How to Avoid Capital Gains Taxes (Legally!)

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Capital gains taxes can be one of the biggest surprises investors face when they sell an asset for profit. Most people know they exist — but few really understand how they work, why they matter, or how much they can quietly chip away at your hard-earned gains. This video takes a complex topic and makes it approachable and clear, showing viewers that with the right strategy, the tax bill that follows a big win doesn’t have to sting so much.

In this video, tax expert Karlton Dennis explains how everyday investors can think more strategically about capital gains, legally minimize what they owe, and keep more of their profits in their own pockets. He breaks down how timing, structure, and smart planning can make a huge difference — without using complicated jargon or shady loopholes.

Whether you’re an investor, a business owner, or just someone tired of seeing taxes eat your profits, this video offers a fresh, insightful take on how to play the wealth game smarter. You’ll walk away understanding that the secret to paying less in taxes isn’t about evasion — it’s about strategy. And once you know the rules, you can finally start using them to your advantage.

CHAPTERS
0:00 Intro
0:19 What Exactly Is a Capital Gain?
0:50 Short-Term vs. Long-Term Capital Gains
1:38 Why Capital Gains Taxes Exist
2:06 How to Avoid Capital Gains Taxes — Completely Legally
2:10 Strategy #1: The “Buy and Hold” Strategy Patience Pays... Literally
2:44 Strategy #2: The 1031 Exchange
3:45 Strategy #3: The “Step-Up in Basis” Provision
4:33 Strategy #4: Use a Roth IRA or Roth 401(k)
5:41 Strategy #5: Offset Gains with Losses Tax-Loss Harvesting
6:23 Strategy #6: Take Advantage of the Primary Residence Exclusion
7:08 Strategy #7: Give It Away
7:43 Strategy #8: Move to a Tax-Friendly State (or Country)
8:13 Strategy #9: Opportunity Zone Investments Uncle Sam’s Favorite Neighborhoods
9:14 The Big Picture: Play the Long Game
9:49 Outro

*Disclaimer: I am not a financial advisor nor am I an attorney. This information is for entertainment purposes only. It is highly recommended that you speak with a tax professional or tax attorney before performing any of the strategies mentioned in this video. Thank you.

#capitalgains #realestateinvesting #taxstrategy