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Navigate Real Estate Taxes: Learn how Brickley's CPA firm helped one couple. Secrets to after-tax proceeds, tax-efficient portfolio, and long-term financial plan.
Case Study

Tackling the Tax Implications When Selling Real Estate

Selling Real Estate
Tax Planning
Investing
Long-term Planning
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The Opportunity

Bob and Susan were considering selling their income-producing property. They’ve come to rely on passive income from the property but want to simplify their lives. However, real estate sales increase your income tax while potentially disrupting your cash flow. Even after the sale, you’re left with questions on what to do with the proceeds. 

The Solution

Brickley’s CPA firm provided a detailed analysis of the tax implications of the sale. First, we identified the amount of after-tax proceeds available for investment. Then, we tailored a tax-efficient investment portfolio of the appropriate securities mix to produce an income stream they had previously relied upon. As a result, Bob and Susan feel confident with their real estate sale and long-term financial plan.

Services Focus

  • Tax planning and return
  • Financial Planning
  • Investment Management
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We encourage our clients to provide testimonials on their experience with our firm in their own words.  We appreciate their testimonial however we do not compensate them in any manner.  We are sharing the positive experiences the clients have shared with us on this website. To help protect the clients identity we are not providing their full names.

Tackling the Tax Implications When Selling Real Estate

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(650) 638-0111

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