Full-length sessions you can watch on your own schedule — covering two different problems: selling an appreciated asset without the capital gains tax coming out first, and reducing tax on income you're earning now. Start with the short preview, then register to watch.
If you own real estate, a business, or concentrated stock that has grown far beyond what you paid, these three sessions cover the same trust structure — in the tax code since 1969 — applied to each asset type. Pick the one that fits your situation.
If you own real estate — or concentrated stock — that has grown far beyond what you paid for it, you may be frozen in place: unwilling to sell because a third or more of the gain would go straight to the IRS. This session walks through a structure that has existed in the tax code since 1969, allowing an appreciated asset to be sold inside a tax-exempt trust, with the full proceeds reinvested and income paid out over time. Presented by the specialists who build these trusts, with case examples, alternatives compared, and an extended Q&A.
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Your information is never sold or shared. You'll receive access plus occasional educational tax planning insights. Unsubscribe anytime. Privacy policy
If you like what you hear, you'll need a personal introduction to proceed. This strategy isn't something you can set up on your own — it requires the specialist team that builds these trusts, and they work by referral. That's what I'm here for. Request your introduction →
About this session: presented by Seth Greene and the Sterling specialist team, with CPA and Certified Tax Coach Gary Heldt. Dana Gibson of PRAIS Financial Management, LLC has a contractual referral relationship with the presenters and serves as your introducing advisor. The presentation reflects the presenters' own views, figures, and firm history — not those of TaxMitigation.net.
You built it. Now you're ready to step away — and the buyer's offer looks very different once the capital gains tax is subtracted. This session applies the same trust structure — in the tax code since 1969 — to a business sale: the asset is contributed before the sale closes, sold inside a tax-exempt trust, and the full proceeds are reinvested to produce income over time rather than being reduced by a lump-sum tax hit at closing. Timing is critical — the structure must be in place before a letter of intent is signed.
Enter your name and email and the webinar unlocks immediately on this page.
Your information is never sold or shared. You'll receive access plus occasional educational tax planning insights. Unsubscribe anytime. Privacy policy
If you like what you hear, you'll need a personal introduction to proceed. This strategy isn't something you can set up on your own — it requires the specialist team that builds these trusts, and they work by referral. That's what I'm here for. Request your introduction →
About this session: presented by Seth Greene and the Sterling specialist team, with CPA and Certified Tax Coach Gary Heldt. Dana Gibson of PRAIS Financial Management, LLC has a contractual referral relationship with the presenters and serves as your introducing advisor. The presentation reflects the presenters' own views, figures, and firm history — not those of TaxMitigation.net.
A single position that has grown for decades becomes its own kind of trap: selling triggers a substantial capital gains bill, while holding leaves your retirement dependent on one company's fortunes. This session applies the same tax-exempt trust structure to concentrated stock — allowing the position to be sold without the gains tax coming out first, then diversified across a portfolio that produces income, with tax paid only as money is distributed to you.
Enter your name and email and the webinar unlocks immediately on this page.
Your information is never sold or shared. You'll receive access plus occasional educational tax planning insights. Unsubscribe anytime. Privacy policy
If you like what you hear, you'll need a personal introduction to proceed. This strategy isn't something you can set up on your own — it requires the specialist team that builds these trusts, and they work by referral. That's what I'm here for. Request your introduction →
About this session: presented by Seth Greene and the Sterling specialist team, with CPA and Certified Tax Coach Gary Heldt. Dana Gibson of PRAIS Financial Management, LLC has a contractual referral relationship with the presenters and serves as your introducing advisor. The presentation reflects the presenters' own views, figures, and firm history — not those of TaxMitigation.net.
A different strategy for a different situation — for business owners and high-income professionals who are paying substantial tax on income they're earning right now.
Sections 179 and bonus depreciation allow certain equipment to be written off against income that would otherwise be taxed. This session walks through how that is applied through an active single-member LLC that acquires equipment, rents it out through an established national fleet operator, and generates monthly cash flow while producing the deduction. Michael Aguas covers the mechanics, the leverage involved, the six-year structure and buyback, depreciation recapture at exit, and who this does and does not suit.
Before you register, understand the shape of this one. Unlike the trust strategies above, this involves committing real capital and personally guaranteeing commercial debt — the presenters describe leverage as both the strategy's main appeal and its greatest risk. The extent of the offset also depends on whether your income is active business income or wages, which are subject to a federal loss limitation. This session is educational; whether any of it fits your situation is a conversation for you, your CPA, and qualified counsel.
Enter your name and email and the webinar unlocks immediately on this page.
Your information is never sold or shared. You'll receive access plus occasional educational tax planning insights. Unsubscribe anytime. Privacy policy
If you like what you hear, you'll need a personal introduction to proceed. This strategy is implemented through a specialist team and requires review alongside your own CPA. That's what I'm here for. Request your introduction →
About this session: hosted by Seth Greene with Gary Heldt, CPA and Certified Tax Coach, and presented by Michael Aguas of The Reignstorm Group. Dana Gibson of PRAIS Financial Management, LLC has a contractual referral relationship with the presenters and serves as your introducing advisor. All strategy details, figures, return ranges, and program specifics are the presenters' own and are neither verified nor endorsed by TaxMitigation.net. As the presenters state in the session, they share tax strategies rather than tax advice — suitability is a matter for you and your own CPA.
Why required distributions climb every year by design, and what the pre-RMD window is actually worth.
A full walk-through of converting to tax-free income without paying the conversion taxes out of pocket.
The three quiet taxes that hit hardest after retirement begins — and the planning that softens each.
How the Pension Protection Act turns an idle, taxable annuity into tax-free care benefits.
Before the webinar — get your baseline
13 questions, two minutes, and you'll know which of these sessions is most worth your time.
Get My Score →Webinars on this page are educational only and do not constitute tax, legal, or investment advice, or a recommendation to buy, sell, or exchange any asset, security, trust, or insurance product. Sessions presented by third parties reflect the views, figures, and hypothetical illustrations of those presenters, which are not verified or endorsed by TaxMitigation.net or PRAIS Financial Management, LLC. Trust structures involve legal complexity, costs, irrevocability, and suitability considerations, and require qualified legal and tax counsel. Consult your own attorney and tax professional regarding your situation. IRS Circular 230: any tax information here is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the U.S. Internal Revenue Code.