[{"@context":"https:\/\/schema.org\/","@type":"Article","@id":"https:\/\/chicagopartnersllc.com\/innovative-tax-aware-strategies-for-2025\/#Article","mainEntityOfPage":"https:\/\/chicagopartnersllc.com\/innovative-tax-aware-strategies-for-2025\/","headline":"Innovative Tax-Aware Strategies for 2025","name":"Innovative Tax-Aware Strategies for 2025","description":"Innovative Tax-Aware Strategies for 2025 July 9th, 2025 This video is a resource that demonstrates the impact long\/short and tax-aware strategies can have on a portfolio with a concentrated stock position. If you ... <div><a href=\"https:\/\/chicagopartnersllc.com\/innovative-tax-aware-strategies-for-2025\/\" class=\"more-link\">Read More<\/a><\/div>","datePublished":"2025-07-23","dateModified":"2025-07-24","author":{"@type":"Person","@id":"https:\/\/chicagopartnersllc.com\/blog\/author\/maryshults\/#Person","name":"maryshults","url":"https:\/\/chicagopartnersllc.com\/blog\/author\/maryshults\/","identifier":27,"image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/12976b650216506eea81ce9653d116336e64e66dd40ec3dbb49a089f810a6945?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/12976b650216506eea81ce9653d116336e64e66dd40ec3dbb49a089f810a6945?s=96&d=mm&r=g","height":96,"width":96}},"publisher":{"@type":"Organization","name":"Chicago Partners LLC","logo":{"@type":"ImageObject","@id":"https:\/\/www.chicagopartnersllc.com\/wp-content\/uploads\/2018\/05\/Logo-Website-Header.svg","url":"https:\/\/www.chicagopartnersllc.com\/wp-content\/uploads\/2018\/05\/Logo-Website-Header.svg","width":600,"height":60}},"image":{"@type":"ImageObject","@id":"https:\/\/www.chicagopartnersllc.com\/wp-content\/uploads\/2017\/12\/Pyramid-V3-5-Step-e1523473110381.png","url":"https:\/\/www.chicagopartnersllc.com\/wp-content\/uploads\/2017\/12\/Pyramid-V3-5-Step-e1523473110381.png","width":100,"height":100},"url":"https:\/\/chicagopartnersllc.com\/innovative-tax-aware-strategies-for-2025\/","video":{"@context":"http:\/\/schema.org\/","@type":"VideoObject","@id":"https:\/\/www.youtube.com\/watch?v=X2tu7SwFo68#VideoObject","contentUrl":"https:\/\/www.youtube.com\/watch?v=X2tu7SwFo68","name":"The NEW Way To Avoid Capital Gains Taxes In 2025","description":"Book a 1:1 call with me here:\nhttps:\/\/calendly.com\/d\/cvvt-y8d-x9h\n\n\u2705 Get Your Taxable Investor's Guide: https:\/\/www.quantitativefinancialstrategies.com\/pages\/free-guide\n\n--\n\nIf you\u2019re planning to sell your business or diversify a concentrated stock position in 2025, relying on outdated tax strategies could cost you millions.\nIn this video, I explain why most advisors are still using the 2020 playbook.\nI share what you should be doing instead.\n\nI break down innovative approaches like long\/short separately managed accounts that can harvest massive capital losses beyond your original cost basis.\n\nI also explain prepaid variable forwards to help you protect, diversify, and liquidate large single-stock holdings tax efficiently.\n\nThese solutions aren\u2019t just better for taxes.\n\nThey can also improve your overall investment performance and help you avoid the hidden risks of staying concentrated.\n\nI also cover strategies to offset ordinary income, such as tax-aware hedge funds that generate deductions you can use against W2 earnings or to strategically execute Roth conversions.\n\nWhether you\u2019re sitting on a multimillion-dollar position or preparing for a big liquidity event, these techniques can help you keep more of what you\u2019ve built and reduce your future tax burden.