March 2018 - Rick and Suzanne Bell

Investing in Commercial Real Estate in Downtown Los Altos

March 22, 2018/in Public Interest, Real Estate/by Rick & Suzanne Bell
Helping Bay Area homeowners navigate life's next chapter for more than 50 years combined.

We know this will be a familiar face for many of you! We recently sat down with Dr. David R. Boschken, D.M.D. of Los Altos Orthodontics regarding the recent purchase of a facility in downtown Los Altos for his orthodontic practice. David discusses his thinking behind this investment and the revitalization of downtown Los Altos.

Transferring One’s Personal Residence Property Tax Basis to a New Residence

March 1, 2018/in Legal/Finance, Real Estate/by Rick & Suzanne Bell
Helping Bay Area homeowners navigate life's next chapter for more than 50 years combined.

Rick interviews Dennis Young (CPA) of Young, Craig & Co., LLP regarding the guidelines and process under which one may be able transfer the property tax basis from their personal residence to a new residence following the sale of their home. As an alternative, Dennis explains a strategy for utilizing the proceeds of the sale of a personal residence in purchasing an investment property and the tax implications.

Rick Bell and Suzanne Bell are real estate salespeople licensed by the state of California affiliated with Compass. Compass is a real estate broker licensed by the State of California and abides by Equal Housing Opportunity laws. License Number 01527235. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to the accuracy of any description. All measurements and square footage are approximate. If your property is currently listed for sale this is not a solicitation.