Capital Gains Strategies: How to Legally Reduce Taxes and Preserve Your Wealth (Session Length: 30 Minutes)
Course Description:
For many business owners and investors, capital gains taxes represent one of the largest financial hits they will ever face—often triggered by the sale of a company, real estate, or highly appreciated assets. Without proactive planning, a significant portion of your hard-earned wealth can be lost to taxes.
In this focused 30-minute session, our tax attorney, David Taylor, will walk through practical, legally compliant strategies designed to mitigate capital gains exposure before, during, and after a liquidity event. The session emphasizes forward planning, proper structuring, and understanding how timing and transaction design can materially impact your net outcome.
Rather than promoting risky shortcuts, this presentation provides a clear, responsible framework for minimizing taxes while staying fully aligned with current tax law.
What You’ll Learn:
· How capital gains taxes are calculated and what drives your effective rate
· The difference between short-term and long-term capital gains treatment
· Entity structure considerations that affect tax outcomes
· Installment sales, deferral strategies, and timing techniques
· Qualified Small Business Stock (QSBS) considerations
· Charitable planning strategies, including donor-advised funds and trusts
· Opportunity Zone investments and other deferral mechanisms
· The importance of early coordination with legal and tax advisors
Ideal For:
Business owners, founders, real estate investors, and high-net-worth individuals anticipating the sale of a significant asset who want to preserve more of their wealth through proactive tax strategy.