The Wealth Strategy Your CPA Probably Doesn’t Know

The Capital Gains Loophole Most Advisors Miss

The Capital Gains Loophole the Wealthy Quietly Use


What if you could legally press pause on your capital gains taxes for the next five years…and potentially never pay taxes on the profits again?

No offshore accounts. No weird crypto plays. Just a smart, IRS-compliant strategy the ultra-wealthy are already using.

If you qualify, it can dramatically shift your financial future.


Here’s what this strategy unlocks:
➝ You can defer capital gains taxes for 5+ years.
➝ You get a 10% step-up in tax basis...that’s like a discount on what you owe.
➝ And the biggest benefit? No capital gains tax on future profits...none.
➝ Plus…no depreciation recapture when you exit.

Whether you just sold stock, crypto, real estate, or a business...this applies to you.

This strategy isn’t talked about on CNBC. Most CPAs won’t bring it up...because they simply don’t know how to structure it.

But in our free training, we’re breaking it down: What it is, who qualifies, and how to use it step-by-step.

Click the link now to register for the free webinar. Spots are limited, and the timing of this strategy matters.

If you’ve got capital gains…you need to hear this before you write that next check to the IRS.

Gary Heldt is a CPA, Certified Tax Coach, best-selling author, and podcaster.

You don’t need to change CPA’s to use this strategy.

We will even be giving away a 3 night, 4 day hotel stay at a 5 star resort to one lucky winner who attends live.

Event Details:
📅 Date: Thursday, October 30th, 2025
⏰ Time: 11:00AM – 12:00PM Eastern

Register now, and we will see you inside.