Webinar Registration

Tax Planning When Client Has Large Gain On Sale Of Home

Date: Tuesday, March, 3 2026 12:00 PM

CE Eligible

Duration: 75 minutes

Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP

Tax Planning Educator

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The exclusion from capital gains for the sale of principal residence has not changed since 1997 so more of our clients are paying capital gains tax upon the sale of their homes. What can be done to alleviate this tax bill? What counts as basis for computing the capital gain? How to document improvements made to the home? Can a home be used in a 1031 exchange to defer the capital gain into a new residence? What about incorporating charitable planning? Join CPA Larry Pon to learn answers to these questions.