Deron McCoy LinkedIn Post - September 2025

✨ 𝗦𝘁𝗼𝗰𝗸𝘀 𝗮𝘁 𝗮𝗹𝗹‑𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵𝘀!?! 𝗛𝗼𝘄 𝘁𝗼 𝗹𝗼𝗰𝗸 𝗶𝗻 𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗶𝗻 𝗮 𝘁𝗮𝘅 𝗯𝗶𝗹𝗹.

Last month, we highlighted how certain investment planning techniques can help real estate investors reduce—or even eliminate—capital gains tax on the sale of property. 🏡 This applies whether you’re selling a primary residence, investment real estate, or even a 1031 exchange property (yes, with the right strategy, you can exit a 1031 without triggering recapture).

📈 𝗧𝗼𝗱𝗮𝘆, 𝗹𝗲𝘁’𝘀 𝗲𝘅𝘁𝗲𝗻𝗱 𝘁𝗵𝗮𝘁 𝘀𝗮𝗺𝗲 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝗯𝗲𝘆𝗼𝗻𝗱 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲. With the stock market at all‑time highs, many investors are considering trimming positions or realizing gains in:
- Individual stocks
- Technology‑focused funds
- Mutual funds & ETFs
- Private equity

⚠️ In the past, reducing concentrated equity exposure in a tax‑efficient way often meant navigating cumbersome or costly structures such as: Exchange Funds, Qualified Opportunity Zone funds, and Irrevocable gifting vehicles like Charitable Remainder Trusts, Family Partnerships, or Private Foundations. While effective, these strategies were complex, expensive, and not always practical.

✅ 𝗙𝗼𝗿𝘁𝘂𝗻𝗮𝘁𝗲𝗹𝘆, 𝘁𝗼𝗱𝗮𝘆’𝘀 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗼𝗳𝗳𝗲𝗿𝘀 𝗮 𝗺𝗼𝗿𝗲 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲𝗱 𝗽𝗮𝘁𝗵.

You can keep your existing portfolio intact while restructuring it to generate meaningful tax benefits. Those benefits can then be used to reposition highly appreciated equities into a more diversified or conservative allocation—without facing the full weight of capital gains tax next April.

💡 𝗜𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗽𝗹𝗮𝗻 𝗶𝘀𝗻’𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝘁𝗮𝘅 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀, 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗱𝗼𝗶𝗻𝗴 𝗶𝘁 𝘄𝗿𝗼𝗻𝗴.

At Axxcess Wealth Management (alongside Investate Wealth Management), we help investors recognize that 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐠𝐚𝐢𝐧𝐬 𝐭𝐚𝐱𝐞𝐬 𝐚𝐫𝐞𝐧’𝐭 𝐢𝐧𝐞𝐯𝐢𝐭𝐚𝐛𝐥𝐞. Want to preserve gains and unlock wealth? Sophisticated planning starts here. 𝗙𝗼𝗹𝗹𝗼𝘄 👆 for advanced strategies to reduce your tax exposure—or reach out to learn what’s the next, next thing in investment management.