Vital Strategies 087 | From Main Street to Blockchain: Advanced Capital Gains Tax Moves for Big Exits
Is the IRS your silent business partner, taking 30% or more of your hard-earned gains? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, unpacks critical updates from the newly passed One Big Beautiful Bill Act and breaks down powerful, legal tax strategies entrepreneurs can use to reduce or eliminate their capital gains tax. Whether you're selling a business, offloading real estate, or managing a growing estate, this episode provides real-world insights that could save you millions.
Patrick walks listeners through smart ways to leverage deferral techniques, reduction tools, and philanthropic giving, alongside commentary on what’s changed in the tax code and how business owners should respond. From bonus depreciation to Deferred Sales Trusts to tax-friendly entity structures, this episode delivers a blueprint for proactive planning. If you're a high-earning entrepreneur looking to protect your wealth, this is the one episode you can't afford to miss.
Key Takeaways:
- Overview of the One Big Beautiful Bill Act and how it affects entrepreneurs
- Capital gains tax strategies for deferral, reduction, and elimination
- How to use tools like 1031 exchanges, QSBS, and leveraged direct indexing
- Estate planning tips to avoid the 40% “death tax”
- Why where you live and when you move, can save you millions
- How to use charitable trusts and donor-advised funds strategically
- When and how to start building your custom tax strategy
Episode Resources:
Brett Swarts episode:
Email: patrick@vitalwealth.com
Resources:
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Credits:
Sponsored by Vital Wealth
Music by Cephas
Art work by Two Tone Creative
Audio, video, research and copywriting by Victoria O'Brien