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:
Geoff.Sokol@GTria.com | (310) 947 4353
Tim.Martinez@Growthink.com
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
