🔥 Texas Two-Step: Don't Lose your Homestead Exemption

About this episode

Kevin Thompson discusses the changes to Texas property tax laws and the implications for homeowners regarding the homestead exemption.

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the recent changes to Texas property tax laws, with a focus on the 2024 homestead exemption updates and what I call the “Texas Two Step.” We walk through how stricter enforcement is impacting homeowners—especially those who have placed their homes into trusts—and I use my parents’ situation as a real-world example. The key takeaway: you need to make sure your trust documents are structured correctly, respond to appraisal district notices on time, and stay proactive. If you don’t, you risk losing one of the most valuable tax benefits available to Texas homeowners. This is one of those areas where a small oversight can cost you thousands, so working with the right professionals matters. Texas Two-Step and Homestead Exemption Changes (00:00:55) Trust Transfers and Homestead Exemption Risks (00:02:13) Importance of Trust Language Post-2024 Law (00:04:26) Reapplication Notices and Legislative Background (00:06:54) Fraud Prevention and Systemic Impact (00:08:21) Texas Requirements for Homestead Exemption…

People in this episode

Host: Kevin Thompson

Topics covered

• Texas property tax laws
• homestead exemption
• trusts
• homeowners
• tax benefits
• real-world examples

Keywords

• Texas Two-Step
• homestead exemption
• property tax
• trust documents
• appraisal district
• tax benefits

Mentioned in this episode

Organizations: 9i Capital Group

Places: Texas

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