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Understanding Capital Gains in Napa Valley
Understanding Capital Gains in Napa Valley is a small, in-person educational workshop hosted by L’AGENCE Napa Valley for homeowners and property owners who want a clearer understanding of how capital gains may affect future real estate decisions.
The conversation will be led by Thomas Commander, CFP® and Edward Jones financial advisor, and will cover when capital gains taxes may apply, primary-residence exclusions, considerations for rental or long-held properties, how timing can affect outcomes, and common situations such as inherited property. The goal is not to push attendees toward selling, but to help them understand the financial landscape before they need to make a decision.
It is especially relevant for homeowners considering a future sale, owners of highly appreciated property, people considering converting a home to a rental, and those navigating inherited real estate. The format is intentionally small, relaxed, conversational, and approachable, with limited seating at the L’AGENCE Napa Valley office on August 28th.
L’AGENCE Napa Valley Office
August 28th
11am-12pm