Hot Topic Webinar: Advanced Tax Strategies for Managing Embedded Capital Gains
Watch the recording of our webinar that discusses how to take control of embedded gains using smart, proven tax strategies designed for investors like you. 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
Topics covered:
- 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 Watch
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
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
