Hot Topic Webinar: Tax Planning 201: Advanced Strategies for Managing Embedded Capital Gains
Wednesday, March 25, 2026
12 to 1 p.m. CT
Join us on March 25, when we’ll dive into advanced strategies for managing embedded capital gains.
What You’ll Learn
- What embedded capital gains are and why they matter for your wealth
- Tools for deferring gains: exchange funds, ETF conversions, and 1031 exchanges
- Strategies for permanently eliminating gains through charitable planning and estate techniques
- Advanced trust and entity structures for shifting wealth to the next generation
- How to combine multiple strategies for maximum tax savings
This webinar is ideal for those who want to learn how to defer, reduce, or even eliminate the tax hit from embedded capital gains.
Presenters
Principal, President, Wealth Management
Principal, Tax Practice Leader
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 Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.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.
