Video 1 of 7 | Reduce Capital Gains Taxes With a Tax-Aware Long-Short Strategy

Описание: Leverage has a reputation for being risky. But what if you could use it wisely to reduce your taxes and build long-term wealth?

In this video, CERTIFIED FINANCIAL PLANNER® professional, Hilary Hendershott explains how leverage actually works, when it becomes dangerous, and how the right kind of leverage—used inside a tax-aware long-short strategy—can reduce capital gains taxes and help protect your wealth without sacrificing returns.

You’ll learn:
✓ What leverage is and how it’s already used in everyday finance–including by you!
✓ The difference between high-risk and low-risk leverage
✓ Real examples of how leverage works for and against investors
✓ How a tax-aware long-short strategy (TALS) uses low-risk leverage to reduce taxes
✓ Why tax-aware long-short is fundamentally different from the risky leverage you've been warned about

This is video one in a 7-part series about tax-aware long-short investing and Flex SMA, which is the keystone offering within our Ultra Tax Efficient Wealth Management® service at Hendershott Wealth Management®.

Want to use smarter tax strategy to protect and grow your wealth?
▶ Watch the full video

🔔 Subscribe to @HendershottWealth for more videos about tax efficiency and smart wealth management

🔗 Learn more about Flex SMA and Ultra Tax Efficient Wealth Management®: hendershottwealth.com/UTEWM

For suitable investors—typically those with $1.25M+ in taxable assets—this approach could meaningfully reduce capital gains taxes over time. We’d love to help you assess your fit:

📞 Book a complimentary Discover Call at hendershottwealth.com/contact

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🌐 Website: https://hendershottwealth.com/
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💼 LinkedIn:   / hilarythecfp  
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00:00 Introduction
01:51 What is leverage, really?
02:28 Examples of low-risk leverage
04:01 Examples of high-risk leverage
05:19 When leverage works, and when it doesn’t
06:07 How to use low-risk leverage strategically
07:44 The bottom line on leverage and building wealth
09:07 Disclosure