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Tax-Alpha Strategies to Defer, Reduce, or Eliminate Taxes

Released on Thursday, July 23, 2020•TAXES

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Financial markets have made a steady climb since the mortgage meltdown of 2009. This has caused prices of stocks, real estate, and businesses to reach all-time highs. These higher valuations have created opportunities to sell. However, selling highly appreciated capital assets create a taxable event and many trusted advisors aren't trained to help with a tax-efficient exit. The Tax Cuts & Jobs Act of 2018 has created some new opportunities in the code to help mitigate the tax impact. By combining new code with some established planning strategies, we can help sellers maximize their net proceeds from the sale. This presentation from Matt Chancey, CFA, will provide examples of new and old codes that work well together, case studies, and visual examples of assets that meet the guidelines.

Matt Chancey

Dempsey Lord Smith, LLC, Certified Financial Planner

Matt Chancey is a certified financial planner that works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients' unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his clients make, but how they keep more of it. Mr. Chancey has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. He is a respected advisor and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.