Share The Truth About Capital Gains AND How to Avoid Them Legally

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October 29, 2024

The Truth About Capital Gains AND How to Avoid Them Legally

18 minutes

Join us on this insightful episode as we sit down with Geoff Sokol, Wealth Management expert, to discuss how business owners and investors can legally minimize capital gains taxes.

Whether you're preparing to sell a business or real estate, this episode is packed with actionable tips to help you avoid unnecessary tax burdens.

Don’t let the tax trap catch you off guard—tune in now!

#capitalgains #taxstrategies #wealthbuilding

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Contact:

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www.Growthink.com

www.GTRIA.com

0:00 - intro

1:27 - How the Ultra High Net Worth operate

2:18 - practical examples

7:21 - emotional connection to money

8:11 - the importance of financial planning

9:19 - work with smart people

9:40 - Roth's, SEP IRAs, Solo 401k's, Roth conversions, HSA's, Insurance plans

12:30 - long term succession planning

14:49 - recap

15:29 - Peter Thiel example

17:00 - work with Growthink

...more

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By Hosted by - Tim Martinez