Free Strategy Session: Capital Gains Tax

Free · No Obligation · Bay Area & Los Angeles Homeowners Only

Find Out Exactly What You'd
Actually Owe If You Sold
Your Home

Most Bay Area and Los Angeles homeowners think their tax bill would be massive. In a free 1-on-1 session, a licensed tax professional will show you your real number and the legal strategies available to reduce it.

Reserve Your Free Session

Limited spots available · Not for real estate professionals

Questions? Call 510-616-3676

$1M+

Avg. Home Value

60 min

Private Session

Cost to You

Your Private Session

What Happens in This Call

In one 60-minute private conversation with a licensed tax professional, you'll walk away with more clarity than most homeowners get in years.

🏠

Your Real Tax Number

We'll calculate what you'd actually owe based on your home's purchase price, improvements, and current market value. No worst-case guesses.

⚖️

Legal Deferral Options

You'll learn which tax strategies apply to your situation, including 1031 exchanges, installment sales, and opportunity zone investing.

📋

A Clear Decision Framework

By the end of the call, you'll know whether selling makes financial sense for you. No pressure, no obligation to move forward.

See a Real Session

Watch an Actual Strategy Call

A real Bay Area or Los Angeles homeowner. A real tax scenario. A real number.

Who You'll Be Working With

Derek Williams

Luxury REALTOR® · The Williams Group · eXp Realty of California Inc.

I work exclusively with Bay Area and Los Angeles homeowners who've built serious equity over the years. The problem I see most often isn't a lack of desire to sell. It's the fear of the tax bill that comes with it.

That fear is often based on worst-case assumptions, not reality. I built this program specifically so you can get an honest, private conversation with a licensed tax professional before you make any decisions.

No sales pitch. No pressure. Just a clear picture of where you actually stand.

CalDRE #01970683

eXp Realty of California Inc.

The Williams Group

Common Concerns

We Hear These Questions a Lot

If any of these sound familiar, you're in the right place.

"I think I'd owe too much to make selling worth it."

Most homeowners overestimate. The actual tax calculation accounts for your cost basis, capital improvements, exclusions you may qualify for, and deferral strategies. You won't know your real number until you actually calculate it. That's exactly what this session does.

"Is this just going to be a sales call?"

No. This is a working session. The person on the call is a licensed tax professional, not a salesperson. You'll leave with real numbers and real options. What you do with that information is completely up to you.

"I don't know if I'm actually ready to sell."

That's exactly who this is for. You don't need to have a decision made. In fact, most people book this session because they can't make a decision without knowing the numbers first. Clarity comes before commitment.

"I already have a CPA. Shouldn't I just ask them?"

Your CPA files your taxes. This session is different. We focus specifically on capital gains strategy for real estate: 1031 exchanges, opportunity zones, installment sales, and timing strategies your general CPA may never bring up on their own.

Quick Answers

Frequently Asked Questions

This session is designed for Bay Area and Los Angeles homeowners who have owned their home for 10 or more years, have $250,000 or more in equity, and are seriously considering a sale but are concerned about the tax impact. It is not intended for real estate agents or investors.

Yes, the session is completely free. There is no obligation to work with us after the call, and no hidden fees or upsells during the session.

You'll be meeting with a licensed tax professional who specializes in real estate capital gains strategies. They are not a financial advisor or mortgage broker. Their focus is your tax position and the legal strategies available to you.

Nothing is required. It helps to have a rough idea of your purchase price, when you bought, and what you think the home is worth today. Beyond that, you don't need to gather any documents before the call.

Plan for approximately 60 minutes. Some sessions run a bit shorter or longer depending on the complexity of your situation.

Reserve Your Spot

Choose a Time That
Works for You

Select a day and time below. You'll receive a confirmation with everything you need for your private session.

Prefer to Talk First?

Call 510-616-3676

Reserve Your Free Session →

Find Out Exactly What You'd Actually Owe If You Sold Your Home