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How Ignoring Capital Gains can cost you Millions
In this episode, we’re joined by Geoff Sokol, Wealth Manager for GT Investment Advisory. We explore how ignoring capital gains can devastate your wealth when selling a business. Geoff breaks down the common mistakes business owners make and shares actionable strategies to minimize capital gains taxes.
Don’t let the tax trap catch you off guard—tune in now!
#capitalgains #taxstrategies
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Contact:
[email protected] | (310) 947 4353
www.Growthink.com
www.GTRIA.com
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0:00 - Introduction
0:43 - what are capital gains
2:10 - where to get started in the conversation
4:02 - real life examples
7:05 - self awareness
7:50 - real estate sheltering
11:35 - employing your kids and family
14:35 - be proactive vs reactive
15:55 - contact us for complimentary analysis
View all episodes
By Hosted by - Tim MartinezIn this episode, we’re joined by Geoff Sokol, Wealth Manager for GT Investment Advisory. We explore how ignoring capital gains can devastate your wealth when selling a business. Geoff breaks down the common mistakes business owners make and shares actionable strategies to minimize capital gains taxes.
Don’t let the tax trap catch you off guard—tune in now!
#capitalgains #taxstrategies
---
Contact:
[email protected] | (310) 947 4353
www.Growthink.com
www.GTRIA.com
---
0:00 - Introduction
0:43 - what are capital gains
2:10 - where to get started in the conversation
4:02 - real life examples
7:05 - self awareness
7:50 - real estate sheltering
11:35 - employing your kids and family
14:35 - be proactive vs reactive
15:55 - contact us for complimentary analysis