Webinar
Hot Topic Webinar: Advanced Tax Strategies for Managing Embedded Capital Gains
Wednesday, May 28, 2025 from 12:00 to 1:00 PM CT
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. 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
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
