Webinar Replay: How to Reduce Taxes on a Major Capital Gain

If you know a major capital gain is coming — from selling your business, investment property, or other appreciated asset — you need to start minimizing the tax hit today.

There are strategies designed specifically to help individuals and business owners offset capital gains over time, reduce their tax burden, and position their wealth for long-term growth

We are joined by Jared from Focus Partners to break down how these advanced strategies work, who they’re best suited for, and what to consider before you act.

WHAT YOU'LL LEARN

• How upcoming capital gains can dramatically impact your tax liability
• When to start thinking about the tax implications (hint: way sooner than you think)
• Investment structures that can defer, offset or greatly reduce realized gains
• Common misconceptions about capital gains mitigation strategies
• Key due-diligence factors to ensure compliance and performance

Ellerbrock-Norris Agency Inc. ("ENA") does not directly provide investment advice or investment management. Such services are provided by Ellerbrock-Norris Wealth Strategies LLC ("ENWS"), a registered investment adviser owned by ENA. Please note that certain insurance agents of ENA are also investment adviser representatives of ENWS.