EPISODE · Oct 1, 2024 · 16 MIN
How Ignoring Capital Gains can cost you Millions
from Growthink Podcast · host Hosted by - Tim Martinez
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 --- Contact: [email protected] | (310) 947 4353 [email protected] 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
What this episode covers
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 --- Contact: [email protected] | (310) 947 4353 [email protected] 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
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How Ignoring Capital Gains can cost you Millions
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