How TALS Help You Reduce Taxes and Stay Invested (The Full Series)

Get your customized planning started by scheduling a no-cost discovery call: Over the past month, we released a six-part video series breaking down how ultra-wealthy investors think about taxes, and more importantly, how they legally minimize them. In this episode, we’ve stitched the entire Tax-Aware, Long-Short (TALS™) Strategy series together to allow you to hear the full framework in one place, and we’re making it our year-end podcast episode. We’ll talk about why traditional tax strategies fall short for high earners, how advanced tax-aware investing actually works, and the investment structures that have historically been reserved for ultra-high-net-worth families but are now becoming accessible to more investors. If you want to see the charts, visuals, and examples that go along with this discussion, you can watch the full six-part video series on YouTubehere: Here’s some of what we discuss in this episode: 🧠 Understand how TALS generate real tax alpha 💼 When the strategy is best used and when it’s not 📉 Pairing with trader fund structure = business losses ❌ Why most CPAs and advisors miss this 💬 Real-world examples and implementation tips Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.

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How TALS Help You Reduce Taxes and Stay Invested (The Full Series) is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.

This episode is 53:15 long.

This episode was published on Dec 31, 2025.

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