the second installment is now around the corner, due by April 10, 2024.


the second installment is now around the corner, due by April 10, 2024.

An update on the Prop 19 repeal efforts from The Howard Jarvis Taxpayers Association.

Here, we will breakdown of some of the key purchase documents, disclosures, escrow and title documents that you should pay especially close attention to during the sale or purchase and keep long after for legal and tax purposes.

This is a simple update on the Capital gains tax rates for 2024, particularly in the sale of real estate.

This article will explore the basics of California property taxes, how those are prorated in a sale, and the post-closing “Supplemental Property Tax” bills new owners often receive.

We have written extensively on Proposition 19 and its negative impacts on family property transfers and inheritance, especially in areas such as Newport Beach, coastal Orange County, the Bay Area and many other locations where property values have increased dramatically over the course of ownership especially multigenerational ownership. This article will explore another reassessment exclusion, … Continue Reading

When it comes to family loans — the IRS Applicable Federal Rates are the minimum interest rate you should be charging a “borrower”.

Now available! The official Howard Jarvis Taxpayers Association legal petition to get the Repeal the Death Tax initiative on the November 2024 ballot is here!

Your California 2023-2024 Property Tax Bills have arrived! The first installments can be paid until December 11, 2023*, second installments by April 10, 2024. (Payments are technically due by December 10, 2023, but since that is a Sunday, it rolls to the next business day.)

This is a simple update on the Capital gains tax rates for 2023, see below.
Lucas Real Estate
2901 West Coast Highway, Suite 200 | Newport Beach, CA 92663
info@lucas-real-estate.com
|
949.478.1623
Devin Lucas, REALTOR® | Real Estate Broker | Real Estate Attorney | DRE #01912302
Courtney Lucas, REALTOR® | CPA | DRE #02015514
Lucas Real Estate combines luxury real estate representation with legal and tax expertise, serving Newport Beach and surrounding Orange County communities. Led by Devin Lucas, REALTOR®, Real Estate Broker and Real Estate Attorney, and Courtney Lucas, REALTOR® and CPA.