Selling a Home — Capital Gains

“Is my home sale eligible for the tax exclusion?”

CommonQuick Question · 30 min · $95

Whether a home sale is eligible for the capital gains exclusion often depends on how the property was used, how long it was owned and occupied, and whether the sale involved a primary residence or a second home. In many cases, the treatment also turns on ownership history, periods of rental use, and any prior exclusions claimed on another home sale. Records such as closing documents, utility bills, and move-in or move-out dates can help show how the home was used. The facts around divorce, inherited property, or partial business use can also affect the outcome. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

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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