
First-Time Buyers
Tax-Friendly Tools for New Buyers
· SALT deduction raised to $40,000
· Mortgage & PMI deductions
· New tax-free savings accounts
· Trade-off: loss of some energy credits

Upgraders & Downsizers
Should You Sell Now? Here’s Why It May Pay Off
· Up to $40K in SALT deductions
· Benefits for equity-rich sellers
· Smart timing for long-term gain
· Reduced energy credits

Real Estate Investors
Policy Shifts = New Investor Opportunities
· Stronger Opportunity Zone benefits
· Better mortgage deduction position
· Improved cash flow potential
· Considerations for green upgrades

Strategy & Contact
What This Means for You
Whether you’re a buyer, seller, or investor, now’s the time to act with clarity. Let’s build a custom strategy that aligns with your goals and the market shift.
Questions? Call or email us to connect directly.