Welcome to "Stop Paying Capital Gains, Now!" with Sally Gimon. In this episode, Sally shares a real-life success story of how she helped a business broker win a potential client by showing him how to save hundreds of thousands of dollars in capital gains. Sally's expertise in creating spendthrift trusts not only helped the client save money but also helped him leave a legacy for his family. Sally also talks about how she can help other clients like the pizzeria and the nail salons save at least $200,000 each by creating a spendthrift trust. Tune in to learn more about how Sally can help you save on capital gains and leave a legacy for your family.
Outline of this episode:
1:04 - Sharing a story about how she helped one broker win a client and help that client, as well as his other clients, save on taxes legally.
5:55- Understanding the spendthrift trust better, and how it saves you in three ways.
6:33- Why getting a business spendthrift trust will earn you more commissions and save you in federal taxes.
8:10- The two types of beneficial trust to save money on taxes related to different types of income such as capital gains, interest income, dividend income, and rental income regardless of their tax bracket.
11:37- How spendthrift trust could help with royalties
12:45- How a family with multiple properties set up a trust to manage their assets and distribute them to beneficiaries- which benefits them from generation to generation.
14:45- Sally offers her services to help people set up these trusts so they can save hundreds of thousands of dollars
This episode covers the following:
About Sally Gimon:
Real estate expert Sally Marie Gimon was recently featured in Authority Magazine, discussing Infinite Wealth Strategies. Gimon, who holds a weekly mastermind for her Real Estate group that reaches over 800 investors, also hosts a weekly show called "Money Secrets" on Win, Win Women TV. In addition, Gimon announced she will launch a new podcast called "Stop Paying Capital Gains, now!" She is a regularly featured expert guest on podcasts and summits.
Sally is a wealth-building expert. She is a real estate expert and has been a licensed life insurance agent for 19 years. Sally uses proven wealth-building programs such as the Infinite Banking system and Spendthrift Trusts. She assists consumers in becoming debt-free in less time, saving money on capital gains, and protecting financial investments. Sally leads a weekly mastermind for her Real Estate group of over 800 investors, and she broadcasts "Money Secrets" weekly on Win-Win Women TV.
A Spendthrift Trust defers Capital Gains into infinity, becomes judgment-proof, and information is 100% private. Gimon offers a FREE Report that teaches how to start benefiting from Day 1.
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Learn more at www.TheTrustIsYou.com
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