Financial Planning Around Your Home Sale
Prop 19 base-year transfers, 1031 exchanges, capital gains exclusions, and reverse mortgage considerations. Paul Ward works alongside your CPA and financial advisor to sequence the sale around your tax position.
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Paul Ward
Our team of professionals will be with you every step of the way, from preparing your home for the sale, to handing the keys to the new buyer.
Marketing Analysis
& Pricing
Home Preparation
& Staging
Marketing
& Showings
Offers
& Negotiation
Contract
& Paperwork
Closing
& Beyond