Evaluate a home sale through qualification, basis records, and documentation gaps.
Pre-closing check Miguel has appreciation, a listing date, and incomplete basis records. The risk is assuming the result without checking the facts that support it. Premortem sale review Assume the tax story failed, then find the weak link Before closing, test qualification facts, basis proof, and special-use questions. It is my home Assumption treated as proof. The advisor gets facts early enough to plan. A home-sale estimate is only as strong as the facts behind gain and exclusion. 01 Qualify 02 Basis 03 Ask Qualification gate Gate 1
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