How To Never Pay Taxes On Your Investments

@shermanthecpa

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Why it worked

The video leverages a common financial aspiration (avoiding taxes) and presents a seemingly simple solution, making it highly relatable and shareable. The visual representation of wealth growth without tax burden further reinforces the message.

Summary

The video explains that not selling investments prevents triggering taxable events, allowing wealth to grow tax-free. It suggests challenging the need to sell assets if they are good long-term investments.

Structure

1Selling triggers taxes
2Holding investments avoids taxes
3Ultra-wealthy use this loophole
4Challenge the need to sell
5Hold long-term investments

On-screen text

How To Never Pay Taxes On Your Investments CPA EXPLAINS SELL Stock Portfolio PAY TAX SELL House PAY TAX SELL Business PAY TAX HOLD Stock Portfolio PAY TAX HOLD House PAY TAX HOLD Business PAY TAX HOLD Stock Portfolio NO TAX HOLD House NO TAX HOLD Business NO TAX America's ultra rich have $8.5 trillion in untaxed income thanks to this loophole CPA EXPLAINS Jeff Bezos Wealth Growth Total Taxes Paid $0.08B $16.0B 2006 2012 2018 Wealth Growth Total Taxes Paid $0.4B $33.0B 2006 2012 2018 Wealth Growth Total Taxes Paid $0.8B $51.0B 2006 2012 2018 Wealth Growth Total Taxes Paid $0.8B $69.0B 2006 2012 2018 Wealth Growth Total Taxes Paid $1.2B $87.0B 2006 2012 2018 Wealth Growth Total Taxes Paid $1.2B $105.0B 2006 2012 2018 Wealth Growth Total Taxes Paid $1.4B $124.0B 2006 2012 2018 Wealth Growth Total Taxes Paid $1.4B $127.0B 2006 2012 2018 CPA EXPLAINS

Original caption

How To Never Pay Taxes On Your Investments #investments #taxes #capitalgains #taxsavings #taxtips

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Transcript

The moment you sell your investment is the exact moment you will trigger a taxable event. So, if you never sell your investments, you will never pay taxes, no matter how much your investments are worth. This is literally why the ultra-welfare has over $8.5 trillion in unrealized capital gains. They simply hold on to their investments and let their wealth grow and grow without ever paying a single penny in taxes. So, if you are considering selling an asset and you don't want to pay taxes, I would first deeply challenge your why. Why do we need to sell this investment right now? If it is a good long-term investment, maybe we hold on to it.