Video 1 of 7 | Reduce Capital Gains Taxes With a Tax-Aware Long-Short Strategy скачать в хорошем качестве

Video 1 of 7 | Reduce Capital Gains Taxes With a Tax-Aware Long-Short Strategy

Leverage has a reputation for being risky. But what if you could use it wisely to reduce your taxes and build long-term wealth? In this video, CERTIFIED FINANCIAL PLANNER® professional, Hilary Hendershott explains how leverage actually works, when it becomes dangerous, and how the right kind of leverage—used inside a tax-aware long-short strategy—can reduce capital gains taxes and help protect your wealth without sacrificing returns. You’ll learn: ✓ What leverage is and how it’s already used in everyday finance–including by you! ✓ The difference between high-risk and low-risk leverage ✓ Real examples of how leverage works for and against investors ✓ How a tax-aware long-short strategy (TALS) uses low-risk leverage to reduce taxes ✓ Why tax-aware long-short is fundamentally different from the risky leverage you've been warned about This is video one in a 7-part series about tax-aware long-short investing and Flex SMA, which is the keystone offering within our Ultra Tax Efficient Wealth Management® service at Hendershott Wealth Management®. Want to use smarter tax strategy to protect and grow your wealth? ▶ Watch the full video 🔔 Subscribe to @HendershottWealth for more videos about tax efficiency and smart wealth management 🔗 Learn more about Flex SMA and Ultra Tax Efficient Wealth Management®: hendershottwealth.com/UTEWM For suitable investors—typically those with $1.25M+ in taxable assets—this approach could meaningfully reduce capital gains taxes over time. We’d love to help you assess your fit: 📞 Book a complimentary Discover Call at hendershottwealth.com/contact LET’S CONNECT! 🌐 Website: https://hendershottwealth.com/ 📸 Instagram:   / hendershottwealth   💼 LinkedIn:   / hilarythecfp   🗣️ Facebook:   / hilaryhendershott   ===== 00:00 Introduction 01:51 What is leverage, really? 02:28 Examples of low-risk leverage 04:01 Examples of high-risk leverage 05:19 When leverage works, and when it doesn’t 06:07 How to use low-risk leverage strategically 07:44 The bottom line on leverage and building wealth 09:07 Disclosure