Selling a Home — Capital Gains

“Am I eligible for the home sale tax exclusion?”

CommonQuick Question · 30 min · $95

Eligibility for the home sale tax exclusion often depends on several facts about the property and your use of it, including whether it was your main residence, how long you lived there, and whether the home was used partly for rental or business purposes. The timing and details of the sale, along with your ownership history and any prior use of similar exclusions, can also affect the outcome. In many cases, the records tied to purchase, occupancy, and improvements help determine how the gain is treated and whether any portion may remain taxable. Working through the specifics with a CPA is the cleanest way to land on the right move.

In your 30-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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