Have a Huge Capital Gain? Here's What We'd Do
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Have a Huge Capital Gain? Here's What We'd Do
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How should you manage a large capital gain and minimize the taxes you pay?
In this episode, we break down how we think about direct indexing, tax-loss harvesting, concentrated stock, exchange funds, 351 exchanges, long/short strategies, and Qualified Opportunity Zones. We explain why long-only direct indexing can be compelling for high-tax investors—and why some sophisticated tax strategies may not be worth the added fees, illiquidity, complexity, and investment risk.
If you have significant capital gains or concentrated stock, this episode provides a framework for evaluating tax strategies based on what ultimately matters: long-term wealth creation after taxes and fees.
If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com