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Unlocking Financial Growth: Sally Gimon's Guide to Tax Strategies and Wealth Preservation
Manage episode 446627010 series 3589598
เนื้อหาจัดทำโดย James Donovan เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก James Donovan หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
Unlock the secrets to substantial tax savings and financial growth with insights from Sally Gimon, a seasoned real estate investor and tax strategist. Sally's journey from a Medicare broker burdened by debt to mastering tax-saving strategies offers invaluable lessons for business owners and investors. Discover how tools like the Rockefeller Spendthrift Trust can transform financial challenges into opportunities for growth, illustrated by the story of a New Jersey mechanic who significantly benefited from these strategies. Sally's expertise promises to enlighten listeners on innovative ways to manage taxes and protect assets.
We also delve into the world of wealth preservation, particularly through trust-based strategies in multifamily apartment investments. Skepticism from financial professionals, reminiscent of past doubts about tax credits, highlights the need for understanding these legal tools, especially with the upcoming Corporate Transparency Act. Explore why traditional setups like LLCs might not be as advantageous as once thought, and learn how real estate and crypto investments can fit into a strategic portfolio. With the potential for expanding educational content, this episode is packed with compelling discussions aimed at guiding listeners towards smarter financial decisions.
บท
1. Unlocking Financial Growth: Sally Gimon's Guide to Tax Strategies and Wealth Preservation (00:00:00)
2. Tax Saving Strategies and Success Stories (00:00:01)
3. Wealth Preservation Through Trusts (00:10:44)
10 ตอน
แบ่งปัน
