Capital Gains eCourse > Lesson 15
Conclusion and Final Thoughts
Lesson 15 of 15 · About a 3-minute read · By Lane Kawaoka, PE · Updated November 2026 · Course home
Short answer
Don’t let the tax tail wag the dog. Choose sound investments first, use these strategies where they fit, and plan with your CPA before you sell.
While I’m not a CPA, I offer a lot of practical advice, and it’s crucial to be informed and proactive when dealing with tax professionals. As an investor, I get it—taxes are important. However, I caution against letting the “tax tail wag the dog.” Focus on finding the best and safest investments first, and consider the tax implications as a secondary factor. Too often, I see people get caught up in mitigating taxes and end up in poor investments because of it.
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Lesson summary
This short wrap-up pulls the course together. There are several ways to offset capital gains, and putting off the tax lets you keep more of your money invested for longer. Tax law and best practices change, so what works today may not work later. I’m not a CPA, and the point of this course is to make you an informed client who asks your CPA better questions. I also touch briefly on estate planning tactics that go beyond this course, and how our mastermind group shares what’s working for its members.
This is educational content, not tax, legal, or investment advice. We are not attorneys, CPAs, or financial planners. Please let us know if you need a referral to a CPA, lawyer, or other vendor here.
Key takeaways
- Taxes matter, but a bad investment can cost more than the tax bill.
- Most strategies need to be set up before a sale closes.
- Tax law changes, and so do the best options, so keep learning.
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