Defer Your Taxes

Capital gains explainers for Pennsylvania property owners weighing a sale, an inheritance, or a 1031 exchange before signing anything.

Understand your exposure

How a Pennsylvania home sale is actually taxed, when the primary residence exclusion applies, and what changes if the house was ever rented.

How federal and Pennsylvania tax rules apply to a sold investment property, what qualifies as investment use, and where deferral is.

What Pennsylvania landlords owe when a rental sells, how depreciation recapture works into the number, and the deferral option most never.

How stepped-up basis works for inherited Pennsylvania real estate, why the state inheritance tax is a separate bill, and when heirs can.

How a Pennsylvania vacation or second home is taxed at sale, why it usually cannot use the primary residence exclusion, and when it might.

How the federal Section 121 home sale exclusion works alongside Pennsylvania's own principal residence exclusion, and where the two rules.

How depreciation recapture is calculated on a Pennsylvania property sale, why it catches sellers off guard, and how a 1031 exchange changes.

How Pennsylvania property owners actually lower the tax bill on a sale, from basis and holding period to the exchange option most sellers.

Ready to organize the exchange?

Bring the property, dates, and open questions. We will help turn them into a clear exchange plan.