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Stock-based Strategies to Reduce Capital Gains Taxes

June 26 @ 11:00 am - 1:00 pm


During this discussion, we’ll be offering a first glance into the playbook that has saved concentrated equity-holders millions of dollars in capital gains taxes. At a high level, the information and benefits we will uncover include:

  • Using an appreciated portfolio, stock, mutual fund or ETF to fund the tax-reduction vehicle
  • How to reduce or eliminate capital gains tax liability – not just deferral
  • Maintain flexibility without the requirements of setting up a new trust or subjecting yourself to long lock-up periods
  • Historical strategy performance and other consideration

Join us on June 26th at 11:00 am PT to learn how this stock-based strategy can help to manage capital gains taxes and improve after-tax results.

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