Theme Group: Real Estate

Property Tax Transfer Traps

  • Avoid reassessment surprises when transferring title in divorce.
  • Objective: Identify whether transfer may qualify for interspousal exclusion and what to file/ask. 23
  • Prework: Bring: current title vesting + intended transfer plan
  • Takeaway: Property tax reassessment risk checklist

Description

Property transfers during divorce can trigger unexpected changes in property tax assessments if they are not handled correctly. This sprint introduces the property tax rules that apply to transfers between spouses and explains why these rules matter when making real estate decisions. Participants learn how reassessment risks can affect the long-term cost of home ownership.

The session focuses on identifying the questions that should be asked before transferring title to a property. Participants review the circumstances under which reassessment may occur and the steps required to document qualifying transfers. By the end of the sprint, participants will have a clearer understanding of the tax implications associated with real estate transfers during divorce.

$550

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