\n\n--\n\nAbout Me:\nI\u2019m Samuel Harnisch, a former All-American lacrosse player who transitioned my competitive edge into the world of finance. I graduated with a degree in finance and data analytics and went on to earn a Master\u2019s in Applied Quantitative Finance. I hold both the CFA and CFP\u00ae designations, which highlight my expertise in investment management and financial planning. After starting my career at PIMCO, managing assets for global institutions, I moved to a multifamily office, where I helped families with $10M to $100M in assets. I\u2019m passionate about making finance simple and empowering people to achieve financial independence.\n\nDisclaimer\nThis Video is solely for informational\u00a0purposes and is not offering advisory\u00a0services or sales of securities.\u00a0Investing involves risk and possible\u00a0loss of principal. Nothing contained herein constitutes investment, legal, tax or\u00a0other advice nor is it to be relied on in making an investment or other decision.\u00a0There can be no assurance that an investment strategy will be successful.","thumbnailUrl":["https:\/\/i.ytimg.com\/vi\/X2tu7SwFo68\/default.jpg","https:\/\/i.ytimg.com\/vi\/X2tu7SwFo68\/mqdefault.jpg","https:\/\/i.ytimg.com\/vi\/X2tu7SwFo68\/hqdefault.jpg","https:\/\/i.ytimg.com\/vi\/X2tu7SwFo68\/sddefault.jpg","https:\/\/i.ytimg.com\/vi\/X2tu7SwFo68\/maxresdefault.jpg"],"uploadDate":"2025-07-10T04:27:34+00:00","duration":"PT18M15S","embedUrl":"https:\/\/www.youtube.com\/embed\/X2tu7SwFo68","publisher":{"@type":"Organization","@id":"https:\/\/www.youtube.com\/channel\/UCcJsdOaBuK56yZtAlVKfDnA#Organization","url":"https:\/\/www.youtube.com\/channel\/UCcJsdOaBuK56yZtAlVKfDnA","name":"Samuel Harnisch, CFA, CFP\u00ae","description":"Hello...Welcome to my channel!\n\nI\u2019m Samuel Harnisch, a former All-American lacrosse player turned finance professional. I hold CFA and CFP\u00ae designations and earned a Master\u2019s in Applied Quantitative Finance. I\u2019ve managed assets for global institutions at PIMCO and wealthy families with $10M to $100M in assets. My passion is simplifying finance and helping people achieve financial independence.\n\nI\u2019ve had the privilege of seeing firsthand how the world\u2019s ultra-wealthy preserve and grow their wealth. Now, I\u2019m on a mission to share these insights with everyone. Whether you\u2019re looking to build, protect, or enhance your financial future, you\u2019ll find valuable strategies and tips here that are typically reserved for the elite. \n\nLet\u2019s level the playing field together!","logo":{"url":"https:\/\/yt3.ggpht.com\/K2r-t6Bk7TY12dgFMu4rb9OYiF0UWUxG-sOwrS-TXvLNa_TU-lPDtvpmN9tW0D7q-ruwtelWBA=s800-c-k-c0x00ffffff-no-rj","width":800,"height":800,"@type":"ImageObject","@id":"https:\/\/www.youtube.com\/watch?v=X2tu7SwFo68#VideoObject_publisher_logo_ImageObject"}},"potentialAction":{"@type":"SeekToAction","@id":"https:\/\/www.youtube.com\/watch?v=X2tu7SwFo68#VideoObject_potentialAction","target":"https:\/\/www.youtube.com\/watch?v=X2tu7SwFo68&t={seek_to_second_number}","startOffset-input":"required name=seek_to_second_number"},"interactionStatistic":[[{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=X2tu7SwFo68#VideoObject_interactionStatistic_WatchAction","interactionType":{"@type":"WatchAction"},"userInteractionCount":1153}],{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=X2tu7SwFo68#VideoObject_interactionStatistic_LikeAction","interactionType":{"@type":"LikeAction"},"userInteractionCount":25}]}},{"@context":"https:\/\/schema.org","@type":"BreadcrumbList","@id":"https:\/\/chicagopartnersllc.com\/innovative-tax-aware-strategies-for-2025\/#BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Innovative Tax-Aware Strategies for 2025","item":"https:\/\/chicagopartnersllc.com\/innovative-tax-aware-strategies-for-2025\/#breadcrumbitem"}]}]