The NEW Way To Avoid Capital Gains Taxes In 2025 скачать в хорошем качестве

The NEW Way To Avoid Capital Gains Taxes In 2025

Book a 1:1 call with me here: https://calendly.com/samuel-vpxj/intr... ✅ Get Your Taxable Investor's Guide: https://www.quantitativefinancialstra... -- If you’re planning to sell your business or diversify a concentrated stock position in 2025, relying on outdated tax strategies could cost you millions. In this video, I explain why most advisors are still using the 2020 playbook. I share what you should be doing instead. I break down innovative approaches like long/short separately managed accounts that can harvest massive capital losses beyond your original cost basis. I also explain prepaid variable forwards to help you protect, diversify, and liquidate large single-stock holdings tax efficiently. These solutions aren’t just better for taxes. They can also improve your overall investment performance and help you avoid the hidden risks of staying concentrated. I also cover strategies to offset ordinary income, such as tax-aware hedge funds that generate deductions you can use against W2 earnings or to strategically execute Roth conversions. Whether you’re sitting on a multimillion-dollar position or preparing for a big liquidity event, these techniques can help you keep more of what you’ve built and reduce your future tax burden. -- About Me: I’m Samuel Harnisch, a former All-American lacrosse player who transitioned my competitive edge into the world of finance. I graduated with a degree in finance and data analytics and went on to earn a Master’s in Applied Quantitative Finance. I hold both the CFA and CFP® designations, which highlight my expertise in investment management and financial planning. After starting my career at PIMCO, managing assets for global institutions, I moved to a multifamily office, where I helped families with $10M to $100M in assets. I’m passionate about making finance simple and empowering people to achieve financial independence. Disclaimer This Video is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. There can be no assurance that an investment strategy will be successful.