Sally Gimon shares her entrepreneurial beginnings with a lemonade stand and her journey into real estate investing. Kyle Goodknight inquires about trust and insurance, leading to a discussion on different types of trusts and the benefits of the Spencer's Trust. They explore the Corporate Transparency Act and its implications, followed by a sponsor message from FreshBooks. The episode covers various tax filing statuses, a case study on tax savings through digital marketing, and using trusts for real estate investment. Sally wraps up with closing remarks and answers final questions.
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(0:00) Introduction and Sally Gibmon's Lemonade Stand Story
(1:18) Sally Gibmon's Journey into Real Estate Investing
(3:35) Kyle's Questions about Trust and Insurance
(8:56) Understanding Different Types of Trusts
(10:08) Benefits of the Spencer's Trust
(11:51) The Corporate Transparency Act and Its Implications
(13:45) Sponsor: FreshBooks
(14:28) Different Tax Filing Statuses
(17:13) Case Study on Tax Savings through Digital Marketing
(21:30) Using Trusts for Real Estate Investment
(25:19) Closing Remarks and Final Questions