Family Harmony Prioritizes over Prop 13 & Real Estate Tax Strategies_a short intro to a case study_Tim Vi Tran_Episode 23, Season 1

Dec 19, 2025

Why did a father willingly pay millions to the IRS, and knowingly give up all these: passing his commercial real estate’s Prop 13 low property tax to his children, and 1031 exchange step up tax basis to erase capital gains upon inheritance, and other CRE tax strategies?  – Simplicity, cash, family harmony, and protection for his wife and children.

A short intro to a case study, for property owners, heirs, and investors

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Many long-time commercial real estate owners are entering the sunset stage of life. If you are quietly wrestling with similar questions about legacy, simplicity, and peace of mind—if you’ve ever wondered, “Is it time to stop managing and start simplifying?”—this story offers you a different way to think about your exit strategy based on your own priorities.

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When you need to sell, buy, or lease, The Ivy Group is ready to help you reach your goals with more than 100 years of combined experience and expertise. Contact us with your next real estate needs.

Disclaimer
All information shared here in this article, and in all blogs, case studies, and courses offered by The Ivy Group are for general education only, not as tax, legal, or investment advice. Please seek professional advice from tax, accounting, legal, and other professionals.

Copyright © 2025 by Tim Vi Tran, SIOR, CCIM. All rights reserved.

To read the transcript of this episode as a blog post (Click Here)