Avoiding Capital Gains Tax image depicted by a business man standing in front of stock market graphs

Avoiding Capital Gains

Income Tax Planning

February 15, 2024

Global Wealth Advisors Round Logo.

Global Wealth Advisors

Financial Planning, Investment Management, and Business Consulting LinkedIn icon.

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tax Strategy Guide.

Watch the video podcast version on YouTube

Find it Fast:  Avoiding Capital Gains Tax

Capital Gains Tax
00:00—Intro
01:11—When are you taxed?
04:51—Tax loss harvesting
06:48—Wash sale strategy
08:31—Two ways to avoid capital gains tax entirely

Something or Nothing
12:53—Elon Musk ditching Delaware
16:56—Maersk suspended dividend
19:01—KoBold startup finds massive copper deposit
21:10—Turkey hyperinflation
24:43—CAPE ratio  

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about avoiding capital gains, listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY “Ruff”

Find us: LinkedIn | Facebook  | Instagram | X (Twitter)| YouTube

Related Podcasts

Show more

Global Wealth Advisors Headquarters

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.


Securities offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services and financial planning offered through Global Wealth Advisors are separate and unrelated to Commonwealth.Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Global Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.