Today, we’re unpacking how capital gains actually work in the context of MedSpa income — and why small strategic choices can make a disproportionate difference over time.
WHAT YOU’LL LEARN:
- Why capital gains often cost more once business income fills tax brackets first.
- How gains stack on top of owner pay, K-1 income, and bonuses, raising true marginal rates.
- Why many MedSpa owners drift into the 23.8% capital gains bracket once NIIT applies.
- The trade-off between diversification and permanent tax costs when selling concentrated positions.
- How shifting risk inside retirement accounts can reduce exposure without taxable sales.
- Why spreading sales across multiple years improves control over capital gains brackets.
- How bonus depreciation and timed purchases can strategically offset capital gains.
- Why managing income over a 3–5 year window reduces taxes, risk, and stress.
Tags:
medspa, capital gains tax, medspa taxes, NIIT tax, bonus depreciation, tax planning for med spas, K-1 income, taxable brokerage accounts, marginal tax rate, diversification risk
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