchanges, deferred sales trusts, installment sales, and GRATs compared.
FIRPTA withholding.
IPO and equity comp planning.
gains on sales and swaps, figured and reported by a CPA.
Expatriating? The US exit tax treats leaving as a deemed sale of appreciated assets: /u-s-exit-tax.
sale price, adjusted basis, and the improvements and costs most owners undercount.
the home-sale exclusion, depreciation recapture, and the 3.8 percent net investment income tax.
holding period, loss harvesting in the same year, and which rate band each slice of gain falls in for 2026.
on a business or large property sale, the deal terms set the tax, and they lock early.
Most of the capital gains work we see starts the same way: a bill that arrived bigger than expected.
The fee is based on the sale. A single clean sale with good records prices low; multiple properties, a business deal, rebuilt basis, or more than one state add work, and the fee reflects that and nothing else.
To get a quote, send what you sold and what records you have; the fee comes back in writing before any work begins.
Send the sale, the rough numbers, and how the asset was used, and a CPA either answers it directly or routes you to the specialist page that does. The aim is the smallest defensible number.
