Webinar
Hot Topic Webinar: Advanced Tax Strategies for Managing Embedded Capital Gains
Wednesday, May 28, 2025 from 12:00 to 1:00 PM CT
Embedded capital gains—built-up profits inside any investment—can quietly erode your wealth if not managed properly. These hidden taxes often come as a surprise, reducing your returns even when you don’t sell a single share.
The good news? There are tax strategies that can help you:
- Diversify your portfolio without triggering gains
- Defer or even eliminate taxes altogether
- Grow your wealth while staying compliant
Join us on May 28, where you’ll learn how to take control of embedded gains using smart, proven tax strategies designed for investors like you.
What You’ll Learn:
- How to diversify current concentrated positions without creating a tax bill
- Ways to use exchange funds, 1031s, and Section 351 ETF conversions
- Eliminating gains through charitable giving and estate planning
- Optimizing with long-short portfolios (e.g., 130/30)
- How state residency planning can dramatically impact your tax outcome
- When and how to layer strategies for maximum benefit
Who Should Attend
This webinar is designed for investors who:
- Hold significant appreciated assets in taxable investment accounts
- Want to proactively manage or reduce future tax liabilities
- Are exploring smarter ways to grow and preserve wealth
Presenters:
Principal, President, BGM Wealth Management Group
Principal, Tax Practice Leader, BGM
