8 Ways to Reduce Capital Gains for Accredited Investors
Free eCourse · 15 lessons · By Lane Kawaoka, PE · Updated November 2026
Short answer
Selling an investment at a gain usually means a tax bill. This free course covers eight ways investors reduce or defer capital gains tax, including 1031 exchanges, DSTs, opportunity zone funds and installment sales, plus bonus lessons on lowering your AGI and year-end tax planning. It is education to help you have a better conversation with your CPA.
Mastering Tax Savings: Strategies for Capital Gains
In this course, you’ll learn various legal strategies to reduce or defer taxes on capital gains. The dynamic nature of tax laws makes it crucial to stay informed and creative to empower you to have fruitful discussions with your CPA.
Enjoy the course and don’t hesitate to reach out for CPA referrals!
The 15 lessons
Frequently asked questions
Who is this course for?
Accredited investors and high-income professionals who own appreciated real estate, a business or other assets and want to understand their options before they sell.
Is this tax advice?
No. It is education to help you have a better conversation with your CPA. Every situation is different, so confirm any strategy with your own tax professional.
Do I have to do a 1031 exchange to defer taxes?
No. A 1031 exchange is one option. The course also covers using passive losses, installment sales, opportunity zone funds, 721 exchanges and other approaches, each with trade-offs.
When should I start planning?
Before you sell. Most of these strategies have to be set up before the sale closes, and some have strict deadlines afterward.
Does the course cost anything?
No. The course is free.
Talk it through with us
Selling an investment is easier to plan when you can compare notes with investors who have done it. Join The Wealth Elevator investor community and book your onboarding call with us.
Join the club and book your onboarding callJoining is free.
What happens when you join
- Fill out the short form at The Wealth Elevator club page. It’s free.
- Book your onboarding call. We talk about your goals and how the community works.
- Keep learning with member events, the podcast and member education.
The podcast behind this course
The Wealth Elevator
Conversations on passive real estate, alternative investments and tax strategy for busy professionals.
Listen on Apple PodcastsWatch on YouTubeThis is educational content, not tax or legal advice. Please let us know if you need a referral to 💼 CPA ⚖️ Lawyer or other vendor here.
This content is provided for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Read the full disclaimer.