Theme Group: Tax & Benefits

Home Sale Tax Planning

  • Sequence housing decisions with IRS home-sale exclusions in mind.
  • Objective: Understand the key tax rules and planning considerations involved in selling a marital home during divorce.
  • Prework: Bring rough gain estimate and timeline
  • Takeaway: Home sale tax scenario sheet

Description

Selling the marital home may create significant tax consequences depending on timing and ownership history. This sprint focuses on the IRS rules that allow homeowners to exclude a portion of capital gains when selling a primary residence. Participants learn how divorce timing can influence eligibility for these exclusions.

The session guides participants through evaluating different home sale scenarios and the tax implications associated with each option. Participants review the information needed to estimate potential gains and determine whether the home sale exclusion applies. By the end of the sprint, participants will have a framework for evaluating home sale decisions within the broader context of divorce planning.

$545

Duration: 50 minutes

Delivery Format

  • Studio: In-Person
  • Cloud: Online

What’s Included

  • Live session with expert
  • Practical framework or worksheet
  • Opportunity for participant questions
  • Might be part of a package

Last Updated: March 11, 2026