Six Advanced Strategies For Ducking Capital Gain Taxes
December 6, 2025
Six Advanced Strategies For Ducking Capital Gain Taxes
William Baldwin, reporter for Forbes, speaks with Blake Harrison, executive vice president of wealth management at CapWealth, about advanced strategies high-net-worth investors can use to minimize capital gains taxes on appreciated assets. “It does pass muster with the Internal Revenue Service. But the fees add up: The stockbroker pitching the plan will get one for creating the pool, another for managing it, potentially a third for the arbitrage play on the side,” says Harrison.
Life moves fast. A Financial Plan Review ensures your strategy evolves with major life changes like marriage, career shifts, or retirement prep.
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
CapWealth promotes Drew O’Connor to Director of Research, recognizing his leadership and role in advancing investment strategy and client outcomes.
Citywire reports Drew O’Connor’s promotion to Director of Research at CapWealth, recognizing his leadership and impact on the firm’s investment process.
Drew O’Connor is promoted to Director of Research at CapWealth, as reported by Cynthia Yeldell Anderson in the Nashville Post.
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Review your financial year in review and take advantage of key changes for 2026 to boost savings, maximize tax benefits, and start the new year strong.
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
