Understanding Capital Gains in Napa Valley
An in-person workshop with a CFP
A thoughtful, in-person conversation designed to help you better understand how capital gains taxes may apply to real estate—and what to consider before making a move.
Hosted by L’AGENCE Napa Valley, a boutique real estate team known for a thoughtful, strategic approach to real estate.
In-person | Limited seating | Napa Valley
Understanding Capital Gains in Napa Valley
An in-person workshop with a CPA
A thoughtful, in-person conversation designed to help you better understand how capital gains taxes may apply to real estate—and what to consider before making a move.
Hosted by L’AGENCE Napa Valley, a boutique real estate team known for a thoughtful, strategic approach to real estate.
In-person | Limited seating | Napa Valley
Real estate decisions often come with more moving parts than expected—especially when it comes to the financial side. This workshop is designed to bring clarity to one of the most commonly misunderstood pieces: capital gains.
A Clearer Understanding, Before You Need It
Whether you’re planning to sell soon or simply thinking ahead, having a general understanding of how capital gains works can help you approach future decisions more thoughtfully.
Real estate decisions often come with more moving parts than expected—especially when it comes to the financial side. This workshop is designed to bring clarity to one of the most commonly misunderstood pieces: capital gains.
A Clearer Understanding, Before You Need It
Whether you’re planning to sell soon or simply thinking ahead, having a general understanding of how capital gains works can help you approach future decisions more thoughtfully.
WHAT THIS WORKSHOP COVERS
Topics We’ll Walk Through
WHAT THIS WORKSHOP COVERS
Topics We’ll Walk Through
When capital gains taxes may apply in real estate
How primary residence exclusions are generally structured
What to consider if a property has been rented or held long-term
How timing can influence financial outcomes
Common scenarios property owners often navigate
This is not about making immediate decisions— it’s about understanding the landscape.
WHO SHOULD ATTEND
This May Be Relevant If You Are:
A homeowner considering selling at some point
Holding a property that has appreciated over time
Thinking about converting a home into a rental
Navigating an inherited property
Simply interested in understanding how this works before you need to
Join us for a conversation focused workshop
This is a small, in-office workshop hosted by L’AGENCE Napa Valley, designed to feel approachable and conversational.
Hosted by L’AGENCE Napa Valley, a boutique real estate team. Featuring a licensed CFP who will guide the discussion
L’AGENCE Napa Valley Office
August 28th
11am-12pm
Worth Understanding
Before It Becomes Relevant
Thomas Commander CFP®
As an Edward Jones financial advisor, I find that it is of utmost importance for me to discover your financial goals and dreams before deciding on a course of action. I believe it's paramount for me to work closely with your CPA, estate planning attorney and insurance professional to craft a tailor-made financial strategy for you and your family.
My path to becoming an Edward Jones financial advisor began in 2005. I was working as an administrator for the County of Napa and was selected to be a board member of the County's Deferred Compensation Board of Control (457b Plan). I continued as a board member and fiduciary to all plan participants for 13 years before starting as an independent investment advisor representative in Napa in 2020. I then worked as a wealth advisor for Carson Wealth before beginning as an Edward Jones financial advisor in 2025.
I obtained my bachelor's degree in 1989 from the State University of New York at Oswego and obtained my graduate degree in 2017 from the University of South Dakota. I hold the Series 7, 63 and 65 securities licenses and the California insurance license (life, health, accident, #4035449). I also attained my CFP® certification in 2025.
During my free time, I enjoy spending time camping and rafting on the American River, exercising, reading and spending time with my wife, CC, and our two children. I also enjoy practicing my underdeveloped golfing skills.
Capital gains is one of those topics most people don’t think about until they need to. This workshop is simply an opportunity to understand it a bit sooner—with guidance from Thomas Commander CFP® and the team at L’AGENCE Napa Valley.
This workshop is for educational purposes only and does not constitute tax or legal advice.
Please consult a licensed CPA or tax professional regarding your specific situation.
A More Relaxed Format
This is a small, in-office workshop hosted by L’AGENCE Napa Valley, designed to feel approachable and conversational.
Hosted by L’AGENCE Napa Valley, a boutique real estate team. Featuring a licensed CPA who will guide the discussion
L’AGENCE Napa Valley Office
August 28th
11am-1pm
Worth Understanding
Before It Becomes Relevant
Thomas Commander CFP®
As an Edward Jones financial advisor, I find that it is of utmost importance for me to discover your financial goals and dreams before deciding on a course of action. I believe it's paramount for me to work closely with your CPA, estate planning attorney and insurance professional to craft a tailor-made financial strategy for you and your family.
My path to becoming an Edward Jones financial advisor began in 2005. I was working as an administrator for the County of Napa and was selected to be a board member of the County's Deferred Compensation Board of Control (457b Plan). I continued as a board member and fiduciary to all plan participants for 13 years before starting as an independent investment advisor representative in Napa in 2020. I then worked as a wealth advisor for Carson Wealth before beginning as an Edward Jones financial advisor in 2025.
I obtained my bachelor's degree in 1989 from the State University of New York at Oswego and obtained my graduate degree in 2017 from the University of South Dakota. I hold the Series 7, 63 and 65 securities licenses and the California insurance license (life, health, accident, #4035449). I also attained my CFP® certification in 2025.
During my free time, I enjoy spending time camping and rafting on the American River, exercising, reading and spending time with my wife, CC, and our two children. I also enjoy practicing my underdeveloped golfing skills.
Capital gains is one of those topics most people don’t think about until they need to. This workshop is simply an opportunity to understand it a bit sooner—with guidance from Thomas Commander CFP® and the team at L’AGENCE Napa Valley.
This workshop is for educational purposes only and does not constitute tax or legal advice.
Please consult a licensed CPA or tax professional regarding your specific situation.