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Why Is Sheltering From Capital Gains Difficult?

Author
Victor Menasce
Published
Fri 03 May 2024
Episode Link
https://podcasters.spotify.com/pod/show/victorjm/episodes/Why-Is-Sheltering-From-Capital-Gains-Difficult-e2j70e3

Coming up later today at 5PM EDT, 4PM CDT, 3PM MDT, I'm going to be live on LinkedIn and Facebook giving my predictions for the upcoming period and opening up to live questions from the audience. To register and attend, visit


https://www.linkedin.com/events/predictions-askmeanything7191469079046639616/about/


On todays show we are doing a dive into why sheltering from capital gains tax is not as simple as it sounds. There is nuance to the process and it can be more difficult unless you plan carefully.


Let's be clear, I'm not offering tax advice. Talk to your CPA. I'm merely sharing my observations based on what I'm seeing in the market.


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Host: Victor Menasce


email: [email protected]

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